Business Intelligence & Financial Planning Analyst

Navy Federal Credit Union; Vienna (VA); On-site; USD 70,000 - 110,000; Full time

Job summary

Navy Federal Credit Union is seeking a data analytics professional to support decision making through dashboards and reports. The role involves analyzing quantitative and qualitative data, leading the Annual Financial Plan (AFP) process, and connecting operational performance with financial outcomes.

You will develop insights, define report specifications, and collaborate with teams to drive budgeting, forecasting, and performance management across multiple business lines.

Qualifications

• 2+ years of experience in data analysis and reporting.
• Understanding of business and operating environment.
• Experience with BI applications and cloud services.
• Knowledge of ERP/CRM reporting capabilities.
• Data integration, cleaning and validation techniques.
• Effective use of statistical methods, 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.

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

Business intelligence

Forecasting

Variance analysis

Communication

Education

Bachelor's degree in Business Administration, Statistics, or related field

Tools

ERP software

CRM software

Database querying

Job description

Navy Federal Credit Union is seeking a data analytics professional to support decision making through dashboards and reports. The role involves analyzing quantitative and qualitative data, leading the Annual Financial Plan (AFP) process, and connecting operational performance with financial outcomes.

You will develop insights, define report specifications, and collaborate with teams to drive budgeting, forecasting, and performance management across multiple business lines.