Operations Financial Data Analyst

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 reporting requirements.

Tools, Systems & Process Discipline

• Uses FP&A, reporting, and data visualization systems and tools (e.g., Power BI, Excel, Snowflake, Cognos, Axiom) to maintain forecasts, reporting, and dashboards.
• Follows established financial planning and analysis processes, documentation standards, and control procedures.
• Identifies data quality issues or process gaps and raise them to the team for resolution.
• Makes recommendations to enhance procedures and business practices in a way that will improve efficiency within the organization.
• Continuously evaluates processes and analytical tools seeking to deliver dynamic, forward-thinking analyses that help identify opportunities for efficiency gains and improvement.

Additional Functions

• Ability to analyze and comprehend financial statements, as well as to grasp the impact of financial information.
• Ability to use historical trends to develop dynamic budgeting and forecasting models.
• Excellent analytical and review skills, including ability to read, analyze and interpret business periodicals; comprehend technical procedures, government regulations and reports; and apply the information as needed to surface data insights for the financial institution.
• Prepares/Reviews various account reconciliations.
• Performs special projects as required.
• Exchange ideas, information and opinions with others to formulate programs, data visualizations, and inform business decisions and solutions.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Required Education/Experience

• Four-year degree from an accredited college or university majoring in finance, data science, economics or equivalent education and/or experience.
• Minimum of 3 years of experience in financial planning and analysis, finance, data analytics, or a related field
• Experience with data and statistical modeling, preferably in the disciplines of financial profitability and/or operational efficiency.
• Knowledge of data warehouse and business intelligence software tools preferred
• Knowledge of Al and a proactive interest in monitoring its evaluation to identify opportunities for integrating emerging tools into our workflows
• Strong quantitative and analytical skills with attention to detail and accuracy.
• Foundational understanding of financial statements and basic accounting concepts.

Necessary Skills

• Strong quantitative and analytical skills with attention to detail and accuracy.
• Good judgment, self-motivated, dependable, responsible, detail-oriented, professional appearance and demeanor, courteous, organized good working skills with people/management.
• Ability to read, analyze, and interpret the most complex documents.
• Ability to respond effectively to the most sensitive inquiries or complaints.
• Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.
• Ability to deal with a variety of abstract and concrete variables.
• Excellent computer skills, skilled user of all Microsoft Office applications; exposure to FP&A systems or BI tools is a plus but not required.
• Handle multiple projects simultaneously in a fast-paced environment.

Physical Activity/Dexterity

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours

• Monday through Friday; 8:00am – 5:00pm.
• Available for overtime, as needed.

Equal Opportunity Employer/Protected Veterans/Individuals With Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)