Overview In this role you help shape the prioritization of enterprise strategic initiatives through data analysis and clear recommendations. You'll produce concise insights for leadership and support cross-functional teams with strategic guidance. The position sits inside the Corporate Strategy & Strategic Initiatives group, influencing investment decisions and portfolio planning. You will work closely with senior leaders to translate data into actionable guidance that drives Truist's strategy and execution.
Compensation / Benefits- Medical, dental, and vision insurance
- Life insurance and disability coverage
- 401k plan
- Vacation and sick days
- Paid holidays
- Potential eligibility for pension/RSUs/deferred compensation
Responsibilities- Provide analytic support for informin g strategic initiatives (data analysis, benchmarking, industry trends)
- Create executive-ready documents and presentations outlining recommendations and tradeoffs with rationale
- Identify data sources, gather and interpret data, perform analyses, and present findings to Strategy leaders and partners
- Engage with Head of Corporate Strategy & Strategic Initiatives and occasionally provide readouts directly
- Contribute to monitoring strategic investments, reconcile funding vs. plans, and assist with portfolio planning discussions
- Remain fluent with latest reporting and data analysis software and skills
Key requirements- Degree in Finance, Accounting, Economics, or similar analytical discipline
- 5+ years of experience in Financial Services or a regulated environment
- Experience in financial services product/client experience, consulting, or corporate strategy
- Proven ability to perform competitive, market, and internal analyses and synthesize insights from multiple data points
- Experience with Tableau, PowerPoint (PPT), Excel and other presentation/data automation tools
- Independent work style
- Strong written and verbal communication with executive leaders
- Ability to synthesize data and present clear, justified conclusions
- Tableau
- PowerPoint (PPT)
- Excel
