Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Data Analysis, Strategic Planning, Financial Modeling, Market Research, Competitive Analysis
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Data Analysis, Strategic Planning, Financial Modeling, Market Research, Competitive Analysis
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial Analysis, Financial Reporting, Forecasting, Annual Financial Planning, Budgeting
Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
$38/hr–$57/hr
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
$19/hr–$23/hr
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The role involves analyzing large datasets to shape the prioritization of enterprise strategic initiatives and formulating recommendations for executive leadership. Key duties include building Excel-based models, researching industry trends, and creating high-level presentations for the Board and senior leaders.
Candidates must have a degree in Finance, Accounting, Economics, or a similar analytical field and at least 5 years of experience, preferably in financial services or consulting. Proficiency in Tableau, PowerPoint, and Excel is required, along with a proven ability to perform complex market and operational analyses.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Truist in-office requirement is 5 days per week
Please note: candidate must be located in the following location:
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. Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.) to inform strategic initiatives (including the why and how the initiative might be required).
2. Create documents and presentations for executive leadership that clearly articulate recommendations, tradeoffs, and/or strategic choices with rationale around why conclusions are being suggested/made including supporting Board materials when necessary.
3. Identify required information/data sources, gather and interpret the data, execute necessary analysis, and then present findings in the form of verbal, slide, or email updates to the Corporate Strategy leaders they are supporting as well as business and functional partners across Truist.
4. Engage independently with (as well as at times providing readouts directly to) the Head of Corporate Strategy & Strategic Initiatives without manager involvement.
5. May be asked to maintain pulse of the strategic investment – including reconciliation of funding v. plans, aiding the active disposition of ongoing investment requests and backlogs, and providing content to prepare for investment portfolio planning discussions with Executive Leadership and/or Board.
6. Remain fluent with latest reporting and data analysis software and skills.
QUALIFICATIONS
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. Degree in Finance, Accounting, Economics, or similar business/analytical discipline
2. 5+ years of work experience preferably with a bulk of it within Financial Services or another regulated / multiple legal entity type environment
3. Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
4. Proven ability to perform competitive, market, and internal product/operational analyses; comfort modeling or synthesizing ‘directional’ insights that sometimes requires triangulation of various data points to derive a conclusion
5. Experience with Tableau, PPT, Excel and other presentation and data automation programs
1. Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
2. Experience engaging and working around executive leaders – including engaging with senior leaders somewhat independently once a relationship is built
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 is an Equal Opportunity Employer that does not discriminate 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.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
