Senior Financial Analyst- Wholesale FP&A Advisory

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Analytical thinking","Problem-solving","Collaboration"]

Serve as a senior financial analyst within the Wholesale FP&A and Advisory team, owning executive financial reporting and analysis to guide strategic decisions for line of business partners. Drive monthly close and forecast cycles using variance analysis, performance reporting, and executive summaries. Analyze the Wholesale lending portfolio (balance, yield, spread, rate trends) and support client-level profitability and relationship analytics, operating independently with strong influence across Finance and LOB teams.

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Truist Financial
Truist Financial
22 hours ago

Senior Financial Analyst- Wholesale FP&A Advisory

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Last checked: 22 hours agoStatus: Live

Job Summary

Serve as a senior financial analyst within the Wholesale FP&A and Advisory team, owning executive financial reporting and analysis to guide strategic decisions for line of business partners. Drive monthly close and forecast cycles using variance analysis, performance reporting, and executive summaries. Analyze the Wholesale lending portfolio (balance, yield, spread, rate trends) and support client-level profitability and relationship analytics, operating independently with strong influence across Finance and LOB teams.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Deliver financial analysis and reporting to support decision-making across lines of business.
  • •Evaluate performance against plans and strategic goals.
  • •Prepare management insights and contribute to investment cases and value creation initiatives.
  • •Support development of recurring forecasts and the annual financial plan.
  • •Collaborate with business partners and maintain accurate financial data documentation.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor's degree in Accounting or Finance (or equivalent education and related training).
  • •Five years of relevant accounting or finance experience with complex financial analysis.
  • •Ability to work independently after receiving direction and consider broader implications or needed additional analysis.
  • •Ability to build consensus through communication and presentation of factual, relevant information.
  • •Proficiency with Microsoft Office applications including Excel, PowerPoint, Word, and Outlook.
Experience:5+ yearsAccountingFinance
Education:Bachelor's in Accounting or Finance
Skills:CommunicationPresentationAnalytical thinkingProblem-solvingCollaboration
Languages:English
Tech Stack:Microsoft Office ExcelMicrosoft PowerPointMicrosoft WordOutlookExcelEssbaseHyperionEPMBPCVBAMacros

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn