Job Information
Truist FP&A Financial Systems Lead in Raleigh, North Carolina
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
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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:
Serve as administrator and data steward for TIH’s FP&A applications and related processes.
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.
Serve as the administrator of TIH’s FP&A applications supporting forecasting, profit planning, cost allocations and other FP&A processes, primarily Workday Adaptive.
Perform planning system maintenance, including version rollovers, accurate integration of data from other financial systems and updating organizational structures and accounts.
Develop, maintain, and validate business rule calculation scripts, allocations, and custom calculations.
Assist with the development of dashboards and reports.
Update proper controls and documentation covering key processes and reports.
Administer user access and permissions.
Assist users with ongoing troubleshooting and provide routine training.
Provide effective communication with FP&A system users on timelines, system processes and availability.
Proactively evaluate each planning cycle to identify enhancements to the profit planning and forecast processes for efficiency and accuracy improvements. Provide additional support to FP&A staff and other departments.
Provide support to FP&A processes as needed, such as assisting with forecasting and profit planning activities
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 business, finance, management information systems, or equivalent education and related training
Five years of experience in financial systems administration
Knowledge of enterprise resource planning (ERP), accounting, and/or financial reporting systems
Understanding of FP&A processes including enterprise-wide forecasting and planning
Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve
Strong interpersonal and communication skills
Preferred Qualifications:
Experience with Workday Adaptive
Knowledge of financial industry business practices
Mastery of financial tools, practices, and concepts, including advanced Excel/VBA
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.
This position is part of TIH.
Truist Financial Corporation has reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH). As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release
for details.
All insurance positions within TIH will have “TIH” noted in the job posting to indicate they are not part of Truist.
McGriff Insurance Services 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. McGriff Insurance Services is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)