Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Analyst I PIPELINE

Full-time

Aequor

M-F - 9 am-6pm
Temp to perm for right candidate

Screenings:
Basic Background
12 Panel Drug Screen

Required skills to be considered for the role:
- Credit analysis experience. Experience reviewing credit reports such as Experian or D&B
- Experience with order release
- Experience with credit insurance
- Bachelors degree required

POSITION SUMMARY

MGR is looking for someone with credit analysis experience. Someone who worked for a distributor or wholesaler. Experience with D&B Experian Creditsafe etc. Reviewing and approving credit limits releasing orders handling credit limit increase requests experience with credit insurance a plus someone who can perform annual semi-annual and quarterly reviews. College Degree is a Must have.

The senior credit analyst performs various functions which are primarily concerned with analyzing the credit worthiness of customers or prospects by conducting in-depth financial analysis to determine the risk involved in extending business to business credit.

ESSENTIAL AREAS OF RESPONSIBILITY

All areas of responsibility listed below are essential to the satisfactory performance of this position by any incumbents with reasonable accommodation if necessary. Any non-essential functions are assumed to be included in other related duties or assignments.

Responsible for evaluating current and potential customer creditworthiness.
Responsible for requesting gathering and analyzing information that help justify credit limit decisions.
Assist with order release and work with customers to obtain payment for order release.
Will be responsible to process credit applications assist with new customer setup and ensuring that affiliated accounts are setup properly.
Make credit recommendations to management in the event that credit limit requirements exceed delegation of authority

POSITION REQUIREMENTS

Any equivalent combination of education training and/or experience that fulfills the requirements of the position will be considered.

Education/Certification/Experience:
Bachelors degree required.
Minimum of 3 years of experience underwriting credit in a business to business environment

Skills/Knowledge/Abilities:
Comprehensive knowledge Financial Statement Analysis (Balance Sheet/Income Statement/Cash Flow Statement)
Solid Understanding of Risk Metrics and Financial Ratios
Understanding of Securitization Documents (UCCs/Letters of Credit/Notes)
Knowledge of JDE/SAP and AS400 preferred
Experience with various credit reporting agencies (D&B/Client)
Active participant in industry groups NACM/CRF/CMA
Strong verbal written and presentation skills
Microsoft Office Suite proficiencies: Word Excel PowerPoint
Ability to work in team/cross functional environment
Demonstrate effective customer service skills

TRAVEL REQUIREMENTS

May be required to visit customers domestically as required to support business needs

PHYSICAL REQUIREMENTS:

Occasional:
Sitting for extended periods of time at work station or mobile equipment.

Visual Acuity:
Perform activities such as computer work preparing and analyzing data and extensive reading.

Required Experience:

IC

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Analyst I PIPELINE in Weston, WI vacancy
  •  ...advancement + Training and development + Employee Material Purchase Program WHAT THIS ROLE WILL BE DOING: The Financial Analyst supports manufacturing and corporate accounting, monthly reporting, cost and inventory analysis, fixed assets, and operational... 
    Suggested
    Hourly pay
    Temporary work

    Wausau Supply Company

    Schofield, WI
    3 days ago
  • $72.21k - $108.31k

     ...Financial Analyst Do you have strong analytical skills and have a passion for numbers? Join CoVantage Credit Union's growing accounting team as a Financial Analyst! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment... 
    Suggested

    CoVantage Credit Union

    Wausau, WI
    1 day ago
  •  ...correspondence, including RFP's, proposals, commitment letters, financial reporting requests, and covenant waivers. Serve as the primary...  ...Business Banking Officers' loan production, fee income, pipeline, and call or referral reports via the Bank's CRM. Demonstrates... 
    Pipeline
    Full time
    Local area
    Remote work
    Monday to Friday

    IncredibleBank

    Wausau, WI
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Schofield, WI
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Schofield, WI
    4 days ago
  • Job Details Job Location: Corporate Headquarters - Rothschild, WI 54474 JOB SUMMARY This position is responsible for preparing accurate and competitive cost estimates for projects within the Precast Concrete Division. The Cost Estimator analyzes project plans, specifications...
    Work at office

    Paycom

    Rothschild, WI
    21 hours ago
  •  ...Protector of dreams. That's what makes an American Family Insurance Agent. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to own your future - we're... 
    Pipeline
    For contractors
    Local area

    American Family Insurance Agency Staff

    Wausau, WI
    2 days ago
  • $41.5k - $65.5k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Part time
    Immediate start
    Day shift

    Bmo

    Wausau, WI
    3 days ago
  •  ...professional development stipend About the Role: Seeking a highly motivated Senior Internal Auditor who combines strong audit and financial institution knowledge with exceptional communication, critical thinking, and professional judgment. This individual will lead... 
    16 hours
    Temporary work
    Remote work

    Connexus Credit Union

    Wausau, WI
    2 days ago
  • Service Center Wausau Job Summary Caliber Collision has an immediate job opening for a Collision Estimator to perform all-purpose duties, which may include, but not limited to: Writing estimates, conducting process reviews, checking in customer vehicles, completing...
    Weekly pay
    Immediate start

