Financial Analyst

Overview

This role supports the Financial Planning & Analysis (FP&A) team by performing financial analysis, forecasting, reporting, and profitability analysis. The Financial Analyst helps business leaders understand financial performance, supports budgeting and forecasting processes, and provides insights to inform business decisions. This position offers an opportunity to develop foundational knowledge of banking, financial drivers, and FP&A while working alongside experienced professionals.

Responsibilities

• Analyze financial results, trends, and performance to support business decision-making.
• Prepare financial reports, dashboards, and analyses for forecasting and management reporting.
• Support budgeting, forecasting, and profitability processes by gathering and validating financial data.
• Perform variance analysis and identify key drivers behind changes in actual, forecasted, and budgeted results.
• Maintain financial models ensuring assumptions and inputs are accurate and well documented.
• Develop profitability analysis by product, customer segment, or business line, including revenue, expenses, and margins.
• Partner with senior FP&A professionals and business leaders on ad hoc analyses, scenario modeling, and data requests.
• Ensure financial data accuracy through reconciliation, validation, and documentation.

Requirements

• Bachelor’s degree in Finance, Business Management, Economics, Accounting, or a related field, or an equivalent combination of education and experience.
• Minimum of 1 year experience in financial analysis, accounting, or banking.

Preferred Qualifications

• Experience with financial modeling, budgeting, forecasting, or variance analysis.
• Experience working with financial reporting systems, dashboards, or data analysis tools.
• Knowledge of banking products, revenue streams, or profitability analysis.

Compensation & Benefits

• Salary range: $60,550.00 - $103,800.00 per year (base pay; actual pay may vary based on location, skills, experience, education, and qualifications).
• Potential for incentive, commission, or bonus opportunities beyond base pay.
• Retirement savings plans including 401(k) and pension.
• Paid time off for community volunteering.
• Diversity-focused colleague resource groups.
• Professional development and advancement opportunities.
• Well-being programs and incentives.
• Parental leave.
• Employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

Location

The organization serves communities throughout Wisconsin, Illinois, Minnesota, and Missouri.

Additional Information

• The employer conducts thorough background checks on all new hires.
• Equal opportunity employer committed to diversity and inclusion.
• Compliance with all applicable laws and regulations, including Bank Secrecy Act.
• Reporting responsibilities include suspicious activity, customer complaints, procedure violations, and ethical concerns.
• Assistance is available throughout the application, interview, and hiring process for candidates needing accommodations.
• Participation in the E-Verify Program.
• Pay transparency compliant.