Business Intelligence Analyst: AFP & Financial Insights

Navy Federal Credit Union

Pensacola (FL)

On-site

USD 65,000 - 90,000

Full time

8 days ago

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Job summary

Navy Federal Credit Union is seeking a data analyst to support leadership with quantitative and qualitative data analysis and reporting through dashboards. You will help lead the Annual Financial Plan (AFP) process, including budget development, forecasting, and performance monitoring, linking operational performance to financial outcomes.

The role requires basic BI skills, experience with ERP/CRM environments, and strong communication to share insights with peers and management.

Qualifications

2+ years of experience in data analysis and reporting.
Basic understanding of business and operating environment.
Proficiency with business intelligence applications and cloud services.

Responsibilities

Follow standard procedures to create and/or update moderately complex reports and dashboards.
Identify and analyze trends or patterns and prepare ongoing reports and data visualizations to support business decisions.
Contribute to reports that show KPIs, identify areas of improvement in current operations, and display root cause analysis.
Lead the AFP process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting.
Analyze product, operational, and vendor expenses to identify cost drivers and support financial planning.
Communicate findings to peers and mid-level management.
Create specifications for reports based on business needs and data elements.
Collaborate with team members and participate in team projects.