Finance Associate

Finance Associate

Join our Specialty Lending Credit Team as a Finance Associate, where youll help keep things running smoothly behind the scenes. Youll work closely with our Senior Credit & Portfolio Manager to support the team in reviewing and tracking client financials, ensuring accuracy and a balanced portfolio.

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 :

Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our