Head of FP&A Process Design and Integration

U.S. Bank; Charlotte, Northern (NC, KY); Hybrid; USD 215,000 - 253,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a senior executive to design future state Financial Planning & Analysis processes with a focus on enabling a business performance management system that connects strategy, financial plans, and operational plans and execution.

The role emphasizes AI-native planning, enterprise IBP, and xP&A capabilities, with cross-functional collaboration across Finance, Strategy, HR, Sales, and Technology to create a unified enterprise operating plan.

Qualifications

• Enterprise FP&A, planning, forecasting, and performance management expertise including OPEX, CAPEX, drivers, and scenario economics.
• Integrated Business Planning and xP&A design capability connecting operational drivers to financial outcomes and leadership decisions.
• Strong process architecture and operating model design including governance, cadence, and decision rights.

Responsibilities

• Partner with FP&A leaders to design AI-native planning, forecasting, scenario, and insight-generation processes.
• Assess and implement an enterprise IBP model with governance, cadence, and leadership inputs.
• Ensure FP&A processes support IBP by aligning cycles, forecasts, and executive decisions.
• Define and advance xP&A capabilities linking operational plans to financial outcomes.
• Drive planning coherence by aligning assumptions, drivers, timelines, and outputs across functions.

Skills

Enterprise FP&A

IBP design

xP&A design

Executive influence

Change leadership

AI/automation fluency

Cross-functional collaboration

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 is seeking a senior executive to design future state Financial Planning & Analysis processes with a focus on enabling a business performance management system that connects strategy, financial plans, and operational plans and execution.

Essential Functions

• Partner with other FP&A leaders to design AI-native planning, forecasting, scenario, and insight-generation processes that reduce manual effort, improve cycle time, and increase predictive decision support.
• Assess the need for, design and implement an enterprise Integrated Business Planning (IBP) model, including governance forums, cadence, decision inputs, and clear connection points to leadership routines.
• Ensure FP&A processes support and enable IBP by aligning planning cycles, forecast outputs, performance reviews, and executive decision integration.
• Define and influence the advancement of Extended Planning & Analysis (xP&A) capabilities that connect operational plans—such as workforce, sales, volume, capacity, and delivery—with financial outcomes.
• Drive enterprise planning coherence by working with the FP&A methodologies and governance team to align assumptions, business drivers, timelines, methodologies, and decision outputs across Corporate Finance, Business Line Finance, Strategy, and functional partners.
• Eliminate fragmented planning approaches and shadow models through standardized constructs, integrated data flows, clear ownership, and scalable process design.
• Partner with Finance, Strategy, HR, Sales, technology, and other xP&A partners to create one interconnected enterprise operating plan.
• Continuously improve enterprise planning, scenario depth, sensitivity analysis, and choice architecture so leaders can evaluate growth, cost, capital, capacity, and execution trade-offs with greater confidence.

What Success Looks Like

• A single, interconnected enterprise operating plan links strategy, financial commitments, operational drivers, and execution choices.
• FP&A, xP&A, and IBP routines operate as one integrated performance system rather than disconnected processes.
• Financial and operational plans are consistently reconciled, with reduced rework, fewer shadow models, and clearer ownership of assumptions and drivers.
• Planning and forecasting cycles are faster, more automated, and more predictive, with AI-native processes reducing manual effort and accelerating insight.
• Leaders have timely visibility into performance risks, opportunities, scenario implications, and enterprise trade-offs.
• Strategy, plans, forecasts, and execution are consistently connected in executive forums and decision materials.
• Evolution of planning processes is achieved with strong management of change.

Preferred Skills/Experience

• Enterprise FP&A, planning, forecasting, and performance management expertise, including OPEX, CAPEX, financial statement drivers, and scenario economics.
• Integrated Business Planning and xP&A design capability, with the ability to connect operational drivers to financial outcomes and leadership decisions.
• Strong process architecture and operating model design skills, including governance, cadence, decision rights, handoffs, controls, and scalable execution routines.
• Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs that improve consistency, speed, and accountability.
• Fluency in AI, automation, analytics, and enabling technologies that can transform planning, forecasting, scenario modeling, and insight generation.
• Executive-level influence, facilitation, and change leadership skills to align senior Finance, Strategy, business, and functional stakeholders around common processes and decisions.
• Experience in driving and sustaining change.
• Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization in a complex organization.
• Demonstrated success integrating financial and operational planning across multiple business lines, functions, or geographies.
• Background partnering with senior executives to establish enterprise planning routines, performance forums, decision inputs, and accountability mechanisms.
• Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms.
• Financial services, banking, or regulated-industry experience preferred, particularly in environments requiring strong governance, comparability, and executive-ready controls.
• Track record of leading cross-functional change without direct authority, building adoption through credibility, practical design, and measurable business value.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. 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. 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.

Pay Range: $214,795.00 - $252,700.00

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.