Financial Analyst

BBVA•Houston, NY

6d•Onsite

About The Position

Seeking a proactive detail-oriented, but able to “see the broader picture” Financial Analyst to spearhead expense management, financial analysis, and strategic reporting. The ideal candidate will be responsible for transforming raw, unstructured data into actionable insights, utilizing advanced Excel/Google Sheets techniques, AI-driven automation, and visualization tools. You will identify cost-saving opportunities and communicate complex financial narratives through high-impact dashboards and executive-level presentations. You must be able to use broadly available AI tools to make your work highly effective and leverage them to focus on deeper, more insight generating analysis

Requirements

Minimum of 3 years of experience in financial analysis, budgeting, forecasting, and expense management in the financial industry or management consulting.
Proven ability to build dashboards in Tableau or Power BI; proficiency in SQL for data mining and extraction is highly preferred.
Expert-level proficiency in Microsoft Excel/Google Sheets (complex formulas, macros, and pivot tables) and PowerPoint.
Experience or strong aptitude for using AI tools (ChatGPT, Gemini etc.) to streamline financial reporting, data categorization, and presentation design.
Bachelor’s degree in Finance or Business (MBA preferred).
Exceptional problem-solving and analytical skills with the ability to communicate complex financial concepts to non-financial stakeholders.
Combines sharp attention to detail with strong critical thinking to produce reliable deliverables.
Consistently applies a reasonability check to all data, proactively escalating unintuitive results or potential discrepancies for further review prior to submission.
Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Nice To Haves

MBA preferred
SQL for data mining and extraction is highly preferred

Responsibilities

Execute comprehensive expense analysis by ingesting and cleaning raw financial data, transforming it into structured, category-ready table formats (tracking parameters such as price, volume, services, and user metrics).
Identify and drive measurable cost savings through deep-dive labor efficiency analysis, vendor spend optimization, and trend identification.
Automate manual reporting processes to reduce turn-around time and improve data integrity, ensuring accurate tracking of revenue and expense variances against budgets.
Conduct thorough financial analysis, including variance and trend analysis, utilizing complex formulas and macros in Excel/Google Sheets to support business decisions.
Design and maintain interactive, KPI-focused dashboards in Tableau and/or Power BI to provide senior leadership with clear visibility into P&L performance, expense vs. budget comparisons, and operational metrics.
Leverage AI tools and Large Language Models (LLMs) to automate data summarization, draft narrative reports, and accelerate the creation of complex slide decks and presentations.
Develop and present executive-ready PowerPoint decks that synthesize data visualizations into clear, strategic narratives for management, highlighting key trends and actionable insights.
Partner with Procurement, Finance, Legal, and other business lines to translate operational activities into financial plans and provide recommendations for strategic decision-making.
Assist in the ongoing budget and forecast process, tracking variance drivers and ensuring alignment between financial plans and operational goals.