Finance Associate

First Business Bank
parental leave, paid holidays, sick time, 401(k), profit sharing
United States, Wisconsin, Madison
401 Charmany Drive (Show on map)
Oct 06, 2025
Description Position at First Business Bank Join us today as a Finance Associate! First Business Bank is aTop Workplaces USA company, learn morehere. 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! OVERVIEW Join our Specialty Lending Credit Team as a Finance Associate, where you'll help keep things running smoothly behind the scenes. You'll work closely with our Senior Credit & Portfolio Manager to support the team in reviewing and tracking client financials, ensuring accuracy and a balanced portfolio. WORK MODEL: Based out of our Madison, WI headquarters, this role requires 2 days per week in office. Specifically, as a Finance Associate you will: Monthly Client Check-ins Help prepare monthly review packages for our clients, including: Double-checking payments and invoices Making occasional calls to customers to confirm details Putting together reports that show how clients are doing financially Daily & Weekly Financial Tracking Use Excel to match client transactions with our internal system Spot and explain any differences Help process funding requests Build relationships with clients through regular communication Client Performance Reports Collect and analyze data to create monthly performance snapshots for larger clients Put together credit profiles for customers, including reports, references, and financials Compliance Monitoring Make sure clients are submitting the reports and documents we need on time Annual Reviews & Updates Help gather info for client renewals or changes to their financial setup Work with internal teams and clients to collect the right data POSITION REQUIREMENTS: Bachelor's degree in Finance or related field required Advanced user of Excel Ability to utilize knowledge of spreadsheets and data mining to simplify tasks and recommend improved efficiencies Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly Ability to work independently and use independent judgment with minimal supervision Ability to handle pressure of meeting deadlines 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 [emailprotected].