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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Enterprise Financial Planning & Analysis, Integrated Business Planning, and xP&A design, with a strong focus on process architecture, governance, and change management. Proven ability to integrate financial and operational planning while leveraging AI and automation for enhanced decision-making and performance management.
Highest-signal resume keywords
Enterprise FP&A ExpertiseIntegrated Business Planning DesignProcess Architecture SkillsAI and Automation FluencyChange Leadership Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningForecastingPerformance ManagementScenario EconomicsOPEX and CAPEX AnalysisGovernance and Decision RightsStandardized ConstructsDriver-Based ModelsAnalytics PlatformsChange Management
Soft Skills
Executive-Level InfluenceFacilitation SkillsCross-Functional LeadershipSimplification of Complex ProcessesCollaboration with Senior Executives
Tools & Technologies
Planning TechnologiesAI-Enabled WorkflowsAutomation ToolsScenario ToolsAnalytics Platforms
Industry Keywords
Financial ServicesBankingRegulated IndustryEnterprise Planning RoutinesPerformance Forums
About the role
Key responsibilities & impact- Design future-state Financial Planning & Analysis processes
- Enable a business performance management system connecting strategy, financial plans, operational plans, and execution
- Partner with FP&A leaders to design AI-native planning, forecasting, scenario, and insight-generation processes
- Assess, design, and implement an enterprise Integrated Business Planning model
- Establish governance forums, cadence, decision inputs, and connections to leadership routines
- Align planning cycles, forecast outputs, performance reviews, and executive decision integration
- Define and influence Extended Planning & Analysis capabilities connecting operational plans with financial outcomes
- Align assumptions, business drivers, timelines, methodologies, and decision outputs across Finance, Strategy, and functional partners
- Eliminate fragmented planning approaches and shadow models through standardized constructs and integrated data flows
- Partner with Finance, Strategy, HR, Sales, technology, and xP&A partners to create one interconnected enterprise operating plan
- Improve planning, scenario depth, sensitivity analysis, and choice architecture
- Enable leaders to evaluate growth, cost, capital, capacity, and execution trade-offs
- Drive faster, more automated, and more predictive planning and forecasting cycles
- Connect strategy, plans, forecasts, and execution in executive forums and decision materials
- Lead change management for the evolution of planning processes
Requirements
What you’ll need- Enterprise FP&A, planning, forecasting, and performance management expertise, including OPEX, CAPEX, financial statement drivers, and scenario economics
- Integrated Business Planning and xP&A design capability
- Strong process architecture and operating model design skills, including governance, cadence, decision rights, handoffs, controls, and scalable execution routines
- Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs
- Fluency in AI, automation, analytics, and enabling technologies
- Executive-level influence, facilitation, and change leadership skills
- Experience driving and sustaining change
- Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization in a complex organization
- Demonstrated success integrating financial and operational planning across multiple business lines, functions, or geographies
- Experience partnering with senior executives to establish enterprise planning routines, performance forums, decision inputs, and accountability mechanisms
- Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms
- Financial services, banking, or regulated-industry experience preferred
- Track record of leading cross-functional change without direct authority
- Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
- Applicants must comply with applicable employment eligibility verification requirements
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- Pension