U.S. Bank

Financial Planning and Analysis

• Performs and supports deal level financial and profitability modeling including; deal input, IRR analysis, deal structuring, issue resolution, model customization for unique deal structures, and financial quality control, with proficiency in Excel.
• Serve as a critical deal team member during the origination, underwriting, closing, and asset management process.
• Provide ongoing technical support, training, and issue resolution, along with an ability to explain and troubleshoot complex formulas and dependencies.
• Provide highly responsive financial support to internal relationship managers, underwriters, and asset manager stakeholders to meet deal timelines and exceed customer expectations.
• Collaborate with external customers, accountants, and legal counsel to effectively structure, develop, and manage deal closing projections, with knowledge of database management and the ability to work with large datasets to extract, clean, and analyze data.
• Collaborate cross-functionally to connect financial information with Impact Finance syndication investment funds through timely communication, technology innovation, and financial process improvement, leveraging advanced Excel skills and programming languages for data analysis and automation.
• Effectively communicate and synthesize inputs, outputs, and key assumptions within a financial model to various financial and non-financial stakeholders, using data visualization tools to create and present reports and dashboards.
• Efficiently prioritize and complete a multitude of complex analysis and modeling projects, often on short timelines, with strong project management skills and the ability to multi-task on numerous projects simultaneously.

Financial Modeling Manager, Impact Finance, Affordable Housing

Manager

• Underwrite and manage all types of commercial real estate credit exposure for an assigned middle‑market portfolio
• Partner with Relationship Managers to support new business development, retain existing relationships, and expand customer relationships as directed by senior management
• Collect borrower financial statements and coordinate spreading with internal credit support teams
• Monitor loan covenants and perform quarterly trend analysis for 15–20 loans, as well as annual reviews for all loans in the portfolio
• Manage active construction loans, including monthly monitoring and project updates
• Assist with new money requests, including pre‑flight vetting, market analysis, and credit structuring discussions
• Prepare clear, concise written credit analyses and present recommendations to credit approval partners through written and oral presentations
• Collaborate with Loan Administration on loan documentation for approved and renewed credits
• Participate in client outreach and joint calls as a secondary contact
• Respond to prospect and customer credit questions and make independent credit calls within assigned authority

Commercial Real Estate Portfolio Manager

Technical Project Manager

• Lead complex audit projects that are horizontal in nature and supervise staff in the completion of audit engagements with minimal supervision from managers
• Monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team
• Provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures
• Work as a subject matter expert in a particular topic, helping drive strategy, and may support multiple audit engagements covering the related topics
• Handle complex tasks autonomously and is able to influence business line understanding of risk mitigation
• Participate in projects and/or activities that ensure compliance with applicable federal, state and local laws and regulations
• Identify gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems or human errors
• Identify, respond and/or escalate risks as appropriate

Audit Project Manager – CIO

Security Engineer

• Provide independent oversight and credible challenge of the Information Security program across multiple security pillars, including governance, risk assessments, controls, metrics, and issue management
• Perform risk‑based assessments of first line security practices, identifying gaps, weaknesses, thematic concerns, emerging risks, and control deficiencies
• Develop and articulate independent risk opinions supported by sound analysis, evidence, and professional judgment
• Evaluate alignment of first line activities with applicable laws, regulations, regulatory guidance, industry standards (e.g., NIST 800-53, FFIEC, PCI, NIST CSF 2.0, etc), and internal policies
• Monitor key risk indicators, security metrics, assessment results, and issue trends to identify systemic risks or areas requiring escalation
• Escalate material risks, control weaknesses, or ineffective risk management practices through appropriate governance and reporting channels
• Act as a subject matter expert on information security risk, providing insights and guidance to stakeholders while maintaining 2LoD independence
• Build and maintain strong, professional relationships with first line stakeholders while confidently challenging assumptions, conclusions, and risk positions when necessary
• Contribute to executive‑level risk reporting by clearly summarizing risk posture, trends, and areas of concern in a concise and defensible manner
• Stay current on evolving cybersecurity threats, regulatory expectations, and industry best practices to continuously strengthen oversight effectiveness

