Financial Analyst I - Credit

BreakthroughFuel•Appleton, WI

8d•Hybrid

About The Position

The Financial Analyst I is responsible for performing basic credit analysis in accordance with general credit procedures and guidelines. Work involves exercise of sound judgment, critical thinking and credit analysis within prescribed procedures, with minimal supervision. This position will be located at our Corporate Office in Appleton, WI with in-office expectations four days/week (Monday - Thursday) with Fridays as an optional in-office or work from home day, depending on business need.

Requirements

Bachelors degree with emphasis in accounting or finance preferred
Resourceful and self-motivated with the ability to trouble-shoot independently.
Strong analytical and problem-solving skills; ability to assess situations and make decisions based on data while drawing from previous experience
Demonstrated critical thinking ability, seek to understand mentality
Ability to work independently in a high volume environment
Basic ability to analyze multiple types of financial statements for individuals and businesses
Basic knowledge of business legal structures
Strong attention to detail and proficiency in Excel, Word and Outlook
Negotiation skills required
Strong professional verbal and written communication skills
Ability to prioritize workload and shift as necessary

Nice To Haves

1-3 years prior credit investigation and evaluation experience in a high-volume credit environment

Responsibilities

Gather, investigate and evaluate the credit background of incoming applicants, acquisition accounts and existing customers, using multiple data sources and, where applicable, analyzing financial statements
Determine appropriate terms of payment and any required collateral to support the recommended credit limit
Develop comprehensive written recommendations, where required, for assigned customer credit limits
Timely communicate credit limits and security requirements to appropriate sales, marketing and management associates
Where needed, professionally interact with applicants and customers to obtain and/or review credit and financial information required as part of the credit due diligence process
Timely prepare and disseminate credit activity reports to sales, marketing and management associates and advise them on any potential recommended actions
Actively participates and engages in the implementation of Credit’s strategic initiatives- Understands and adheres to Credit’s internal controls and policies
Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
Actively seeks training and continuous learning opportunities
Support corporate efforts for safety, government compliance, and all other company policies & procedures
Perform other related duties as required and assigned