Overview
Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.
PenFed is hiring a (Hybrid) Senior Analyst, Business Analytics & Reporting at our Tysons, Virginia location. The primary purpose of this position is to collaborate with Consumer Banking leadership and other business partners to develop executive scorecards to track and analyze product growth and operational efficiency performance across all Consumer Bank products, marketing channels, and operation process. This position will also support Financial Planning and Analysis during reforecast and budget cycles. This position will lead, contribute to, and work directly on projects to drive Consumer Bank team’s performance evaluation, improvement, and decision-making.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Lead the creation of the overall Consumer Banking scorecard (growth, profitability, and operations), work with business and product owners to develop executive presentation for monthly / quarterly business review and strategy planning discussion.
Integrate data from multiple sources to reconcile differences and interpret data, apply statistics modeling to perform loan and deposits volume forecast (i.e. regression and time series analysis), and present business insights and recommendation to product owners.
Work with Consumer Banking MIS Reporting team to ensure scheduled and ad-hoc executive reporting requests are fulfilled accurately and timely and provide business insights to Consumer Banking leaders.
Provide rationale of operational performance, synthesize, and translate analytics into actionable presentations.
Gather, prepare, analyze, and monitor data from multiple sources for internal operation reporting utilizing existing tools (Excel, SQL, or Tableau). Research discrepancies and convey feedback to reporting team and business leaders.
Support the Financial Planning and Analysis during monthly estimation, quarterly reforecast, and annual budget.
Collaborate with Product, Marketing, Finance, and other internal business functions to obtain quantitative and qualitative data of business process and provide insights to business results.
Assist in Consumer Banking projects as required, including special studies and analysis.
Work closely with direct management in the holistic evaluation of strategies aimed at driving profitable product portfolio growth.
Qualifications
Equivalent combination of education and experience is considered.
Bachelor’s degree in economics, Business, Finance, Accounting, Data Analytics, Engineering, or a related field is required. Master’s Degree in a quantitative or a related field is highly preferred.
Minimum of five (5) years of related work experience required, preferably in Financial Industry (Bank, Credit Union, Insurance) with a focus in analytics and reporting. Including but not limited to performance measurement, financial analysis, product growth.
Experience with Hyperion software is highly preferred.
Hands-on skills in SQL, Python/R, Tableau, VBA, and proficiency working with large dataset are preferred.
Advanced Microsoft Excel (i.e., Pivot tables, macros, VLOOKUP, index/match, SUMIF) and PowerPoint skills are required.
Ability to use data to illustrate business performance, risks, and develop materials for all levels of the company, from operational to C-level audience.
Effectively interact and communicate with varying levels of leadership across a broad network of resources.
Ability to manage many initiatives simultaneously while providing progressive delivery.
Proven project management and executive presentation skills.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel to various worksites and be on-call may be required.
About Us
Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.8 million members and over $36 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
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