Truist
Strategic Initiative Associate
Charlotte, NC
Jan 18, 2025
Full-time
Full Job Description

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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:

Develop and implement strategic initiatives across Finance while working with
leadership and key stakeholders within Finance. Provides thought leadership in tandem with analysis and presentation development to inform and execute Finance strategic goals.

Working as part of a small, fast-paced and highly collaborative team, the Strategic Initiatives Associate will
analyze, execute on, and deliver high impact projects that are key to Finance’s long-term growth and profitability. This role will manage initiatives and opportunities based on emerging market risks and prioritize efforts with Finance leadership.


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. Implement strategic initiatives, conduct analysis, offer problem solving recommendations for key business processes across Finance
2. Create materials and presentations to accurately articulate Finance strategy for broader consumption and execution, including presentations that may be shared with Executive Leadership and the Board of Directors
3. Mitigate emerging market risks by executing on broader business plans and expansion efforts in specific Finance LOBs/units
4. Drive execution of project management tasks related to new and ongoing initiatives that align with the Finance strategic plan
5. Execute on ad hoc strategy requests on behalf of Finance leadership and the individual Finance LOBs/units
6. Focus business optimization and efficiency improvement efforts, as well as manage centralization of certain strategic business processes
7. Manage and coordinate engagements with risk partners in the First, Second, and Third lines of defense, in support of assigned front office LOBs


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 a relevant field, or an equivalent combination of education and work experience
2. 3-5 years of work experience with previous positions requiring analytical and presentation skills.
3. Excellent technical skills in Microsoft Office systems, specifically PowerPoint and Excel
4. Excellent verbal and written communication skills
5. Ability to think independently, interpret financial and non-financial data, collaborate effectively, balance competing priorities and prioritize as appropriate
6. Strong financial and analytical skills, verbal communication skills and ability to understand and communicate complex concepts in a concise and useful manner

Preferred Qualifications:


1. 3-5 years related experience in either a consulting, project management, process improvement, or financial services related role.
2. Experience in development, articulation and execution of moderately complex strategic initiatives across multiple parts of an organization
3. Prior experience in or related to Finance, Consulting, Audit, or Risk Management

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Pay Transparency Nondiscrimination Provision E-Verify

PDN-9dfe9e9a-61dc-4dac-a4c6-caec90768d56
Job Information
Job Category:
Accounting
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Strategic Initiative Associate
Truist
Charlotte, NC
Jan 18, 2025
Full-time
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