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BOK Financial · 4 weeks ago

Senior Budgeting and Forecasting Analyst

Tulsa, OK

Full-time

Onsite

Senior Level

5+ years exp

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Senior Budgeting and Forecasting Analyst supports the management of all Financial Planning and Analysis related activities, focusing on financial modeling, analytics, forecasting, and budgeting.

BankingCredit CardsFinancial Services

Responsibilities

You will lead monthly forecasting and annual budgeting to ensure accurate and timely data submission across business units

You will maintain data integrity and consistency throughout all forecasts and budgets

You will develop and optimize planning models with driver-based calculations, allocations, and validations

You will design and manage input forms, dashboards, and reporting solutions for executives and stakeholders

You will oversee workflows and approval processes within the planning application for efficiency and compliance

You will produce structured and ad-hoc reports, dashboards, and report books using planning tools and Excel

You will perform advanced financial analysis and modeling to support FP&A activities and strategic planning

You will collaborate cross-functionally to improve processes, deliver insights, and ensure regulatory compliance

Qualification

Financial modelingAdvanced ExcelFinancial analysisCFACMAOracle Cloud PlanningSQLInterpersonal skillsOrganizational skillsSelf-motivated

Required

Completion of a master's degree in business administration, Finance, or Economics

5 years of work experience

Excellent quantitative and analytical skills

Thorough knowledge of financial modeling and familiarity with the advanced functions in Microsoft Excel

Advanced knowledge of banking and the financial services industry

Advanced knowledge of the principles and application of financial concepts including NPV, IRR, financial valuation and risk measurement; and familiarity with option valuation and return characteristics

Working knowledge of financial markets and instruments, specifically fixed-income investments

Working knowledge of macroeconomics

Working knowledge of accounting principles

Working knowledge of the principles and application of statistics

Solid interpersonal skills including proficient oral and written communication skills with the ability to prepare concise executive reports for senior management and to deliver persuasive oral and written arguments to senior management

Superior organizational skills

Resourceful and self-motivated with the ability to manage multiple assignments