Business Intelligence Analyst (Financial Reporting & Forecasting Experience Preferred)

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Support business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights, and trends to leadership via dashboards and reports. Analyze business problems and issues using business intelligence tools that incorporate data from internal and external sources. Lead the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting. Develop insights that connect operational performance and product adoption to financial outcomes and strategic objectives. Developing an understanding of business needs and objectives. Solve a range of mostly straightforward problems with some increased scope and complexity. Developing professional with basic skill set and proficiency with procedures and analysis techniques.

Follow standard procedures to create and/or update moderately complex reports and dashboards

Identify and analyze trends or patterns and prepare ongoing reports and data visualizations in order to support business decisions

Contribute to reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems

Lead the Annual Financial Plan (AFP) process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting

Analyze product, operational, and vendor expenses to identify cost drivers, support financial planning, and develop insights that improve financial decision-making

Communicate findings and insight to peers and mid-level management

Create specifications for reports and analysis based on business needs and required or available data elements

Collaborate with team members and participate in team projects and initiatives

2+ years of experience in data analysis and reporting

Basic understanding of business and operating environment

Effective skill using business intelligence applications and/or cloud services

Knowledge of reporting capabilities of existing ERP, CRM and/or database software vendors

Knowledge of data integration, cleaning and validation techniques

Effective skill using statistical methods, mathematical techniques, forecasting, cost-benefit analysis

Understanding of financial reporting concepts including budgets, forecasts, actual results, variance analysis, and performance measurement

Experience supporting budgeting, forecasting, annual planning, or financial performance management processes

Working knowledge of various data structures and the ability to manipulate data within visualization tools

Research skills

Interpersonal skills

Desired Qualifications

Bachelor's Degree in Business Administration, Statistics, or related field, or equivalent combination of education, training, and experience

Additional Information

Hours:

Monday - Friday, 8:00AM - 4:30PM

Location:

820 Follin Lane, Vienna, VA 22180

5510 Heritage Oaks Drive, Pensacola, FL 32526

141 Security Drive, Winchester, VA 22602

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

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Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.