Principal Business Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
Expert/Leader
Financial Services
The Role
Leads strategic business analysis, planning, forecasting, market research, and complex problem solving for credit union operations. Structures ambiguous requests into actionable plans, develops quantitative insights and recommendations, manages risks and dependencies, and drives cross-functional initiatives through completion. Creates executive-ready communications, maintains project tracking mechanisms, and advises senior stakeholders on business opportunities, performance, and strategic decisions.
Summary Generated by Built In

Responsible for strategy, planning, and execution to align business operations with the credit union's mission and goals. Conduct analyses and gather, organize, and review data to identify internal and external strategic issues and opportunities affecting growth and profitability of the organization. Operates independently with minimal guidance to structure ambiguous problems, determine approach, identify risks and dependencies, and develop solutions to complex business challenges that have a significant impact on the function or branch. Owns work from intake through completion, including planning, stakeholder alignment, communication, issue resolution, escalation, and follow-through. Specialized skill set and proficiency with procedures, analysis techniques, project delivery practices, and business tools. Recognized as an expert and trusted advisor in own area within the company. Reports to VP or other functional executive.

Responsibilities
  • Evaluate business data and conduct analyses and reporting to identify challenges, opportunities, risks, and dependencies; provide solutions and recommendations to complex business problems using quantitative analysis methodology to perform data, cost and benefit, and/or process measurement analysis
  • Independently convert ambiguous requests into structured work plans, deliverables, timelines, decision points, and next steps with limited manager support for routine execution activities
  • Partner across teams to develop advanced statistical models and forecasting techniques to predict future business performance and inform strategic decision-making 

  • Conduct comprehensive market research and analysis to identify emerging trends, competitive threats, and opportunities for innovation 

  • Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders, adapting to competing demands and organizational changes, and proactively driving execution from intake through completion
  • Create concise, executive-ready communications that synthesize complex information into clear status updates, recommendations, decision points, risks, and escalation paths with minimal revision
  • Assess requirements for internal business processes, ensuring integration across teams and business units and compatibility with organizational strategic goals

  • Maintain project plans, action logs, timelines, issue and risk tracking, stakeholder communications, and follow-up routines to drive accountability and ensure commitments are tracked through completion
  • Utilize comprehensive knowledge of company's internal operations to develop forward-looking focus for business

Qualifications
  • 7-10 years of experience in business and operational strategy, planning and analysis

  • Subject matter expert within business area/specialization with understanding of interrelationships of different disciplines

  • Expert knowledge of data querying, reporting, forecasting, analysis and operations research

  • Advanced research, analytical, critical thinking, and problem-solving skills, including the ability to independently structure ambiguous problems and determine appropriate analysis or delivery approach
  • Advanced problem resolution skills, including determining root cause, scope and scale of issues, identifying options, recommending paths forward, and escalating with clear context when appropriate
  • Advanced proficiency with word processing, spreadsheet, reporting, collaboration, and project delivery tools; independently learns and applies new systems, processes, and procedures as needed
  • Advanced leadership and interpersonal skills, with the ability to influence and collaborate with senior leadership and cross-functional teams

  • Expert project management skills to lead projects and/or initiatives of large scope, including independently creating and maintaining work plans, action logs, timelines, issue and risk tracking, stakeholder communications, and follow-up mechanisms while working effectively with diverse internal and external contacts
  • Demonstrated ability to operate with sound judgment and limited direction, anticipate needs, prioritize effectively, and deliver executive-ready work products with minimal rework
  • Bachelor's Degree in Business Administration, Finance or related field

 

Key Success Behaviors

  • Operates independently with minimal direction and limited need for routine task support
  • Converts ambiguity into clear plans, deliverables, timelines, risks, dependencies, and decisions needed
  • Owns work from intake through completion and proactively drives follow-through
  • Produces concise, executive-ready communications and recommendations with minimal revision
  • Escalates appropriately with clear options, impacts, and recommended next steps
  • Creates reusable tools, processes, or deliverables that reduce waste and improve team execution

Desired Qualifications 

  • Master's Degree in Business Administration, Finance or related field

 

 

Additional Information

Hours:

  • Monday - Friday, 8:00AM - 4:30PM

Location:

  • 820 Follin Lane, Vienna, VA 22180
  • 5510 Heritage Oaks Drive, Pensacola, FL 32526
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® 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld® Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE® Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes® 2025 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 
  • 2025 Handshake Early Talent Award

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited 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 [email protected] or by calling 1-888-503-6013. 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.

Skills Required

  • 7-10 years of experience in business and operational strategy, planning, and analysis
  • Subject matter expertise within a business area or specialization, including understanding of cross-functional discipline interrelationships
  • Expert knowledge of data querying, reporting, forecasting, analysis, and operations research
  • Advanced research, analytical, critical-thinking, and problem-solving skills
  • Advanced problem-resolution skills, including root-cause analysis, option evaluation, recommendations, and escalation
  • Advanced proficiency with word-processing, spreadsheet, reporting, collaboration, and project-delivery tools
  • Advanced leadership and interpersonal skills for influencing and collaborating with senior leadership and cross-functional teams
  • Expert project-management skills for leading large-scope projects or initiatives
  • Ability to operate independently, exercise sound judgment, anticipate needs, prioritize effectively, and deliver executive-ready work
  • Bachelor's degree in Business Administration, Finance, or a related field
  • Master's degree in Business Administration, Finance, or a related field

Navy Federal Credit Union Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Navy Federal Credit Union and has not been reviewed or approved by Navy Federal Credit Union.

  • Retirement Support A pension alongside a strong 401(k) match and additional retirement programs makes long‑term value a standout element of the total package. This combination is positioned as a differentiator among private employers.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is complemented by on‑site health services at major campuses. Wellness resources and typical offerings like an EAP broaden the health support available.
  • Parental & Family Support Paid parental leave, plus adoption and surrogacy assistance, indicate meaningful support for growing families. Education assistance further extends family and life‑stage support.

Navy Federal Credit Union Insights

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The Company
HQ: Vienna, VA
15,930 Employees
Year Founded: 1933

What We Do

Navy Federal Credit Union is the world's largest credit union with over 12 million members, over $160 billion in assets and over 22,000 employees. As a credit union, we have members, not customers. At our campuses in Vienna, VA, Pensacola, FL and Winchester, VA, and in our more than 350 branches, we serve the men and women of the Armed Forces, Department of Defense, veterans and their families. We deliver world-class service, rooted in the belief that it is an honor and privilege to serve our members. We are committed to providing our members outstanding financial products and services. Navy Federal offers a career, not just a job. We are proud of the robust Total Rewards package we offer to our employees, including competitive salaries, incentive programs, comprehensive medical, dental and vision benefits, retirement plans with employer match, award-winning training programs, professional development programs, tuition assistance, paid leave, and work/life programs. Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org

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