Financial Analyst
On-site · Green Bay, Wisconsin, United States
Job Summary
Financial Analyst responsible for processing data for forecasting, budgeting, and management reporting. Will deliver ad-hoc reporting and analysis for business line leaders, investigate trends in financial statements to support monthly forecasting, prepare monthly financial reports, and evaluate systems to improve processes (e.g., Excel, Tableau, Vena Solutions). Collaborates within a team, maintains data credibility and confidentiality, and communicates value of diversity and equal employment opportunities. Must be able to break down complex datasets for discussions with department leaders and work across multiple enterprise systems while upholding compliance and controls.
Required Qualifications
- Bachelor’s degree in business, finance, accounting, business analytics, economics, or mathematics
- 0-3 years of experience in finance, accounting, or data analytics
- Banking industry experience is preferred
- Ability to maintain strict confidentiality
- Strong logic-based skills (math, reasoning, analytical, decision-making)
- Ability to formulate & execute basic to complex mathematical formulas and apply accounting-based principles to perform analysis that supports decision-making or other action
- Proficiency in Microsoft Office applications, including Excel and Power Point, (Tableau experience is a plus)
- Possess understanding of banking and financial markets and experience reviewing bank balance sheets, identifying, and addressing key financial and interest rate risks is a plus
- Effective verbal and written communication skills and strong interpersonal skills
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