Financial Analyst Lead

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

The Lead Financial Analyst  provides advanced financial analysis, budgeting/forecasting and decision support for the Indirect Auto line of business. This role applies strong judgment and financial expertise to operate independently in ambiguous situations, influence business outcomes, and serve as a trusted advisor to senior leaders. The Lead Financial Analyst also provides informal leadership and guidance to analysts across the organization.

Job Accountabilities

• Lead financial planning and analysis efforts, including budgeting, forecasting, profitability analysis and strategic planning, for the indirect auto business line.
• Deliver accurate and timely management reporting and performance metrics.
• Provide insight and support to help drive business decisions and assess new opportunities.
• Partner with the business line and cross-functional teams to align financial strategies with business objectives.
• Develop and maintain advanced financial models, reports, and dashboards to support strategic and operational decisions.
• Manage and continuously improve financial processes, reporting efficiency, and data quality.
• Drive profit improvement initiatives and influence financial outcomes.

Education

Bachelor’s Degree in Accounting, Finance, or related field, or equivalent experience. Required

Experience

• 7+ years of financial analysis experience, preferably in Financial Services. Required
• Experience partnering with senior leaders and influencing business decisions. Preferred

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• Retirement savings including both 401(k) and Pension plans. 

• Paid time off to volunteer in your community. 

• Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

• Competitive salaries with professional development and advancement opportunities. 

• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

• Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. 

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible fo