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Senior Financial Analyst or Financial Manager

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Truist
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Financial Reporting, Financial Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Position will sit on site at one of the posted locations. No remote option available. No other locations will be considered.

Regular

Language Fluency:
English (Required).

Work Shift:

1st shift (United States of America).

Overview

The Technology, Data, and Operations Finance team is expanding and seeking innovative, builder-minded professionals to help us navigate the challenges of growing responsibilities and advancing reporting capabilities. This role serves as a strategic finance manager to Wholesale Technology & Operations, providing financial analysis and guidance for high-impact decisions to key partners. Owns month end reporting and analysis, forecasting, annual plan, and collaborating with partners on monthly reviews.

Operates with a high degree of independence and strategic influence. The role will need to focus on operational aspects as well as investment/project side to execute new demand needs from the Wholesale segment.

Financial Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Serve as a strategic business consultant to supported lines of business.
  • Lead performance evaluations and prepare executive-level financial insights.
  • Own development of short- and long-term forecasts and the annual financial plan.
  • Provide financial guidance for new product development, pricing, and investment opportunities.
  • Mentor analysts and ensure data integrity and reporting accuracy.
  • Coordinate with cross-functional teams to support strategic initiatives.
  • Ensure compliance with GAAP and internal financial controls.
Financial Manager – QUALIFICATIONS

Required Qualifications:

  • Bachelor's degree in Accounting or Finance, or equivalent education and related training.
  • Eight years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
  • Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
  • Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
  • Strong analytical and problem-solving skills.
  • Sound and logical decision-making abilities.
  • Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
  • 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:

  • Supervisory experience.
  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
  • Master's degree or MBA.
  • Specific financial services or specialized industry experience.
  • Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
  • Experience with macros/VBA.
  • Analytical experience.
  • Problem-solving.
  • Experience reviewing large amounts of financial data.
  • Experience using Alteryx or Tableau.
Senior Financial Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Deliver financial analysis and reporting to support decision-making across lines of business.
  • Evaluate performance against plans and strategic goals.
  • Prepare management insights and contribute to investment cases and value creation initiatives.
  • Support development of recurring forecasts and the annual financial plan.
  • Operate with moderate autonomy and influence in financial discussions.
  • Collaborate with business partners to align financials with operational goals.
  • Maintain documentation and ensure accuracy of financial data.
Senior Financial Analyst – QUALIFICATIONS

Required Qualifications:

  • Bachelor's degree in Accounting or Finance, or equivalent education and related training.
  • Five years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
  • Ability to build consensus through communication and presentation of factual and relevant information.
  • Strong verbal…
Position Requirements
10+ Years work experience
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