FP&A Analyst III
About The Position
As an FP&A Analyst, you’ll play a critical role in helping the bank understand the why behind performance. This role partners closely with Finance leadership, business leaders, and technology teams to analyze profitability, costs, and financial drivers across the organization. The ideal analyst is intellectually curious, technically strong, and motivated by turning complex data into clear, actionable insights that influence decision‑making at the enterprise level. This role is based in Tulsa, OK and offers strong exposure to senior finance leaders, meaningful analytical projects, and long-term career growth within FP&A.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics/Science, or a related field
- 2–5 years of experience in financial analysis, FP&A, banking, or a similar analytical role
- Strong proficiency in Microsoft Excel
- Understanding of financial statements, banking concepts, and profitability drivers (interest vs. non‑interest income, balance sheet concepts, FTP exposure is a plus)
- Strong analytical, problem‑solving, and attention‑to‑detail skills
- Ability to clearly communicate financial insights to both technical and non‑technical audiences
- Motivation to continue growing technically and professionally within FP&A
Nice To Haves
- Financial services experience is strongly preferred, but not required
- Experience with or exposure to data and analytics tools such as SQL, Power BI, Python, R, or Alteryx is highly desirable
Responsibilities
- Analyze profitability, costs, and financial performance across products, customers, and business segments
- Build and maintain financial models to support forecasting, scenario analysis, and sensitivity analysis
- Partner with Finance leadership, business stakeholders, and Technology to support enterprise‑wide financial initiatives
- Support attribution analysis (e.g., net interest margin, earnings per share, profit margin drivers)
- Prepare clear, concise analysis and presentations for senior leaders, including CFO‑level discussions
- Work with large data sets using Excel and data analytics tools to identify trends, risks, and opportunities
- Contribute to ongoing enhancement of reporting, tools, and analytical processes
Benefits
- excellent training and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
