Practical Experience

Practical Experience Finance Jobs

63 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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Entry-Level Financial Professional & Advisor

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

14d 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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Staff Accountant -Japanese Bilingual

PASONA N A, INC. Elk Grove Village, IL

14d ago

$60k - $80k/yr Full time Accountant Accounting Accounts Payable

Accountant Accounting Accounts Payable

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Job Description

Based in Elk Grove Village, IL, this on-site Staff Accountant role supports daily accounting operations within a growing international organization. The position requires Japanese-English bilingual proficiency and offers a salary range of $60,000–$80,000 per year, with responsibilities spanning cash flow management, financial reporting, and collaboration with overseas headquarters, domestic branches, vendors, and customers.

Overview

A growing international organization is seeking a bilingual Staff Accountant to support its Accounting Department. This role focuses on day-to-day accounting operations, cash flow management, and ensuring the accuracy of financial reporting. The position requires close collaboration with global teams, including overseas headquarters, domestic branches, vendors, and customers.

Responsibilities

Process and reconcile accounts receivable (A/R) and accounts payable (A/P) transactions accurately and in a timely manner
Prepare customer invoices, vendor payments, and supporting documentation
Monitor receivables, assist with collections, and resolve billing discrepancies
Support month-end, quarter-end, and year-end closing activities
Prepare financial reports and supporting schedules for management and audits
Coordinate intercompany transactions with international offices
Maintain organized accounting records and contribute to process improvements
May be assigned other duties by managers

Requirements

Fluency in both Japanese and English (reading, writing, and speaking) is required
Associate’s or Bachelor’s degree in Accounting, Finance, or a related field
7–10 years of accounting experience, capable of handling comprehensive accounting responsibilities, including AP/AR, closing and audit support. (Practical tax experience would be a significant plus.)
Knowledge of U.S. GAAP and fundamental accounting principles
Proficiency in Microsoft Excel and ERP/accounting systems
Strong attention to detail, organizational ability, and communication skills

Technologies

Microsoft Excel, ERP/accounting systems

Preferred Qualifications

CPA certification or progress toward certification
Experience working in a Japanese business environment

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Financial Controller

Boys and Girls Clubs of Dorchester Dorchester, MA

15d ago

$80k - $90k/yr Full time Accounting Accounts Payable Banking

Accounting Accounts Payable Banking

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Job Description

Reporting to the Chief Financial Officer, the Financial Controller ensures timely and accurate accounting deliverables and close processes while providing financial information to other departments. This onsite role is based in Dorchester, MA.

Responsibilities

Direct the accounts payable and payroll teams to guarantee timely and accurate payments to vendors and staff.
Manage the monthly, quarterly, and annual close cycles and the associated reporting.
Execute month-end and year-end closings, including bank and balance sheet reconciliations, closing journal entries, and posting monthly accruals.
Prepare and review journal entries to ensure completeness and accuracy of financial data.
Supervise monthly reconciliations across all systems, including banking, investments, accounts payable, UKG payroll, Daxko membership and program systems, and Raiser's Edge for development.
Produce and analyze financial statements, management reports, and variance analyses.
Coordinate departmental financial statements and regularly report results to the CFO.
Assist in coordinating and supervising operating cash flow management, including weekly AP payments.
Support the CFO in preparing materials for Board and Finance Committee meetings, including monthly reports, forecasts, and financial presentations.
Assist the CFO with the annual budgeting process.
Oversee Abila MIP configuration and administration, including user access management and GL account creation.
Provide guidance and recommendations to the CFO on issues affecting BGCD.
Ensure proper grant accounting and timely grant reporting.
Assist the CFO with external audits and manage relationships with external auditors.
Develop and continuously improve accounting processes, procedures, and internal controls.
Ensure compliance with current accounting standards and legal requirements.
Lead process improvement initiatives to increase efficiency and accuracy.
Support the CFO with ad hoc reporting.
Assist in preparing reports for required governmental agencies and BGCA, manage transactions and files, and ensure timely preparation of all account reports.
Manage and develop accounting staff and foster a collaborative, high-performance team.
Handle special projects as assigned to support financial objectives.

