Performance Marketing

Performance Marketing Finance Jobs

35 jobs found

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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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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Controller

Yankee Home Improvement Chicopee, MA

14d ago

$120k - $150k/yr Full time Finance Director Accounting Budgeting

Finance Director Accounting Budgeting

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Job Description

The role centers on leading Yankee Home Improvement’s financial operations from an on-site base in Chicopee, MA. As the operational finance lead, the Controller will own the function in collaboration with the Director of Finance & IT and partner with senior leadership across the organization.

Responsibilities

Oversee daily financial activities to ensure accurate P&L reporting, cash visibility, and dependable financial statements.
Manage the end-to-end monthly close process, ensuring completeness, accuracy, and adherence to deadlines.
Strengthen internal controls to maintain consistency, precision, and risk mitigation across finance functions.
Maintain strict cash stewardship with proactive monitoring of timing, risks, and liquidity needs.
Develop and maintain short-term weekly and mid-term cash flow forecasts.
Coordinate billing, collections, and disbursements to optimize the cash conversion cycle.
Ensure precise job cost accounting with clear insight into project-level profitability and margins.
Monitor margin performance and proactively identify variances or issues requiring action.
Create and sustain reporting that informs leadership decisions and strategic directions.
Build KPI dashboards that tie financial performance to operational drivers such as revenue, margin, marketing efficiency, and production metrics.
Partner with operations, sales, and marketing leaders to align financial outcomes with business objectives.
Hold teams accountable to financial targets via visibility, analysis, and follow-through.
Identify and implement process improvements to support scalability and efficiency.
Design and implement scalable systems and processes to support ongoing growth.
Supervise the Accounting Coordinator responsible for accounts payable, cash application, and transaction processing.
Ensure all transactions are accurate, complete, and properly recorded.
Establish clear procedures, expectations, and accountability within the finance function.
Proactively identify anomalies, evaluate them with sound judgment, and escalate only when necessary.

Requirements

Experience as a Controller, Finance Manager, or Director of Finance with end-to-end ownership of the function.
Strong preference for prior work in a $30M–$50M construction, home improvement, or project-based business.
Hands-on expertise in job cost accounting and operational finance.
Proven ability to operate effectively in a fast-paced, high-growth environment.
Ownership mindset with the ability to work independently and drive outcomes.
Comfort with a hands-on role that includes execution and decision-making responsibilities.
Experience using QuickBooks, Salesforce, or similar systems.
Excellent attention to detail and the ability to connect financial data to business performance.

Technologies

QuickBooks
Salesforce

Benefits

401(k) matching
Dental insurance
Paid time off
Vision insurance

Opportunity

This is a highly hands-on role designed for an individual who embraces ownership and accountability in a growing, evolving finance function. The position serves as the operational finance leader, collaborating directly with the Director of Finance & IT to elevate the function, implement scalable processes, and enhance financial visibility across the business. Salary is $120,000 to $150,000 per year, and the work arrangement is on-site in Chicopee, MA.

Application Question(s)

Are you able to work on-site in Chicopee, MA?
Do you have hands-on experience with job costing?
Do you have experience owning the full monthly close process end-to-end?
Have you worked in a construction, home improvement, or project-based business?
What was the approximate annual revenue of the largest company where you owned the finance function?

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Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 Lancaster County, PA

14d ago

$40 - $45/hr Full time Accounting Advisor Budgeting

Accounting Advisor Budgeting

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Job Description

Part-time Finance Advisor providing CFO-level financial oversight across a multi-state real estate investment company, with a focus on enhancing financial visibility, dashboards, KPIs, cash flow, and deal-level financials (flip vs buy-and-hold) while offering flexible scheduling.

Role Overview

As a Finance Advisor, you will strengthen financial visibility and support smarter decision-making across the business. You will collaborate on strategic financial decisions with leadership and contribute to a growing portfolio of real estate investments.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials including flip versus buy-and-hold
Build dashboards and track key performance indicators (KPIs)
Track and analyze cost per lead (CPL)
Track and analyze cost per acquisition (CPA)
Track and analyze overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy with spreadsheets, accounting software, and CRMs

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About Us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and continue to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment.

Location

Location: Lancaster County, PA (remote)

Work Location

Work location: In person

Compensation

Salary range: USD 40.00 - 45.00 per hour

Job Type

Part-time, Contract

How to Apply

We are eager to learn about your experience. To learn more about our team and projects, please visit: https://homeoffer365.com/team

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Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 York County, PA

14d ago

$40 - $45/hr Full time Finance Director Accounting Advisor

Finance Director Accounting Advisor

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Job Description

Home Offer 365, a growing real estate investment company, seeks a Part-Time Finance Advisor to provide CFO-level support across multiple entities. This role focuses on elevating financial visibility and guiding smarter decision-making across operations, including flip and buy-and-hold ventures. Located in York County, Pennsylvania, with remote flexibility, the position offers a competitive hourly rate of $40–$45 plus a performance-based monthly bonus.

