FP&A Analytics, Team Lead

BOK Financial Corporation; Tulsa (OK); Vor Ort; USD 110.000 - 150.000; Vollzeit

Zusammenfassung

BOK Financial Corporation seeks an FP&A Analytics, Team Lead to unite finance, data and leadership. You will guide advanced analytics for the finance department, own reporting automation, and coach a small analysts team. The role blends SQL, Alteryx, and data exploration to inform how the bank makes money.

You’ll work with senior leaders, design models, and drive improvements across cost, profitability and performance reporting using Python, R, and BI tools.

Qualifikationen

• Master’s degree in business administration, Data Analytics/Science, Finance, Accounting or related field.
• 5–7 years of directly related experience in project management or business analytics management.
• CFA or CMA designation preferred.

Aufgaben

• Own the team’s Alteryx processes and reporting automation, improving finance reporting accuracy.
• Build analysis and reporting with SQL, Power BI, R, and Python to answer cost, profitability and performance questions.
• Partner with controller group, Corporate Treasury, and business lines to define needs and deliver insights.

Kenntnisse

SQL

Alteryx

Power BI

R

Python

Leadership

Ausbildung

MBA

Data Analytics/Science

Finance

Accounting

Tools

Alteryx

SQL

Power BI

R

Python

Jobbeschreibung

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Tulsa, OK, US, 74101

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.

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 202556,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: CFA, Manager, Bank, Banking, Accounting, Finance, Management