Senior Financial Analyst II
| Company | Truist |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
- Five years of relevant accounting or finance experience that includes complex financial analysis.
- Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
- Ability to build consensus through communication and presentation of factual and relevant information.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Sound and logical decision-making abilities.
- Ability to work well with others in a dynamic, team-oriented environment.
- Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
Responsibilities
- Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives.
- Prepare management information and insights to guide decision making and evaluate financial performance vs. plan, prior periods, and the strategic plan.
- Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
- Compiles, reviews, analyzes, and submits timely and accurate monthly reporting related to the Bank’s financial performance or strategy.
- Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity.
- Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness.
- Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
- Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends.
- Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work.
- Coordinate with internal and external audits and examinations.
Preferred Qualifications
- Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
- Master’s degree of MBA
- Specific financial services or specialized industry experience.
- Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
- Experience with macros/VBA.