Enterprise Technology â Financial Planning & Analysis Leader
Enterprise Technology â Financial Planning & Analysis Leader
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Serve as a strategic business consultant to specified lines of business (LOBs) providing centralized guidance oversight and coordination between the LOBs and Financial Management over daily accounting monthend close monthly forecasting profit planning and capital expenditure business case development modeling and validation. Coordinate preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in 10Q/10K Call Reports Y9C and Pillar 3 reporting among others. Provide financial analysis and guidance to support key decisions and initiatives that may include new product development pricing profitability expense efficiency and value creation ideas new investment business cases and potential divestiture or acquisition opportunities. Prepares management information and insights to guide decision making and evaluates financial performance vs. plan prior periods and the strategic plan.LOCATION:
**Truist in office requirement is 4 days per week (1 day remote)**
Please note: candidate must be located in *or* willing to selfrelocate to one of the following locations:
- Charlotte NC
- Atlanta GA
**No full remote or relocation assistance available at this time**
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. Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies including Board of Directors Investor Relations and various regulatory agencies.
2. Senior Financial Manager role that coordinates financial analysis and reporting process workflow within team. Provide leadership talent development and mentoring for team members to improve their own technical expertise; review and approve work of other team members. Foster a team environment that promotes diversity and inclusion broadly across the organization. Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
3. Identifies and resolves technical operational risk management business and organizational challenges. Understands & exemplifies Truists risk appetite; adheres to both the letter and spirit of applicable corporate policies procedures processes standards and regulatory/compliance requirements. Takes a new perspective on existing solutions to propose innovative solutions. Establishes longterm solutions for continuous improvement. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
4. Lead assigned LOBs through annual planning process including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments. This includes working closely with Executive Management and LOB Senior Leadership to develop the annual budget. Serve as central coordination point between the Corporate Financial Planning department Financial Executives and assigned LOBs to implement corporate directives into the financial plans. Work closely with LOB Senior Leadership to ensure their agreement with and incorporate their directives into the divisions overall financial plan.
5. Serve as the centralized contact point for the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions and provide feedback to the LOBs on the data submitted.
6. Work closely with LOB Senior Leadership to provide financial support and complete other assigned projects as requested on an independent level with minimal direction. Responsibilities may include preparation of presentations regarding new business or product initiatives financial results of the LOB group budget and corporate plan results preparation and maintenance of various management reports support and coordination of the strategic planning processes for the assigned LOB units support and coordination of the annual IT Strategic Project process coordination with Enterprise Support Services and IT in carrying out their responsibilities for assigned LOBs; financial analysis and operational support for merger and acquisition opportunities and serve on special LOB projects as requested.
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 Accounting or Finance or equivalent education and related training.
2. Ten years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problemsolving skills.
7. Sound and logical decisionmaking abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic teamoriented environment.
9. Familiarity with GAAP with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel PowerPoint Word Outlook and other basic software products. Financial Modeling experience.
Preferred Qualifications:
1. Supervisory experience
2. Certified Public Accountant Certified Management Accountant or Chartered Financial Analyst
3. Masters degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion EPM/BPC or other enterprise accounting software.
6. Experience with macros/VBA.
7. Experience partnering in either a Finance or Business Management leadership capacity and providing financial insights/recommendations to senior management
8. Advanced PowerPoint skills and creating executive materials and decks
9. Ability to present information in a clear and concise manner that tells the story behind the financials in a factual and compelling way
10. Confident and personable attitude with the ability to face off with senior management at all levels influence/handle difficult messages problem solve and resolve conflicts
11. Excellent time management skills and ability to multitask and handle competing priorities under pressure
12. Demonstrated track record of successfully building organizational capability including high performing teams process and technology
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred 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 fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
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.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Employment Type
Full-Time
