Finance Associate
Description
Join us today as a Finance Associate!
First Business Bank is a Top Workplaces USA company, learn more here.
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!
OVERVIEW
Join our Specialty Lending Credit Team as a Finance Associate, where you'll help keep things running smoothly behind the scenes. You’ll work closely with our Senior Credit & Portfolio Manager to support the team in reviewing and tracking client financials, ensuring accuracy and a balanced portfolio.
WORK MODEL: Based out of our Madison, WI headquarters, this role requires 2 days per week in office.
Specifically, as a Finance Associate you will:
- Monthly Client Check-ins
Help prepare monthly review packages for our clients, including: - Double-checking payments and invoices
- Making occasional calls to customers to confirm details
- Putting together reports that show how clients are doing financially
- Daily & Weekly Financial Tracking
- Use Excel to match client transactions with our internal system
- Spot and explain any differences
- Help process funding requests
- Build relationships with clients through regular communication
- Client Performance Reports
- Collect and analyze data to create monthly performance snapshots for larger clients
- Put together credit profiles for customers, including reports, references, and financials
- Compliance Monitoring
- Make sure clients are submitting the reports and documents we need on time
- Annual Reviews & Updates
- Help gather info for client renewals or changes to their financial setup
- Work with internal teams and clients to collect the right data
POSITION REQUIREMENTS:
- Bachelor's degree in Finance or related field required
- Advanced user of Excel
- Ability to utilize knowledge of spreadsheets and data mining to simplify tasks and recommend improved efficiencies
- Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly
- Ability to work independently and use independent judgment with minimal supervision
- Ability to handle pressure of meeting deadlines
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.