Portfolio Analysis

Portfolio Analysis Finance Jobs

111 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

12d 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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Chief Credit Officer

Bank of the FSM ‘Aiea, HI

13d ago

$70k - $90k/yr Full time Accounting Banking Chief

Accounting Banking Chief

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Job Description

Bank of the FSM is seeking a senior executive to lead its credit function, loan portfolio, and credit risk framework. The Chief Credit Officer will oversee the Loan Department, organized into three lending silos—SME and Consumer Lending, Commercial Lending, and Credit Administration—driving safe, sound, and community-focused banking practices. The role offers a salary range of USD 70,000 to 90,000 per year and is based onsite in Aiea, Hawaii.

Responsibilities

Develop and enforce FDIC-compliant credit policies, underwriting standards, and credit risk limits approved by the Board of Directors.
Provide executive oversight of all lending activities to maintain prudent credit practices aligned with regulatory guidance.
Monitor asset quality metrics including delinquencies, non-performing assets, charge-offs, concentrations, and emerging credit risks.
Ensure accurate calculation and documentation of the Allowance for Credit Losses (ACL/CECL), including underlying assumptions, models, and governance.
Lead portfolio stress testing and credit risk analysis to assess effects of economic and concentration risks.
Participate in the Credit Committee and ALCO Committee.
Balance prudent risk management with community banking objectives in underwriting standards.
Oversee commercial and corporate lending activities, including credit analysis, loan structuring, collateral evaluation, and covenant compliance.
Ensure adherence to concentration limits, loan approval authorities, and FDIC supervisory guidance.
Support relationship-based lending while maintaining disciplined credit risk practices.
Represent the Bank with the FDIC, state regulators, auditors, and external stakeholders as required.
Oversee problem loan identification, workout strategies, and collection efforts.
Prepare property evaluations and review appraisals as needed for CRE requests.
Prepare and present comprehensive credit and financial reports to the Board of Directors and committees.
Ensure compliance with FDIC regulations, supervisory guidance, and internal policies.
Contribute to enterprise risk management, internal control frameworks, and policy development.
Promote ethical conduct, accountability, and the Bank’s mission as a community-focused financial institution.
Other duties may be assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
8–10 years of progressive banking experience, including senior responsibility for credit administration or lending.
Solid knowledge of FDIC regulations, credit risk management, and safety and soundness standards.
Strong leadership experience managing multi-functional teams.
Willingness to relocate to the Corporate Office in Pohnpei, Micronesia.

Benefits

Housing
Fully maintained car
Utilities
4–5 weeks of annual vacation
Annual home leave travel allowance
Paid medical
Life insurance benefits
Senior Officers Annual Bonus
Other seasonal benefits

Open/Closing Date

On-going

Location and Contact Information

Bank of FSM, Corporate Office, P.O. Box 98, Kolonia, Pohnpei FM 96941

Tel. (691) 320-2724 • Fax. (691) 320-5359 • Email: bofsmhq@bofsm.fm

Profile

Bank of the FSM is a full-service community bank with roughly $158 million in assets, a $51 million loan book, a sizeable US investment portfolio, and 98 staff dispersed across the North Pacific, spanning about 2,500 miles. It operates branches in all four FSM states and maintains a presence in Honolulu and Saipan. The corporate office is in Pohnpei. This opportunity invites a collaborative leader to join a focused, regional bank with a distinct lending approach and a commitment to community engagement.

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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

14d 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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Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

14d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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Ag/Business Banker

Border Bank Greenbush, MN

15d ago

$75k - $115k/yr Full time Agriculture Agriculture Lending Banker

Agriculture Agriculture Lending Banker

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Job Description

Border Bank offers a stable, community‑focused career in Greenbush, MN (onsite). The Ag/Business Banker role pays $75,000 to $115,000 per year and centers on building long‑lasting relationships with agricultural and business clients, delivering loan, deposit, and cash‑management solutions, and representing the bank as a trusted regional partner and active community participant.

Benefits

Paid Time Off & Paid Holidays
Health, Dental & Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) with Employer Match
Bank‑Paid Life Insurance & Long‑Term Disability
Supplemental insurance options including Accidental Injury, Heart & Stroke, Cancer, Intensive Care, Hospital Indemnity, Critical Illness, Life, and Short Term Disability
Employee Assistance Programs (EAP)
Wellness Dollars
Education Assistance

Responsibilities

Originate agricultural and commercial loans and oversee an assigned portfolio with emphasis on growth, product mix, margin, credit quality, and fee income
Drive new loan volume through proactive outreach and deepening existing client relationships
Deliver outstanding service to all clients, new and existing
Monitor delinquent loans and work toward maintaining a high‑quality loan portfolio
Establish new deposit relationships and expand current ones
Negotiate loan rates and terms within established guidelines
Represent Border Bank in local community and civic organizations

Requirements

Strong relationship‑building and communication skills
Passion for business development and community involvement
Solid credit analysis skills
5+ years of banking experience
Bachelor's degree in Business Administration or equivalent experience

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Senior Credit Products Specialist - Private Banking

Flagstar Bank New York, NY

16d ago

$141k - $168k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

This onsite role in New York, NY supports Private Banking by structuring, negotiating, and managing highly complex commercial credit relationships. The position offers an annual salary range of USD 141,299 to 168,468 and emphasizes risk management guidance for the portfolio along with mentorship of junior credit professionals.

