Financial Analyst - Financial Strategy

U.S. Bank; St. Louis (MO); On-site; USD 86,000 - 102,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Financial Analyst to support financial strategy and disciplined decision-making. You will develop materials for leadership discussions, build repeatable analytical tools, and connect initiatives to financial outcomes.

Collaboration across Finance and Impact teams is essential to improve planning quality. The role emphasizes building business cases, maintaining governance, and delivering actionable insights through data-driven narratives.

Qualifications

• Working knowledge of financial analysis, forecasting, planning, profitability analysis, and general accounting principles.
• Strong analytical and problem-solving abilities with attention to data quality.
• Excellent written and verbal communication for leadership materials.

Responsibilities

• Develop and maintain a strategic conversation calendar for leadership discussions.
• Coordinate inputs, timelines, and stakeholders for timely topics and accurate data.
• Prepare executive summaries, presentations, and data-driven narratives linking results to implications.
• Create a standardized business case template and evaluation process for initiatives.
• Track business cases against forecasts, milestones, and original assumptions; identify variances.
• Document processes, governance, and quality checks for transparency and repeatability.
• Identify opportunities to streamline reporting via Excel, visuals, automation, and AI.
• Perform ad hoc financial analysis and support special projects as priorities evolve.

Education

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

Tools

Power BI

Excel

PowerPoint

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank Finance is seeking a Financial Analyst to support financial strategy, disciplined decision-making, and execution across a business focused on helping communities grow and succeed. This role will organize the cadence of strategic conversations, develop clear and decision-ready materials, and build repeatable analytical tools that connect business initiatives to short- and long-term financial outcomes. The successful candidate will combine financial analysis, business acumen, organization, and concise communication to help leaders evaluate opportunities, understand performance drivers, and make informed strategic choices. The analyst will collaborate with Finance, Impact Finance business leaders, and other partners to improve the consistency, transparency, and quality of strategic planning.

Key Responsibilities

• Develop and maintain a strategic conversation calendar that establishes a consistent cadence for leadership discussions, initiative reviews, decision points, and follow-up actions.
• Coordinate inputs, timelines, and stakeholders so strategic topics are addressed at the appropriate time and supported by complete, accurate information.
• Prepare discussion materials, executive summaries, presentations, briefing notes, and data-driven narratives that clearly connect financial results and operational facts to business implications.
• Build and maintain a standardized business case template and supporting process for evaluating strategic initiatives.
• 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 to support transparency and repeatability.
• Identify opportunities to 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 as business priorities evolve.

Basic Qualifications

• 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.

Preferred Skills and Experience

• Working knowledge of financial analysis, forecasting, planning, profitability analysis, and general accounting principles.
• Ability to build and maintain financial models that incorporate revenue, expense, timing, investment, and profitability assumptions.
• Strong Excel and PowerPoint skills; experience with Power BI or other data visualization tools is beneficial.
• Well-developed analytical and problem-solving skills, with the ability to identify trends, investigate variances, and resolve data exceptions.
• Strong written and verbal communication skills, including the ability to simplify complex information and create clear, concise materials for leadership.
• Strong organizational skills and attention to detail, with the ability to manage recurring deliverables, multiple stakeholders, and changing priorities.
• Curiosity, initiative, sound judgment, and a collaborative approach to working across teams.

What Success Looks Like

Leadership has a reliable calendar and well-prepared materials for strategic conversations and decisions. Business cases are evaluated consistently using transparent assumptions and comparable financial measures. Short- and long-term revenue, expense, and profitability expectations are visible, monitored, and updated as facts change. Actual performance and initiative progress are clearly connected to original business case commitments. Financial analysis is accurate, timely, practical, and translated into actionable insights.

Benefits

Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $86,360.00 - $101,600.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment.

U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.

U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.