Financial Analyst - Experienced

MidFirst Bank•Oklahoma City, OK

About The Position

The Financial Analyst administers Personal Banking systems and analytics, aggregating, analyzing, and evaluating data to optimize business processes, procedures, and business decisions. The role responds to a range of business objectives and makes data-based recommendations to management to support decision-making and the effectiveness of implemented strategies. The position administers key Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and business support functions. It also oversees the Personal Banking Sales Leadership Program incentive, coordinates production of Personal Banking Administration reports, and researches, compiles, analyzes, and reports operational data from multiple sources. With management direction, the analyst creates annual financial budgets and performs monthly reporting. The role creates and maintains databases, develops and performs queries, and supports or leads process-improvement and analytics initiatives. It may also recommend policies, procedures, and training to support compliance with internal policies and improve efficiency and customer service. Candidates must reside in the area. Incomplete applications will not be considered.

Requirements

  • Bachelor’s degree in Finance, Accounting, Mathematics, or Economics.
  • 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.
  • Ability to work independently as a self-starter and work 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.

Nice To Haves

  • Experience with Power BI.
  • Experience with Python.

Responsibilities

  • Administer key Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and business support functions.
  • 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 and execute monthly reporting, with management direction.
  • 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.
  • Formulate recommendations to management based on compiled data.
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