Operations Financial Data Analyst - On-Site (Tyler or DFW, TX)

About the role

The Operations Financial Data Analyst supports forecasting, budgeting, and planning processes for assigned business areas, including expenses, headcount, and/or revenue. They prepare and maintain forecast inputs, models, and schedules, and assist in Monthly Forecasts, Annual Operating Plan, and long-range planning cycles.

Responsibilities

• Sets up and maintains forecasts, prepares variance analysis, and supports business reviews, cost tracking, and operational decisions.
• Collaborates with business partners to collect input, validate data, and clarify assumptions.
• Works with finance, accounting, and data team members to ensure consistency in data, definitions, and reporting.
• Supports explanations of financial performance by gathering data, validating assumptions, and preparing draft narratives.
• Responds to ad hoc data and analysis requests with accurate, well-organized outputs.
• Works with Accounting to support actuals close, data reconciliation, and variance explanations.
• Partners with finance, accounting, and data team members to ensure consistency in data, definitions, and reporting.
• Serves as Operations Organization liaison to business units throughout the Bank regarding operational data and reporting requirements.

Requirements

• Four-year degree from an accredited college or university majoring in finance, data science, economics or equivalent education and/or experience.
• Minimum of 3 years of experience in financial planning and analysis, finance, data analytics, or a related field.
• Experience with data and statistical modeling, preferably in the disciplines of financial profitability and/or operational efficiency.
• Knowledge of data warehouse and business intelligence software tools preferred.
• Strong quantitative and analytical skills with attention to detail and accuracy.
• Foundational understanding of financial statements and basic accounting concepts.

Qualifications

• Ability to analyze and comprehend financial statements, as well as to grasp the impact of financial information.
• Ability to use historical trends to develop dynamic budgeting and forecasting models.
• Excellent analytical and review skills, including ability to read, analyze and interpret business periodicals; comprehend technical procedures, government regulations and reports; and apply the information as needed to surface data insights for the financial institution.
• Prepares/Reviews various account reconciliations.
• Performs special projects as required.
• Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.
• Ability to deal with a variety of abstract and concrete variables.
• Strong computer skills, skilled user of all Microsoft Office applications; exposure to FP&A systems or BI tools is a plus but not required.
• Handles multiple projects simultaneously in a fast-paced environment.

Skills

• Strong quantitative and analytical skills with attention to detail and accuracy.
• Good judgment, self-motivated, dependable, responsible, detail-oriented, professional appearance and demeanor, courteous, organized good working skills with people/management.
• Ability to read, analyze, and interpret the most complex documents.
• Ability to respond effectively to the most sensitive inquiries or complaints.
• Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.
• Ability to deal with a variety of abstract and concrete variables.
• Excellent computer skills, skilled user of all Microsoft Office applications; exposure to FP&A systems or BI tools is a plus but not required.
• Handles multiple projects simultaneously in a fast-paced environment.