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U.S. Bank Financial Strategy Manager in Charlotte, North Carolina

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

As a member of the Financial Strategy team, you will have the opportunity to influence the trajectory of USBCDC’s growth and guide finance transformation projects. Additionally, you will drive improvements and efficiencies to long-range financial planning and strategic processes including annual plan, stress and scenario analysis. The candidate will work closely with the business lines, USBCDC Senior Leadership, and finance and accounting teams and help drive strategic decisions. Experience in corporate strategy, finance, and financial modeling required.

  • Develop the annual plan with input from business lines on market trends and accounting & finance teams on current monthly performance.

  • Continually update long term financial outlook based on current and projected market trends and present how the results align with the organization’s goals and needs.

  • Enhance and maintain a tool that allows for a dynamic process in providing long-term scenario results and analysis.

  • Analyze and effectively present results of CCAR exercise and long-term scenarios that support management in making strategic financial decisions.

  • Drive continuous improvement in the annual plan, CCAR exercise, and long-term financial strategy processes.

  • Other ad hoc tasks and/or analysis as needed.

Basic Qualifications

  • Bachelor's degree in Accounting, Finance, or Business Administration

  • 10 or more years of experience in accounting/ finance

Preferred Skills/Experience

  • Tax credit experience and/or knowledge.

  • Financial analysis and forecasting experience. Long-range planning experience highly desirable.

  • Considerable knowledge of tax and accounting principles, theories and controls.

  • Strong proficiency in Microsoft Excel and Power Point. Essbase experience highly desirable.

  • Demonstrated experience in leading processes.

  • Ability to be flexible in ambiguous situations and align the interests of multiple stakeholders while meeting tight deadlines.

  • Demonstrate a track record of accurate, detail oriented business support.

  • Strong and effective verbal, written and presentation skills

  • Poise and presence to work with senior leadership

  • CPA and/or MBA preferred


Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers (https://www.usbank.com/careers/index.html) .

EEO is the Law

Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.


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 (https://www.usbank.com/careers/verification-of-eligibility-for-employment.html) .

Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.