Analyst will create, support, and develop dockets to support grantmaking for the Truist Foundation. The primary responsibilities will use data analytics and reconcilement as you help to leverage regional allocations of grantmaking across the Truist geographical footprint.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Support the regional grantmaking process, including conducting due diligence, preparing meeting materials, attending meetings of the Local Advisory Councils (LACs), recording recommendations in the grants management database/third-party application, and assisting the Director of Regional Programming, for more than 1200 applications and 36 meetings per year.

2. Prepare dashboards and reports for related committees, local councils, etc.

3. Prepare meeting documentation and minutes for regional investment review for the Foundation and other related philanthropic meetings.

4. Perform research using the grants management software, and other software for record management, data gathering, and reporting.

5. Implement various aspects of the MEL workflow and ensure compliance requirements are met.

6. Compile and help analyze indicator data and develop visualizations and narratives to augment dashboard data. Coordinate all dashboards from third party platforms.

7. Manage various internal projects and requests from the Director of Regional Programing and/or President of the Foundation.

8. Serve as direct resource for internal communication with all levels of the enterprise.

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 and or equivalent education and related training

2. Ability to take direction and then work independently to complete tasks with moderate supervision.

3. Strong verbal and written communication skills.

4. Demonstrated attention to detail and accuracy along with good organizational skills.

5. Demonstrated proficiency in computer applications such as Microsoft Office software products to include pivot table construction, PowerPoint presentations and utilization of communications software.

Preferred Qualifications:

1. Experience working with data collection, quality analysis and philanthropic trends.

2. Ability to create, design, and reconcile complex utilization of Excel (i.e. charting, graphics, and pivot tables)

3. Awareness of IRS charitable guidelines