Financial Analyst

Job Description

Financial Analyst | Nicolet National Bank

The Tone:
This is a full-time role at Nicolet National Bank. While the specific office location is not stated, Nicolet National Bank is a banking organization committed to community banking and customer-centric decision-making across its locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida. This role is critical for managing and interpreting financial data, supporting strategic planning and operational excellence by providing clear financial insights and solutions.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Green Bay, WI

• Team: Reports to Finance Manager
• Mission: To ensure accurate processing of financial data, provide insightful analysis for budgeting and forecasting, and resolve system issues to maintain data integrity.
• Tech Stack: Excel, PowerPoint, Tableau (plus), Vena Solutions

What You’ll Actually Do
• Coordinate: Assist the Finance Manager with the annual budget, monthly forecasting, and overall management reporting processes.
• Generate: Prepare and deliver monthly financial reports and targeted ad-hoc reporting and analysis for business line leaders.
• Analyze: Investigate trends within financial statements and break down complex datasets to provide consumable detailed analysis for department discussions.
• Optimize: Identify, maximize, and leverage functionality within financial systems, including current and new capabilities, to enhance business processes.
• Resolve: Evaluate and promptly address issues and errors found within various systems to uphold the credibility and integrity of financial data.

The Must-Haves
• Background: Bachelor’s degree in business, finance, accounting, business analytics, economics, or mathematics.
• Experience: 0-3 years of experience in finance, accounting, or data analytics.
• Skills: Ability to maintain strict confidentiality; strong logic-based, analytical, and decision-making skills; proficiency in Microsoft Office applications, including Excel and PowerPoint; ability to formulate and execute mathematical formulas and apply accounting principles.
• Bonus: Banking industry experience; Tableau experience; understanding of banking and financial markets, including experience reviewing bank balance sheets and addressing financial and interest rate risks.