    Caliber

    Wausau, WI
    3 days ago
  • Job Description Asphalt Estimator Asphalt Paving Company looking for an experienced Asphalt Estimator . Experience estimating DOT roadway projects required. This is a great opportunity for an Asphalt Estimator to join a company with a reputation for...
    Relocation package

    gpac

    Wausau, WI
    21 hours ago
  •  ...Upper Midwest region. The role develops and converts a qualified pipeline of residential builders, supports product trials and field...  ...requires strong product, application, building science, market, and financial acumen, along with the ability to build customer relationships... 
    Pipeline
    For contractors
    Local area
    Night shift

    Owens Corning

    Wausau, WI
    1 day ago
  • Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow...
    Local area
    Remote work

    Wipfli Advisory LLC

    Wausau, WI
    4 days ago
  • Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual...
    Local area

    Wipfli

    Wausau, WI
    3 days ago
  •  ...Summary The Assistant Property Manager is responsible for assisting in the operations of their assigned property to maximize its financial returns in accordance with the owner’s objectives and to ensure that all residents are provided with a clean, safe and well-... 
    Full time
    Work at office
    Flexible hours

    Wisconsin Management Company Inc

    Schofield, WI
    7 days ago
  • $133k

     ...your overall competitiveness in the selection process): – Prior U.S. military SOF backgrounds; U.S. Air Force backgrounds from AFSOC pipelines such as CCT, PJ, TACP, and SR are particularly valued – Completed a recognized protective driving or advanced vehicle dynamics... 
    Pipeline
    Contract work
    For contractors
    Work at office
    Immediate start
    3 days per week

    Silent Professionals

    Wausau, WI
    3 days ago
  •  ...Bone & Joint , we're looking for an Accounting Support Specialist to join our Finance team and play a key role in supporting the financial health of our growing healthcare organization. This position is working on-site at our Wausau location. What You'll Do... 
    Trial period
    Monday to Friday

    Bone and Joint Center, S.C.

    Wausau, WI
    3 days ago
  • $20 per hour

     ...Career growth and development for people who show up, work hard, and want more ~ Manager in Training program ~ Direct pipeline to a career in in-home sales   What You’ll Do As a Brand Ambassador, you’ll work in local retail locations and start... 
    Pipeline
    Full time
    Part time
    Local area

    Renuity

    Wausau, WI
    1 day ago
  •  ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them... 

    WealthBridge Financial Group

    Wausau, WI
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Wausau, WI
    21 hours ago
  • $58k - $62k

     ...engagement with WellBe. Successfully meet and/or exceed engagement monthly targets. Daily reporting, documentation and detailed pipeline management to prioritize telephonic and field-based outreach to patients Overcome objections by patients using persuasive... 
    Pipeline
    Contract work
    Work at office
    Local area
    Work from home

    Wellbe Senior Medical

    Wausau, WI
    4 days ago
  •  ...trust, relationships, and opportunities. We're seeking an experienced Accounting Manager to lead our accounting department, support financial excellence, and play a key role in our continued growth. Position Summary The Accounting Manager is responsible for... 

    Wausau Homes

    Wausau, WI
    4 days ago
  • $50k

     ...Following up with the people you've already met •        Showing up at local networking and industry events •        Tracking your pipeline and activity in CRM •        Working with operations when a lead becomes an active project You'll have training, coaching,... 
    Pipeline
    For contractors
    Local area
    Relocation

    BDA, Inc

    Wausau, WI
    3 days ago
  • Job Description Job Description At CWWC, we specialize in high-end custom cabinetry and architectural millwork for mainly commercial projects. With a reputation for craftsmanship, precision, and exceptional service, we are proud to be a trusted partner to designers...
    For subcontractor

    CWWC

    Schofield, WI
    5 days ago
  • $41.5k - $54.5k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Contract work
    Part time
    Local area
    Day shift

    Bank of Montreal

    Rothschild, WI
    2 days ago
  • $72.8k - $130k

     ...development, automated testing, and deploymentDesign, develop, and deploy AI-powered tools and data-processing features to optimize pipelines, improve data quality, and automate workflows with an emphasis on responsible AI usageProvide dedicated support for clinical... 
    Pipeline
    Minimum wage
    Permanent employment
    Full time
    Work experience placement
    Local area
    Remote work

    Reliant Medical Group

    Wausau, WI
    3 days ago
  •  ...Renewable Natural Gas facility in Ringle, Wisconsin. The ideal candidate will ensure the efficient and safe processing of biogas into pipeline-quality RNG, adhering to all regulatory standards and company protocols. Key Responsibilities Plant Operations: Monitor and... 
    Pipeline
    Hourly pay
    For contractors

    AD Energy Recruitment

    Ringle, WI
    3 days ago
  •  ...Description We are an independent high level professional placement and recruitment company. Job Description The Chief Financial Officer (CFO) is a senior executive who manages and makes decisions on the financial operations of well established international... 
    Local area
    Flexible hours

    The Charles River Group, LLC

    Wausau, WI
    1 day ago
  • What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into...
    Full time
    Work at office
    Remote work

    MBE CPAs

    Wausau, WI
    3 days ago
  •  ...Mortgage Lending Specialist evaluates members’ financial needs, discusses available mortgage...  ...with Mortgage Processors, Credit Analysts, Lending Support Specialists, Underwriting...  ...applicable systems. Maintain appropriate pipeline activity and follow-up to ensure... 
    Pipeline
    16 hours
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Connexus Credit Union

    Wausau, WI
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Analyst I PIPELINE. Be the first to apply!