Treasury Analyst

Full Time
Charlotte, NC 28269
Posted
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:

Responsible for providing support for Treasury Solutions sales performance, strategy, execution, operating and risk functions.

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.
1. Work closely with Treasury Solutions teammates and Line of Business partners to provide analytics, presentation preparation and other support
2. Complete analysis and create excel-based tools to support team's overall goals and priorities. Require knowledge of excel including ability to efficiently use features such as vlookup, index, match, and pivot tables with oversight from more experienced Analysts and Associates
Sales Analysts
a) Complete financial modeling and working capital analysis for clients and prospects. Knowledge of excel adequate to prepare review and audit basic financial models, undertanding of accounting basics and ability to analyze financial statements with oversight from more experienced Analysts and Associates
b) Assist with business development by conducting industry specific and market research along with prospecting for current markets and portfolios
c) Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, and other various sales support tools with oversight from more experienced Analysts and Associates
d) Attend and actively participate in client calls and client planning process

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.
1. Bachelor's degree
2. Strong analytical skills and attention to detail
3. Strong communication and interpersonal skills
4. High level of adaptibility and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. 1+ year(s) of related financial work experience

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

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