Role overview

As our Finance Advisor, you will play a key role in strengthening financial visibility and supporting smarter decision-making across the business.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials (flip vs. buy-and-hold)
Build dashboards and track key performance indicators (KPIs)
Track and analyze: Cost per lead (CPL)
Track and analyze: Cost per acquisition (CPA)
Track and analyze: Overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy (spreadsheets, accounting software, CRMs)

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and are continuing to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment. We are seeking an experienced finance professional to bring clarity, structure, and strategic oversight across all operations.

Why join us

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Close collaboration with leadership on strategic financial decisions
Join a team dedicated to growth, clarity, and execution

How to apply

We are excited to learn more about your experience. To find out more about our team and projects, please visit: https://homeoffer365.com/team

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Insurance Agent with Training

Northwestern Mutual - Greater Springfield Springfield, MA

14d ago

$98k - $132k/yr Full time Advisor Agent Business Development

Advisor Agent Business Development

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Job Description

The Insurance Agent with Training position at Northwestern Mutual - Greater Springfield is an onsite opportunity in Springfield, MA that emphasizes developing long-term client relationships and delivering personalized insurance and financial planning solutions, supported by structured training and sponsorship opportunities.

Responsibilities

Client consultation to understand clients' financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement considerations.
Recommend and implement insurance strategies to protect clients' assets and income.
Provide ongoing support by monitoring financial plans and delivering regular updates, adjusting strategies as circumstances change.
Grow and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

Education: Bachelor's degree.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training and sponsorship are available.

Benefits

Performance-based bonus
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Professional development: Access to ongoing training and sponsorship for advanced certifications
Income potential: Competitive compensation with incentives and no predefined ceiling
Support and mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-life balance: Flexible scheduling to fit individual lifestyle and goals
Retirement benefits: Company-funded pension and contributions to PFGF, a profit-sharing retirement plan
Impact: Opportunity to guide individuals and families toward financial security and success

Office Location

One Monarch Place, Suite 2100, Springfield, MA 01144

A Glance at Northwestern Mutual

Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. Founded in 1857 in Wisconsin, Northwestern Mutual is recognized by Fortune as one of the World’s Most Admired companies in 2024, with a culture dedicated to helping people achieve financial security.

Meet Our Team

Corey Caron – Managing Director
Time with Northwestern Mutual: Since 2001. Corey joined NM as a college intern while attending Western New England University, later transitioning to a full-time Financial Advisor role with experience in Investment Compliance. He currently focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield area.
Kim Cavalieri – Financial Advisor
Time with Northwestern Mutual: Since 2008. Began her NM career in fall 2008, quickly establishing a high-performing practice. Recognized as a top producer, NAIFA 4 Under 40 recipient, MDRT member for over a decade, and Female Advisor of the Year through notable recognitions.
Danielle DeLorge – Growth & Development Director & Financial Advisor
Time with Northwestern Mutual: Since 2016. Started as a college intern in June 2016 and advanced to a leadership role within the firm, currently serving as Growth & Development Director and Financial Advisor.

About the Role

As an Insurance Agent at Northwestern Mutual, you will join a team that assists individuals and businesses in reaching their financial objectives through customized insurance solutions and financial planning. The role centers on cultivating enduring client relationships, understanding each client’s unique needs, and delivering tailored financial solutions.

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Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 Dauphin County, PA

14d ago

$40 - $45/hr Full time Finance Director Accounting Advisor

Finance Director Accounting Advisor

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Job Description

Enjoy a flexible, part-time role that places financial visibility and strategic oversight at the heart of our growth. You’ll contribute directly to real deals and investor-backed projects across multiple states, with opportunities to influence budgeting, forecasting, and decision-making in a dynamic environment.

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Collaborate closely with leadership on strategic financial decisions
Join a team focused on growth, clarity, and execution

Role overview

Part-Time Finance Advisor / CFO‑level support role for a multi-state real estate investment company, focused on financial visibility, KPI tracking, and strategic oversight across multiple entities.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal‑level financials (flip vs. buy‑and‑hold)
Build dashboards and track key performance indicators (KPIs)
Track and analyze: Cost per lead (CPL)
Track and analyze: Cost per acquisition (CPA)
Track and analyze: Overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO‑level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi‑entity financials and cash flow
Highly organized with strong communication skills
Tech‑savvy with spreadsheets, accounting software, and CRMs

Technologies

Spreadsheets
Accounting software
CRMs

About us

Home Offer 365 is a growing multi‑state real estate investment company specializing in wholesale, fix‑and‑flip, and rental properties. We currently close ~15 deals per month across 10 states and are continuing to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast‑moving financial environment.

How to apply

We’re excited to meet you and learn more about your experience. To learn more about our team and what we’re building, please visit: https://homeoffer365.com/team