Financial Analyst - Experienced
MidFirst Bank Oklahoma City, Oklahoma, United States
Financial Services · 51-200 employees
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About the role
The Financial Analyst is responsible for administering Personal Banking reporting systems, managing data integrity, and overseeing incentive programs. They also analyze operational data to formulate recommendations for management and support process improvement initiatives.
What they look for
Requirements
Candidates must hold a Bachelor's degree in Finance, Accounting, Mathematics, or Economics with a minimum 3.0 GPA and at least 2 years of analytical experience. Proficiency in advanced Excel is required, with additional experience in Power BI and Python considered a plus.
Full description
Responsible for administering Personal Banking systems and analytics. Aggregates, analyzes and evaluates data to optimize business processes, procedures and business decisions. Individual must respond to a dynamic range of business objectives and formulate recommendations to management based on compiled data that enhances decision-making and effectiveness of implemented strategies.
Duties Include
- Administers key Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and various business support functions.
- Oversees the Personal Banking Sales Leadership Program incentive including calculating, modeling, and submitting for approval
- Coordinates, monitors and executes production of reports used in Personal Banking Administration. Responsible for researching, compiling, analyzing and reporting various operational data from multiple sources, including productivity and/or quality statistics.
- With management direction, creates annual financial budgets and executes monthly reporting.
- Creates and maintains databases, develops and performs queries both independently and at the direction of management.
- Supports and may lead process improvement and analytics initiatives designed to enhance efficiency and decision-making across Personal Banking.
- May recommend policies, procedures and training to assure compliance with internal policies, and to maximize efficiency and customer service.
Position Requirements
- Bachelor's degree in Finance, Accounting, Mathematics or Economics and possess a cumulative GPA of 3.0 or better
- 2+ years of experience in an analytical setting
- Strong analytical, logic, and math skills
- Strong verbal and written communication skills
- Must be a self-starter and work well with others
- Advanced Excel skills required, including complex formulas, data analysis, and reporting
- Experience in Power BI and Python is a plus
- Ability to effectively communicate complex analytical findings clearly to both technical and non-technical audiences
**To be considered for this position you must reside in the area**
**Incomplete applications will not be considered**
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