Financial Analyst II - Expense Management

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Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

Provides enterprise-wide governance and strategic oversight of expense management, ensuring disciplined investment decisions aligned with financial priorities and strategic alignment

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 based on business needs.

• Support and help administer the enterprise Spend Approval process, ensuring consistency, transparency, and adherence to governance standards
• Provide independent financial analysis and challenge on material spend and investment requests
• Prepare executive-ready materials and summaries to support spend approval discussions and decisions
• Assess forecast impacts of approved spend and track actual outcomes versus expectations
• Partner with Line of Business (LOB) CFO teams and business leaders to ensure accurate, timely, and complete submission of spend approval requests
• Perform ad hoc analysis of operating and investment spend across the enterprise to identify trends, risks, and opportunities
• Track, analyze, and report on enterprise-wide expense efficiency initiatives
• Enterprise expense reporting to support LOB CFO teams and business
• Leverage and help develop automated reporting and analytical tools to improve process efficiency, data quality, and insight delivery

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.

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field, or equivalent combination of education and experience
• One to four years of experience in financial analysis, budgeting, forecasting, or data management (internship experience considered)
• Demonstrated interest or experience in process improvement or process optimization
• Ability to work effectively in a fast-paced, evolving environment with competing priorities
• Strong analytical, interpersonal, and communication skills, both written and verbal
• Proficiency with Microsoft Office, particularly Excel and PowerPoint

Preferred Qualifications

• Master’s degree in Finance, Business Administration, or a related field
• Knowledge of financial services or large enterprise financial management practices
• Experience with financial systems such as SAP, Hyperion, or similar platforms
• Exposure to or experience with data, automation, or visualization tools such as Alteryx, Tableau, or Power BI

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.

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