Financial Reporting & Projects Analyst

U.S. Bank; Minneapolis (MN); Hybrid; USD 82,000 - 96,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life Insurance

Disability (short/long-term)

Parental leave

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking an FP&A Analyst, Reporting & Process Enhancement, to develop and maintain financial reporting, dashboards, and planning processes.

You will partner with Finance, Accounting, and business leaders to streamline manual tasks and deliver actionable insights. The ideal candidate is analytical, detail-oriented, and comfortable using BI tools and Excel at an advanced level; experience with SAP, Oracle, or Workday is a plus.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Typically two or more years of related experience.
• Experience with data visualization and dashboard development using Power BI, Tableau, or other BI tools.
• Familiarity with financial systems such as SAP, Oracle, Workday, or similar platforms.
• Advanced Microsoft Excel and Power Point skills.
• Understanding of budgeting, forecasting, and management reporting concepts.
• Exposure to process improvement methodologies or automation tools.
• Strong analytical and problem-solving skills.
• Strong attention to detail and commitment to data accuracy.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Reporting & Analytics: Prepare recurring management reports, financial dashboards, and performance scorecards. Support monthly, quarterly, and annual reporting processes. Maintain reporting packages used by senior management and business leaders. Gather, validate, and reconcile financial data from multiple systems and sources. Assist in the creation of visualizations and reporting tools that improve understanding of financial results and key performance indicators (KPIs).
• Report Design & Simplification: Evaluate existing reports to identify opportunities for simplification, standardization, and automation. Recommend improvements to report layouts, data presentation, and business metrics. Document reporting requirements and assist in translating business needs into reporting solutions. Help eliminate redundant reports and reduce manual spreadsheet-based processes.
• Process Improvement & Enhancements: Participate in projects focused on improving financial reporting and planning processes. Support automation initiatives using reporting tools, databases, and business intelligence platforms. Test and validate reporting enhancements to ensure accuracy and completeness. Develop and maintain process documentation and user procedures. Identify opportunities to improve efficiency, controls, and data quality.
• Stakeholder Support: Partner with Finance, Accounting, and business teams to understand reporting needs. Respond to ad hoc reporting and analysis requests. Provide support and training to users of financial reports and dashboards. Demonstrate strong customer service and responsiveness to stakeholder inquiries.

Skills

Data Visualization

Dashboard Development

Excel

PowerPoint

Budgeting & Forecasting

BI Tools

Analytical Thinking

Education

Bachelor's degree or equivalent

Tools

SAP

Oracle

Workday

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

The FP&A Analyst, Reporting & Process Enhancement, supports the development, maintenance, and continuous improvement of financial reporting, management dashboards, and planning processes. This role partners with Finance, Accounting, and business stakeholders to enhance reporting capabilities, streamline manual processes, and improve the delivery of financial insights. The ideal candidate is analytically curious, detail-oriented, and interested in leveraging technology and process improvement techniques to make financial reporting more efficient, accurate, and impactful.

Primary Responsibilities

• Reporting & Analytics: Prepare recurring management reports, financial dashboards, and performance scorecards. Support monthly, quarterly, and annual reporting processes. Maintain reporting packages used by senior management and business leaders. Gather, validate, and reconcile financial data from multiple systems and sources. Assist in the creation of visualizations and reporting tools that improve understanding of financial results and key performance indicators (KPIs).
• Report Design & Simplification: Evaluate existing reports to identify opportunities for simplification, standardization, and automation. Recommend improvements to report layouts, data presentation, and business metrics. Document reporting requirements and assist in translating business needs into reporting solutions. Help eliminate redundant reports and reduce manual spreadsheet-based processes.
• Process Improvement & Enhancements: Participate in projects focused on improving financial reporting and planning processes. Support automation initiatives using reporting tools, databases, and business intelligence platforms. Test and validate reporting enhancements to ensure accuracy and completeness. Develop and maintain process documentation and user procedures. Identify opportunities to improve efficiency, controls, and data quality.
• Stakeholder Support: Partner with Finance, Accounting, and business teams to understand reporting needs. Respond to ad hoc reporting and analysis requests. Provide support and training to users of financial reports and dashboards. Demonstrate strong customer service and responsiveness to stakeholder inquiries.

Basic Qualifications

• Bachelor's degree, or equivalent work experience.
• Typically two or more years of related experience.

Preferred Skills/Experience

• Experience with data visualization and dashboard development using Power BI, Tableau, or other business intelligence tools.
• Familiarity with financial systems such as SAP, Oracle, Workday, or similar platforms.
• Advanced Microsoft Excel and Power Point skills.
• Understanding of budgeting, forecasting, and management reporting concepts.
• Exposure to process improvement methodologies or automation tools.
• Strong analytical and problem-solving skills.
• Strong attention to detail and commitment to data accuracy.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Working Conditions

*This role requires working from a U.S. Bank location three (3) or more days per week. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

• 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.

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.

Salary

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: $81,515.00 - $95,900.00

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.

Other Information

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