Senior Financial Analyst – Broker Dealer

U.S. Bank

Senior Financial Analyst managing legal entity forecasting and capital oversight in Global Capital Markets. Supporting the Institutional Broker Dealer with balance sheet management and financial insights.

Posted 6/9/2026full-timeCharlotte • California, Minnesota, North Carolina • 🇺🇸 United StatesSenior💰 $111,605 - $131,300 per yearWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics
Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact
Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity
Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders
Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity
Enhance forecast reporting and dashboards to improve transparency and decision making
Drive automation and scalable processes to reduce manual forecasting and reporting
Support strategic initiatives, ad hoc analyses, and business growth opportunities

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Typically six or more years of related experience
Strong understanding of P&L management and balance sheet dynamics within a broker dealer
Experience supporting or partnering with capital markets businesses (trading, repo, underwriting)
Ability to translate business activity into capital and balance sheet implications
Advanced Excel and PowerPoint skills; experience with financial systems (Hyperion, Workday, Power BI, Tableau, SQL)
Strong analytical skills, intellectual curiosity, and comfort challenging assumptions
Clear, concise communication skills for executive and non finance audiences.

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

forecastingP&L managementbalance sheet dynamicscapital marketsfinancial analysisdata modelingautomationreportinganalytical skillsfinancial systems

Soft Skills

communication skillsanalytical thinkingintellectual curiositystakeholder managementproblem-solvingcollaborationdecision makingadaptabilitycritical thinkingattention to detail