Forecasting, Budgeting & Reporting Analyst
About The Position
The Forecasting, Budgeting & Reporting Data Engineer provides centralized support within U.S. Bank’s PCS Marketing organization across Partnership business lines and enterprise-wide acquisition initiatives. The role delivers credit card acquisition forecasting, budgeting, planning, reporting, and strategic decision support, with a primary focus on building and automating the data pipelines, reports, and forecasts used by the business. Working with Marketing, Finance, Product, Channel, and technology teams, the position designs and delivers scalable data solutions, modernizes acquisition forecasts, supports new product launches, and enhances planning processes. It also advances centralized PCS reporting, budgeting, campaign approval governance, and automation initiatives. The role suits a self-starter who can work independently amid ambiguity and brings data engineering skills alongside working knowledge of forecasting, marketing analytics, financial modeling, and cross-functional planning.
Requirements
- Bachelor’s degree or equivalent work experience.
- Typically five or more years of related experience.
Nice To Haves
- Working knowledge of financial analysis techniques and general accounting procedures.
- Well-developed mathematical and analytical skills.
- Thorough knowledge of financial analysis, forecasting, and planning.
- Ability to identify and resolve exceptions and analyze data.
- Strong technical skills related to data mining and visualization tools.
- Master’s degree preferred.
- Strong data engineering skills, such as SQL, Python, data modeling, ETL/ELT pipeline development, cloud data platforms, and BI/reporting tools.
- Working knowledge of forecasting, marketing analytics, financial modeling, and cross-functional planning.
Responsibilities
- Design, build, and maintain automated ETL/ELT data pipelines and analytic models for forecasting, budgeting, and reporting, replacing manual spreadsheet-based processes with scalable, repeatable workflows.
- Support cost per booked account (CPBA) planning and overall budgeting and check register management.
- Provide data-driven analysis of budgets, forecasts, and expense allocations for all levels of management.
- Develop automated dashboards and management reporting that provide a single source of truth for PCS Marketing.
- Identify, research, and resolve data quality issues across financial, marketing, and channel data sources.
- Implement data validation, reconciliation, and control processes to improve accuracy.
- Partner with technology teams to integrate source systems and enhance data, forecasting, and reporting applications.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
