Financial Analyst I - Appleton
1 day ago
Job description
POSITION SUMMARY
The Financial Analyst I is responsible for performing basic credit analysis in accordance with general credit procedures and guidelines. Work involves exercise of sound judgment, critical thinking and credit analysis within prescribed procedures, with minimal supervision.This position will be located at our Corporate Office in Appleton, WI with in-office expectations four days/week (Monday - Thursday) with Fridays as an optional in-office or work from home day, depending on business need.
JOB RESPONSIBILITIES
- Gather, investigate and evaluate the credit background of incoming applicants, acquisition accounts and existing customers, using multiple data sources and, where applicable, analyzing financial statements
- Determine appropriate terms of payment and any required collateral to support the recommended credit limit
- Develop comprehensive written recommendations, where required, for assigned customer credit limits
- Timely communicate credit limits and security requirements to appropriate sales, marketing and management associates
- Where needed, professionally interact with applicants and customers to obtain and/or review credit and financial information required as part of the credit due diligence process
- Timely prepare and disseminate credit activity reports to sales, marketing and management associates and advise them on any potential recommended actions
- Actively participates and engages in the implementation of Credit's strategic initiatives-
- Understands and adheres to Credit's internal controls and policies
- Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
- Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
- Actively seeks training and continuous learning opportunities
- Support corporate efforts for safety, government compliance, and all other company policies & procedures
- Perform other related duties as required and assigned
QUALIFICATIONS
Required:
Bachelors degree with emphasis in accounting or finance preferred
Resourceful and self-motivated with the ability to trouble-shoot independently.
Strong analytical and problem-solving skills; ability to assess situations and make decisions based on data while drawing from previous experience
Demonstrated critical thinking ability, seek to understand mentality
Ability to work independently in a high volume environment
Basic ability to analyze multiple types of financial statements for individuals and businesses
Basic knowledge of business legal structures
Strong attention to detail and proficiency in Excel, Word and Outlook
Negotiation skills required
Strong professional verbal and written communication skills
Ability to prioritize workload and shift as necessary
Preferred:
1-3 years prior credit investigation and evaluation experience in a high-volume credit environment
DIVISION:
CorporateU.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources
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