FP&A Analytics, Team Lead

BOK Financial•Tulsa, OK

16d

About The Position

The FP&A Analytics, Team Lead leads advanced analytics for the finance department, owns reporting automation, and coaches a small team of analysts. The role supports the controller group, Corporate Treasury, and lines of business by producing analysis and reporting for major financial decisions, often using customer-level data to understand cost, profitability, and performance. The team lead takes ownership of existing Alteryx workflows and uses SQL, Power BI, R, and Python to automate and improve reporting. The role also designs models and analyses to answer complex business questions and presents findings to senior and executive leadership. This position works closely with partners across the bank, particularly Corporate Treasury and the lines of business. It leads analysts by setting priorities, balancing workloads, reviewing work quality, and helping develop their technical and financial skills. The role requires advanced analytical and problem-solving capabilities, strong communication, and the ability to manage multiple assignments. A master's degree in a related field and at least 5–7 years of directly related experience are normally required; a CFA or CMA designation is preferred.

Requirements

Master's degree in business administration, Data Analytics/Science, Finance, Accounting, or a related field, and a minimum of 5–7 years of directly related experience in project management/business analytics management, or an equivalent combination of education and experience.
Advanced analytical and problem-solving skills, including the ability to independently solve complex problems and identify solutions.
Advanced understanding of financial and data analysis best practices, including management information systems.
Familiarity with R, Visual Basic, SQL, and/or Alteryx.
Working knowledge of the principles and application of statistics.
Proficient oral and written communication skills, including preparing concise executive reports and presenting persuasive arguments to senior management.
Excellent analytical and organizational skills, with the ability to collect and analyze information and make timely recommendations to senior leaders.
Resourcefulness and self-motivation, with the ability to manage multiple assignments.
Working knowledge of relational databases.

Nice To Haves

Chartered Financial Analyst (CFA) designation.
Certified Management Accountant (CMA) designation.

Responsibilities

Own the team's Alteryx processes and reporting automation, improving the efficiency and accuracy of finance reporting.
Build analysis and reporting using SQL, Power BI, R, and Python to address questions about cost, profitability, and performance.
Partner with the controller group, Corporate Treasury, and lines of business to define needs, establish timelines, and deliver insights.
Present findings and recommendations clearly and concisely to senior and executive leadership.
Lead a team of analysts by setting priorities, balancing workloads, reviewing work quality, and coaching their technical and financial development.
Design models and analyses to answer complex business questions.