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.

Job Description

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.

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:

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.

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: $92,820.00 - $109,200.00

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.

Posting may be closed earlier due to high volume of applicants.