Mark-to-Market

Mark-to-Market Finance Jobs

171 jobs found

Tree Care Services Business Developer

Addison Group Tucson, AZ

4h ago

$65k - $80k/yr Full time Lead Microsoft 365 Microsoft Excel

Lead Microsoft 365 Microsoft Excel

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Job Description

Addison Group is seeking a Tree Care Services Business Developer to join the Tucson, AZ team onsite, supporting a leading national services organization. In this role, you will sell and estimate commercial tree care projects and oversee the full sales cycle from initial prospecting to close within a defined regional territory. The position offers a salary range of $65,000 to $80,000 per year.

Responsibilities

Sell and estimate commercial tree care services within an assigned territory
Proactively prospect new business using consultative B2B sales techniques
Develop tree care programs and estimates for new and existing clients
Conduct heavy phone prospecting, in-person meetings, presentations, and virtual demos
Negotiate contracts with minimal supervision
Network to expand market penetration and grow targeted accounts
Consistently meet sales goals and activity benchmarks
Log sales activity accurately in CRM systems (Salesforce preferred)
Collaborate internally to pursue larger, complex opportunities
Build trust-based relationships with key decision-makers
Operate with urgency in a fast-paced, performance-driven environment

Requirements

Bachelor’s degree or equivalent professional experience
Tree Care Industry certifications (TCIA and/or ISA Certified Arborist preferred)
Commercial B2B sales experience within the service or green industry
Extensive face-to-face selling experience with mid-to-senior level decision-makers
Proven success in longer sales cycle environments
Ability to manage multiple opportunities across a large territory
Strong presentation, negotiation, and communication skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Experience using CRM or sales force automation tools
A self-motivated, competitive, and results-driven mindset
Local market knowledge and existing industry relationships (preferred)

Technologies

Salesforce
Microsoft Office

Benefits

Competitive base salary + commission
Company vehicle
Paid time off
Health, dental, and wellness benefits
401(k) savings plan
Career development and advancement opportunities

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Brand Finance Manager

Trilliant Food Little Chute, WI

7d 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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Director of Corporate Finance

HRT of TN LLC Nashville, TN

8d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Join HRT of TN LLC in Nashville for a Director of Corporate Finance role that blends analytical rigor with strategic impact. This onsite position provides critical support to the First Vice President of Corporate Finance and the CFO, including updating the corporate model, delivering ad-hoc analyses, compiling Board materials and monthly presentations, and backing Capital Markets and Investor Relations.

Benefits

Health insurance
401k employer match
Paid parental leave

Responsibilities

Updating and improving the corporate model
Preparing ad-hoc financial analyses
Preparing Board materials and monthly presentations
Involved in, and support, Capital Markets and Investor Relations
Other ad-hoc analyses

Requirements

Minimum 5 years of experience in corporate finance, FP&A, or investment analysis
Bachelor's degree
Advanced financial modeling skills and strong proficiency in Excel
Experience in corporate finance, FP&A, or investment analysis
Deep understanding of REIT and real estate financial metrics, public company reporting requirements, and capital markets
Experience preparing Board and investor-facing materials
Knowledge of valuation, cost of capital, risk / return trade-offs and GAAP accounting concepts
Ability to produce in-depth peer company research
Interest and aptitude to utilize tech-enabled analytical tools
Ability to operate in a fast-paced, dynamic environment with high attention to detail
Expertise in Microsoft Excel and PowerPoint

Technologies

Microsoft Excel
Microsoft PowerPoint

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Commercial Banker

State Bank Brownsburg, IN

8d ago

Full time Marketing Banker Banking

Marketing Banker Banking

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Job Description

State Bank's Commercial Banker role in Brownsburg, IN is an onsite opportunity focused on expanding the bank's footprint in Hendricks County. The position centers on developing new commercial banking business by reaching out to prospects and clients, cross-selling bank products, and delivering tailored financial solutions. By building durable relationships with customers and key influencers in the market, you will support profitability and growth targets in the Hendricks County area.

