FP&A Analyst III

BOK Financial; Tulsa (OK); On-site; USD 85,000 - 110,000; Full time

Job summary

BOK Financial Corporation is seeking an FP&A Analyst III in Tulsa, OK to partner with Finance leadership and technology teams. You will analyze profitability, costs, and financial drivers across the organization, turning complex data into clear insights that influence enterprise decisions.

The role offers exposure to senior finance leaders and meaningful analytical projects with long-term growth. The ideal candidate brings 6–8 years of related experience, strong SQL and BI tool skills

Qualifications

• Bachelor’s or advanced degree in Business Administration, Finance, Data Analytics, Computer Science or related discipline with 6–8 years of related work experience (banking preferred).
• Advanced proficiency in BI visualization tools (PowerBI, Tableau, Qlik) and SQL.
• Strong ability to work with large data sets and communicate trends and insights clearly.

Responsibilities

• Analyze profitability, costs, and financial performance across products, customers, and segments.
• Build and maintain financial models to support forecasting, scenario analysis, and sensitivity analysis.
• Partner with Finance leadership, business stakeholders, and Technology to support enterprise-wide financial initiatives.
• Support attribution analysis (net interest margin, earnings per share, profit margin drivers).
• Prepare clear analyses and presentations for senior leaders, including CFO-level discussions.
• Work with large data sets using Excel and analytics tools to identify trends, risks, and opportunities.
• Contribute to ongoing enhancement of reporting, tools, and analytical processes.

Skills

Analytical thinking

Communication

Independent work

Stakeholder engagement

Education

Bachelor’s degree or higher in Business/Finance/Data Analytics/CS

Tools

PowerBI

Tableau

Qlik

SQL

Alteryx

Python

R

Job description

FP&A Analyst III

Location: Tulsa -TUL

Areas of Interest: Finance; Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 11/19/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

As an FP&A Analyst, you’ll play a critical role in helping the bank understand the why behind performance. This role partners closely with Finance leadership, business leaders, and technology teams to analyze profitability, costs, and financial drivers across the organization. The ideal analyst is intellectually curious, technically strong, and motivated by turning complex data into clear, actionable insights that influence decision‑making at the enterprise level. This role is based in Tulsa, OK and offers strong exposure to senior finance leaders, meaningful analytical projects, and long‑term career growth within FP&A.

Job Description

The FP&A Analyst supports profitability and cost analysis initiatives by developing insights that help leaders understand financial performance at the product, segment, and customer level. This role contributes to forecasting, modeling, and reporting efforts while partnering across Finance, business units, and Technology to ensure accurate, insightful analysis.

You’ll work on high‑impact projects tied to net interest margin, earnings drivers, and customer profitability, while continuing to strengthen your technical and analytical skillset in a collaborative, fast‑paced environment.

Team Culture

This team values curiosity, collaboration, and continuous improvement. Analysts are encouraged to ask questions, bring forward ideas, and deepen their technical skills while gaining exposure to senior leaders across Finance and the business. The environment is supportive but fast‑moving, with a strong emphasis on learning, accountability, and producing high‑quality analysis that drives real business outcomes.

How You'll Spend Your Time

• Analyze profitability, costs, and financial performance across products, customers, and business segments
• Build and maintain financial models to support forecasting, scenario analysis, and sensitivity analysis
• Partner with Finance leadership, business stakeholders, and Technology to support enterprise‑wide financial initiatives
• Support attribution analysis (e.g., net interest margin, earnings per share, profit margin drivers)
• Prepare clear, concise analysis and presentations for senior leaders, including CFO‑level discussions
• Work with large data sets using Excel and data analytics tools to identify trends, risks, and opportunities
• Contribute to ongoing enhancement of reporting, tools, and analytical processes

Education & Experience Requirements

T his level of knowledge is normally acquired through completion of a Bachelor’s or Advanced degree in Business Administration, Finance, Data Analytics, Computer Science or related discipline and 6-8 years of related work experience or equivalent combination of education and experience. Previous related experience in Banking preferred.

• Advanced proficiency in BI visualization tools (PowerBI, Tableau, Qlik) and SQL.
• Strong SQL Skills
• Ability to work with large amounts of data and effectively communicate trends and insights
• Must be able to define, shape, and drive projects to completion independently while effectively collaborating with others
• Exceptional analytical and problem‑solving skills
• Excellent interpersonal and communication skills, work ethic, and the ability to work well individually as well as in cross‑functional project teams
• Ability to present complex insights to executive/senior stakeholders.
• Familiarity with analytical tools (Alteryx, Python, R) and ability to implement advanced analytics solution s.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!and take the first step towards your next career opportunity!The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Database, SQL, Computer Science, Bank, Banking, Technology, Finance