Forecasting, Budgeting & Reporting Analyst

U.S. Bank•Minneapolis, MN

7h•Hybrid

About The Position

The Forecasting, Budgeting & Reporting Analyst provides centralized support within the PCS Marketing organization for credit card acquisition forecasting, budgeting, planning, reporting, and strategic decision support across Partnership business lines and enterprise-wide acquisition initiatives. The role partners with Marketing, Finance, Product, and Channel teams to develop acquisition forecasts, evaluate profitability, support new product launches, and improve planning processes. The analyst also supports PCS acquisition strategies and helps advance centralized reporting, budgeting, campaign governance, and reporting automation initiatives. The position is aligned with PCS efforts in acquisition forecasting modernization, centralized reporting, campaign approval governance, and cross-channel planning. Financial and statistical analyses developed in this role inform management policy setting and decision-making.

Requirements

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

Nice To Haves

Master's degree preferred.

Responsibilities

Provide financial analyses related to budgets, forecasting, expense allocation, business-case development, custom financial analyses, and peer-group analysis.
Provide internal consulting and decision support to all levels of management.
Develop and maintain spreadsheets and statistical models for financial analysis.
Prepare management presentations.
Research and resolve problems and errors in data from financial reporting systems.
Support credit card acquisition forecasting, budgeting, planning, and reporting across Partnership business lines and enterprise-wide initiatives.
Partner with Marketing, Finance, Product, and Channel teams to develop acquisition forecasts, evaluate profitability, and support new product launches.
Support centralized PCS reporting, budgeting, campaign governance, reporting automation, and cross-channel planning initiatives.
May assist in developing financial applications.
May prepare interest-rate pricing and forecasting information for asset and liability management.

Benefits

Medical, dental, and vision healthcare coverage.
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, 401(k) contribution, and pension, subject to eligibility requirements.