Financial Analyst – Financial Strategy

Jobtailor; Minnesota; On-site; USD 85,000 - 115,000; Full time

Job summary

Jobtailor is seeking a rigorous Financial Analyst to support US Bank Finance and Impact Finance strategic planning. You will craft executive materials, develop financial narratives, and connect data to business implications using Excel and Power BI.

You'll coordinate inputs across teams, maintain governance for financial models, and track business cases against forecasts, milestones, and assumptions to drive informed decisions.

Qualifications

• Bachelor's degree or equivalent work experience in a related field.
• Typically 3+ years in financial analysis, planning, or analytics.
• Strong Excel and PowerPoint skills; Power BI or similar visualization tools preferred.
• Ability to build financial models with revenue, expenses, timing and profitability assumptions.

Responsibilities

• Develop and maintain a strategic conversation calendar for leadership discussions, initiative reviews, decision points, and follow-up actions.
• Coordinate inputs, timelines, and stakeholders to ensure strategic topics are addressed with complete, accurate information.
• Prepare discussion materials, executive summaries, presentations, briefing notes, and data-driven narratives linking financial results to business implications.
• Build and maintain a standardized business case template and evaluation process.
• Track approved business cases against actual results, forecasts, milestones and original assumptions.
• Identify variances, risks, opportunities, and required actions.
• Maintain process documentation, model governance, version control, and quality checks.
• Streamline reporting, planning, and analytical processes through Excel, visualization tools, automation, and responsible use of AI.
• Perform ad hoc financial analysis and support special projects.
• Support U.S. Bank Finance and Impact Finance business leaders in strategic planning and decision-making.

Skills

Financial Analysis

Strategic Planning

Excel Proficiency

Power BI Experience

Communication Skills

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Power BI

PowerPoint

Excel

Job description

• Develop and maintain a strategic conversation calendar for leadership discussions, initiative reviews, decision points, and follow-up actions
• Coordinate inputs, timelines, and stakeholders to ensure strategic topics are addressed appropriately with complete, accurate information
• Prepare discussion materials, executive summaries, presentations, briefing notes, and data-driven narratives connecting financial results and operational facts to business implications
• Build and maintain a standardized business case template and supporting evaluation process
• Track approved business cases against actual results, forecasts, milestones, and original assumptions
• Identify variances, risks, opportunities, and required actions
• Maintain process documentation, model governance, version control, and quality checks
• Streamline reporting, planning, and analytical processes through Excel, visualization tools, automation, and responsible use of AI
• Perform ad hoc financial analysis and support special projects
• Support U.S. Bank Finance and Impact Finance business leaders in strategic planning and decision-making

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent work experience
• Typically three or more years of related experience in financial analysis, planning, accounting, business analytics, or a comparable analytical role
• Working knowledge of financial analysis, forecasting, planning, profitability analysis, and general accounting principles
• Ability to build and maintain financial models incorporating revenue, expense, timing, investment, and profitability assumptions
• Strong Excel and PowerPoint skills
• Experience with Power BI or other data visualization tools is beneficial
• Analytical and problem-solving skills, including identifying trends, investigating variances, and resolving data exceptions
• Strong written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to manage recurring deliverables, multiple stakeholders, and changing priorities
• Curiosity, initiative, sound judgment, and collaborative approach
• Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

Core Competencies

Demonstrates expertise in financial analysis, strategic planning, and data visualization, with a strong ability to prepare executive materials and maintain financial models. Proven skills in managing multiple stakeholders and delivering accurate, data-driven insights to support business decisions.

Highest-signal resume keywords

• Financial Analysis
• Strategic Planning
• Excel Proficiency
• Power BI Experience
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Forecasting
• Planning
• Profitability Analysis
• Financial Modeling
• Data Analysis
• Business Analytics
• Process Documentation
• Quality Checks
• Variance Analysis

Soft Skills

• Analytical Skills
• Problem-Solving
• Organizational Skills
• Attention to Detail
• Collaboration

Industry Keywords

• Finance
• Accounting
• Business Administration
• U.S. Bank Policies
• Code of Ethics

Tools & Technologies

• Excel
• PowerPoint
• Power BI
• Data Visualization Tools
• Automation Tools