Financial Analyst - Experienced

MidFirst Bank; Oklahoma City (OK); On-site; USD 65,000 - 85,000; Full time

Job summary

MidFirst Bank is seeking a data-driven analyst to administer Personal Banking systems and analytics. You will aggregate, analyze, and evaluate data to optimize processes and support strategic decisions.

You will manage reporting systems, budgets, and dashboards (Power BI), with strong Excel and communication skills. 2+ years in analytics and a relevant bachelor's degree are required; Python is a plus.

Qualifications

• Bachelor's degree with GPA 3.0+
• At least 2 years in an analytical setting
• Strong analytical, logical and mathematical abilities
• Excellent verbal and written communication

Responsibilities

• Administers Personal Banking reporting and operational systems, including data integrity monitoring and user access management
• Oversees Sales Leadership Program incentive calculations, modeling and submission for approval
• Coordinates production of reports from multiple sources for Personal Banking Administration
• Creates annual financial budgets and monthly reporting
• Creates and maintains databases and performs queries
• Supports process improvement and analytics initiatives to enhance efficiency and decision-making
• May recommend policies and training to ensure compliance and customer service efficiency

Skills

Analytical skills

Advanced Excel

Power BI

Python

Communication

Self-starter

Education

Bachelor's degree in Finance, Accounting, Mathematics or Economics

Job description

Responsible for administering Personal Banking systems and analytics. Aggregates, analyzes and evaluates data to optimize business processes, procedures and business decisions. Individual must respond to a dynamic range of business objectives and formulate recommendations to management based on compiled data that enhances decision-making and effectiveness of implemented strategies.

Duties Include

• Administers key Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and various business support functions.
• Oversees the Personal Banking Sales Leadership Program incentive including calculating, modeling, and submitting for approval
• Coordinates, monitors and executes production of reports used in Personal Banking Administration. Responsible for researching, compiling, analyzing and reporting various operational data from multiple sources, including productivity and/or quality statistics.
• With management direction, creates annual financial budgets and executes monthly reporting.
• Creates and maintains databases, develops and performs queries both independently and at the direction of management.
• Supports and may lead process improvement and analytics initiatives designed to enhance efficiency and decision-making across Personal Banking.
• May recommend policies, procedures and training to assure compliance with internal policies, and to maximize efficiency and customer service.

Position Requirements

• Bachelor's degree in Finance, Accounting, Mathematics or Economics and possess a cumulative GPA of 3.0 or better
• 2+ years of experience in an analytical setting
• Strong analytical, logic, and math skills
• Strong verbal and written communication skills
• Must be a self-starter and work well with others
• Advanced Excel skills required, including complex formulas, data analysis, and reporting
• Experience in Power BI and Python is a plus
• Ability to effectively communicate complex analytical findings clearly to both technical and non-technical audiences

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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