Senior Financial Manager

Charlotte, NC

Perform a variety of more complex financial analysis and reporting activities.

Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes.

Provide training and guidance to subordinates with respect to 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.

Ensure timely communication of changes to deadlines or requirements.

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.

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. 

  • 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. 
  • These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. 
  • 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.

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.

  • 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

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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