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Financial Analyst
Financial AnalystTruist • Charlotte, NC, US
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Financial Analyst

Financial Analyst

Truist • Charlotte, NC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Financial Analyst

Complete a variety of intermediate to advanced financial and / or business analyses of financial ratios, trend analyses, revenue performance, financial forecasting and profitability projections and expense management. Analyze and interpret operating results. Identify, research and explain material variances. Coordinate and assist communication between departments in the preparation of such analyses. Serve as a project resource to provide financial advice and guidance for initiatives with potential financial reporting impact.

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.

  • Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Experienced financial analyst role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
  • Compile and submit timely and accurate reporting related to the company's financial performance or strategy.
  • Apply knowledge of best practices derived from experience to solve routine problems of moderate technical or operational complexity by analyzing possible solutions using data analysis, experience, judgment and precedents.
  • Perform duties related to monthly financial close, monthly forecasting and annual financial planning processes.
  • Maintain financial information via the use of simple spreadsheets to more complex databases and reporting templates.
  • Assist in the development and testing of economic models as necessary.
  • Maintain necessary documentation of source data, ensuring adequate support of data integrity.
  • Deepen understanding and familiarity with regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
  • Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
  • Build a strong working relationship with supported business area.
  • Apply understanding of the company's processes, culture, and clients to complete tasks.
  • Deliver high quality work and actively participate in projects; including planning and executing activities.
  • Coordinate with internal and external audits and examinations.
  • Assist in risk management governance and business continuity planning processes as necessary.

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.
  • Two years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to take direction and then work independently to meet established deadlines with moderate supervision.
  • Strong verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • Sound and logical decision-making abilities.
  • 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.
  • All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

    Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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.

    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 other classification protected by law. Truist is a Drug Free Workplace.

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