What are the responsibilities and job description for the Financial Analyst position at First Business Bank?
Join us today as a Financial Analyst!
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!
Work Model: Based out of our Madison, WI location and onsite 3 days per week, 8am-5pm with the ability to work remotely 2 days per week.The Financial Analyst is responsible for completing corporate finance tasks, including but not limited to preparation and analysis of management reporting, forecast and budgeting of multiple business lines and various types of reporting for investor relations, board materials, and SEC reporting. You will also assist with other treasury activities.
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!
Work Model: Based out of our Madison, WI location and onsite 3 days per week, 8am-5pm with the ability to work remotely 2 days per week.The Financial Analyst is responsible for completing corporate finance tasks, including but not limited to preparation and analysis of management reporting, forecast and budgeting of multiple business lines and various types of reporting for investor relations, board materials, and SEC reporting. You will also assist with other treasury activities.
- Financial Planning, Analysis & Reporting
- Prepare forecasts and budgets for designated business lines and specific financial statement accounts.
- Prepare and import data including account data from core systems and market rates.
- Prepare and analyze management reports including business line, organizational and profitability reports.
- Prepare and analyze data for ad-hoc requests to provide information that will be used in business line decision making
- Treasury & Asset/Liability Management
- Assist with treasury and asset/liability activities including wholesale funding and investment transactions and updating market rates.
- Assist with liquidity related transactions, servicing and reporting
- Investor Relations
- Assist with the investor relations vertical, including preparation of investor presentations, earnings releases, 10-Q’s and 10-Ks, as well as providing senior management with information needed to effectively communicate with covering analysts and other stakeholders.
- Regulatory Compliance & Risk Management
- Prepare reports for quarterly board meetings, SEC reporting, investor relations and other presentations.
- Prepare and provide month end entries to accounting team for treasury related activities.
- Support internal controls over financial reporting as it relates to assigned tasks.
Position Requirements:
- Bachelors degree in Accounting or Finance or related field from an accredited institution required.
- Minimum of 1 year of experience in financial planning, analysis and reporting within a financial environment preferred.
- Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
- Advance proficiency in Excel.
- Strong understanding of budgeting, forecasting, and profitability analysis
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
- Possessing strong analytical and problem solving skills.
- Exhibit strong written and oral communication skills.
