Financial Analyst Balance Sheet Advisory
Charlotte, VT - USA
Job Summary
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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:
Balance Sheet Advisory (BSA)Serve as a junior financial analyst on the Balance Sheet Advisory team partnering with Finance and business stakeholders to translate balance sheet constraints regulatory considerations and financial tradeoffs into clear decision useful insights. The role supports analysis related to capital liquidity returns and balance sheet usage across lines of business with exposure to senior leadership discussions and enterprise wide priorities.
This position is well suited for a highly curious hard working early career professional who enjoys learning how the plumbing of a bank works asks good questions can juggle multiple priorities and deliver high quality work in a fast paced service oriented environment. The role emphasizes analytical rigor clear communication and a strong ownership mindset while building foundational experience in financial services and advisory work.
Advice to applicant: Dont mindlessly put your resume through AI and submit it. If you worked as a sales associate at a retail store thats great just say that. Dont try to make it sound like you were the CFO of that retail chain.
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. Collaborate across the Finance division to support the integrity of financial results and adherence to sound controls and procedures. Assists with reporting and analysis for additional constituencies which may include senior management Investor Relations and regulatory stakeholders with guidance as appropriate.
2. Apply foundational to intermediate finance and accounting knowledge to produce relevant financial analysis and reporting while progressively deepening understanding of business concepts financial drivers and enterprise processes.
3. Compile review and contribute to timely and accurate reporting related to financial performance and strategy. Reporting activities may include pro forma projections income and expense forecasts cash flow analysis variance analysis and summaries or visualizations of data to highlight key results. Ensure source data is reliable and complete and that documentation is maintained to support data integrity initiatives. Assist in interpreting and summarizing results and trends for senior leadership.
4. Apply analytical frameworks training and best practices to assist in solving operational or technical problems of increasing complexity. Analyze possible solutions using data judgment and precedent escalating and collaborating as appropriate. Draft materials that summarize issues and proposed solutions for review by senior team members and leadership.
5. Support monthly financial close forecasting and annual financial planning processes by reviewing outputs for accuracy and reasonableness and assisting with required analyses and documentation. Assists in developing maintaining and testing economic or financial models as needed.
6. Build and maintain strong working relationships with supported business partners and crossfunctional teams to deliver highquality work broaden business knowledge and solve increasingly complex situations.
7. Support coordination with internal and external audits and examinations including preparing responses in collaboration with Accounting Policy and other stakeholders. Assists with risk management governance and business continuity planning activities as needed.
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 Finance Economics Business or a related field or equivalent education and training.
2. 04 years of relevant experience in accounting finance analytics or a related field. Relevant experience may include internships rotational programs or academic project work involving financial analysis.
3. Ability to take direction apply feedback and work independently over time while considering broader implications and identifying when additional analysis or support is needed.
4. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Ability to work well with others in a dynamic team-oriented environment.
9. Proficiency in computer applications such as Microsoft Office Excel PowerPoint Word Outlook and other basic software products.
Preferred Qualifications:
Balance Sheet Advisory Focus
1. Demonstrated curiosity and willingness to learn complex topics particularly how financial decisions connect to capital liquidity and business strategy.
2. Strong work ethic and accountability; takes pride in doing things right meeting deadlines and following through.
3. Ability to manage multiple tasks and priorities in a dynamic environment; experience in roles such as food service or retail that require multitasking time management and responsiveness is viewed positively.
4. Sense of humor and positive attitude; able to work hard without taking oneself too seriously and contribute to a collaborative team culture.
5. Comfort asking questions admitting what you dont know and incorporating feedback quickly.
6. Interest in financial services banking or regulated industries even if experience is academic or earlycareer.
7. Exposure to Excelbased analysis data organization or basic modeling; interest in building these skills further is more important than prior mastery.
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 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. 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 non-temporary position for which you apply based on full-time or part-time 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.
Required Experience:
IC
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