Sr. Financial Analyst

Socket.dev; Chicago (IL); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Group Life and AD&D

Voluntary Life and AD&D

Disability Insurance

401(k)

Paid Time Off

Flexible Spending Accounts

Employee Assistance Program

Gym Membership Discounts

Job summary

Generous Brands seeks a Brand Finance leader to own the full P&L for its beverage portfolio, partnering with R&D, Operations, and Finance to forecast monthly results and shape budgets.

You will drive 18-month forecasts, support annual plans, and deliver insights to senior leaders while collaborating with cross-functional teams across the business.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, or related field.
• 3–5 years of FP&A, corporate finance, or related experience.
• Experience with financial modeling and ERP/forecasting tools.

Responsibilities

• Lead monthly P&L actuals, variance analyses, insights, and issue resolution.
• Support rolling 18-month forecast with explanations of performance.
• Assist annual budget and strategic plan development.
• Provide actionable financial recommendations to business leaders.

Skills

Excel

Financial modeling

Attention to detail

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

ERP systems

Financial planning tools

Job description

THE ROLE:

• This position will report to the: Director - Finance


• Travel Requirement: Minimal


• Location: Chicago/Remote


• FLSA Status: Exempt


• Employment Category: Full time regular


• Pay Range: $100,000-$110,000 + Annual Bonus Opportunity

Generous Brands is dedicated to inspiring people to thrive through the power of vibrant nutrition through its leading brands, Bolthouse Farms, Health-Ade, and Evolution Fresh. Generous Brands partners with SAMBAZON to manufacture, distribute and sell SAMBAZON branded beverages.

Bolthouse Farms is a pre-eminent provider of chilled juice, smoothies, shakes, and protein drinks. Health-Ade is the fastest growing kombucha brand, dedicated to creating bubbly beverages that boost gut health. Evolution Fresh is a premier cold-pressed juice brand with national availability. And, SAMBAZON beverages bottle the superfruit power of açaí in juice and natural energy cans.

The company operates its North American business from facilities in Southern California, and the Greater Chicago Area. To learn more, please visit www.generousbrands.com.

JOB DESCRIPTION:

The Brand Finance team is responsible for the full P&L for the Generous Brands beverage portfolio. This team member is a key link between the R&D, Operations, and Finance teams. This job contributes to Generous Brands success by supporting the development of monthly forecasting and reporting, annual budgets, and strategic financial plans.

JOB DUTIES:

Strategic Finance Leadership

• Execute the monthly actualization process including P&L variance analyses, insights, and issue resolution


• Support the monthly forecasting process, including projecting and explaining financial performance on a rolling 18 month basis


• Support the build of the annual budget and strategic plans


• Analyze complex financial data to identify trends, assess risks, and uncover opportunities, delivering actionable recommendations to business leaders


• Collaborate with R&D, operations and logistics teams to integrate financial insights into strategic decisions

Productivity & Growth Projects

• Partner with cross-functional teams to evaluate, model, and financialize savings initiatives around labor efficiencies, strategic sourcing, and equipment effectiveness


• Support financial analysis of productivity initiatives, quantifying potential savings and ROI to drive decision-making

Process Optimization

• Identifies key issues and weaknesses, provides solutions for improvement, and manages the implementation of system enhancements


• Manages cross-functional integration with the company business planning calendar


• Works with cross-functional teams to improve processes, set targets, develop plans, conduct analyses, and measure results

REQUIRED SKILLS AND ABILITIES:

• Ability to communicate clearly and concisely, both orally and in writing


• Ability to balance multiple priorities and meet deadlines


• Ability to work both independently and as part of a team


• Advanced skills in Microsoft Excel


• Strong attention to detail


• Ability to use and maintain complex financial models


• Knowledge of financial and management accounting principles

MINIMUM QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field


• 3–5 years of experience in financial planning & analysis, corporate finance, or related field

PREFERRED QUALIFICATIONS

• Experience supporting a CPG or manufacturing business


• Experience partnering cross-functionally with commercial and operations teams


• Familiarity with ERP systems and financial planning tools


• MBA or CPA a plus

PHYSICAL DEMANDS:

HOURS & WORKDAYS:

• Monday through Friday 8:00-5:00pm.

WHAT WE OFFER plus more!

Our rich benefits packages are designed to support the health and well-being of both our eligible team members and families.

• Medical, Dental & Vision


• Group Life and AD&D


• Voluntary Life and AD&D


• Group Short & Long-Term Disability


• 401(k)


• Paid Time Off


• Flexible Spending Accounts


• Employee Assistance Program
  
  
  
  • Gym Membership Discounts
  
  
  
  

EQUAL EMPLOYMENT OPPORTUNITY

We are an equal opportunity employer committed to fostering a culturally diverse organization. We strive for inclusiveness and a workplace where mutual respect is paramount. We encourage applications from a diverse pool of candidates, and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, age, national origin, disability, sexual orientation, gender identity and expression, or veteran status. We will provide reasonable accommodation for qualified individuals with disabilities, as needed, to assist them in performing essential job functions.

REASONABLE ACCOMMODATIONS

Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If you are interested in applying for employment with Generous Brands and need special assistance to apply for a posted position, or if you believe you do not meet any of the required qualifications of a posted position due to a protected disability and would like to explore the possibility of an accommodation, please contact our Talent Acquisition team at [e-mail].

RECRUITMENT AGENCIES:

Confidential does not accept unsolicited agency resumes. Generous Brands is not responsible for any fees related to unsolicited resumes.