Junior Investment Analyst supporting multinational clients in social investment strategies. Collaborating on document control and project development in São Paulo, Brazil.
About the role
- Strategic Finance Manager leading financial initiatives across U.S. Bank. Supporting reporting modernization, acquisitions, and Finance transformation efforts.
Responsibilities
- Maintain transparent variance and status updates through Workday/OfficeConnect and Hyperion Essbase.
- Prepare and socialize monthly commentary; escalate risks, dependencies, and late adjustments as needed.
- Maintain regular communication with Operations leaders and Finance partners to close gaps and stabilize ongoing projects.
- Coordinate Business Line Controllers’ contribution and review of various reporting throughout the bank.
- Perform focused benchmarking and disclosure analyses to inform our reporting direction.
- Serve as Business Line Controllers’ workstream lead for strategic initiatives and acquisitions: stand up discovery trackers, schedule discovery sessions, and coordinate with Finance, Treasury, and Business Line leadership.
- Support reporting change programs (org structure and P&L line updates) by coordinating with Accounting Policy, Corporate Accounting, Consolidated Reporting, and Business Line CFO teams.
- Review and refine cost allocations and legal‑entity mappings to align expenses appropriately; drive continuous improvement into future periods.
- Emphasis on in‑office collaboration and leadership visibility.
Requirements
- Bachelor's degree, or equivalent work experience
- Six or more years of related experience
- Advanced knowledge of financial analysis concepts and methodologies
- Considerable knowledge of accounting theory practice, regulatory requirements and reporting
- Well-developed financial analysis, forecasting and planning skills
- Demonstrated experience coordinating cross‑functional work (Corporate Accounting, CFO teams, Ops, Treasury, Business Lines, and Accounting Policy) to deliver change on tight timelines.
- Advanced Excel and modern analytics skill set; ability to translate data into decisions.
- Hands‑on with Power BI/Tableau and AI tools (Copilot) to accelerate analysis, document prep, and benchmarking.
- Proficiency with Workday/OfficeConnect or similar.
- Experience with Hyperion Essbase.
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 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
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