Audit & Financial Planning Analyst - Professional Practices

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.

This role strongly prefers prior experience working within the internal audit lifecycle, including audit planning, audit execution tracking, and audit reporting activities, ideally within a regulated financial services environment.

The Corporate Audit Services (CAS) Audit & Financial Planning Analyst supports the Senior Audit Manager of Audit, Financial, and Resource Planning in the execution of department‑wide audit and financial planning processes.

This role is responsible for producing high‑quality analysis, reporting, and data management that underpin the CAS financial and audit planning activities. The Planning Analyst plays a key role in ensuring the accuracy, consistency, and timeliness of planning outputs, while supporting process improvement and governance routines.

The position partners closely across CAS Professional Practices and audit teams, as well as with Corporate Finance stakeholders, and contributes to the effective operation and transparency of CAS audit and financial planning.

• Supports development and ongoing management of the CAS Financial Plan, including:

  • Data collection, validation, and maintenance

  • Variance analysis and forecasting support

  • Preparation of planning inputs aligned to enterprise timelines

• Assists in maintaining audit and financial planning datasets and tools to support financial forecasting and decision‑making

• Prepare and validate recurring board, committee, and management reporting materials to ensure accuracy, completeness, and alignment across audit and financial planning outputs

• Leveraging reporting dashboards, metrics, and analytics to support leadership insights

• Partners closely with the Resource Planning Analyst to perform comprehensive analysis of financial, audit, and resource data to identify trends, risks, and opportunities

• Execute data quality checks and reconciliation processes across planning and financial datasets

• Support the design and implementation of data integrity and quality control enhancements

• Maintain documentation and controls supporting audit and financial planning processes

• Support planning governance routines, including:

  • Timeline tracking and milestone management

  • Coordination of inputs across audit teams

• Assist in preparation of materials for governance forums and leadership reviews

• Contribute to updates of procedures, job aids, and training materials

• Support responses to audit, regulatory, and quality assurance inquiries by:

  • Gathering and validating requested information

  • Ensuring consistency across materials and messaging

• Collaborate with internal audit teams, finance partners, and risk stakeholders to resolve data or reporting questions

• Monitoring the Planning Shared Inbox to ensure timely and accurate responses to questions and requests

• Contribute to planning‑related initiatives such as:

  • Process improvement and automation efforts

  • Reporting enhancements and tool optimization

  • Support for organizational or planning changes

• Participate in special projects and perform other duties as assigned by leadership

• Bachelor's degree, or equivalent work experience

• Typically more than five years of applicable experience

• Experience with financial analysis, board committee and management reporting, and audit planning in a regulated environment

• Strong analytical and problem‑solving skills with attention to detail

• Ability to work with large datasets, perform data validation, and identify trends

• Working…