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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ([email protected]?subject=Accommodation%20request)

_(accommodation requests only; other inquiries won't receive a response)._

Regular or Temporary:

Regular

**Language Fluency:** English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Position can be based in Charlotte NC or Atlanta GA.

This enterprise-level role on Financial Methodologies and Performance Management team brings a Strategic Finance and Financial Performance Optimization mindset to develop and advise on critical company-wide financial decisioning frameworks, methodologies and profitability measurements that will drive shareholder value for the company.

In this role, you will have a direct and substantive ongoing impact on the development, evolution and enterprise-wide integration of the company’s:

+ Client-centric financial decisioning frameworks, and

+ Financial methodologies for client and business profitability measurement and management (e.g., target ROTCE, hurdle rates of return, equity allocations, cost allocations, and other key measurements and management tools of financial performance), across the entire Truist organization.

​

You will help design, develop, and deploy enterprise-wide standards in these areas, and will ensure effective solution definition and delivery of new methodologies into the company’s capital allocation and performance management processes.

You will leverage your knowledge of corporate finance concepts and analysis, to identify, build, enhance and ensure consistency of financial performance standards across all Lines of Business, through the bottoms-up client profitability orientation.

You will operate in a highly collaborative environment of seasoned professionals.

The team structure will require a flexible predisposition to alternate between financial and non-financial standards and will enable the ideal candidate to expand and deepen their understanding of traditional financial concepts, advanced financial modeling and analysis, and regulatory prudential frameworks.

Your role will involve managing relationships with Lines of Business, Finance, and Treasury stakeholders across all levels of organization.

This role will provide you with high degree of exposure and responsibility across varying levels of management and key decision makers within the LOBs and Corporate Functions and is an excellent opportunity for a candidate who is interested in a strategic view of performance and profitability drivers at a Top 10 U.S. bank with $500+ billion balance sheet.

Job responsibilities:

+ Partner with a broad range of organizational stakeholders in designing, elaborating, testing, analyzing, advancing and/or maintaining one or more financial methodology standards under coverage.

+ Provide ongoing research, testing, industry benchmarking and continuous communication with the lines of business regarding upcoming changes and pro-forma impacts.

+ Execute against the team’s stated Roadmap towards best-in-class financial methodologies and proposed financial management target-state systems, including financial resource allocation targets across Lines of Business and other strategic initiatives.

+ Coordinate and communicate with key stakeholders across Corporate Treasury, Model Risk, Controllers, and others, to stay abreast of regulatory, accounting or modeling changes that may have broad enterprise implications; and provide independent perspective on Client and Business Profitability implications to internal partners and Line of Business stakeholders.

+ Lead governance and/or working group routines as the SME of enterprise methodologies for specific standards, adopting considerations and concerns by stakeholders, ensuring proper handoff to stakeholders and integration teams when applicable.

+ Demonstrate strategic thinking, collaborative demeanor, proactive behavior and maintain stakeholders on-topic to drive decisioning.

+ Use excellent interpersonal, organizational, and communication skills, including the ability to think clearly and articulate nuanced information in a concise and effective manner to a wide variety of audiences.

+ Demonstrate ability to prioritize well in a dynamic environment and deliver solution-oriented work that reflects independent and proactive consideration of issues.

+ Gather data and perform analysis to properly test and validate proposals, understand and summarize Business Unit and Segment-level implications and communicate effectively with stakeholders.

+ Develop and update documentation around financial methodologies and frameworks, and onboard new stakeholders as needed.

+ Prepare executive documents or presentations to include design, considerations, implications, key findings and recommendations.

+ Lead or support other ad-hoc projects or analyses as needed by executive and senior management.

Required Qualifications:

The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

+ 7-10 years of financial services, banking, and/or management consulting trajectory, with experience in Treasury, Financial Risk Management, FP&A or similar roles.

+ Familiarity with banking balance sheet products and concepts (e.g., institutional and retail loan structures, exposures, collateral) and core lines of business.

+ Experience in one or more key bank measurement systems (e.g., product or client-level cost allocation, cost taxonomies, regulatory/economic capital, FTP); or financial modeling (e.g., credit risk models, complex financial statement modeling, balance sheet optimization).

+ Basic understanding of financial performance management theory and practice (e.g., Cost of Capital, RAROC, EVA, SVA).

+ Working knowledge of standard bank regulatory metrics under Basel framework (e.g., RWA, CET1, TLAC, LCR, NSFR) and implications for enterprise-wide and instrument-level financial resource management considerations.

+ Knowledge of theoretical and applied accounting and finance concepts and techniques (e.g., cash flow models, loan pricing, cost analysis, etc.), including the ability to perform select calculations of various financial instruments’ performance and cash flows.

Preferred Qualifications:

+ Master’s degree in business, finance, business analytics, mathematics, or other quantitative field and/or completion, or demonstrated progress toward, a relevant certification (e.g., CFA, CPA, FRM, CQF, CTP).

+ Previous experience in Corporate Finance, Treasury, Capital Management and Optimization, Financial Risk Management, Corporate Development, Transaction Advisory or Investment Banking; or in-depth experience with wholesale and/or retail credit products in a credit, pricing, structuring or finance role.

+ Experience engaging with LOB or client teams in a negotiating and/or advisory capacity to discuss technical matters relevant to the financial services industry.

+ Experience supporting initiatives across multiple functional groups.

+ Experience presenting in formal forums (e.g., ALCO, Risk committees) and/or driving formal routines with senior stakeholders.

+ Experience in a review and challenge role.

+ Strong in Excel and PowerPoint.

+ The following skills are not required to perform current job duties but will be considered a plus: understanding and basic experience implementing ad hoc scripts with SQL and/or Python; VBA experience; mastery of any advanced data tools.

**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 (https://benefits.truist.com/)

. 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._

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