FP&A Analyst III

Bonus Type

Summary

BOK Financial is committed to fostering long-term client relationships by attracting top talent. The company emphasizes innovation, growth, and teamwork, providing a dynamic environment for employees to excel. At BOK Financial, we believe in the power of being one team. Success is achieved through a dedication to high standards, a passion for excellence, and a collaborative spirit that unites us in our mission.

Job Description

The FP&A Analyst III supports the management of all Financial Planning and Analysis related activity of BOK Financial Corporation. Responsibilities include financial modeling and analytics in support of profitability and may support various other areas of finance throughout the Bank. This role leads complex projects and drives innovation in reporting, automation, and data solutions.  In addition, this position will be responsible for providing quantitative and qualitative analyses to support various lines of business. 

Team Culture

Our team values precision, collaboration, and continuous improvement. We ensure accuracy and accountability in managing financial records and compliance, while fostering a supportive and collaborative environment through teamwork and open communication. Embracing professional development and technological advancements, we stay agile and adaptable in the evolving financial landscape.

How You'll Spend Your Time

• You will influence strategic decisions and resource allocation by presenting insights and recommendations to senior leadership.
• You will provide mentorship and guidance to junior analysts, supporting skill development and professional growth.
• You will assist with onboarding and training to ensure team members understand analytical tools, methodologies, and best practices.
• You will lead report development and data visualization efforts to make complex data accessible and actionable.
• You will conduct financial analysis across FP&A activities, including forecasting, strategic planning, and profitability assessments.
• You will collaborate cross-functionally to deliver analyses and recommend strategies that align with business objectives.
• You will drive reporting automation, data integration, and standardization initiatives to improve efficiency and consistency.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s or Advanced degree in Business Administration, Finance, Data Analytics, Computer Science or related discipline and 6-8 years of related work experience or equivalent combination of education and experience.  Previous related experience in Banking preferred.

• Advanced proficiency in BI visualization tools (PowerBI, Tableau, Qlik) and SQL.
• Strong SQL Skills
• Ability to work with large amounts of data and effectively communicate trends and insights
• Must be able to define, shape, and drive projects to completion independently while effectively collaborating with others
• Exceptional analytical and problem-solving skills
• Excellent interpersonal and communication skills, work ethic, and the ability to work well individually as well as in cross-functional project teams
• Ability to present complex insights to executive/senior stakeholders.
• Familiarity with analytical tools (Alteryx, Python, R) and ability to implement advanced analytics solutions.