Information Security Risk Oversight Professional

IT Support

• Partner with leadership to shape and operationalize strategic priorities
• Translate strategy into actionable roadmaps, initiatives, and deliverables
• Monitor progress and ensure alignment with enterprise and regulatory expectations
• Lead end-to-end design and simplification of the audit lifecycle and related workflows (planning through reporting)
• Identify and eliminate inefficiencies, duplication, and unnecessary complexity
• Partner with methodology, planning, operations, and audit teams to ensure solutions are practical and scalable
• Lead cross-functional initiatives aligned to efficiency, automation, standardization, and innovation
• Manage a portfolio of high-priority projects with clear outcomes, timelines, and success measures
• Drive execution through structured project management and stakeholder coordination
• Develop and execute change management strategies to support successful implementation of new processes, tools, and ways of working
• Develop clear, concise, and compelling communications for a variety of audiences, including senior leadership
• Serve as a key liaison between Professional Practices and audit teams to ensure alignment and transparency
• Facilitate discussions, working sessions, and governance forums as needed
• Partner across Professional Practices to deliver integrated solutions
• Build strong relationships with audit teams to understand pain points and inform continuous improvement efforts
• Lead cross-functional project teams, including setting direction, coordinating resources, and holding team members accountable for delivery

Senior Audit Manager – Professional Practices Strategy & Transformation

• 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
• 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
• 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
• 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
• 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
• 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

Audit & Financial Planning Analyst – Professional Practices

System Administrator

• Supports the installation, configuration, and maintenance of purchased applications or application frameworks.
• Participates in the design configuration, problem diagnosis, maintenance, and installation of application systems and/or user group profiles.
• Validates system functionality after changes.
• Participates in testing and installing new software releases and application system upgrades.
• Analyzes, monitors, and fine-tunes the application system to achieve optimum performance levels.
• Works with internal infrastructure teams and vendors to resolve issues with hardware and software.
• Maintains a comprehensive operating system hardware and software configuration database/library of all supporting documentation to ensure data integrity.
• Participates with application system problem resolution by working with application developers, vendors and internal infrastructure team members to troubleshoot.

Application Systems Administrator – Oracle, Linux Systems

Copywriter

• Responsible for writing responses to Requests for Proposal (RFPs) under strict deadlines
• Create additional documents, including pricing proposals, standard program proposals and ad hoc documents for external clients
• Projects coordinated with sales representatives and relationship managers in field offices
• Manages projects independently and adheres to detailed client specifications
• Interacts with sales/relationship management staffs to integrate pricing into formal proposal documents
• Updates product information and sales positioning, customizes proposals to the agreed-upon sales strategy
• Performs daily quality control reviews and copy editing activities

Proposal Writer, Copy Editor

• Provide independent oversight and credible challenge across Technology and Information Security domains including governance, controls, risk assessments, metrics, and issue management.
• Perform risk-based assessments to identify control gaps, thematic risks, and emerging threats.
• Develop independent risk opinions supported by analysis, evidence, and professional judgment.
• Evaluate alignment with applicable laws, regulations, and industry frameworks (e.g., NIST, FFIEC, PCI).
• Partner with business and risk stakeholders to support the implementation and maintenance of effective risk management frameworks.
• Identify gaps in processes, systems, controls and drive solutions to minimize risk exposure.
• Ensure risks are actively identified, monitored, escalated, and remediated as appropriate.
• Influence policies and procedures to strengthen the control environment and reduce regulatory risk.
• Build and maintain strong relationships with First Line stakeholders while maintaining independence and objectivity.
• Provide clear, concise, and executive-ready communication of risk posture, key issues, and trends.
• Engage senior leadership to support risk-informed decision making.
• Translate complex technical risks into actionable business insights.
• Lead, coach, or mentor risk and security professionals; support talent development and team capability.
• Contribute to strategic initiatives impacting enterprise technology, security and risk programs.
• Act as a subject matter expert on technology and cybersecurity risk and regulatory expectations.
• Promote a strong risk culture emphasizing accountability, transparency, and continuous improvement.

