Finance Analyst

Description


Position at First Business Bank


Join us today as the Finance Analyst!

First Business Bank is a Top Workplaces USA company, learn more here

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!


Location: Requiring 1 day per week at the Brookfield, WI location.

Overview:

We're looking for a motivated and detail-oriented Finance Analyst to join our team. This is an excellent opportunity for an entry-level candidate interested in building a career in commercial lending, credit analysis, or financial services.

In this role, you'll gain hands-on experience evaluating equipment finance transactions, working alongside experienced credit and sales professionals, and learning how deals move from application to funding. You'll play a key role in a fast-paced, high-volume environment where accuracy, teamwork, and problem-solving are essential.

Essential responsibilities of this role include:

Learn & Support Credit Decisioning

• Review credit applications, financial data, and credit reports to help assess risk
• Assist in evaluating transactions using established credit guidelines and scoring tools
• Identify any missing information or exceptions and escalate appropriately
• Help prepare clear, concise summaries to support credit decisions

Process Equipment Finance Applications

• Enter and manage applications in internal systems with a focus on accuracy and completeness
• Support a high volume of transactions, primarily for financing under $100K
• Follow structured workflows to ensure timely and consistent processing

Work Cross-Functionally

• Partner with sales teams and vendors to gather information and move deals forward
• Help communicate credit decisions, required documentation, and next steps
• Assist in resolving outstanding items (stipulations) so transactions can close efficiently

Build Efficiency & Strong Work Habits

• Meet performance goals related to turnaround time, quality, and productivity
• Learn and apply standardized processes across a high-volume workflow
• Identify ways to improve efficiency and contribute ideas to streamline processes

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)
• Strong attention to detail and organizational skills
• Interest in credit, underwriting, or commercial lending
• Ability to manage multiple tasks in a fast-paced environment
• Clear communication and willingness to collaborate across teams
• Comfortable working with systems, data, and structured processes

Experience the Total Rewards Great People Deserve

As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:

• Comprehensive Health, Dental, and Vision plans
• Competitive compensation, with a focus on professional development and internal mobility
• Paid vacation time (15 days minimum per year)
• Paid sick leave (6 days per year)
• 1 day paid volunteer time
• 10 paid holidays (annually)
• Paid parental leave
• 401(k) program with company matching, plus additional profit sharing contribution
• Performance based annual incentive program
• Free and confidential Employee Assistance Program
• Wellness programs
• Education Assistance Program
• Employee Stock Purchase Program
• Plus many other perks and benefits!

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.


If you require a reasonable accommodation for any part of the employment process, please email [email protected].