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Enterprise Strategic Prioritization Senior Analyst

Truist
Charlotte, NC
Full-time
Part-time

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. Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.

to inform businesses and enterprise capabilities requiring transformation (including the why and how transformation 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 team leads 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 Change and Transformation without manager involvement.

5. May be asked to maintain pulse of the strategic investment council (SIC) portfolio for Head of Strategic Prioritization and SIC Council including reconciliation of funding v.

plans, aiding the active disposition of ongoing investment requests coming out of the SIC, and providing the Head of Change and Transformation with weekly content to prepare for investment portfolio planning discussions that they may be having 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

Preferred Qualifications :

1. 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.

30+ days ago
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