Senior Financial Officer
TruistAbout the role
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Serve as a strategic business partner within Accounting & Financial Reporting, providing centralized guidance, oversight, and coordination between applicable business units and Financial Management over daily accounting, month-end close, monthly forecasting, profit planning and business case development, modeling and validation. Coordinate preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in 10-Q/10-K, Call Reports, Y-9C and Pillar 3 reporting, among others. Provide financial analysis and guidance to support key decisions and initiatives that may include expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision making and evaluate financial performance vs. plan, prior periods, and the strategic plan.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.
- Senior Financial Manager role that coordinates financial analysis and reporting process workflow within team.
- Provide leadership, talent development, and mentoring for team members to improve their own technical expertise; review and approve work of other team members.
- Foster a team environment that promotes diversity and inclusion broadly across the organization.
- Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
- Identify and resolve technical, operational, risk management, business, and organizational challenges.
- Understand and exemplify Truist’s risk appetite; adhere to both the letter and spirit of applicable corporate policies, procedures, processes, standards and regulatory/compliance requirements.
- Take a new perspective on existing solutions to propose innovative solutions.
- Establish long-term solutions for continuous improvement.
- Prepare and review materials to senior leadership summarizing issues and communicating solutions.
- Work closely with AFR Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction.
- Responsibilities may include preparation of presentations regarding new business initiatives, financial results, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes, support and coordination of the annual IT Strategic Project process, coordination with
- Enterprise Support Services and IT in carrying out their responsibilities; financial analysis and operational support for merger and acquisition opportunities, and serve on special projects as requested.
- Support the quarterly issuance of the Press Release and regulatory filings (Annual 10-K and quarterly 10-Q’s) through the gathering of reporting data from the assigned LOBs.
- Develop an error-free documentation trail to support the submission of the data and meet the va
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