Financial BI Analyst – AFP & Insights

Navy Federal Credit Union; Winchester (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

Navy Federal Credit Union is seeking a data analyst to support leadership with quantitative and qualitative data analysis and dashboards. You will lead the Annual Financial Plan process, develop insights linking operational performance to financial outcomes, and collaborate with cross-functional teams to improve financial decisions.

The role requires 2+ years in data analysis, proficiency with BI tools, and knowledge of ERP/CRM reporting.

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

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 knowledge

Data cleaning

Forecasting

Budgeting

Data structures

Research skills

Interpersonal skills

Education

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

Job description

Navy Federal Credit Union is seeking a data analyst to support leadership with quantitative and qualitative data analysis and dashboards. You will lead the Annual Financial Plan process, develop insights linking operational performance to financial outcomes, and collaborate with cross-functional teams to improve financial decisions.

The role requires 2+ years in data analysis, proficiency with BI tools, and knowledge of ERP/CRM reporting.