FP&A Analyst III

BOK Financial•Tulsa, OK

8d•Onsite

About The Position

The FP&A Analyst supports profitability and cost analysis initiatives, developing insights that help leaders understand financial performance at the product, segment, and customer level. The role contributes to forecasting, modeling, and reporting while partnering across Finance, business units, and Technology to support accurate, useful analysis. Projects include work on net interest margin, earnings drivers, and customer profitability. The position is based in Tulsa, Oklahoma, and provides exposure to senior Finance leaders and analytical projects in a collaborative, fast-moving environment. The team emphasizes curiosity, collaboration, continuous improvement, learning, accountability, and high-quality analysis that supports business outcomes. The organization also describes training and development intended to support employees’ long-term careers.

Requirements

Bachelor’s or advanced degree in Business Administration, Finance, Data Analytics, Computer Science, or a related discipline, or an equivalent combination of education and experience.
6–8 years of related work experience, or an equivalent combination of education and experience.
Advanced proficiency in BI visualization tools such as Power BI, Tableau, or Qlik.
Strong SQL skills.
Ability to work with large amounts of data and communicate trends and insights effectively.
Exceptional analytical and problem-solving skills.
Excellent interpersonal and communication skills, strong work ethic, and ability to work independently and in cross-functional project teams.
Ability to present complex insights to executive and senior stakeholders.

Nice To Haves

Previous related experience in banking is preferred.
Familiarity with analytical tools such as Alteryx, Python, and R, and ability to implement advanced analytics solutions.

Responsibilities

Analyze profitability, costs, and financial performance across products, customers, and business segments.
Build and maintain financial models for forecasting, scenario analysis, and sensitivity analysis.
Partner with Finance leadership, business stakeholders, and Technology on enterprise-wide financial initiatives.
Support attribution analysis, including net interest margin, earnings per share, and profit margin drivers.
Prepare clear, concise analyses and presentations for senior leaders, including CFO-level discussions.
Use Excel and data analytics tools to analyze large data sets and identify trends, risks, and opportunities.
Contribute to improvements in reporting, tools, and analytical processes.
Define, shape, and drive projects to completion independently while collaborating with others.