Capital Solutions

Capital Solutions Finance Jobs

56 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

11d ago

Full time Manager Marketing Brand

Manager Marketing Brand

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Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

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Real Estate Corporate Banking Associate

Regions Charlotte, NC

17d ago

$94k - $125k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

Regions is seeking a Real Estate Corporate Banking Associate in Charlotte to help design, originate, structure, and execute loan commitments, loan syndications, and capital markets products for existing and prospective REIT and Fund clients. The role combines analytical rigor with proactive relationship management, supporting cross-functional credit and underwriting teams to deliver fast, reliable banking solutions tailored to client goals.

Responsibilities

Understands client needs and identifies Regions’ products or actionable ideas to help clients achieve their goals
Develops and maintains detailed financial models to value REIT/Fund companies and project financial results
Collects, reviews, and documents receipt of financial statements, covenant compliance, and other deliverables while keeping credit files current
Supports senior bankers in relationship responsibilities, engaging with current and prospective clients and analyzing profitability to drive growth
Maintains proprietary databases by monitoring news, transactions, and financial information for clients and prospects
Assists in preparing pitches, proposals, client materials, and supporting analyses with limited supervision
Prepares financial analyses for renewal and credit servicing, elevating findings to the Credit Products Specialist for risk review
Coordinates between coverage teams and Credit Products partners to deliver the whole-bank approach with speed and certainty
Supports coverage and credit products in client prospecting, underwriting, closing, and portfolio management
Performs closing functions including review of loan documents, commitment letters, closing memos, and coordination with fulfillment
Monitors ongoing performance through benchmark testing, electronic file maintenance, and metric reviews
Validates risk ratings and identifies changes with oversight from the Credit Products Specialist and risk partners
Participates in recruiting, developing, training, and overseeing junior resources

Requirements

Bachelor’s degree in accounting, finance or related field
Minimum three (3) years of relevant work experience
Formal credit training

Technologies

Microsoft Excel
PowerPoint
Word

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Preferences

Master’s in Business Administration (MBA)

Skills and Competencies

Advanced Microsoft Excel, PowerPoint, and Word skills
Energetic and creative self-starter with ability to manage significant and multiple responsibilities
Effective prioritization and completion of work from coverage and credit products lines
Strong personal accountability with a results orientation within a collaborative team
Excellent written and verbal communication skills
Attention to detail and ability to multi-task under pressure
Ability to thrive in a fast-paced, team-oriented environment

Compensation

Position type: Full time

Compensation range: Minimum $94,012.38 USD; Median $125,307.00 USD

Incentive Plan

This role is eligible to participate in a discretionary incentive plan. Employees may receive a discretionary award based on performance against defined metrics and goals.

Location

Charlotte, North Carolina (onsite) – specifically Charlotte Uptown.

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Global Real Estate - Development Financial Analysis, Senior Associate

JPMorganChase New York, NY

19d ago

$100k - $140k/yr Full time Senior Analysis Analyst

Senior Analysis Analyst

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Job Description

Based in New York, NY (onsite), this Senior Associate role within JPMorganChase's Global Real Estate Development Finance team focuses on managing financial aspects of high value real estate projects.

Responsibilities

Develop concise, visually engaging presentations for senior management and project stakeholders, translating complex financial data and project updates into clear PowerPoint deliverables.
Conduct ad hoc analyses to inform project decisions, including scenario and sensitivity analyses and evaluation of financial impact.
Become proficient in the GRE project financial management system, rapidly handling data and analysis requests from leadership and interpreting system data for trend analysis and metric reporting.
Create and maintain robust Excel-based financial models using project data and assumptions to forecast depreciation and cash flow and spot early signs of performance.
Support monthly, quarterly, and annual financial reporting and budgeting for Midtown projects, ensuring forecast accuracy and consistency in budgets.

Requirements

5+ years of relevant finance experience.
Bachelor's degree in business administration, finance, engineering, or a related field.
Advanced proficiency in Excel for financial modeling and data analysis, and in PowerPoint for presentation development.
Experience with financial reporting and budgeting, plus familiarity with project management or financial data systems.
Strong analytical, organizational, and communication skills, with the ability to synthesize complex data and present findings clearly to diverse audiences.
Attention to detail, proactivity, and the ability to manage multiple priorities in a fast-paced environment.
Team-oriented with the ability to collaborate with broader Finance and project teams.

Technologies

PowerPoint
Excel
GRE project financial management system

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About JPMorganChase

JPMorganChase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the JPMorgan and Chase brands. With more than 200 years of history, the firm remains a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Our Corporate Functions professionals span areas from finance and risk to human resources and marketing. These corporate teams are essential to the company, helping to set our businesses, clients, customers, and employees up for success.

Global Finance & Business Management teams strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. By delivering information, analysis, and recommendations, these teams help the company navigate market conditions while protecting a strong balance sheet.

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Principal Credit Risk and Approval Officer - Corporate and Investment Banking Risk

Wells Fargo Charlotte, NC

19d ago

Full time Approval Banking Corporate

Approval Banking Corporate

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Job Description

Responsibilities

Serve as a key member of the team providing oversight and management of credit risk for CIB Banking, supporting objectives while maintaining prudent underwriting standards and solid portfolio quality.
Maintain credit quality and portfolio health by offering informed risk guidance, recommendations, and approvals; perform regular portfolio evaluations and deteriorating/problem credit reviews, escalating matters when appropriate.
Develop and maintain a strong understanding of bank credit policy, regulatory standards and guidance, and risk rating applicability; provide leadership on these matters to CIB Banking teams and partners.
Develop and maintain appropriate industry and sector knowledge.
Engage product and subject matter experts and other institutional resources as needed to make informed decisions and recommendations.
Review pipeline activity with CIB Banking teams and assist in managing deadline awareness and coverage, team, and client expectations.
Provide thoughtful leadership and guidance to teams about due diligence and analytical focus, particularly in merger and acquisition financing and on complex deals.
Interact with internal and external customers.

Requirements

10+ years of Credit Risk & Approval or an equivalent combination demonstrated through work experience, training, military experience, or education.

About this role

Wells Fargo seeks a Principal Credit Risk & Approval Officer to serve as a Credit Officer providing credit risk oversight for the Banking division of Corporate & Investment Banking (CIB Banking), which delivers integrated financial solutions to corporate, investment grade, non-investment grade, public and private customers.

The candidate will be an active and influential participant in the credit process, delivering a holistic risk assessment in close collaboration with deal team partners and portfolio management teams. This role includes the authority to decide complex transactions, balancing risk and reward, acting with urgency, and interfacing with senior risk and business leaders.

Desired qualifications

A BS/BA degree or higher in accounting, finance, or economics.
Strong credit analysis skills.
Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members.
Strong organizational, interpersonal, and communication skills with the ability to partner and influence at the executive level.
Experience with complex organizational and capital structures; solid understanding of capital markets and acquisition finance.
Solid understanding of Wells Fargo's credit culture and approach to risk management.
Strong understanding of loan documentation, credit agreements, and security structure.

Posting locations

550 S. Tryon Street - Charlotte, North Carolina

Job expectations

Required location listed above. Relocation assistance is not available for this position.
This position is not eligible for VISA sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting end date

2 Apr 2026

We value equal opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and alcohol policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo recruitment and hiring requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Sr. Financial Advisor

Viator Wealth Management of NEST Capital Metairie, LA

20d ago

Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Senior Financial Advisor opportunity with Viator Wealth Management of NEST Capital in Metairie, LA (onsite).

Responsibilities

Build and sustain relationships with high-net-worth clients, identifying their financial goals and objectives
Act as the servicing advisor for current practice clients
Design and execute holistic investment plans covering investment, tax, estate, and retirement planning strategies
Perform financial analysis and recommend investment strategies, asset allocation, and risk management
Partner with attorneys, accountants, and other professionals to deliver integrated financial solutions
Identify and pursue new business opportunities through networking and marketing activities
Stay informed on industry trends, regulatory changes, and market developments
Mentor and develop junior financial advisors
Contribute to business development and growth initiatives

Requirements

Bachelor's degree in finance, accounting, or a related field
Professional certifications such as CFP or CIMA
Active Series 7 and Series 66 registrations, plus Life and Health Insurance Licenses
7 to 10 years of experience in investment planning and wealth management
Proven success in developing and sustaining client relationships
Strong analytical, communication, and interpersonal abilities
Ability to work independently and collaboratively within a team
Solid knowledge of investment planning software and related technology

Preferred Qualifications

Existing transferable book of business strongly preferred
Additional certifications such as CAIA, CPA, or CFA
Experience serving high-net-worth clients
Familiarity with investment planning software, including eMoney

Technologies

eMoney

What We Offer

Competitive compensation, including 1099 options
Benefits may include health, dental, and vision insurance
401(k) plan with company match
Opportunities for professional growth and development
Collaborative and dynamic work environment

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AVP / VP, Relationship Manager - Corporate Banking (Japanese bilingual)

Mizuho Americas San Francisco, CA

21d ago

$110k - $150k/yr Full time Manager Marketing AVP

Manager Marketing AVP

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Job Description

The AVP / VP, Relationship Manager - Corporate Banking (Japanese bilingual) at Mizuho Americas focuses on developing and managing relationships with corporate clients, emphasizing origination and portfolio risk. The role involves presenting corporate banking product solutions, closing sales, and overseeing relationship profitability and risk within delegated authority.

Responsibilities

Develops and executes a tailored business development plan and client calling schedule aligned with the bank's strategy. Identifies opportunities, seeks referrals, conducts market research, and prepares for calls by understanding the client company, its industry, and needs while setting objectives for each relationship.
Maintains regular contact with existing clients and meets with their financial officers. Discusses and promotes the full range of corporate banking products and services, explores financing opportunities and business conditions, and assists in forecasting clients' finances to craft solutions. Engages product specialists as needed to support problem solving or transaction structuring.
Negotiates transactions, prices products to target returns, documents and closes deals in line with Bank policies and regulatory requirements. Applies sound credit and risk judgment when presenting transactions for approval and delivers recommendations to senior management.
Collaborates with other Bank units to define responsibilities and align objectives across product areas for a relationship or transaction. Resolves client needs and coordinates with other departments to address concerns.
Monitors relationship plan results and account activity to determine client profitability. Builds relationships with industry contacts and strategic partners, identifies accounts for development or removal, and prepares management reports.
Ensures timely monitoring of the assigned portfolio for quality and risk, detects changes in credit quality early, analyzes problem credits, and develops solutions with clients to minimize loss exposure. Conducts ongoing credit reviews and communicates changes to maintain accurate risk grading, proposing action plans for adversely graded relationships.
Maintains awareness of competitive products, pricing, and market changes within the area.
Prepares credit recommendations, coordinates amendments and renewals, and performs periodic credit rating reviews. Ensures documentation integrity and regulatory compliance.
May serve as a product specialist, acting as a technical consultant to clients and Relationship Managers across various segments and locations. May develop and deliver client and staff training, and provide guidance to junior Relationship Managers and Credit Analysts.
Participates in civic and community affairs as appropriate and maintains current knowledge of banking laws, regulations, policies, and procedures to ensure full compliance.

Requirements

Bachelor's degree or higher in Finance, Accounting, Business or Economics
Working experience in the banking industry is a plus
Bilingual Japanese and English

Technologies

MS Office

Benefits

Medical
Dental
401K plans
Discretionary bonus

Other Requirements

Mizuho maintains a hybrid working program with varying remote work opportunities depending on role, department needs, and local laws and regulatory obligations. Some roles require greater in-office presence, which will be communicated during the recruitment process.

Company Overview

Mizuho Financial Group, Inc. is a global banking group and one of the largest banks in the world by total assets, with assets of approximately $2 trillion. The organization employs about 60,000 people globally and serves clients in 35 countries with 800 offices across the Americas, Europe, the Middle East, Africa, and Asia. Mizuho Americas delivers corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring, and private capital advisory services.

Why Mizuho

Mizuho is in growth mode, pursuing top-tier performance while reshaping industry benchmarks. The firm offers opportunities across corporate functions and in corporate and investment banking, capital markets, advisory, research, sales and trading, derivatives, and financing teams. Candidates are encouraged to contribute to an entrepreneurial culture that values idea sharing, creativity, and client-focused solutions. If you seek a career with a growth mindset within a global financial services team, this is a position to consider.

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Senior Credit Advisor

HSBC Global Services Limited Beverly Hills, CA

21d ago

Full time Senior Advisor Client Relations

Senior Advisor Client Relations

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Job Description

Join HSBC Global Services Limited in Beverly Hills as a Senior Credit Advisor. This onsite role emphasizes partnering with Private Banking relationship managers and business heads to identify, structure, negotiate, and underwrite new credit opportunities while actively managing risk and portfolio considerations. The position offers a robust benefits package, strong professional development, and a welcoming, inclusive culture.

Benefits

Tailored professional development opportunities
Robust Wellness Hub
Competitive pay and benefits package
Welcoming and inclusive work environment
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

Responsibilities

Identify, structure, negotiate, and underwrite new credit opportunities
Build trust with clients, learning new concepts and researching information in real time to provide creative solutions
Handle risk and portfolio management with credit products

Requirements

Experience in underwriting from start to finish credit memos for the following credit products: Lending secured by marketable securities, single stock, unsecured, Commercial Real Estate, residential mortgages, Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium Finance (LIPF), music rights lending, CAT B Foreign Exchange (FX) and derivatives lending, aircraft and yacht lending
Create Credit memo that discusses: transaction summary, structure of loan, covenants, collateral, financials spreads, risk and mitigants, strength and weakness, documentation, recommendation
Client facing experience and dealing with Private Bank High Net Worth Clients
Familiar with credit analysis
Relationship building
Microsoft Office