Senior Financial Analyst

U.S. Bank National Association • Charlotte, NC

11h • $78,270 - $127,000

About The Position

U.S. Bank is seeking a full-time Senior Financial Analyst (Multiple openings) in Charlotte, NC. The Senior Financial Analyst is responsible for providing complex financial analyses and reporting in support of the Bank’s trading and investment activities. The role focuses on Profit and Loss (P&L) reporting, Balance Sheet analysis, underwriting support, securities financing transactions (including stock loan/borrow, repurchase, and reverse repurchase agreements), and ad hoc analysis for senior stakeholders. Specific duties include: (1) produce, review, and validate daily and monthly fund performance deliverables, including P&L and Balance Sheet reports, leveraging large and complex datasets; (2) ensure compliance with internal governance standards and external regulatory requirements by reconciling, researching, and resolving discrepancies/issues in the Bank’s financial reporting systems; (3) design, enhance, and maintain advanced financial models to support trading and risk management activities; (4) develop and automate reporting processes and interactive dashboards to improve visualization, process efficiency, and operational risk management; (5) monitor market movements, fund risk exposures, and trading activities across multiple asset classes; (6) prepare interest rate pricing models, forecasting analyses, and commentaries to support the Asset and Liability Management (ALM); (7) produce, reconcile, and validate daily and monthly fund performance deliverables, including P&L and Balance Sheet reports, leveraging large and complex datasets; (8) conduct detailed statistical and financial analyses, provide data-driven insights to support senior management with strategic planning, risk assessment, resource allocation, and policy development; (9) develop and automate reporting processes and interactive dashboards to improve visualization, process efficiency, and operational risk management using Bloomberg, Power BI, Tableau, and SQL; (10) prepare and present financial deliverables directly to senior executives and global teams as well as liaising with trading/revenue and risk management teams; and (11) work in enterprise financial systems, including Bloomberg, Essbase, Workday, Mainframe, and data manipulation tools including VBA, SQL, Power BI, Power Query, Tableau, and Alteryx.

Requirements

• Bachelor’s degree or equivalent in Econometrics and Quantitative Economics, Business Administration, or Finance
• 5 years (progressive, post-baccalaureate) experience providing financial analyses
• 24 months of experience with each of the following: (1) producing, reconciling, and validating daily and monthly fund performance deliverables, including P&L and Balance Sheet reports, leveraging large and complex datasets; (2) conducting detailed statistical and financial analyses, provide data-driven insights to support senior management with strategic planning, risk assessment, resource allocation, and policy development; (3) developing and automating reporting processes and interactive dashboards to improve visualization, process efficiency, and operational risk management using Bloomberg, Power BI, Tableau, and SQL; (4) preparing and presenting financial deliverables directly to senior executives and global teams as well as liaising with trading/revenue and risk management teams; and (5) working in enterprise financial systems, including Bloomberg, Essbase, Workday, Mainframe, and data manipulation tools including VBA, SQL, Power BI, Power Query, Tableau, and Alteryx.

Responsibilities

• produce, review, and validate daily and monthly fund performance deliverables, including P&L and Balance Sheet reports, leveraging large and complex datasets
• ensure compliance with internal governance standards and external regulatory requirements by reconciling, researching, and resolving discrepancies/issues in the Bank’s financial reporting systems
• design, enhance, and maintain advanced financial models to support trading and risk management activities
• develop and automate reporting processes and interactive dashboards to improve visualization, process efficiency, and operational risk management
• monitor market movements, fund risk exposures, and trading activities across multiple asset classes
• prepare interest rate pricing models, forecasting analyses, and commentaries to support the Asset and Liability Management (ALM)
• produce, reconcile, and validate daily and monthly fund performance deliverables, including P&L and Balance Sheet reports, leveraging large and complex datasets
• conduct detailed statistical and financial analyses, provide data-driven insights to support senior management with strategic planning, risk assessment, resource allocation, and policy development
• develop and automate reporting processes and interactive dashboards to improve visualization, process efficiency, and operational risk management using Bloomberg, Power BI, Tableau, and SQL
• prepare and present financial deliverables directly to senior executives and global teams as well as liaising with trading/revenue and risk management teams
• work in enterprise financial systems, including Bloomberg, Essbase, Workday, Mainframe, and data manipulation tools including VBA, SQL, Power BI, Power Query, Tableau, and Alteryx

Benefits

• Healthcare (medical, dental, 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 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level