FP&A Analytics, Team Lead

BOK Financial; Tulsa (OK); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

BOK Financial in Tulsa is seeking an FP&A Analytics Team Lead to unite finance, data, and leadership. You will lead advanced analytics, own reporting automation, and coach a small team of analysts. The role blends SQL and Alteryx with financial data to illuminate how the bank creates value.

You'll join a team with deep knowledge of the bank's systems and processes and serve as the technical lead for complex analytics, partnering with executives to drive insights.

Qualifikationen

• Master’s degree in business administration, data analytics, finance, accounting or related field.
• 5–7 years of related experience in analytics or project management.
• CFA or CMA preferred; strong analytical and communication skills.

Aufgaben

• Lead advanced analytics for the finance department and own reporting automation.
• Coach a small team of analysts and set priorities for analytics work.
• Design models and analyses using SQL, Python, R, and Power BI for senior leadership.
• Partner with controller, treasury, and lines of business to deliver insights.

Kenntnisse

SQL

Power BI

R

Python

Alteryx

Data analysis

Communication

Ausbildung

Master’s degree in Business Administration/Data Analytics/Finance/Accounting

Tools

Alteryx

Visual Basic

Relational databases / SQL databases

Jobbeschreibung

Req ID: 78831

Location: Tulsa -TUL

Areas of Interest: Finance; Accounting; Data

Pay Transparency Salary Range: Not Available

Application Deadline: 11/21/2026

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

The FP&A Analytics, Team Lead brings together finance, data, and leadership. This person will lead advanced analytics for the finance department, take ownership of reporting automation, and coach a small team of analysts. The role calls for someone who is just as comfortable writing SQL and building Alteryx workflows as working through financial data and how the bank makes money. You'll join a team with deep knowledge of the bank's systems and processes and become its go-to technical lead for complex analytics.

Job Description

As FP&A Analytics, Team Lead, you'll support the controller group, Corporate Treasury, and the lines of business by producing the analysis and reporting behind major financial decisions. Much of the team's work goes below the general ledger, using customer-level data to understand cost, profitability, and performance. You'll take over the team's Alteryx workflows right away and use SQL, Power BI, R, and Python to automate and improve reporting. When leaders bring complex business questions, you'll design the models and analysis to answer them and share your findings with senior and executive leadership. You'll also lead a team of analysts, setting priorities, checking the quality of their work, and helping them build their technical and financial skills.

Team Culture

You'll join a collaborative finance team that works closely with partners across the bank, especially Corporate Treasury and the lines of business. The team knows the bank's financial systems and processes well and is looking for a strong technical leader to take its analytics further. It values precision, curiosity, and continuous improvement, and you'll be trusted to bring new tools and analytical approaches to how the work gets done. At BOK Financial, we invest in our people, support professional growth, and help employees build long, rewarding careers.

How You'll Spend Your Time

• Own the team's Alteryx processes and reporting automation, improving efficiency and accuracy across finance reporting.
• Build analysis and reporting with SQL, Power BI, R, and Python to answer complex questions about cost, profitability, and performance.
• Partner with the controller group, Corporate Treasury, and the lines of business to define needs, set timelines, and deliver insights.
• Present findings and recommendations to senior and executive leadership in a clear, concise way.
• Lead a team of analysts by setting priorities, balancing workloads, and coaching their technical and financial growth.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a master’s degree in business administration, Data Analytics/Science, Finance, Accounting or a related field and a minimum of 5-7 years of directly related experience in project management/business analytics management or equivalent combination of education and experience. Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA) designation preferred.

• Advanced analytical and problem-solving skills; must be able to independently solve complex problems and identify solutions
• Advanced understanding of financial and data analysis best practices, including knowledge of management information systems
• Familiarity with R, Visual Basic, SQL, and/or Alteryx.
• Working knowledge of the principles and application of statistics
• Solid interpersonal skills including proficient oral and written communication skills with the ability to prepare concise executive reports for senior management and to deliver persuasive oral and written arguments to senior management
• Excellent analytical and organizational skills, with strong aptitude to collect and analyze information and make appropriate recommendations to senior leaders in a timely fashion
• Resourceful and self-motivated with the ability to manage multiple assignments
• Working knowledge of relational databases

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!

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.