Responsibilities

Lead the structuring, analysis, and approval of complex credit transactions, balancing risk with business objectives.
Monitor portfolio risk proactively, identifying industry trends and macroeconomic factors affecting credit quality.
Act as a strategic partner to relationship managers and senior leadership, providing expertise in credit negotiations and deal execution.
Collaborate with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Provide mentorship to junior credit professionals, training on credit risk best practices and escalating process-improvement opportunities to senior leadership.
Exercise independent judgement to make decisions on the assigned portfolio.
Diagnose and resolve issues affecting the portfolio.
Contribute to special projects and other duties as assigned.
Maintain compliance with regulatory and compliance policies, complete required trainings, and adhere to applicable laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 12+ years of equivalent experience.
Minimum 8+ years in commercial credit analysis, structuring, underwriting, portfolio management, and risk analysis.
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation such as Credit Agreements, and positioned to develop junior associates, interact with internal and external legal counsel, and negotiate directly with clients.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Preferred Qualifications

Master's degree (MBA or CFA) preferred

Job Competencies

Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors affecting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Mentors junior credit professionals, develops talent and fosters a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Relationship Building & Collaboration: Demonstrates the ability to build relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights; aligns efforts with enterprise goals to drive performance.
Client Relationship Leadership: Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
Physical demands (ADA): No unusual physical exertion involved.

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Financial Planning & Analysis Analyst III, Medical Financial Operations

Kaiser Permanente San Bruno, CA

17d ago

$94k - $121k/yr Full time Analysis Analyst Bloomberg

Analysis Analyst Bloomberg

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Job Description

This role provides financial and operational planning support for a portfolio of medical center departments, delivering reporting, analysis, and business-case development while partnering with clinical leadership to advance operational performance within Kaiser Permanente’s integrated health care model.

Role overview

The Financial Planning & Analysis Analyst III supports a portfolio of medical center departments by delivering financial planning, reporting, and business-case development. The position collaborates with clinical leadership to inform strategic decisions and drive operational excellence within Kaiser Permanente’s integrated health care system.

Responsibilities

Develops proactive working relationships across teams by providing resources, information, and expertise to colleagues and stakeholders; actively seeks feedback, mentors teammates, pursues self-development, and communicates complex concepts clearly to influence decisions; remains flexible in the face of change.
Completes assignments independently using current subject-matter expertise to generate practical solutions; ensures policy and procedure adherence; collaborates cross-functionally to resolve business problems and escalates risks when appropriate; tracks priorities and communicates progress.
Assesses the business environment through financial analyses such as SWOT, scenario planning, and strategic analyses, and prepares reports summarizing financial and economic data.
Performs costing activities to identify opportunities for cost avoidance and cost recovery.
Supports improvements in financial performance by identifying trends, highlighting operational issues, partnering with business units to address performance gaps, and implementing corrective actions when needed.
Supports business modeling by developing best-practice models, analyzing risk alternatives, and creating what-if scenarios and forecasts using in-house tools.
Assists in reporting regional or business-unit financial information by evaluating trends, preparing analyses and forecasts of income and expenses, and reviewing assets, liabilities, revenues, and expenses using data from regional systems.
Evaluates the financial impact of strategic initiatives by researching and analyzing alignment with the business vision and objectives.
Creates budgets and forecasts under guidance by analyzing budgeting trends and coordinating with stakeholders to develop department and regional budgets.
Performs advanced financial analyses (cash flow, pro forma P&L, variance analysis, NPV, IRR, discounted cash flow, and other economic analyses) and evaluates performance using standard templates and tools.
Supports internal and external audits by assisting with audit schedules and reviewing results; analyzes field operations to assess financial performance.
Supports financial statement analysis of business partners by evaluating viability and risk implications using software and published reports.
Advises regional or business-unit leaders on strategic fiscal matters by preparing regular and ad hoc financial and statistical reports and coordinating reviews of financial results with leadership.
Provides input for strategic financial planning through utilization and benchmark analytics, and prepares recommendations for financial plans, acquisitions, and operating forecasts while applying financial planning concepts.

Requirements

Bachelor's degree in finance, business, or related field.
Minimum three (3) years of Financial Planning & Analysis experience or directly related business experience.
Equivalent work experience in a directly related field may substitute for the degree requirement.
One (1) year of finance experience working in a medical center or clinical setting.
One (1) year of experience consulting or working directly with clinical health care leadership.