Senior Financial Analyst

U.S. Bank • Charlotte, NC

11h • $78,270 - $127,000

About The Position

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 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. Basic Qualifications: This position requires a Bachelor’s degree or equivalent in Econometrics and Quantitative Economics, Business Administration, or Finance and 5 years (progressive, post-baccalaureate) experience providing financial analyses. Required Skills/Experience: Must also have 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. Employer will accept experience gained concurrently. U.S. Bank is subject to and conducts background checks consistent with the regulatory requirements applicable to our industry and operations. Base pay range may vary if an offer is made for work in a different location. Pay Range: $78,270 - $127,000. (#LI-NDI #LI-DNI #LI-DNP #DE-DNP #IND-DNP). 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 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 Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. 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.

Requirements

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