Financial Manager
SunTrust Investment Services, Inc.
Strategic Business Consultant
This role serves as a strategic business consultant to lines of business, providing financial analysis and guidance for high-impact decisions including new product development, pricing, profitability, and investment/divestiture opportunities. Leads performance evaluations, prepares executive-level insights, and owns the development of short- and long-term forecasts and the annual financial plan. Operates with a high degree of independence and strategic influence.
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. Serve as a strategic business consultant to supported lines of business.
2. Lead performance evaluations and prepare executive-level financial insights.
3. Own development of short- and long-term forecasts and the annual financial plan.
4. Provide financial guidance for new product development, pricing, and investment opportunities.
5. Mentor analysts and ensure data integrity and reporting accuracy.
6. Coordinate with cross-functional teams to support strategic initiatives.
7. Ensure compliance with GAAP and internal financial controls.
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. Eight years of relevant accounting or finance experience that includes complex financial analysis.
3. Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
Preferred Qualifications:
1. Supervisory experience
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.
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.
$149.34k
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