Finance Execution Associate
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:
This role will be responsible for assisting in the execution of Finance priorities and strategic initiatives, as well as the administration of key operating routines across the Finance leadership team. They will play a key support role in ensuring the finance function is efficient and high performing, with a focus on four key areas: talent and organizational health, process improvement and automation, transformation and finance operations and business management.
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. Demonstrate deep understanding of Finance strategy and top priorities and translate into relevant content for ongoing business operations and key routines (business reviews, townhall, Board materials)
2. Serve as primary facilitator in the execution and project management of top priority initiatives within Finance to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
3. Lead the development and execution against ad-hoc requests from the Chief Financial Officer and the Head of Finance Execution and Transformation; generally related to gathering data to support decision making and preparing content to support targeted discussions.
4. Own and facilitate the cohesive measurement of progress against top priority initiatives within Finance; involves creating standard process to track progress, facilitating monthly check-ins, and holding initiative owners accountable to their commitments.
5. As part of tracking progress against initiatives, proactively understand strategic finance business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.
6. Proactively develop and train junior finance talent through ongoing mentorship and program management of the Finance Leadership Development track
7. Coordinate with stakeholders across finance, enterprise technology, data management to deliver automation solutions and improve processes
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. Strong academic credentials – college degree or equivalent education and related training or experience
2. 3-5 years of experience within consulting, business management, or financial services organization
3. Ability to present data and business considerations in a structured manner.
4. Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
5. Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.
Preferred Qualification:
1. Background in financial services / banking industry
2. Project Management and/or Business Analyst experience
3. Strong analytical skills with high attention to detail and accuracy
4. Ability to summarize complex, det
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