Search By
26 Jobs
Finance Analyst First Business Bank Brookfield, WI | Full Time
14 Days Ago
Finance Analyst Courier Newsroom, Inc. Remote, NY | Full Time | Remote
7 Days Ago
Finance Analyst USANA Health Sciences Salt Lake City, UT | Full Time
23 Days Ago
Finance Analyst INEOS US CHEMICALS COMPANY Texas City, TX | Full Time
27 Days Ago
Finance Analyst OSIsoft, LLC San Leandro, CA | Full Time
28 Days Ago
Finance Analyst Sethi Management Carlsbad, CA | Full Time
1 Month Ago
Finance Analyst 11105 Expedia, Inc. Seattle Campus, WA | Full Time
1 Month Ago
Finance Analyst Novanta Inc., USA Rochester, NY | Full Time
1 Month Ago
Finance Analyst Partake Foods, Inc. New York, NY | Full Time | Remote
2 Months Ago
Finance Analyst Global Atlantic Financial Group Opportunities Boston, MA | Full Time
2 Months Ago
Quantitative Finance Analyst Bank of America New York, NY | Full Time
Just Posted
Senior Data Analyst (Finance) Chief New York City, NY | Full Time | Remote
Just Posted
Lead Finance Analyst Bright Health Anaheim, CA | Full Time
Just Posted
Project Finance Analyst I Catalyst Clinical Research LLC Wilmington, NC | Full Time | Remote
Just Posted
2023 Intern - Finance Analyst expedia Seattle Campus, WA | Intern
1 Day Ago
Senior Finance Analyst American Packaging Corporation Columbus, WI | Full Time
6 Days Ago
Senior Finance Analyst Conduent Guatemala City, MA | Full Time
8 Days Ago
IT Business Analyst – Finance SharkNinja Needham, MA | Full Time
17 Days Ago
Finance Analyst II Conduent Guatemala City, MA | Full Time
18 Days Ago
Project Finance Analyst AEVEX Aerospace Solana Beach, CA | Full Time
26 Days Ago
Senior Finance Analyst CN05 NVIDIA Shanghai WFOE China, TX | Full Time
1 Month Ago
Analyst, Finance (hybrid) Stryker Employment Company, LLC Arizona, AZ | Full Time
1 Month Ago
Public Finance Analyst HJ Sims Dallas, TX | Full Time
1 Month Ago
Senior Finance Analyst Conduent Florham Park, NJ | Full Time
2 Months Ago
Corporate Finance Analyst Apple Bank New York, NY | Full Time
2 Months Ago
More Search Results

Finance Analyst

Brookfield, WI | Full Time
14 Days Ago

Job Description

Join us today as a Financial Analyst - WFH 2 days/Week
First Business Bank is a Top Workplaces USA company, learn more here

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! 

The Finance Analyst is the front-line, client-facing support representative. Primary responsibilities include processing individual transactions and serving as the liaison between sales representatives, equipment vendors and end user clients.

This position is a hybrid role with remote work availability 2-3 days per week; therefore a local Milwaukee candidate is required.     

  • Submit and process new credit applications in FBEF’s application processing system.
    • Consistently meet company defined performance metrics.
    • Analyze credit and financial information developing credit decisions up to $1 million.
    • Communicate decision and structure to FBEF salesperson, vendors and end user clients.
  • Support operational workflow such as funding and documentation audits
    • Process all electronic payments.
      • Review and maintain the FBEF deposit log.
      • Ensure all payment processing coincides with funding schedules.
    • Audit and maintain client database
      • Salesforce data custodian; monitor and maintain aging deal pipeline.
      • Curate and distribute monthly reporting initiatives.
      • Manage contact databases and coordinate applicable marketing campaigns. 
    • Act as the primary Customer Service representative for FBEF sales team, clients, prospects and vendors
      • Take, investigate and satisfy customer account inquiries.
      • Make calls on behalf of FBEF salesperson to follow for missing or follow-up information and late payments.

    Position Requirements:

        • Bachelor’s degree in Finance, Economics, or similar focus
        • Detail orientated with the ability to learn and retain complex policies and procedures.
        • Ability to multitask, manage time and priorities in multiple process environments.
        • Ability to communicate clearly and concisely with excellent writing and speaking skills.
        • Proficient in a wide range of software programs including the MS Office suite of programs (particularly MS Word, Excel, and PowerPoint) and CRM (e.g. SalesForce).

      Skills for Finance Analyst

      The job skills required for Finance Analyst include Economics, Customer Service, PowerPoint etc. Having related job skills and expertise will give you an advantage when applying to be a Finance Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Finance Analyst. Select any job title you are interested in and start to search job requirements.

      Job Openings with Skill of Economics
      Job Openings with Skill of Customer Service
      Job Openings with Skill of PowerPoint

      Career Path for Finance Analyst

      The following is the career advancement route for Finance Analyst positions, which can be used as a reference in future career path planning. As a Finance Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Finance Analyst. You can explore the career advancement for a Finance Analyst below and select your interested title to get hiring information.

      How to Become a Finance Analyst

      If you are interested in becoming a Finance Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Finance Analyst for your reference.

      Step 1 Understand the job description and responsibilities of a Finance Analyst

      Quotes from people on Finance Analyst job description and responsibilities
      03/01/2022: Rochester, NY
      02/15/2022: Florence, AL
      03/13/2022: Charleston, WV
      03/16/2022: Houston, TX
      01/25/2022: Temple, TX

      Step 2 Knowing the best tips for becoming a Finance Analyst can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

      Career tips from people on Finance Analyst jobs
      01/19/2022: Sioux Falls, SD
      02/11/2022: Rochester, NY
      02/14/2022: Santa Ana, CA
      02/18/2022: Oakland, CA
      02/27/2022: San Antonio, TX

      Step 3 View the best colleges and universities for Finance Analyst

      Florida Southern College
      Colby College
      Dartmouth College
      University of Notre Dame
      Western Washington University
      Canisius College