Position Title:
Operations Financial Data Analyst
FLSA Status:
Non-Exempt
Reports to:
Chief Operations Officer
Location:
Tyler or Fort Worth, Texas - Only candidates currently residing in the Texas area will be considered. No relocation assistance or fully remote options available.
Job Summary: Integrates and analyzes data from multiple data sources, creates reports, and develops dashboards for various analytical, budgeting & forecasting, profitability, and operational efficiency initiatives. Interprets data to identify business trends, conduct root cause analysis of business problems, or suggest areas for process improvement.
Essential Functions:
Forecasting & Planning Support
- Supports forecasting, budgeting, and planning processes for assigned business areas, including expenses, headcount, and/or revenue.
- Prepares and maintains forecast inputs, models, and schedules under guidance from the COO and other senior leadership.
- Assists in Monthly Forecasts, Annual Operating Plan, and long-range planning cycles by ensuring data accuracy and timely submissions.
- Updates forecasts and models based on actual results, approved changes, and revised assumptions.
Reporting & Variance Analysis
- Prepares standard monthly and quarterly reporting packages for Operations, including variance analysis versus budget, forecast, and prior periods.
- Conducts comprehensive departmental and expense analysis to ensure timely and transparent reporting of operating performance, financial trends, and budget utilization.
- Supports explanations of financial performance by gathering data, validating assumptions, and preparing draft narratives.
Analysis & Ad Hoc Support
- Performs structured financial analysis to support business reviews, cost tracking, and operational decisions.
- Analyzes basic trends and drivers, escalating risks, anomalies, or data issues to senior team members.
- Responds to ad hoc data and analysis requests with accurate, well-organized outputs.
Business Partnership & Collaboration
- Works with business partners to collect input, validate data, and clarify assumptions.
- Collaborates with Accounting to support actuals close, data reconciliation, and variance explanations.
- Partners with finance, accounting, and data team members to ensure consistency in data, definitions, and reporting.
- Serves as Operations Organization liaison to business units throughout the Bank regarding operational data and reportin