U.S. Banks Financial Planning & Analysis - Associate
Core
Producing the Annual Strategic Plan and periodic forecasts, leading Balance Sheet and Income Statement efforts for stress test submissions, and providing key financial and strategic analysis to support the U.S. Banks global businesses.
Role type
Associate Financial Planning & Analysis (FP&A) Analyst
Builds
Annual Strategic Plan, periodic forecasts, Balance Sheet and Income Statement models, stress test submissions (CCAR/AST/QST), and management reporting.
Domain
Banking / Financial Services / Regulatory Compliance
Required skills
Financial forecasting, budgeting, financial modeling, stress testing, regulatory capital analysis, data analysis, project management, Excel, PowerPoint
Preferred skills
Planning Analytics for Excel (TM1), bank regulatory capital knowledge, stress testing familiarity
Responsibilities
Support preparation and analysis of financial forecasts, budgets, and long-term plans; Support end-to-end Balance Sheet and PPNR processes for stress test submissions; Utilize multiple data sources to create management reporting; Perform financial analysis to support decision-making for CFO and Senior Management; Contribute to process improvement and automation initiatives; Collaborate with Business Units, Corporate FP&A, Controllers, Treasury, Capital, and Risk Management.
Seniority
Associate (2-4 years experience)