Business Intelligence Analyst – Financial Reporting, Forecasting Experience Preferred

Navy Federal Credit Union

. Create and update moderately complex reports and dashboards .

Posted 9/24/2026full-timeUnited StatesJuniorMid-Level💰 $33 - $52 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis, reporting, and financial performance management, with a strong ability to create insightful reports and dashboards that drive business decisions. Proficient in utilizing business intelligence applications and statistical methods to support budgeting and forecasting processes.

Highest-signal resume keywords

Data AnalysisFinancial Performance ManagementBusiness Intelligence ApplicationsBudgeting and ForecastingData Visualization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReportingForecastingVariance AnalysisCost-Benefit AnalysisStatistical MethodsData IntegrationData CleaningData ValidationPerformance Measurement

Soft Skills

Interpersonal SkillsResearch SkillsCommunication Skills

Tools & Technologies

ERP SoftwareCRM SoftwareData Visualization ToolsBusiness Intelligence ApplicationsCloud Services

Industry Keywords

Financial ReportingAnnual PlanningOperational ImprovementKey Performance IndicatorsData Structures

Tech Stack

Tools & technologies

CloudERP

About the role

Key responsibilities & impact

Create and update moderately complex reports and dashboards
Identify and analyze trends or patterns and prepare ongoing reports and data visualizations to support business decisions
Contribute to reports showing key performance indicators, areas for operational improvement, and root cause analysis
Lead the Annual Financial Plan process, including budget development, forecasting, financial performance monitoring, variance analysis, and leadership reporting
Analyze product, operational, and vendor expenses to identify cost drivers and support financial planning
Develop insights connecting operational performance and product adoption to financial outcomes and strategic objectives
Communicate findings and insights to peers and mid-level management
Create report and analysis specifications based on business needs and available data elements
Collaborate with team members and participate in team projects and initiatives

Requirements

What you’ll need

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 ability to manipulate data within visualization tools
Research skills
Interpersonal skills
Applicants must be authorized to work in the United States without current or future sponsorship
Bachelor's Degree in Business Administration, Statistics, or related field, or equivalent combination of education, training, and experience is desired

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks