Business Intelligence Analyst (Financial Reporting & Forecasting Experience Preferred)

Navy Federal Credit Union

Overview

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.

Responsibilities

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

Qualifications

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

Desired Qualifications

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

Additional Information

Hours:

Monday - Friday, 8:00AM - 4:30PM

Location:

820 Follin Lane, Vienna, VA 22180
5510 Heritage Oaks Drive, Pensacola, FL 32526
141 Security Drive, Winchester, VA 22602

About Us
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.

FORTUNE 100 Best Companies to Work For 2026

Yello and WayUp Top 100 Internship Programs 2025

Computerworld Best Places to Work in IT 2026

Most Loved Workplace - America's Top Most Loved Workplaces 2025

2025 PEOPLE Companies That Care

Newsweek Most Trustworthy Companies in America 2026

Military Times 2025 Best for Vets Employers

Forbes 2026 America's Best Large Employers

Forbes 2025 America's Best Employers for New Grads

Forbes 2025 America's Best Employers for Tech Workers

2025 RippleMatch Campus Forward Award Winner for Overall Excellence

Military.com Top Military Spouse Employers 2025

2026 Handshake Early Talent Award

Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026

From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at or by calling 1-. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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