Senior Data Analyst: Deposits & Treasury Analytics

Live Oak Bank; Wilmington (DE); On-site; USD 113,000 - 154,000; Full time

Job summary

Live Oak Bank in Wilmington, DE is seeking a Senior Data Analyst for Deposits & Treasury Management. This role partners with the Deposits, Marketing, Embedded Banking, and Merchant Services teams to build scalable data models and forecasts that inform pricing, liquidity decisions, and growth strategy.

You will automate forecasting workflows in Databricks using Claude, develop dashboards in BI tools, and translate complex data into clear executive narratives for board discussions.

Qualifications

• Bachelor's degree in a relevant field required.
• 5+ years in financial services with deposits/treasury analytics.
• Experience building forecasts and financial models under changing conditions.
• Advanced proficiency in Excel (XLOOKUP, pivots, data tools).
• Strong SQL skills for complex queries.
• Familiarity with BI dashboards (Databricks, Tableau, Power BI).
• Ability to automate reporting with AI tools (Claude).
• Excellent communication for executive presentations.
• Ability to partner across functions and manage deadlines.

Responsibilities

• Develop data strategy and proactive analytics for deposits and treasury.
• Build and maintain high-quality datasets, single source of truth.
• Create forecasts, market analyses, and pricing insights.
• Automate forecasts and reports in Databricks and AI tools.
• Develop executive dashboards and data narratives for leadership.
• Support budgeting and cost tracking for department.
• Ensure regulatory awareness (BSA, AML, CIP, OFAC).

Skills

Advanced Excel

SQL

Forecasting

Financial Modeling

Data Visualization

Python

Executive storytelling

Education

Bachelor's degree

Advanced degree

Tools

Databricks

Claude

Power BI

Tableau

Job description

Live Oak Bank in Wilmington, DE is seeking a Senior Data Analyst for Deposits & Treasury Management. This role partners with the Deposits, Marketing, Embedded Banking, and Merchant Services teams to build scalable data models and forecasts that inform pricing, liquidity decisions, and growth strategy.

You will automate forecasting workflows in Databricks using Claude, develop dashboards in BI tools, and translate complex data into clear executive narratives for board discussions.