Audit & Financial Planning Analyst - Professional Practices

Corporate Audit Services (Cas) Audit & Financial Planning Analyst

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.

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.

Primary Responsibilities

• Financial & Audit Planning Support
• 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
• Reporting & Analytics
• 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
• Data Quality & Controls
• 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
• Process & Governance Support
• 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
• Regulatory & Stakeholder Support
• 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
• Continuous Improvement & Special Projects
• 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

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Typically more than five years of applicable experience

Preferred Skills / 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 knowledge of internal audit concepts and financial planning processes
• Familiarity with data and reporting tools (e.g., Excel, Tableau, Power BI, or similar)
• Strong organizational skills with ability to manage multiple priorities and deadlines
• Effective written and verbal communication skills, with the ability to present information clearly
• Collaborative mindset with ability to work across teams and functions

This role requires working from a U.S. Bank location three (3) or more days per week.

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:

• 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…