Financial Analyst

Job Description

Financial Analyst | Truist

The Tone:
This is a full-time role at Truist, located in the United States of America. As a 29,113-person organization, Truist is dedicated to providing financial services and solutions to its clients. This Financial Analyst position is critical for delivering financial analysis, reporting, and strategic insights that empower business decisions across various lines of business. The role offers a significant opportunity to develop core financial, analytical, and business partnering skills within a collaborative finance environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: United States of America
• Mission: Serve as a financial analyst and strategic partner, supporting financial analysis, reporting, and insights that inform business decisions.
• Tech Stack: Microsoft Office Excel, PowerPoint, Word, Outlook, Essbase/Hyperion, EPM/BPC, macros, VBA, SQL, Tableau, Snowflake, Azure SQL, Power Query, PivotTables, Python, Pandas, NumPy, SciPy.

What You’ll Actually Do
• Financial Integrity: Collaborate across the Finance division to support the integrity of financial results and ensure adherence to sound controls and procedures, assisting with reporting and analysis for various constituencies as appropriate.
• Reporting & Analysis: Produce timely and accurate financial analysis and reporting, including pro forma projections, income and expense forecasts, cash flow analysis, and variance analysis, then summarize or visualize data to highlight key results and trends for senior leadership.
• Problem Resolution: Apply analytical frameworks, training, and best practices to assist in solving operational or technical problems of increasing complexity, using data, judgment, and precedent to analyze solutions before drafting materials that summarize issues and proposed solutions for leadership review.
• Process Management: Support monthly financial close, forecasting, and annual financial planning processes by reviewing outputs for accuracy and reasonableness, assisting with required analyses and documentation, and helping to develop, maintain, and test economic or financial models as needed.
• Partnership Development: Build and maintain strong working relationships with supported business partners and cross-functional teams to deliver high‑quality work, broaden business knowledge, and solve increasingly complex situations, including support for audits and risk management.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field, or equivalent education and training.
• Experience: 0–4 years of relevant experience in accounting, finance, analytics, or a related field, which may include internships, rotational programs, or academic project work.
• Skills: Strong verbal and written communication skills, analytical and problem-solving abilities, sound and logical decision-making, proficiency in Microsoft Office Excel, PowerPoint, Word, and Outlook, and the ability to build consensus and work effectively in a team environment.
• Bonus: Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Chartered Financial Analyst (CFA) certification; a Master’s degree or MBA; exposure to financial services or a regulated industry; experience with enterprise financial systems (e.g., Essbase/Hyperion, EPM/BPC) or automation tools (such as macros or VBA). Additionally, strong proficiency with advanced SQL for querying and transforming large datasets; strong Tableau skills for dashboard development and data visualization; advanced Microsoft Excel skills including Power Query and PivotTables; experience with relational databases and cloud data platforms (e.g., Snowflake, Azure SQL); Python programming for data analysis (including Pandas, NumPy, and SciPy); and experience building statistical or predictive models (e.g., time series forecasting, regression analysis, basic machine learning).