Risk Assessment Lead – Cybersecurity Risk Oversight

Risk

• Execute fraud risk assessment processes and early engagement efforts with business lines to ensure effective controls are in place for business changes, aligning with policy and strategic risk mitigation
• Work cross-functionally with business line product and enablement partners to evaluate, identify, and influence adoption of a risk-based approach to mitigate potential fraud risk from either new product development/ modification of an existing product offering/ significant strategy update
• Execution of fraud risk management governance routines, such as the Evaluation of all fraud-related PRISMs
• Independent fraud risk assessments
• Fraud incident oversight
• Root Cause Analysis of large adverse events
• Fraud risk assessment of Third-Party Service Providers
• Fraud related complaint analysis
• Partner closely with the PRISM office and business line stakeholders on key initiatives including ongoing assessment of the PRISM fraud assignment criteria and other strategic ventures and acquisitions
• Stay on top of emerging fraud risks in the industry to ensure the assessments take into consideration current operating environment and speed of execution
• Drive and support strategic fraud risk initiatives and special projects as needed, contributing to enterprise-wide fraud risk mitigation and governance enhancements
• Collaborate and provide support to partners within the Enterprise Fraud Risk Management and other second line partners

Enterprise Fraud Risk Management – Business Line Risk Manager

Content Writer

• Responsible for driving and leading the development, review and on-going maintenance of operational procedures, training materials, process maps, communication, and communication plans
• Working with applicable business line areas and owners as well as cross functionally as necessary
• Ensure all materials are aligned with corporate policies
• Provide reporting to the Business Line on Special projects
• Drive approval process for all written products

Technical Procedure Writer

Data Engineer

• Define and drive enterprise data architecture strategy
• Establish target-state data platform architectures and standards aligned to business priorities.
• Translate business requirements into scalable data architecture solutions.
• Design and govern enterprise data ecosystems
• Architect data solutions and integration strategies across systems.
• Ensure consistent access, integration, and consumption of data across platforms.
• Lead data architecture governance and quality initiatives
• Define standards for data quality, metadata, master data, and lifecycle management.
• Establish data governance policies, compliance controls, and security practices.
• Drive platform and technology decisions
• Evaluate and recommend data platforms, tools, and emerging technologies.
• Define standards for data integration, pipelines, and data services.
• Collaborate across business, data, and technology teams
• Partner with stakeholders to align data architecture with enterprise objectives.
• Act as a bridge between data strategy and technical execution.
• Provide leadership and oversight
• Lead architecture reviews and ensure adherence to standards
• Support delivery teams through the product lifecycle.

Enterprise Data Architect

Financial Crime

• Join a team of Financial Intelligence Unit (FIU) analysts focusing on AML Transaction Monitoring models.
• Partner closely with model owners, Model Risk Management, auditors, and senior leadership to evaluate model behavior and identify emerging risks.
• Perform ongoing monitoring and performance assessments of AML Transaction Monitoring models.
• Conduct comprehensive code reviews and code change assessments for alignment with documented intent, coding standards, and regulatory requirements.
• Execute and document periodic testing, validation support, and performance reviews in alignment with regulatory expectations.
• Provide clear, constructive feedback to model and code owners, supporting effective issue resolution and continuous improvement.
• Prepare and present materials for audiences including senior leadership, Model Risk Management, Corporate Audit, and regulatory partners.

Quantitative Model Analyst 3 – AML

Account Manager

• The overall management of a book of small to medium business accounts, including maintenance, growth, increased profitability, strategic direction, overall client satisfaction, and contract renewals
• Consulting with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance
• Being the escalation point for both internal and external client issues

Client Account Manager

Client Partner

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Builds distinctive predictable levels of service; resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives