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Corporate Strategy Consultant - CSBB

Job in Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for: Truist
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Data Analyst, Financial Analyst
Job Description & How to Apply Below
** The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.*
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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:*
* This role will be a key contributor within the Corporate Strategy & Strategic Initiatives organization. The role will be expected to help shape the prioritization of enterprise strategic initiatives by analyzing large sets of data and formulating recommendations into insightful takeaways/recommendations in PPT or word form as well as verbal updates. The individual must be comfortable independently researching and reviewing qualitative and quantitative information including but not limited to industry/internal data, customer feedback, industry trends, Truist competitive positioning, and Truist's corporate strategies.

*
* LOCATION:

*
* **** Truist in-office requirement is 5 days per week***
* ** _

Please note:

_*
* ** candidate must be located in the following location:*
* +  
** Charlotte, NC*
* ** No remote or telecommute option*
* ** 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.
Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.) to inform strategic initiatives (including the why and how the initiative might be required).

2.
Create documents and presentations for executive leadership that clearly articulate recommendations, tradeoffs, and/or strategic choices with rationale around why conclusions are being suggested/made including supporting Board materials when necessary.

3.
Identify required information/data sources, gather and interpret the data, execute necessary analysis, and then present findings in the form of verbal, slide, or email updates to the Corporate Strategy leaders they are supporting as well as business and functional partners across Truist.

4.
Engage independently with (as well as at times providing readouts directly to) the Head of Corporate Strategy & Strategic Initiatives without manager involvement.

5.
May be asked to maintain pulse of the strategic investment - including reconciliation of funding v. plans, aiding the active disposition of ongoing investment requests and backlogs, and providing content to prepare for investment portfolio planning discussions with Executive Leadership and/or Board.

6.
Remain fluent with latest reporting and data analysis software and skills.

** 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.
Degree in Finance, Accounting, Economics, or similar business/analytical discipline

2.
5+ years of work experience preferably with a bulk of it within Financial Services or another regulated / multiple legal entity type environment

3.
Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization

4.
Proven ability to perform competitive, market, and internal product/operational analyses; comfort modeling or synthesizing 'directional' insights that sometimes requires triangulation of various data points to derive a conclusion

5.

Experience with Tableau, PPT, Excel and other presentation and data automation programs

*
* Preferred Qualifications:

*
* 1.
Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization

2.
Experience engaging and working around executive leaders - including engaging with senior leaders somewhat independently once a relationship is built

** 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…
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