Truist
Senior Financial Analyst- Wholesale FP&A Advisory
Charlotte, NC · Senior · Part-time
Sponsorship not specifiedDetected 66 days ago
AccessibilityFinancial AnalysisAccountingExcelFP&ACommunicationProblem SolvingPublic SpeakingOrganizational SkillsMicrosoft OfficeFinancial ReportingVariance Analysis
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odds of building a lasting career here
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Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- This role serves as a senior financial analyst within the Wholesale FP&A and Advisory team.
- Truist in-office requirement is 5 days per week**
- Following is a summary of the essential functions for this job.
Responsibilities
- Deliver financial analysis and reporting to support decision-making across lines of business.
- Collaborate with business partners to align financials with operational goals.
- Maintain documentation and ensure accuracy of financial data.
Requirements
- Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
- Ability to work well with others in a dynamic, team-oriented environment.
- Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- 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.
- Bachelor's degree in Accounting or Finance, or equivalent education and related training.
- Five years of relevant accounting or finance experience that includes complex financial analysis.
- Ability to build consensus through communication and presentation of factual and relevant information.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Sound and logical decision-making abilities.
Nice to have
- Advanced excel skills.
- Highly detail-oriented with the ability to understand complex drivers and identify key insights within large datasets
- Strong ability to translate detailed analysis into concise, executive-ready messaging and presentations for senior leaders
- Comfortable working across multiple systems, data sources, and reporting applications while understanding how they interconnect
- Strong analytical and problem-solving skills, particularly in balance sheet, NII, spread, and RWA-related topics
- Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
- Experience with macros/VBA
- Truist is a Drug Free Workplace.
Compensation
- Support development of recurring forecasts and the annual financial plan.
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- 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.
Visa & Work Authorization
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.