Full-Time

Senior Financial Reporting Analyst

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA

Category
Financial Accounting
Financial Analysis
Financial Planning
Accounting
Required Skills
Financial analysis
Risk Management
Data Analysis

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration or equivalent education and related training
  • Four years of relevant accounting or accounting policy experience
  • Understanding of GAAP and SEC/Regulatory Reporting
  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional 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
  • Ability to work well with others in a dynamic, team-oriented environment
  • Ability to work under difficult time constraints
  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
Responsibilities
  • Complete and interpret a variety of complex accounting and financial reporting activities to support the timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions
  • Prepare and interpret financial analysis of ratios and trends to assist with the completion of these reporting requirements
  • Coordinate with other departments in the preparation of such reporting and analysis
  • 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
  • Compile, review, analyze, and submit timely and accurate reporting in accordance with complex GAAP and Regulatory Reporting Requirements
  • Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives
  • Interpret and summarize results and trends for Senior Leadership
  • Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents
  • Draft materials to senior leadership summarizing issues and communicating solutions
  • Subject matter expert on accounting and regulatory reporting requirements, and reporting processes for assigned area of responsibility
  • Maintain technical and working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility
  • Broaden understanding on more complex accounting and regulatory reporting matters
  • Coordinate with internal and external audits and examinations
  • Assist in risk management governance and business continuity planning processes as necessary
  • Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work
  • Build relationships with cross-functional departments to broaden knowledge and solve more complex situations.
Desired Qualifications
  • Master’s or advanced degree in Business or Accountancy
  • Certified Public Accountant (CPA) designation; strong technical accounting knowledge
  • Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
  • Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
  • Proficient in Essbase/Hyperion, EPM/BPC, and Workiva.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. The goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity