Finance Associate bei First Business Bank
First Business Bank · Madison, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Madison
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
