Sr Financial Analyst - Balance Sheet Advisory

Company: Truist Bank
Location: Charlotte
Posted on: April 5, 2026

Job Description:

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 will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? 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). Regular or Temporary: Regular Language Fluency: English (Required) English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Balance Sheet Advisory (BSA) is a centralized advisory function within Wholesale Finance that partners with business, Treasury, and Finance teams to help optimize the firm’s use of capital, liquidity, and balance sheet capacity. The team translates regulatory capital and balance sheet constraints into decision?ready insights that support growth, improve returns, and ensure resources are deployed where they create the most value. This position will support Balance Sheet Advisory by independently leading analytical workstreams related to capital efficiency, RWA optimization, and return analysis. This role is designed for an experienced analyst who can operate with limited oversight, exercise sound judgment, and deliver high?quality, business?relevant insights to senior stakeholders. This role delivers financial analysis and reporting to support decision-making across lines of business. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives. 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. 1. Deliver financial analysis and reporting to support decision-making across lines of business. 2. Evaluate performance against plans and strategic goals. 3. Prepare management insights and contribute to investment cases and value creation initiatives. 4. Support development of recurring forecasts and the annual financial plan. 5. Operate with moderate autonomy and influence in financial discussions. 6. Collaborate with business partners to align financials with operational goals. 7. Maintain documentation and ensure accuracy of financial data. 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. Bachelor's degree in Accounting or Finance, or equivalent education and related training. 2. Five years of relevant accounting or finance experience that includes complex financial analysis. 3. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. 4. Ability to build consensus through communication and presentation of factual and relevant information. 5. Strong verbal and written communication skills. 6. Strong analytical and problem-solving skills. 7. Sound and logical decision-making abilities. 8. Ability to work well with others in a dynamic, team-oriented environment. 9. Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Preferred Qualifications: 1. Specific financial services or specialized industry experience. 2. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. 3. 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 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. EEO is the Law E-Verify IER Right to Work

Keywords: Truist Bank, Charlotte , Sr Financial Analyst - Balance Sheet Advisory, Accounting, Auditing , Charlotte, North Carolina