Sr. Financial Analyst

Wm Bolthouse Farms; United States; Hybrid; USD 100,000 - 110,000; Full time

Job summary

Generous Brands is a fast-growing beverage company seeking a Brand Finance professional to lead financial planning for its portfolio. You will partner with R&D, Operations, and Finance to drive monthly forecasting, budgeting, and strategic plans.

The role involves analyzing P&L variance, supporting rolling 18-month forecasts, and integrating financial insights into decision-making across cross-functional teams.

Qualifications

• Excellent clear and concise communication, written and oral.
• Ability to balance multiple priorities and meet deadlines.
• Ability to work independently and as part of a team.
• Advanced skills in Microsoft Excel for complex modelling.
• Strong attention to detail and accuracy in financial data.
• Knowledge of financial and management accounting concepts.

Responsibilities

• Execute monthly actualization process including P&L variance analyses and insights.
• Support monthly forecasting and rolling 18-month projections.
• Assist in annual budget and strategic plan development.
• Analyze financial data to identify trends, risks, and opportunities and provide recommendations.
• Collaborate with R&D, operations and logistics to embed financial insights.

Skills

Clear communication

Multitasking

Independent worker

Advanced Excel

Attention to detail

Financial accounting knowledge

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.

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 detailAbility to use and maintain complex financial models
• Knowledge of financial and management ac