Senior Financial Analyst

U.S. Bank; Charlotte (NC); Hybrid; USD 112,000 - 131,000; Full time

Benefits offered by this job

Healthcare coverage

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Senior Financial Analyst to deliver financial reporting and analytics for Payments, partnering with Finance and Corporate Finance. You will prepare executive-level materials, manage weekly sales reporting, and support quarterly earnings and planning processes.

The role requires strong communication, collaboration, and the ability to meet tight deadlines in a fast-paced environment. This position is based in the United States with hybrid work expectations.

Qualifications

• Bachelor's degree or equivalent work experience
• Typically six or more years of related experience
• Master's degree preferred (optional)
• Strong knowledge of financial analysis techniques and accounting procedures
• Advanced MS PowerPoint and Excel skills; familiarity with Essbase

Responsibilities

• Prepare executive-level presentation materials for internal and external financial reporting.
• Manage weekly sales reporting by consolidating data from multiple sources.
• Support quarterly earnings materials and other key financial reporting.
• Analyze financial and business performance to identify trends and drivers.
• Collaborate with Payment Services, Corporate Finance, and stakeholders on reporting and planning.
• Identify and leverage AI tools to streamline reporting and analytics.
• Perform ad hoc financial analysis and cross-functional project support.
• Review reports for accuracy, consistency, and quality.

Skills

Financial analysis

Accounting procedures

Mathematical skills

Analytical skills

Forecasting

Planning

Data visualization

Data mining

Communication

Education

Bachelor's degree

Master's degree preferred

Tools

Essbase

PowerPoint

Excel

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 Senior Financial Analyst will provide financial reporting and analytical support for Payments, partnering closely with Finance teams across each business line as well as Corporate Finance. Key responsibilities include preparing weekly sales reporting and insights for executive leadership and supporting the development of executive-level materials for quarterly earnings, forecasts, month-end results, business line reviews, annual planning, and other strategic priorities. This role requires strong communication and organizational skills, with the ability to collaborate effectively across teams, manage competing priorities, and deliver high-quality work in a fast-paced environment with tight deadlines.

Key Responsibilities

• Prepare executive-level presentation materials supporting internal and external financial reporting, including annual and long-range plans, forecasts, SEC reporting, financial results, and business line and operating reviews.
• Manage weekly sales reporting by consolidating data from multiple sources, analyzing trends and performance drivers, and translating results into meaningful insights for executive leadership.
• Support the preparation of quarterly earnings materials and other key financial reporting, ensuring information is accurate, timely, and clearly communicated.
• Analyze financial and business performance, identifying key trends, drivers, risks, and opportunities to support leadership decision-making.
• Partner across Payment Services, Corporate Finance, and other key stakeholders to support financial reporting, analysis, and broader business priorities.
• Identify and leverage AI tools to streamline financial reporting and analysis, automate routine activities, and generate more meaningful insights for decision-making.
• Perform ad hoc financial analysis and reporting and support cross-functional projects that enable informed business and leadership decision-making.
• Review financial reporting and executive materials to ensure accuracy, consistency, and quality.

Basic Qualifications

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

Preferred Skills/Experience

• Working knowledge of financial analysis techniques and general accounting procedures
• Well-developed mathematical and analytical skills
• Advanced MS PowerPoint, Excel and Essbase skills
• Thorough knowledge in financial analysis, forecasting, and planning
• Result orientated, ability to recognize needs, solve problems, anticipate issues, and develop solutions using strong analytical, business and financial acumen
• Self-motivated, able to set priorities effectively, multi-task, pivot easily as priorities change and follow through to meet the demands of multiple constituencies
• Strong technical skills related to data mining and visualization tools
• Master's degree preferred

*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.

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: $111,605.00 - $131,300.00

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.