Financial Analyst

About the role

The Financial Analyst is responsible for system/processing of data for forecasting, budgeting, and management reporting. The role will provide clear explanation of financial results and allow for creativity and freedom to solve financial problems faced by the organization.

Responsibilities

• Assist with annual budget, monthly forecasting, and management reporting.
• Deliver ad-hoc reporting and analysis for business line leaders.
• Investigate trends in financial statements to support monthly forecasting process.
• Prepare monthly financial reports provided to business line leaders.
• Identify and maximize systems that are appropriate for the business area supported (including but not limited to Accounting, Reporting, Treasury, Forecasting & Planning).
• Leverage current and new system functionality and apply these capabilities to improve current business processes (systems such as Excel, Tableau, Vena Solutions, etc.).
• Initiate and participate in projects providing analysis, requirements, design, testing and implementation.
• Evaluate and resolve issues and errors found within systems, maintaining the credibility and integrity of the data.
• Break down complex datasets and provide detailed analysis in consumable ways to aid discussions with department leaders.
• Collaborate with others in a team setting, either directly or indirectly.
• Work across many different enterprise systems / processes while maintaining company confidential information standards.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.

Qualifications

• Bachelor’s degree in business, finance, accounting, business analytics, economics, or mathematics.
• 0-3 years of experience in finance, accounting, or data analytics.
• Banking industry experience is preferred.
• Ability to maintain strict confidentiality.
• Strong logic-based skills (math, reasoning, analytical, decision-making).
• Ability to formulate & execute basic to complex mathematical formulas and apply accounting-based principles to perform analysis that supports decision-making or other action.
• Proficiency in Microsoft Office applications, including Excel and Power Point, (Tableau experience is a plus).
• Possess understanding of banking and financial markets and experience reviewing bank balance sheets, identifying, and addressing key financial and interest rate risks is a plus.
• Effective verbal and written communication skills and strong interpersonal skills.

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays