Sr. Financial Analyst - Trade Finance - Chicago, IL

Wells Enterprises

Chicago (IL)

On-site

USD 94,000 - 131,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits

Paid time off

Annual incentive bonus

Job summary

A leading food manufacturer in Chicago is seeking a Senior Financial Analyst to manage key P&L accounts and provide strategic insights. The ideal candidate has 5-7 years of experience in finance, strong financial modeling skills, and is proficient in advanced Excel. Join a dynamic team focused on driving commercial success and enhancing company performance.

Qualifications

5-7 years of experience in FP&A, brand finance, or commercial strategy in the CPG industry.
Knowledge of GAAP and analytical concepts.
Ability to manage multiple priorities and deliver under tight timelines.

Responsibilities

Lead monthly close and forecasting for key P&L accounts.
Partner with Demand Planning, Revenue Management, and Finance.
Deliver insights and recommendations to executive leadership.

Skills

Financial modeling

Advanced Excel

Communication

Education

Bachelor's Degree in Business, Accounting or Finance

Tools

Tableau

Oracle EPM

Job description

Sr. Financial Analyst - Trade Finance - Chicago, IL

Base pay range: $94,000.00/yr - $131,000.00/yr

The Senior Analyst - Trade Marketing Finance is a strategic business partner to Commercial teams, instrumental in managing key P&L accounts, driving forecast accuracy, and delivering insights that shape brand and channel investment strategies. The ideal candidate combines strong financial modeling skills with a deep understanding of customer dynamics and promotional economics across channels.

Responsibilities

Lead monthly close and forecasting for key P&L accounts with clear explanation of drivers by brand and channel.
Partner cross-functionally with Demand Planning, Revenue Management, and Finance to assess volume risks, investment strategies, and balance sheet exposure.
Evaluate investment opportunities and establish KPIs and guardrails in collaboration with Revenue Management and Finance teams.
Deliver strategic insights and recommendations to executive leadership on current and future business performance.
Support pricing maneuvers and trade investment analysis, including competitive benchmarking and budget restatements.
Champion system/process enhancements to improve scalability and financial accuracy in trade and investment management.
Drive a high-performance culture by mentoring junior analysts and contributing to team development.
Model teamwork and partnership in a dynamic, fast-paced environment.

Qualifications

Bachelors Degree in Business, Accounting or Finance.
Minimum of 5-7 years of related experience in FP&A, brand finance, or commercial strategy in the CPG industry.
Knowledge of Generally Accepted Accounting Principles and analytical concepts, financial operating systems and processes.
Advanced Excel and financial modeling skills; experience with Tableau preferred. Experience with Oracle EPM, Hyperion, or similar systems a plus. Strong communication and storytelling ability with data.
Proven ability to manage multiple priorities and deliver under tight timelines. Attention to detail and accuracy, ability to multi-task and effectively manage priorities. Ability to build strong relationships with business partners, including senior leadership.

The base pay range for this position is $94,000 to $131,000 annually. Actual compensation will be determined based on experience, qualifications, and other job-related factors permitted by law. This pay range represents the anticipated salary for this position at this time.

Wells Enterprises is an EEO/AA employer M/F/Vet/Disabilities.

About Us

Wells Enterprises, Inc. is the largest privately held ice cream manufacturer in the United States. Founded in 1913 by Fred H. Wells and run by the Wells family for generations, the company is an independent operating company of the Ferrero Group, one of the global leaders in sweet, packaged foods. Wells produces more than 200 million gallons of ice cream per year and distributes products in all 50 states. Wells manufactures its signature brand Blue Bunny, lower-calorie Halo Top, the iconic Bomb Pop, and Blue Ribbon Classics. Wells employs nearly 4,000 ice cream aficionados across the country. The company is headquartered in Le Mars, Iowa. Learn more at www.wellsenterprisesinc.com.

What We Offer

At Wells, we’re proud to support our employees with comprehensive benefits that enhance health and financial wellness, and include paid time off (PTO). Eligible employees may also receive an annual incentive bonus based on Company performance. Learn more about our benefits here.

Seniority level