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Finance - Strategic Initiatives Officer

Truist
United Statesfull_timeVerifiedPosted 11 Feb 2025

About the role

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Assume management and thought leadership around strategic ideas and initiatives designed to meet Finance strategic objectives.
Assist the Finance Lines of Business (LOBs) in setting priorities and leading complex strategic initiatives.
Manage Finance project portfolio and drive optimization, execution, and centralization of key business processes.


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.  

1. Contribute as an integral member of the Finance team, providing effective thought leadership around strategy and prioritization of ideas and initiatives in support of Finance business processes, with an emphasis on optimization and efficiency.
2. Provide leadership and guidance to project teams in overseeing management of day-to-day prioritization and deliverables within assigned initiatives.
3. Manage large projects through end-to-end project management including standing up program/project/ sub-workstreams, monitoring and prioritizing tasks and deliverables, ensuring creation of project deliverables in line with PMO best practices, making decisions on behalf of senior leadership, capacity management and monitoring initiative risks with necessary mitigation escalation. 
4. Lead and own strategic key initiatives for Finance LOBs, influencing a broad spectrum of partners to drive decisions and progress for key objectives while balancing optimization and execution goals. 
5. Advise Finance leadership on prioritization and effective implementation through clear guidance on objectives and project priorities, execution of project plan, analysis of downstream impacts and risks, escalation and effective challenge of project issues, and mitigation recommendations
6. Manage and coordinate engagements with risk partners in the First, Second, and Third lines of defense for exams and reviews, to more efficiently provide documentation and responses to findings on behalf of assigned front office LOBs.
7. Mentor and coach less experienced teammates within project team: to ensure effective and efficient execution of activities and provide thought leadership to junior and intermediate initiative associates


Required Qualifications:


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.


1. Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience. 
2. 7-10 years progressive related experience in consulting, project management, process improvement, or financial services related role. 
3. Demonstrate strong mastery of all computer applications, inclusive of Microsoft Office software products.
4. Excellent analytical and strategic thinking skills, to develop and deliver innovative solutions.
5. Facilitation skills to lead teams in problem solving.
6. Strong organizational and time management skills.
7. Ability and willingness to learn and adapt as needs of the job change
8. Interpersonal skills to allow effective working relationships with teammates at every level in the Organization and the ability to mentor and coach less experienced teammates.

Preferred Qualifications:
1. Advanced degree in a relevant field of work (e.g., MBA) 
2. Certification

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Company

Truist

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