Financial Analyst

Job Description

Financial Analyst | Truist

The Tone:
This is a regular, 1st shift role at Truist, located in the United States of America. Truist, a financial institution, seeks a Financial Analyst to serve as a strategic partner to its lines of business. This role is crucial for providing financial analysis, reporting, and insights that directly inform business decisions and support core finance activities. The position offers a valuable opportunity to develop financial, analytical, and business partnering skills in a collaborative environment across Finance and various business areas.

The TL;DR
• Role: Early Career
• Type: Regular
• Location: United States of America

• Team: Collaborative across the Finance division and supported business areas
• Mission: Serve as a financial analyst and strategic partner to lines of business, 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, Python (Pandas, NumPy, SciPy)

What You’ll Actually Do
• Analysis & Reporting: Produce relevant financial analysis and reporting, including pro forma projections, income and expense forecasts, cash flow analysis, and variance analysis, to highlight key results for senior leadership.
• Financial Integrity: Collaborate across the Finance division to support the integrity of financial results, ensure adherence to sound controls and procedures, and assist with reporting for senior management and regulatory stakeholders.
• Problem Solving: Apply analytical frameworks and best practices to assist in solving operational or technical problems, analyzing possible solutions using data and judgment, and drafting materials that summarize issues and proposed solutions.
• Financial Planning: Support monthly financial close, forecasting, and annual financial planning processes by reviewing outputs for accuracy and reasonableness, and assisting with required analyses and documentation for economic or financial models.
• Relationship Building: Build and maintain strong working relationships with supported business partners and cross‑functional teams to deliver high‑quality work, broaden business knowledge, and address increasingly complex situations.

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, or analytics, which may include internships, rotational programs, or academic project work involving financial analysis.
• Skills: Strong verbal and written communication, analytical and problem-solving abilities, sound and logical decision-making, and proficiency in Microsoft Office applications such as Excel, PowerPoint, Word, and Outlook.
• Bonus: Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Chartered Financial Analyst (CFA); Master’s degree or MBA; exposure to financial services or a regulated industry; experience with enterprise financial systems (e.g., Essbase/Hyperion, EPM/BPC); experience or interest in automation tools such as macros or VBA; advanced SQL with large-scale datasets; strong proficiency in Tableau for dashboard development and data visualization; experience with relational databases and cloud data platforms (e.g., Snowflake, Azure SQL); advanced Microsoft Excel skills including Power Query and PivotTables; Python programming for data analysis (including Pandas, NumPy, SciPy); and experience building statistical or predictive models (e.g., time series forecasting, regression analysis, basic machine learning techniques).