Business Intelligence Analyst — AFP & Financial Insights Lead

Navy Federal Credit Union; Pensacola (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Navy Federal Credit Union is seeking a data analyst to support leadership with quantitative and qualitative data analysis and reporting of patterns, insights, and trends to inform business decisions via dashboards and reports.

This role leads the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting. Developing an understanding of business needs and objectives and solving a range of problems.

Qualifications

• 2+ years of experience in data analysis and reporting.
• Basic understanding of business and operating environment.
• Proficient with business intelligence applications and/or cloud services.
• Knowledge of ERP/CRM/database reporting capabilities.
• Knowledge of data integration, cleaning and validation techniques.
• Experience with statistical methods, forecasting, and cost-benefit analysis.
• Understanding of budgeting, forecasts, and performance measurement.
• Experience supporting budgeting, forecasting, annual planning, or financial performance management processes.
• Working knowledge of data structures and the ability to manipulate data within visualization tools.
• Research skills.
• Interpersonal skills.

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 in order to support business decisions.
• Contribute to reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems.
• Lead the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting.
• Analyze product, operational, and vendor expenses to identify cost drivers, support financial planning, and develop insights that improve financial decision-making.
• Communicate findings and insight to peers and mid-level management.
• Create specifications for reports and analysis based on business needs and required or available data elements.
• Collaborate with team members and participate in team projects and initiatives.

Skills

Data analysis

Reporting

BI tools

ERP/CRM data

Data cleansing

Statistical methods

Budgeting/Forecasting

Data visualization

Research skills

Interpersonal skills

Education

Bachelor's degree

Tools

ERP software

CRM software

Data visualization tools

Job description

Navy Federal Credit Union is seeking a data analyst to support leadership with quantitative and qualitative data analysis and reporting of patterns, insights, and trends to inform business decisions via dashboards and reports.

This role leads the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting. Developing an understanding of business needs and objectives and solving a range of problems.