FP&A Financial Analyst - Strategic Funding at Truist

| Charlotte, NC
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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

An experienced FP&A analyst position providing financial analysis and performance reporting necessary to support strategic execution of Truist Financial Corporation's (and subsidiaries') profit planning or forecasting process and related year-round activities.

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.

1. Support the Corporation's strategic funding process. Key responsibilities include:

A. Modeling financial impact of branch and facility lease renewal, renovation, construction, and acquisitions in support of Corporate Real Estate's optimization efforts;

B. Compile reports from a Strategy, LOB and consolidated perspective for presentation to Executive Leadership;

C. Perform ad-hoc analyses utilizing Truist tools as requested by the Management Reporting Manager

D. Maintain and update proper controls and documentation covering key processes and reports.

2. Work with Sourcing, FP&A and LOBs to support development of accurate profit plans and forecasts, understanding the drivers of business results, and reviewing these results to identify areas of improvement.

3. Perform variance analysis comparing the profit plan and forecast to actual results and prior forecast as a means to support performance assessment and strategic decision-making.

4. Support development of alternative forecasting methods via models and business tools as a way to provide effective challenge to LOBs for their baseline profit plans and forecasts.

5. Participate in training programs related to profit planning and forecasting processes and systems and in cross-training with teammates in areas such as FTE analysis, expense allocations, and profit plan changes.

6. Communicate effectively with Truist Financial Management, lines of business, and internal departments.

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 Business or Finance, or equivalent education and related training

2. Two years of experience in financial analysis or corporate budgeting/profit planning/forecasting

3. Ability to achieve productivity in and perform financial modeling and analysis related to Truist income statement and balance sheet accounts, lines of business, and Executive Leadership roll-ups

4. Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve

5. Ability to be flexible and adaptive in a fast-paced and dynamic work environment

6. Strong interpersonal and communication (verbal and written) skills

7. Demonstrated proficiency in basic computer applications, including Microsoft Office software products

Preferred Qualifications:

1. Master's degree in finance or business administration

2. Professional designation such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)

3. Four years of experience in financial analysis or corporate budgeting/profit planning/forecasting

4. Knowledge of financial industry business practices

5. Financial system experience, such as SAP or Hyperion

6. Experience with financial tools, practices, and concepts used by Truist

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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More Information on Truist
Truist operates in the Fintech industry. The company is located in Charlotte, NC. Truist was founded in 2019. It has 12339 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 386 open jobs at Truist, click here.
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