Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

112

Please review the following job description:

Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. Financial Manager role that coordinates financial analysis and reporting process workflow within team. Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members. Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups. Compile, review, analyze, interpret, summarize, and submit timely and accurate monthly reporting related to the company’s financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership. Apply knowledge of best practices derived from experience to identify and solve problems of higher technical or operational complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents. Take a new perspective on existing solutions to propose innovative solutions. Initiate and assist in implementing long-term solutions. Prepare and review materials to senior leadership summarizing issues and communicating solutions. Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. Work with business unit partners to integrate business initiatives into forecast and Plan, and provide continuous communication to Corporate Financial Planning and LOB partners to ensure alignment on directives. Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develop and perform testing of economic models. Maintain necessary documentation of source data, ensuring adequate support of data integrity. Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR. Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Initiate process improvements across broad organizational processes to address internal/external challenges. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. Coordinate development of new accounting processes and procedures, as needed. Assist in risk management governance and business continuity planning processes as necessary.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
2. Eight years of relevant accounting or finance experience that includes complex financial analysis.
3. Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:
1. Supervisory experience
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master’s degree in Business Administration
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.