Business Intelligence Analyst (Financial Reporting & Forecasting Experience Preferred)

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

Overview

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Support business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights, and trends to leadership via dashboards and reports. Analyze business problems and issues using business intelligence tools that incorporate data from internal and external sources. Lead the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting. Develop insights that connect operational performance and product adoption to financial outcomes and strategic objectives. Developing an understanding of business needs and objectives. Solve a range of mostly straightforward problems with some increased scope and complexity. Developing professional with basic skill set and proficiency with procedures and analysis techniques.

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

Qualifications

• 2+ years of experience in data analysis and reporting
• Basic understanding of business and operating environment
• Effective skill using business intelligence applications and/or cloud services
• Knowledge of reporting capabilities of existing ERP, CRM and/or database software vendors
• Knowledge of data integration, cleaning and validation techniques
• Effective skill using statistical methods, mathematical techniques, forecasting, cost-benefit analysis
• Understanding of financial reporting concepts including budgets, forecasts, actual results, variance analysis, and performance measurement
• Experience supporting budgeting, forecasting, annual planning, or financial performance management processes
• Working knowledge of various data structures and the ability to manipulate data within visualization tools
• Research skills
• Interpersonal skills

Desired Qualifications

• Bachelor's Degree in Business Administration, Statistics, or related field, or equivalent combination of education, training, and experience

Additional Information

Hours:

• Monday - Friday, 8:00AM - 4:30PM

Location:

• 820 Follin Lane, Vienna, VA 22180
• 5510 Heritage Oaks Drive, Pensacola, FL 32526
• 141 Security Drive, Winchester, VA 22602

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity:

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations:

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Bank Secrecy Act:

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.