Responsibilities

Develop and maintain commercial banking relationships within the Hendricks County market.
Participate in market strategy and business development initiatives.
Collaborate with banking center staff, the mortgage originator, and the investment representative to formulate financial plans that meet client needs.
Address the personal banking needs of business owners.
Identify and establish relationships with prospective business customers to grow the portfolio through new client acquisitions.
Support the market president and the senior commercial banker in market development and servicing the current client base.
Apply business development and relationship management techniques to achieve target sales of commercial lending and deposit products and services.
Target new relationships with aggregate borrowing needs up to the bank's lending limit.
Cross-sell other bank products and services.

Requirements

Bachelor’s degree in accounting, finance, economics, or business administration.
Five years of industry experience with an emphasis on outside business development and sales.

Benefits

401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Skills & Abilities

Excellent verbal and written communication skills.
Strong sales and customer service abilities.
Outstanding organizational skills and attention to detail.
Effective time management with a proven ability to meet deadlines.
Analytical and problem-solving capabilities.
Ability to perform well in a high-paced and occasionally stressful environment.

Job Type

Full-time

Work Location

In person

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Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

9d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

9d ago

$5,633+/mo Full time Analyst Biotech Pharma Biotechnology

Analyst Biotech Pharma Biotechnology

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Job Description

Our Fort Myers onsite team seeks a detail-oriented Financial Analyst to support trading and investment activities within the biotechnology and pharmaceutical sectors. The role centers on market analysis, financial modeling, and real-time decision-making in a fast-paced environment, with mentorship from seasoned professionals and clear pathways for professional growth.

Responsibilities

Help produce daily market summaries, performance reports, and investment dashboards
Perform technical and fundamental analyses on equities, ETFs, and other securities
Assist with trade execution and reconciliation under supervision
Maintain and update financial models and valuation tools
Compile research on sectors, companies, and macroeconomic trends
Collaborate with analysts and traders to identify investment opportunities
Ensure data accuracy across trading platforms and reporting systems

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Strong understanding of financial markets, trading concepts, and investment strategies
Proficiency in Excel
Familiarity with trading platforms is a plus
Analytical mindset with attention to detail and a proactive attitude
Ability to thrive in a high-pressure, time-sensitive environment
Exposure to portfolio management or equity research is a plus

Technologies

Excel

Benefits

Hands-on experience in trading and investment analysis
Mentorship from seasoned financial professionals
Opportunity to grow into a full-time analyst or trading role

Job Details

Location: Fort Myers, FL 33908 (onsite)
Employment Type: Full-Time / On-Site
Salary: USD 5,633.33 per month
Reports To: Senior Financial Analyst
Education: Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Work Location Type: In person

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Financial Advisor

WestPac Wealth Partners Lake Oswego, OR

9d ago

$102k - $200k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

WestPac Wealth Partners is seeking a goal-driven financial advisor to expand a private client practice in Lake Oswego. This full-time, on-site position emphasizes proactive prospecting and referral networks to cultivate new client relationships in target markets, with earning upside through a draw against commission. The role offers a comprehensive benefits package and a compensation structure aligned with growth and performance.

Responsibilities

The advisor will contribute to building and expanding a private client practice through effective prospecting and referral-based strategies, while identifying and nurturing new client relationships within target markets. Earning potential includes a draw against commission, with details discussed during the interview process.

Requirements

Bachelor's Degree (Required)
US Work Authorization
Entrepreneurial mindset and a desire to work in a commission environment
Strong interpersonal and relationship skills
Aiming to build a business for yourself, but not by yourself
Strong work ethic
Coachable
Desire to help others
Have or be willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Compensation

Salary: USD 102,162 - 200,000 per year

Compensation package includes:

Bonus opportunities
Commission only
Commission pay
Signing bonus

Job Details

Job Type: Full-time
Work location: In person in Lake Oswego, OR 97035 (Onsite)
Ability to commute: Lake Oswego, OR 97035 (Preferred)
Ability to relocate: Lake Oswego, OR 97035 (Relocate before starting work, Preferred)