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Truist Senior Financial Officer - Regulatory Reporting and Capital Interpretation in Charlotte, North Carolina

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Regular or Temporary:


Language 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.

Essential Duties and Responsibilities

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 various submission deadlines. Manage the accounting responsibilities for the supported Business Unit(s). Responsibilities include: ensuring GAAP compliance, managing the monthly accounting cycle, maintaining appropriate controls to ensure the timely and accurate posting of entries for all transactions, ensuring accurate completion of closing packages and management reports including explanation of changes and narrative on results of operations, and ensuring all assigned account reconcilements are up-to-date and in compliance with reconcilement policy. Provide first line execution and oversight for financial reporting controls and risk for Finance processes. Provide accounting guidance to Business Unit(s) leadership and consult with Accounting Policy, as appropriate, on matters including but not limited to business combinations, intercompany transactions, capitalization, revenue recognition, cost allocations and accrual and fixed asset accounting.


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.

Bachelor’s degree in Accounting or Finance, or equivalent education and related training. Twelve years of relevant accounting or finance experience that includes complex financial analysis. Incumbent must possess the experience and business vision to provide leadership to support to the Corporate Controller and Executive leadership. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner. Strong analytical and problem-solving skills. Sound and logical decision-making abilities. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment. Familiarity with GAAP, with specific knowledge of GAAP related to supported business units. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:

Supervisory experience of multiple teams Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst Master’s degree in Business Administration Specific financial services or specialized industry experience. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. Experience with macros/VBA.

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, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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