Financial Analyst

Invest In You! Tri City National Bank is your hometown bank. We believe in putting customers first, building relationships, and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly, we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams, and our communities grow. Our ideal candidate believes in our mission, values continuous learning, and is comfortable adapting to change.

About the role

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 meaningful 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.

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.

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. Experience working in public accounting or with financial institutions a plus but not required.
• Strong analytical, organizational, and problem-solving skills.
• Superior communication and interpersonal skills.
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
• 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.

Benefits

Why Join Us:

• Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success: Join a team that values and celebrates individual and collective achievements.
• Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.

Part-Time 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).

Full-Time Benefits

• 401(k) with company match.
• Tuition reimbursement.
• Medical, dental, and vision coverage.
• Paid vacation and more!