Strategic FICC Finance & Forecasting Analyst

U.S. Bank; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

U.S. Bank is seeking a Financial Analyst to support financial planning and analysis across the FICC businesses. The role focuses on expense forecasting, headcount management, variance analysis, and executive-ready reporting, partnering with leaders to deliver accurate forecasts and insights.

The ideal candidate combines strong analytical capabilities with attention to detail and thrives in a fast-paced environment with changing priorities and ad hoc requests.

Qualifications

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

Responsibilities

• Lead monthly expense forecasting and annual planning processes across multiple FICC business lines.
• Develop and maintain forecasts for compensation, non-compensation expenses, allocations, and headcount.
• Partner with business managers and finance leaders to identify forecast risks and opportunities.
• Support budget development and resource allocation initiatives.
• Perform monthly variance analysis against forecast, budget, and prior year results.
• Analyze expense, headcount, and allocation drivers and communicate key trends to stakeholders.
• Monitor organizational changes and maintain accurate staffing and expense assumptions.
• Assist in evaluating business initiatives, investments, and organizational changes.
• Prepare consolidated FICC financial reporting packages for senior management.
• Develop executive-ready presentations highlighting key business trends, financial performance, and emerging risks.
• Support recurring monthly, quarterly, and annual reporting requirements.
• Coordinate reporting deliverables across various FICC businesses to ensure consistency and accuracy.
• Respond to ad hoc requests from business leaders and finance executives.
• Assist with special projects involving financial performance, expense management, organizational planning, and business strategy.
• Identify opportunities to improve reporting processes, enhance data quality, and increase efficiency through automation and standardization.

Skills

Financial modeling

Forecasting

Analytical skills

Excel skills

PowerPoint skills

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

U.S. Bank is seeking a Financial Analyst to support financial planning and analysis across the FICC businesses. The role focuses on expense forecasting, headcount management, variance analysis, and executive-ready reporting, partnering with leaders to deliver accurate forecasts and insights.

The ideal candidate combines strong analytical capabilities with attention to detail and thrives in a fast-paced environment with changing priorities and ad hoc requests.