Head of FP&A for Consumer and Small Business Banking

Truist Financial
Charlotte
Full timeFunction: Banking, Lending & CreditExperience: 10+ yearsEducation: bachelorsSkills: ["Critical thinking","Communication","Organizational skills","Data visualization","Multi-tasking"]

Lead FP&A for Consumer & Small Business Banking by directing monthly corporate forecasting, building annual budgets and 3-year strategic plans, and producing executive-ready reporting with variance and scenario analysis. Partner across executive leadership, line of business CFOs, corporate finance and treasury, strategy, and risk to drive strategic decision-making. Standardize and modernize planning processes, improve financial systems and governance, and build a high-performing forecasting team.

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Truist Financial
Truist Financial
4 days ago

Head of FP&A for Consumer and Small Business Banking

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Last checked: 9 hours agoStatus: Live

Job Summary

Lead FP&A for Consumer & Small Business Banking by directing monthly corporate forecasting, building annual budgets and 3-year strategic plans, and producing executive-ready reporting with variance and scenario analysis. Partner across executive leadership, line of business CFOs, corporate finance and treasury, strategy, and risk to drive strategic decision-making. Standardize and modernize planning processes, improve financial systems and governance, and build a high-performing forecasting team.
Location: Charlotte
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Sr. Director level

Key Responsibilities

  • •Direct monthly corporate forecasting for specified lines of business and enterprise functions, including refining inputs and aiming for accurate forecasts.
  • •Develop the annual budget and 3-year strategic plans, including ad-hoc scenario analysis with upside/downside economic scenarios.
  • •Create standard and ad-hoc financial reporting for executive leadership, including variance analysis and clear performance explanations.
  • •Evaluate BAU activities and investment opportunities through financial analysis, including revenue, cost savings, and M&A.
  • •Lead and build a high-performing team, improve planning/forecasting systems and governance, and drive process modernization with partners.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPension

Key Requirements

  • •Bachelor's degree in Business or Finance (or equivalent).
  • •10+ years of experience in financial analysis and corporate finance, with a good understanding of the banking industry.
  • •Strong analytical and data visualization skills to communicate complex recommendations clearly to senior leadership.
  • •Strong organizational skills with the ability to multi-task and a commitment to detail, excellence, and quality.
  • •Proficiency in Microsoft Office, plus adaptability in a fast-paced environment.
Experience:10+ yearsBankingFinancial services
Education:Bachelor's
Skills:Critical thinkingCommunicationOrganizational skillsData visualizationMulti-tasking
Languages:English
Tech Stack:Microsoft OfficeSAP BPCOracle Hyperion

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