Business Intelligence Analyst; Financial Reporting & Forecasting

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

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

• Monday - Friday, 8:00AM - 4:30PM

• 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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