Financial Analyst - budgeting and forecasting (Madison, WI)

Cedar Birch Banking Services is looking for a Financial Analyst. The job centres on budgeting and forecasting for deposit accounts, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Prepare board and lender packs with clear charts. • Support pricing and investment decisions with careful analysis. • Automate recurring reports so they take hours, not days. • Explain monthly variances in plain language for managers. • Build and update budgets and rolling forecasts with department leads. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. Nice to have • Experience with card disputes. • A relevant degree or certification. Working arrangement • Full-time, with a steady weekday schedule. • On site in Madison. • We reply to every applicant.