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Financial Analyst - pricing analysis (Madison, WI)

Summit River Financial Group · Madison, WI · full time

Summit River Financial Group serves customers across Madison with accounts, loans and payments, and we need a Financial Analyst to lead our pricing analysis. You would join a small organisation of about 80 people based in Madison. What you will do • Model the cost of account servicing and recommend where to save. • Build and update budgets and rolling forecasts with department leads. • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. • Explain monthly variances in plain language for managers. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. Nice to have • A relevant degree or certification. • Experience with payment disputes. Working arrangement • Full-time, on a regular day shift. • On site in Madison, with some flexibility after the first few months. • We reply to every applicant.

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