Sr. Financial Analyst

Whale Communications; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

Generous Brands’s Brand Finance team seeks a finance professional to lead monthly forecasting, budgeting, and strategic planning. This role links R&D, operations and finance to drive profitable growth. Strong Excel, modeling, and communication skills are essential for delivering actionable insights.

You will analyze P&L performance, support cross-functional financial planning, and help optimize productivity and cost savings initiatives across our beverage portfolio.

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.
• Strong Excel skills and ability to build financial models.
• Excellent communication and collaboration with cross-functional teams.

Responsibilities

• Execute the monthly actualization process including P&L variance analyses, insights, and issue resolution.
• Support the monthly forecasting process with an 18-month rolling view and explanations.
• Assist the annual budget development and strategic plan processes.
• Analyze financial data to identify trends, risks, and opportunities and provide actionable recommendations.
• Collaborate with R&D, operations, and logistics to integrate financial insights into decisions.

Skills

Communication

Multitask

Advanced Excel

Financial modeling

Attention to detail

Financial accounting principles

Education

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

Tools

ERP systems

Financial planning tools

Job description

• This position will report to the: Director - Finance


• Travel Requirement: Minimal


• Location:Chicago/Remote


• FLSA Status: Exempt


• Employment Category: Full time regular

Generous Brandsis 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 Farmsis 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 visitwww.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

HOURS & WORKDAYS

• Monday through Friday 8:00-5:00pm.

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

• 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].