Requirements

Mission-driven professional eager to contribute to a respected nonprofit organization.
Bachelor's degree in Accounting or Finance, with preference for an accounting degree.
At least five years of relevant experience.
Strong knowledge of GAAP and practical GAAP experience.
Experience in the nonprofit sector, including UG audits, UFR reporting, and 990 reporting.
Knowledge of banking operations, systems, and cash management.
Experience with grant accounting and cost allocation methods is a plus.
Proficiency in Word, advanced Excel, PowerPoint; and Google Workspace (Gmail and Docs).
Experience with Abila MIP is beneficial.
Ability to collaborate effectively within a team.
Strong written and verbal communication skills and meticulous attention to detail.
Strong problem-solving abilities and a proactive, can-do mindset.
Ability to communicate effectively with finance leadership.

Technologies

Abila MIP
UKG
Daxko
Raiser’s Edge
Word
Excel
PowerPoint
Google Email
Google Docs

Compensation

Salary: USD 80,000 - 90,000 per year

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Chicago, IL

16d ago

$110k - $154k/yr Full time 401k Advisor Advisory

401k Advisor Advisory

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Job Description

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license
CFP or CFA designation; may be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.

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Citizens Banker

Citizens Financial Group Philadelphia, PA

17d ago

$25+/hr Full time Advisor Banker Banking

Advisor Banker Banking

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Job Description

Citizens Financial Group offers meaningful work and close relationships, a strong commitment to the community, clear opportunities for career growth and upskilling, and exceptional benefits. This onsite Citizens Banker role in Philadelphia, PA comes with a compensation of USD 25 per hour, and provides a pathway to support customers across spending, saving, borrowing and investing needs while coordinating with Wealth Management, Mortgage and Business Banking for more complex situations.

Responsibilities

Provide recommendations and help customers with financial solutions across spending, saving, borrowing and investing needs.
Understand each customer’s personal financial goals and propose tailored plans to help them reach those goals, whether planning for the future, buying a home, or opening a new credit card.
Promote digital and mobile first banking options, guiding customers to use the bank app and ATMs for transactions.
Collaborate with partners in Wealth Management, Mortgage and Business Banking to address more complex financial needs.
Make outbound calls to attract new customers and schedule financial checkups, recognizing that a fit today may evolve over time.
Adhere to all financial policies and procedures, including proper cash handling and compliance with state and local laws.

Requirements

High school diploma or GED required
Two years of sales and customer service experience with a track record of meeting or exceeding goals
Strong ability to ask questions and identify needs to strengthen the customer relationship
Proven success in building relationships and recommending and referring products and services through in-person and phone interactions
Demonstrated skills using digital technology to support business goals
Problem solving aptitude to provide practical solutions for customer issues
Collaborative mindset to strengthen relationships with teammates, partners and specialists
Self-motivated, confident and able to multitask effectively
Availability to work branch hours, including weekends and evenings
Compliance with SAFE Act requirements, including successful pre-employment screening and obtaining an NMLS unique identifier
Complete a video interview assessment after applying, within seven days of receiving the link

Benefits

Meaningful work and relationships
Commitment to the community
Career opportunities, reward and upskilling
Exceptional benefits

Hours and Work Schedule

Hours per week: 40

Work schedule: Varies with branch needs and may include weekends and evenings

Equal Employment Opportunity

Citizens and its affiliates provide equal employment and advancement opportunities to all applicants and colleagues without regard to age, ancestry, color, citizenship, disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information or characteristic, marital or domestic partner status, victim of domestic violence, family status or parenthood, or other protected characteristics. We evaluate individuals on merit and fit for the role.

Background Check

Any offer of employment is contingent on successfully passing a background check. This may include checks of credit, motor vehicle records, public records, prior employment verification and criminal history. The final determination will consider regulatory requirements and the nature of the background in relation to the job.

Awards We've Received

Glassdoor
Best Place to Work in Consulting, Finance & Insurance
The Banker's
US Bank of the Year
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award

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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.