Senior Data Analyst, Deposits & Treasury Management
Senior data analyst for the Deposits & Treasury Management team at Live Oak Bank, a digital small-business bank. Builds deposit forecasts and financial models, owns KPI and executive reporting, and automates spreadsheet-driven processes using SQL, Python, Excel, Databricks, Power BI/Tableau, and AI tools like Claude.
- Compensation
- $113.1K–$154.2K / yr
- Location
- Wilmington, United States
- Work setup
- Onsite
- Seniority
- Senior
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Data analytics
- Posted
Skills
Must have
- Bachelor's degree
- 5+ years in financial services (deposits, treasury, analytics, finance, or portfolio management)
- Experience building forecasts, financial models, and market/competitive analysis under changing rate conditions
- Advanced Microsoft Excel proficiency (XLOOKUP, pivot tables, conditional formatting)
- Strong SQL proficiency with complex queries and large multi-table datasets
- Familiarity with BI tools and dashboards (Databricks, Tableau, Power BI)
- Ability to proactively identify process/data gaps and implement automated solutions
- Comfort using AI tools (e.g., Claude) to automate spreadsheet-based analysis and reporting
- Ability to synthesize complex data into clear executive-ready reports and insights
- Excellent presentation skills for technical and non-technical audiences
- Demonstrated cross-functional collaboration across levels of the organization
- Track record of meeting hard deadlines and managing competing priorities
Nice to have
- Advanced degree
- Deposit or treasury portfolio management experience, including funds transfer pricing and ALCO exposure
- Python proficiency for data analysis, modeling, or workflow automation
- Experience supporting cross-functional partners (Marketing, Embedded Banking, Merchant Services) with data and reporting
Full description
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
Job Description
How This Role Impacts Live Oak and Its People
The Senior Data Analyst, Deposits & Treasury Management is a critical analytics partner to the Deposits and Treasury Management organization as it scales. This role sits at the intersection of data strategy, forecasting, and automation — proactively identifying where current reporting and data processes fall short, and building the datasets, models, and tools the organization needs to keep pace with growth.
This person will build forecasts grounded in current market and rate conditions, translate complex data into clear stories for executive and board audiences, and modernize the spreadsheet-driven processes that support deposit pricing, funding strategy, and portfolio performance — using tools such as Databricks and Claude to automate what is manual today. The role also extends analytical support to partner functions including Marketing, Embedded Banking, and Merchant Services.
This role requires a strong analytics background, financial acumen, and the judgment to know where the organization's data and reporting needs are heading before a gap becomes a problem.
What You'll Do at Live Oak
Data Strategy & Proactive Analytics
- Proactively identify data needs, gaps, and inefficiencies in current reporting and data processes as the Deposits and Treasury Management organization grows
- Partner with enterprise data teams to build and maintain high-quality datasets and ensure a single source of truth for deposits and treasury reporting
- Determine the data necessary to manage the deposits and treasury business, and continue to enhance data and reporting infrastructure ahead of business need
- Recommend updates to policies, procedures, and controls to reduce operational and data risk as processes scale
- Support the Head of Deposits and Chief Banking Officer by providing the data and analysis needed to develop, monitor, and track the department's budget
Forecasting & Market Analysis
- Build forecasts and dynamic financial models informed by current market conditions, rate environment, and competitive dynamics