Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Leading the Finance Advisory team, this role will deliver mastery and execution for aspects across Strategic Finance for the Banking and Payments segment, including but not limited to balance sheet and capital optimization, expense management and profitability. This role will work closely with leaders, as well as aligned partners Strategy, Business Enablement, Client Profitability, and Finance. This role will advise executive leadership on significant changes, including equity, capital, cost allocations, revenue, Basel frameworks and interdependencies with other systems and reporting for the businesses within, including Corporate and Investment Banking, Commercial Banking, Commercial Real Estate, Wealth, Structured Products and Payments.
Essential Duties And Responsibilities
- Lead strategy and execution for strategic finance, partnering closely with Corporate Strategic Finance on impacts to profitability related to financial methodologies.
- Interpret methodologies to create a clear, common view of client and business profitability for businesses within CIB, Commercial Banking, Commercial Real Estate and Wealth.
- Lead a team with expertise across the balance sheet (loans / investments / trading / deposits), capital and CCAR, profitability and expense management to provide reporting, analysis and insights to leaders and LoB finance.
- Translate and summarize financial data into executive materials to drive tangible results tracked through KPIs and deliver against strategic financial objectives.
- Evaluate performance relative to peers and industry standards.
- Partner closely with Corporate Finance and LoB partners to ensure Truist methodologies are facilitating industry-leading, competitive pricing and profitability for all lines of business.
- Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
- Partner closely with FP&A and LoB Finance through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments.
- Serve as the segment primary point of coordination point between the Corporate Treasury and Corporate Strategic Finance department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans.
- Serve as the central point for CCAR for the segment, coordinating with the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions.
- Work closely with Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction.
- Support the quarterly issuance of the LOB Segment Reporting in the Press Release and regulatory filings (Annual 10-K and quarterly 10-Q's) through the gathering of reporting data from the assigned LOBs.
- Work to create a positive team environment with an open communication culture. Delegate tasks and set deadlines as appropriate. Listen to team members' feedback and resolve any issues or conflicts.
- Communicate effectively with all levels of the Corporation. Significant interaction with the CFO and executive team required.
Qualifications
Required Qualifications:
- 12 or more years of experience at a leading financial institution in Finance, FP&A, Corporate Development, Corporate Strategy, Investment Banking, and/or Corporate Treasury.
- Mastery of theoretical, practical accounting and finance concepts and techniques which impacts profitability.
- Mastery of standard banking frameworks, such as Basel III.
- Ability to influence across a broad spectrum of partners and complexities, including senior executives at the highest level of the bank.
- Outstanding strategic and tactical critical thinking skills.
- Experience implementing major strategic initiatives.
- Strong leadership skills; provide direction, lead courageously, influence others and foster teamwork.
- Strong interpersonal skills and an ability to build relationships.
- Executive level communication skills.
Preferred Qualifications:
- Master's degree in Finance/related field or equivalent education and related experience.
- Technical certifications (e.g. CFA, CPA, CIA, FRM).
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.
Truist supports a diverse workforce and is an Equal Opportunity Employer.
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