Forecasting, Budgeting & Reporting Analyst

U.S. Bank•Minneapolis, MN

1d•$105,400 - $124,000•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 advances centralized PCS reporting, budgeting, campaign governance, and reporting automation. The position supports acquisition forecasting modernization, centralized reporting, campaign approval governance, and cross-channel planning. It provides financial analyses related to budgets, forecasts, expense allocation, business cases, custom financial analyses, peer-group analysis, and internal consulting for all levels of management. The analyst develops and maintains spreadsheets and statistical models, prepares management presentations, investigates data issues in financial reporting systems, and may assist with financial applications and prepare interest-rate pricing and forecasting information for asset and liability management. Financial and statistical data developed in this role supports management policy setting and decision-making. The role requires working from a U.S. Bank location three or more days per week.

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.

Responsibilities

Provide centralized support for credit card acquisition forecasting, budgeting, planning, reporting, and strategic decision support across Partnership business lines and enterprise-wide acquisition initiatives.
Partner with Marketing, Finance, Product, and Channel teams to develop acquisition forecasts, evaluate profitability, support new product launches, and improve planning processes.
Advance centralized PCS reporting, budgeting, campaign governance, and reporting automation initiatives.
Support acquisition forecasting modernization, centralized reporting, campaign approval governance, and cross-channel planning.
Provide analyses related to budgets, forecasting, expense allocation, business-case development, custom financial analyses, and peer-group analysis.
Provide internal consulting 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.
May assist in developing financial applications.
May prepare interest-rate pricing and forecasting information for asset and liability management.

Benefits

Healthcare, including medical, dental, and 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase.
Pension, subject to eligibility requirements.