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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.

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      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

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      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.

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      Step 3 View the best colleges and universities for Finance Analyst

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