Financial Analyst - Experienced

MidFirst Bank • Oklahoma City, OK

5d

About The Position

The Financial Analyst administers Personal Banking systems and analytics, aggregating, analyzing, and evaluating data to optimize business processes, procedures, and decisions. The role responds to a range of business objectives and provides management with data-based recommendations that support effective decision-making and strategy execution.

The position administers reporting and operational systems, oversees the Personal Banking Sales Leadership Program incentive, and coordinates the production and analysis of reports using data from multiple sources. With management direction, the analyst helps create annual budgets and performs monthly reporting, maintains databases and queries, and supports or leads process-improvement and analytics initiatives. The role may also recommend policies, procedures, and training to support compliance, efficiency, and customer service.

Requirements

• Bachelor’s degree in Finance, Accounting, Mathematics, or Economics, with a cumulative GPA of 3.0 or better.
• At least 2 years of experience in an analytical setting.
• Strong analytical, logic, and math skills.
• Strong verbal and written communication skills.
• Self-starter who works well with others.
• Advanced Excel skills, including complex formulas, data analysis, and reporting.
• Ability to communicate complex analytical findings clearly to technical and non-technical audiences.
• Must reside in the area to be considered.

Nice To Haves

• Experience with Power BI and Python.

Responsibilities

• Administer Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and business support.
• Oversee the Personal Banking Sales Leadership Program incentive, including calculating, modeling, and submitting it for approval.
• Coordinate, monitor, and execute production of reports used in Personal Banking Administration.
• Research, compile, analyze, and report operational data from multiple sources, including productivity and quality statistics.
• Create annual financial budgets with management direction and execute monthly reporting.
• Create and maintain databases and develop and perform queries independently or at management’s direction.
• Support and potentially lead process-improvement and analytics initiatives to enhance efficiency and decision-making across Personal Banking.
• May recommend policies, procedures, and training to support compliance with internal policies and maximize efficiency and customer service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level