Senior Data Analyst — Deposits & Treasury Forecasting

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

Job summary

Live Oak Bank seeks a Senior Data Analyst, Deposits & Treasury Management to partner with its Deposits and Treasury teams. You will drive data strategy, forecasting, and automation to modernize how we price deposits, manage liquidity, and report performance.

Responsibilities include building predictive models, developing executive dashboards, and delivering data-informed insights for growth. Strong Excel/SQL skills and experience with BI tools are essential.

Qualifications

• Bachelor's degree in a related field.
• 5+ years of experience in financial services analytics, deposits or treasury.
• Experience building forecasts, financial models, and market/competitive analysis under changing conditions.
• Advanced proficiency in Microsoft Excel (XLOOKUP, pivot tables, conditional formatting).
• Strong proficiency in SQL with large, multi-table datasets.
• Familiarity with BI tools and dashboard development (Databricks, Tableau, Power BI).
• Ability to identify data gaps and design automated solutions.
• Comfort using AI tools (e.g., Claude) to automate analysis.

Responsibilities

• Build forecasts and dynamic financial models using market data and rate conditions.
• Develop executive-ready dashboards and data narratives for leadership.
• Automate spreadsheet-based forecasts and recurring reports in Databricks.
• Support liquidity management, pricing, and ALCO-related materials.
• Collaborate with Marketing, Embedded Banking, and Merchant Services on data needs.

Skills

Forecasting

Data analytics

SQL

Excel

Databricks

Python

BI tools

Claude AI

Education

Bachelor's degree

Tools

Databricks

Tableau

Power BI

SQL

Python

Claude AI

Job description

Live Oak Bank seeks a Senior Data Analyst, Deposits & Treasury Management to partner with its Deposits and Treasury teams. You will drive data strategy, forecasting, and automation to modernize how we price deposits, manage liquidity, and report performance.

Responsibilities include building predictive models, developing executive dashboards, and delivering data-informed insights for growth. Strong Excel/SQL skills and experience with BI tools are essential.