Strategic Financial Analyst

U.S. Bank; Milwaukee (WI); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance (short/long-term)

Job summary

U.S. Bank is seeking a Strategic Financial Analyst to translate complex financial and market data into clear insights, executive storylines, and recommended actions. The role emphasizes financial judgment, P&L familiarity, and concise communication to inform strategic priorities.

The analyst will support governance, reporting, and operational effectiveness by leveraging AI and analytics to enhance speed and depth of business insights for leadership decision-making.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Typically eight to 10 years of related experience.
• Experience in strategy, business analytics, finance, market research, business management, or a related analytical role.
• Demonstrated experience analyzing financial data, market data, trends, and business performance metrics to develop insights and action plans.
• Advanced Excel skills, ability to build analyses, pressure-test assumptions, and convert data into executive-ready presentations.
• Strong business writing skills with the ability to simplify complex information into concise storylines, key messages, and next steps.
• Proven ability to manage multiple analyses and deliver executive-ready insights in a fast-paced environment.
• Exceptional attention to detail.

Responsibilities

• Analyze quantitative inputs (financial results, trends, market data, operational metrics) and translate into storylines and actions.
• Develop structured analyses to support key business priorities and leadership discussions.
• Synthesize insights across Product and Practice leaders to identify themes, risks, opportunities, and decisions.
• Create data-driven views of performance, market positioning, and client trends.
• Identify assumptions, variances, risks, and implications within analyses.
• Prepare executive-level materials with summaries, presentations, and data-driven narratives.
• Use AI, analytics, and tools to improve speed, quality, and depth of business insights.
• Translate operating model and data into practical insights for leadership decisions.

Skills

Advanced Excel

Executive storytelling

Analytical acumen

Multitask management

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

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 Strategic Financial Analyst has experience translating complex financial, market, and business data into clear insights, executive storylines, and recommended actions. This role uses strong financial analytical judgment, financial acumen, and concise communication to identify trends, pressure-test assumptions, support business decisions, and connect quantitative analysis to strategic priorities. This person has familiarity with P&L's and can extrapolate the why's behind the numbers.

Key Responsibilities

• Strategic Support & Execution
  • Analyze quantitative inputs such as financial results, trends, market data, and operational metrics and translate into clear storylines, implications, and recommended actions.
  • Develop structured analysis to support key business priorities, strategic decisions, and leadership discussions.
  • Synthesize insights across Product and Practice business leaders and business partners to identify common themes, risks, opportunities, and decision points.
  • Create data-driven views of business performance, market positioning, and client trends.
  • Identify key assumptions, variances, risks, and implications within financial and operational analyses.
• Governance & Reporting
  • Prepare executive-level materials, including summaries, presentations, briefing notes, and data-driven narratives that clearly connect facts to business implications.
• Operational Effectiveness
  • Use AI, analytics, and other tools to improve speed, quality, and depth of business insights.
  • Identify trends, outliers, and efficiency opportunities through quantitative and qualitative analysis.
  • Translate operating model, role clarity, and organizational data into practical insights for leadership decision-making.

Qualifications

• Bachelor’s degree or equivalent work experience
• Typically, eight to 10 years of related experience
• Experience in strategy, business analytics, finance, market research, business management, or a related analytical role
• Demonstrated experience analyzing financial data, market data, trends, and business performance metrics to develop insights and action plans
• Advanced Excel skills, with the ability to build analyses, identify patterns, pressure-test assumptions, and convert data into executive-ready presentations
• Strong business writing skills with the ability to simplify complex information into concise storylines, key messages, and recommended next steps
• Proven ability to manage multiple analyses and deliver executive-ready insights in a fast-paced environment
• Exceptional attention to detail

Success Profile

• Highly analytical and comfortable working with financial results, market data, and performance trends
• Exhibits strong accountability for deliverables and operates with a sense of urgency and high level of discretion
• Structured, detail-oriented, and insight-focused
• Demonstrates adaptability and comfort with ambiguity

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:

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