Sr. Financial Analyst IBCM CFO Group

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

Deliver financial analysis and reporting to support decision-making across lines of business. Evaluate performance versus plans and strategic goals, create management insights, and contribute to investment cases and value-creation initiatives. Help develop recurring forecasts and the annual financial plan with moderate autonomy. Partner with business teams to align financials with operational objectives, ensuring accurate data documentation and reporting.

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Truist Financial
Truist Financial
1 month ago

Sr. Financial Analyst IBCM CFO Group

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Last checked: 12 hours agoStatus: Live

Job Summary

Deliver financial analysis and reporting to support decision-making across lines of business. Evaluate performance versus plans and strategic goals, create management insights, and contribute to investment cases and value-creation initiatives. Help develop recurring forecasts and the annual financial plan with moderate autonomy. Partner with business teams to align financials with operational objectives, ensuring accurate data documentation and reporting.
Location: Charlotte
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability401kPaid LeaveSick Days

Key Requirements

  • •Bachelor's degree in Accounting or Finance (or equivalent education and related training).
  • •Five years of relevant accounting or finance experience including complex financial analysis.
  • •Independently complete tasks after taking direction, considering broader implications and additional analysis needs.
  • •Build consensus through communication and presentation of factual, relevant information.
  • •Proficiency in Microsoft Office applications including Excel, PowerPoint, Word, and Outlook.
Experience:5+ years
Education:Bachelor's
Skills:CommunicationPresentationAnalytical thinkingProblem-solvingCollaboration
Certifications:CPACMAChartered Financial Analyst
Languages:English
Tech Stack:Microsoft Office ExcelMicrosoft PowerPointMicrosoft WordOutlookEssbaseHyperionEPMBPCVBAMacros

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