Language Fluency: English (Required)

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Please review the following job description:

ESSENTIAL DUTIES AND RESPONSIBILITIES
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.

1. Lead and manage the monthly corporate forecasting processes for specified lines of business (LOBs) and Enterprise Functions
a. Lead review of Line of Business and functional inputs to understand trends risks and opportunities
b. Refine processes each month with the goal of producing accurate and 50/50 forecasts
c. Standardize digitize automate and/or centralize as much of process as possible to allow for SFOs/forecasters to focus on higher valueadded activities
d. Evaluate and consider implementation for alternative forecasting models and tools that can replace supplement or provide effective challenge to Lines of Businesses and functions
e. Communicate guidance and expectations clearly to endusers / forecasters
f. Actively participate in monthend close efforts in partnership with Corporate Accounting
g. Ensure strong partnership with Corporate Finance and Performance Management and Investor Relations in the creation of quarterly and annual guidance
2. Responsible for developing the annual budget and 3year strategic plans in addition to longerterm forecasts when needed
a. Conduct adhoc Scenario analysis that incorporates upside/downside economic scenarios in addition to other alternative scenarios
3. Create high quality financial reporting (standard and adhoc) to Executive Leadership to ensure clarity on financial performance trajectory including risks and opportunities for respective LOBs and Enterprise Functions
a. Perform variance analysis comparing actual results to plan recent forecasts external guidance and consensus
b. Provide insightful variance explanations to Executive Leadership for performance assessment and strategic decisionmaking
4. Conduct financial analysis as needed to evaluate BAU activities organic revenue and/or cost saving opportunities M&A activities and/or investment opportunities
5. Ensure strong performance of financial systems and databases including opportunities for automation in partnership with Accounting & Reporting Controllers and SFOs
a. Lead improvements to the planning and forecasting system based on input from key business partners. Partner with Enterprise Technology to implement changes and lead the training of the enhancements.
6. Ensure strong governance framework including strong execution & maintenance of key policies procedures and controls
7. Lead and build a highperforming team that works well together has clear roles/responsibilities/expectations is empowered to continuously improve is highly engaged and cares for each other
a. Work across Corporate Finance and Strategy Line of Business CFOs Corporate Treasury Accounting/Reporting/Tax and other teams to ensure alignment vertical horizontal and diagonal leadership required

QUALIFICATIONS
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.

1. Bachelors degree in Business or Finance or equivalent education and related training
2. 10 years of experience in financial analysis corporate finance; good understanding of banking industry
3. Intellectually curious and a critical thinker wants to understand the why listens well and asks good questions
4. Demonstrates exceptional analytical skills coupled with strong data visualization skills to effectively communicate recommendations by presenting complex concepts/ideas in concise easytounderstand terms to senior leadership.
5. Strong organizational skills and ability to multitask; possess a strong work ethic and unyielding commitment to detail excellence and quality
6. 10 years of financial institution / bank experience
7. Vision and drive to evaluate processes and reporting for efficiency effectiveness and continuous improvement
8. Demonstrated ability to be flexible and adaptive in a fastpaced and dynamic work environment
9. Strong interpersonal and communication (verbal and written) skills
10. Demonstrated proficiency in basic computer applications including Microsoft Office software products

Preferred Qualifications:
1. Thorough knowledge of banking and financial services industry including technical aspects of regulated financial institutions including net interest income/margin interest rates balance sheet capital liquidity etc.
2. Knowledge of financial industry business practices and banking corporate finance practices
3. Strong understanding and knowledge of financial systems such as SAP BPC or Oracle Hyperion
4. Mastery of financial tools practices concepts and systems used by Truist
5. CPA CFA and/or similar accreditation is a plus