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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Lead and coordinate financial analysis and performance reporting necessary to accomplish strategic execution of Truist Financial Corporation's (and subsidiaries') profit planning or forecasting process, including strategic analysis of performance relative to peer banks and related year-round activities. Promote strong collaboration between the LOB CFO teams, Accounting and Strategic Finance in accomplishment of these efforts.

LOCATION:

We are currently in the office 3 days, working 2 days remote. Starting October 1st, you must be able to come in the office 4 days a week (working 1 day remote)

Please note: To be considered for this role, candidate(s) must be willing to be in the below posted location:

• Charlotte, NC

No Full Remote/Telecommute.

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. Perform quarterly analysis of the Corporation’s performance relative to peer banks for key performance indicators to support corporate incentive programs, strategic risk assessments, and strategic analysis of financial performance.

2. Coordinate and prepare management presentations regarding Truist’s financial performance relative to peer banks, profit plan, forecast, and prior reporting periods. Partner with Corporate Treasury, Accounting, and LOB CFO groups to incorporate strategic insights regarding the drivers of business results.

Exhibit sound and comprehensive understanding of business and organizational strategies and processes. Demonstrate ability to build consensus through communication and presentation of factual and relevant information.

3. Perform variance analysis comparing the profit plan and forecast to actual results and prior forecast. Provide insightful variance explanations to Executive Leadership for performance assessment and strategic decision-making. Compiles, reviews, analyzes and submits timely and accurate monthly reporting related to the Bank's and LOB's financial performance.

4. Coordinate profit plans and monthly forecasts with Corporate Treasury, Accounting, and CFO as part of a comprehensive corporate funding and capital management program. Implement alternative forecasting methods via models and business tools as a way to provide effective challenge to LOBs for their baseline profit plans and forecasts.

5. Proactively evaluate each planning and forecasting cycle to identify enhancements to the Corporation's profit planning and forecasting processes for efficiency and accuracy improvements.

6. Develop and lead training programs for profit planning and forecasting processes and systems. Develop skills of the profit planning and forecast specialists. Participate in cross-training with teammates in areas such as FTE analysis, expense allocations, and profit plan changes.

7. Maintain and update proper controls and documentation covering key processes and reports.

8. Communicate effectively with all levels of the Corporation.

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. Bachelor's degree in Business or Finance, or equivalent education and related training

2. Ten years of experience in financial analysis or corporate budgeting/profit planning/forecasting

3. Five years of financial institution work experience as a team leader or supervisor

4. Ability to perform financial modeling and analysis related to Truist income statement and balance sheet accounts, lines of business, and Executive Leadership roll-ups

5. Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve

6. Demonstrated ability to be flexible and adaptive in a fast-paced and dynamic work environment

7. Strong interpersonal and communication (verbal and written) skills

8. Demonstrated proficiency in basic computer applications, including Microsoft Office software products

Preferred Qualifications:

1. Master's degree in finance or business administration

2. Professional designation such as Chartered Financial Analyst (CFA) or Finance Risk Manager (FRM)

3. Financial institution work experience as a team leader or supervisor

4. Knowledge of financial industry business practices

5. Financial system experience, such as SAP or Hyperion

6. Experience using industry financial data and research tools, such as S&P Capital IQ

7. Mastery of financial tools, practices, and concepts used by Truist

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 position. Truist 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 Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist’s 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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