FP&A Analyst III
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 ensure accurate and insightful analysis. The analyst works on projects involving net interest margin, earnings drivers, and customer profitability, and prepares analysis and presentations for senior leaders, including CFO-level discussions. The position is based in Tulsa, Oklahoma, and offers exposure to senior finance leaders and analytical projects within a collaborative, fast-paced environment. The team emphasizes curiosity, collaboration, continuous improvement, learning, accountability, and high-quality analysis that supports business outcomes.
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, and SQL.
- Strong SQL skills.
- Ability to work with large amounts of data and effectively communicate trends and insights.
- Ability to define, shape, and independently drive projects to completion while collaborating effectively with others.
- Exceptional analytical and problem-solving skills.
- Excellent interpersonal and communication skills, strong work ethic, and ability to work individually 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, or 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 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
- Training and development to support employees’ long-term careers.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
