Full-Time

Senior Financial Manager

Confirmed live in the last 24 hours

Truist

Truist

10,001+ employees

Provides banking, lending, and wealth management services

No salary listed

Senior

Charlotte, NC, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Risk Management
Data Analysis
Requirements
  • Bachelor’s degree in financial-related discipline, or equivalent education and related training.
  • 3-5 years of experience in financial management at a large financial institution.
  • Strong work ethic and unyielding commitment to quality.
  • Strong verbal and written skills; ability to communicate effectively with subordinates, peers, and superiors within the Corporation, as well as appropriate individuals external to the Corporation.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Responsibilities
  • Performance of a variety of more complex financial analysis and reporting activities.
  • Understanding, analyzing and reporting more complex financial activity and metrics.
  • Monitor assigned activities for compliance with established corporate and accounting policies and standards.
  • Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management.
  • Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses.
  • Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership.
  • Provide financial analysis for projects/initiatives with potential financial reporting impact.
  • Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership.
  • Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Financial Manager role that coordinates financial analysis and reporting process workflow within team.
  • Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members.
  • Ensure that changes to reporting process workflow and/or data source are documented and communicated to downstream reporting groups.
  • Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company’s financial performance or strategy.
  • 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 solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents.
  • Take a new perspective on existing solutions to propose innovative solutions.
  • Initiate establishment of long-term solutions.
  • Prepare and review materials to senior leadership summarizing issues and communicating solutions.
  • Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes.
  • Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
  • Develop and perform testing of economic models.
  • Maintain necessary documentation of source data, ensuring adequate support of data integrity.
  • Subject matter expert on 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.
  • Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR.
  • Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement.
  • Independently prepare presentations regarding new business initiatives with minimal guidance.
  • Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work.
  • Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
  • Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.
  • Coordinate development of new accounting processes and procedures, as needed.
  • Assist in risk management governance and business continuity planning processes as necessary.

Truist Financial Corporation provides a variety of financial services to over 10 million households in the United States. Their offerings include personal and commercial banking, lending, and wealth management. Truist's approach centers on integrated relationship management, which means they aim to create tailored solutions for individuals, small businesses, and large corporations. The company earns revenue through interest on loans, fees for banking services, and advisory fees related to wealth management. A key aspect that sets Truist apart from its competitors is its commitment to community development, demonstrated through partnerships with organizations like the NFL and the Atlanta Braves to support local initiatives. Truist's goal is to inspire and build better lives and communities by leveraging experienced leadership and strategic partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Truist's phygital banking enhances customer service and operational efficiency.
  • Strategic sports partnerships boost brand visibility and customer engagement.
  • Community grants improve corporate social responsibility and brand reputation.

What critics are saying

  • Fintech competition may erode Truist's market share in banking.
  • Rising interest rates could reduce demand for Truist's lending services.
  • Phygital banking investments may strain Truist's financial resources.

What makes Truist unique

  • Truist integrates physical and digital banking for enhanced customer experience.
  • The company partners with major sports organizations for increased brand visibility.
  • Truist focuses on community development through significant grants and partnerships.

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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

Company News

Holy City Sinner
May 20th, 2025
Trident United Way Receives $87,500 Grant from Truist Foundation to Support Financial Stability for Tri-County Workforce

Trident United Way is proud to announce it has received a grant of $87,500 from Truist Foundation to support Pathways to Stability, an innovative program that helps workers stay on the job during financial hardships while also helping local businesses keep employees on staff and boost productivity.

YMCA of Charlotte
May 8th, 2025
YMCA of Greater Charlotte Receives $500,000 Grant from Truist Charitable Fund

YMCA of Greater Charlotte receives $500,000 grant from Truist Charitable Fund.

Sportsbet
May 7th, 2025
PGA Tour playing in Philadelphia for first time in over 5 years

With the Truist's annual venue serving as the host for the PGA Championship a replacement for the year was necessary and the Philadelphia Cricket Club stepped up.

Los Angeles Business Journal
May 5th, 2025
Altruist Secures $152M, Valued at $1.9B

Altruist, based in Culver City, raised $152 million in funding, bringing its valuation to $1.9 billion. Founder Jason Wenk claims this will be the last funding round needed. The firm aims to enhance technology for independent registered investment advisers (RIAs) to serve more clients efficiently. Altruist expects to grow over 100% this year and serves 1,000 RIA firms with 4,700 advisers, holding over 10% market share. The funding was led by GIC, a global investor from Singapore.

GlobeNewswire
May 5th, 2025
CSW Industrials Renews, Extends Revolving Credit Facility and Upsizes to $700 Million

DALLAS, May 05, 2025 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced the renewal and extension of its existing Revolving Credit...