Financial Analyst - Oak Creek

Tri City National Bank • Oak Creek, WI

1d • Onsite

About The Position

The Financial Analyst position supports the Bank’s financial planning and analysis function through budgeting, forecasting, reporting, profitability analysis, and strategic financial support. The Financial Analyst reports to the Vice President – Director of Financial Planning and Analysis (FP&A) and will work with various departments across the Bank to provide meaning financial insights that support decision making and organizational performance. The Financial Analyst will also support the accounting team through various accounting duties. This position is located in-office at our corporate headquarters in Oak Creek, WI.

Requirements

• Bachelor’s degree in accounting or finance, or other closely related field
• Two or more years of professional experience in accounting, finance, or auditing preferred.
• Strong analytical, organizational, and problem-solving skills
• Superior communication and interpersonal skills.
• Proficient in Microsoft word, Excel, PowerPoint and outlook.

Nice To Haves

• Experience working in public accounting or with financial institutions a plus but not required.
• Advanced Microsoft Excel, Power BI and Empyrean Software capabilities a plus.
• Experience or familiarity with data analytics software a plus.
• Experience or familiarity with FIS general ledger software, Avid Exchange and Optima a plus

Responsibilities

• Create and maintain financial models and projections for the bank's performance, including revenue, expenses, and profitability.
• Assist in the preparation and maintenance of annual budgets, forecasts, and long-range financial plans.
• Analyze monthly financial performance and investigate variances between actual results, budgets and forecasts.
• Prepare regular financial reports for management and stakeholders, including key performance indicators (KPIs), measurement of sales goals and insightful commentary on a Bank wide and per department level.
• Analyze financial data and identify trends, variances, and opportunities for improvement. Including by department, branch, product and employee profitability.
• Prepare recurring and ad hoc financial reports, dashboards, and management presentations.
• Work closely with the Data Analytics, Treasury Management, Accounting Teams, and other areas as needed.
• Act as backup to Accounting and Corporate Treasury departments.
• Monthly review, reconciliation, and accounting for financial activity.
• Maintain internal control requirements.
• Support the review, completion, and analysis of financial activity.
• Support development and maintenance of an updated cost center and general ledger structure within our FIS operating and reporting system.
• Support development and utilization of data analytics to measure bank performance and drive improvements in operations and results.
• Support accounts payable in processing vendor payments as needed.
• Other tasks and duties as assigned.

Benefits

• 401(k) with company match
• Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
• Tuition reimbursement
• Medical, dental, and vision coverage
• Paid vacation and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level