What are the responsibilities and job description for the WCIB CFO Finance Manager position at U.S. Bank?
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 highly motivated and data driven individual to join the Wealth, Corporate, Commercial & Institutional Banking (WCIB) CFO team, which is responsible for providing strategic business support, reporting, analysis, forecasting, and planning to drive better business outcomes. The team sits within WCIB CFO and works closely with the business line, finance data office, corporate treasury, enterprise analytics, strategy, and other finance teams. This position will help drive client growth excellence (CGE) reporting for WCIB which includes automating the quarterly refresh of CGE data and understanding and communicating key trends. Strong focus on continuous improvement, delivering quarterly CGE presentations to business line leaders within WCIB to better prepare them for quarterly business reviews (QBRs), and assisting with the measurement and buildout of a forecasting process of KPIs.
Responsibilities:
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 (some may vary based on role, location or hours):
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
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.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. 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). Pay Range: $119,765.00 - $140,900.00 - $154,990.00
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.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
Job Description
U.S. Bank is seeking a highly motivated and data driven individual to join the Wealth, Corporate, Commercial & Institutional Banking (WCIB) CFO team, which is responsible for providing strategic business support, reporting, analysis, forecasting, and planning to drive better business outcomes. The team sits within WCIB CFO and works closely with the business line, finance data office, corporate treasury, enterprise analytics, strategy, and other finance teams. This position will help drive client growth excellence (CGE) reporting for WCIB which includes automating the quarterly refresh of CGE data and understanding and communicating key trends. Strong focus on continuous improvement, delivering quarterly CGE presentations to business line leaders within WCIB to better prepare them for quarterly business reviews (QBRs), and assisting with the measurement and buildout of a forecasting process of KPIs.
Responsibilities:
- Proficiency with Power BI, SQL, Microsoft Excel and PowerPoint.
- Strong verbal and written communication skills and ability to present information to all levels of management.
- Focus on continuing to build out capabilities including reporting, process improvement, KPIs, and storytelling.
- Position may help with furthering our data modernization efforts and will be the go-to person related to Power BI and data related questions.
- Researches and resolves problems and errors in data from financial reporting systems.
- Assist in preparing a variety of management presentations and reporting
- Develop our buildout of CGE reporting and capabilities for WCIB
- Assist finance team with process improvement and training and development
- May lead or participate in special projects
- Bachelor's degree, or equivalent work experience
- Six or more years of experience in data analysis, analytics, or financial analysis activities
- Experience with Power BI and SQL highly preferred
- Advanced skills in Microsoft Excel
- Excel VBA, Essbase, and Microsoft Access experience a plus
- Considerable knowledge of financial analysis, forecasting, planning, and data analysis
- Ability to complete a project or task from start to finish with minimal supervision
- Strong communicator that can interact effectively with multiple teams and executive leadership
- Exceptional attention to detail and knack for catching errors and omissions
- This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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 (some may vary based on role, location or hours):
- 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
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
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.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. 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). Pay Range: $119,765.00 - $140,900.00 - $154,990.00
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.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
Salary : $119,765 - $154,990
