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Truist Senior Financial Reporting Analyst in Charlotte, North Carolina

Req ID: R0074319

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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:

Complete and interpret a variety of complex accounting and financial reporting activities to support the timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).

Prepare and interpret financial analysis of ratios and trends to assist with the completion of these reporting requirements.

Coordinate with other departments in the preparation of such reporting and analysis.

Bring inconsistencies and problems to the attention of 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.

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.

Financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.

Compile, review, analyze, and submit timely and accurate reporting in accordance with complex GAAP and Regulatory Reporting Requirements.

Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives.

Interpret and summarize results and trends for Senior Leadership.

Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents.

Draft materials to senior leadership summarizing issues and communicating solutions.

Subject matter expert on accounting and regulatory reporting requirements, and reporting processes for assigned area of responsibility.

Maintain technical and working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.

Broaden understanding on more complex accounting and regulatory reporting matters.

Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with other business units).

Assist in risk management governance and business continuity planning processes as necessary.

Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work.

Build relationships with cross-functional departments to broaden knowledge and solve more complex situations.

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, Finance, Business Administration or equivalent education and related training.

  • Four years of relevant accounting or accounting policy experience.

  • Understanding of GAAP and SEC/Regulatory Reporting.

  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.

  • Ability to build consensus through communication and presentation of factual and relevant information.

  • Strong verbal and written communication skills.

  • Strong analytical and problem-solving skills.

  • Sound and logical decision-making abilities.

  • Ability to work well with others in a dynamic, team-oriented environment.

  • Ability to work under difficult time constraints.

  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:

  • Master’s or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation.

  • Strong technical accounting knowledge.

  • Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience.

  • Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC.

  • Proficient in Essbase/Hyperion, EPM/BPC, and Workiva.

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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