Process Owner

Process Owner Finance Jobs

65 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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Salaried Financial Advisor

Investment Management Associates Eau Claire, WI

8d ago

$60k - $100k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Responsibilities

Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
Collaborate closely with team members to deliver seamless client experience

Requirements

Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
Prior experience as a Financial Advisor or in a similar client-facing financial services role
Deeply client focused – you care about doing what’s right not just what sells
Organized, detail-oriented, and committed to follow through
Willingness to handle own client paperwork and administrative tasks
Strong communicator who can explain investing and wealth management in a clear approachable way
A team player who values collaboration and contributes positively to workplace culture

Benefits

Competitive base salary with commissions opportunities
Access to an existing book of business to help build recurring revenue
Supportive, relationship-focused work environment
Opportunity to grow within a stable, well-established firm
Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

Base Salary: USD 60,000 - 100,000 per year
Commission/Bonus Opportunity

Job Types

Full-time
Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

Bonus opportunities

License/Certification

Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person

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Project Accountant

PrideStaff Woodland Hills, CA

8d ago

$40 - $55/hr Full time Accountant Accounting Accounts Payable

Accountant Accounting Accounts Payable

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Job Description

PrideStaff is seeking a Project Accountant to manage the full-cycle financial operations for assigned construction projects. This on-site role in Woodland Hills, CA collaborates with Project Managers to oversee job cost tracking, subcontractor billing, owner billings (AIA), and Work-in-Progress (WIP) reporting, ensuring accurate financials across multiple active projects. A bachelor’s degree in accounting, finance, or a related field and 3-7 years of construction accounting experience are ideal, with compensation in the range of USD 40 - 55 per hour.

Responsibilities

Manage day-to-day accounting for assigned projects from project setup through closeout.
Prepare and submit owner billings, including AIA G702/G703 pay applications.
Review, process, and track subcontractor pay applications, including compliance.
Maintain and reconcile job costs, commitments, and cost-to-complete projections.
Monitor project budgets vs. actuals and partner with Project Managers to identify risks and variances.
Ensure accurate cost coding and allocation across all project expenses.
Track and manage retainage (AR/AP) and ensure proper release upon project milestones.
Process and track change orders for both subcontractors and owners.
Prepare and update Work-in-Progress (WIP) schedules, including revenue recognition (POC).
Support month-end close, including accruals, journal entries, and reconciliations.
Assist with audit and surety reporting, including preparation of required schedules and documentation.
Maintain complete and organized project financial files.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
Experience with AIA billing (G702/G703) and AIA/WIP.
3-7 years of experience in construction accounting, preferably with a general contractor.
Experience with subcontractors’ pay applications and compliance tracking.
Job cost accounting and WIP reporting experience.
Percentage-of-completion (POC) revenue recognition.
Construction accounting systems experience (YARDI, Sage 300/Timberline, Procore, Viewpoint, CMiC, or similar).
Advanced Microsoft Excel skills.
Strong attention to detail and ability to manage multiple active projects.
Experience with surety bonding and financial reporting.
Familiarity with union and certified payroll environments.
CPA or progress toward certification is preferred.
Strong ownership of project financials and proactive problem-solving abilities.
Analytical mindset and effective cross-functional communication with operations teams.

Technologies

YARDI
Sage 300
Timberline
Procore
Viewpoint
CMiC
Microsoft Excel

Summary

The project accountant is responsible for the full-cycle financial management of assigned construction projects and partners closely with Project Managers to oversee job cost tracking, subcontractor billing, owner billings (AIA), and WIP reporting. The ideal candidate brings solid construction accounting experience and a proactive approach to managing project financial performance.

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Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

8d ago

Full time Advisor Analyst Budgeting

Advisor Analyst Budgeting

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Job Description

Strategic Financial Analyst and Finance Business Partner supporting the Enterprise Technology unit at Jack Henry & Associates, based in Allen, TX with a hybrid work arrangement.

Responsibilities

Conducts highly sophisticated analyses of cash flow, operating results, and business plans to assess rates of return, capital and cash flow requirements, and related metrics.
Develops, interprets, and applies financial concepts for planning and control processes.
Collects, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trend-based future requirements, and operating forecasts.
Performs economic research and studies in areas such as returns, depreciation, working capital needs, investment opportunities, investment performance, and government impact.
Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Documents revenues and expected expenditures and prepares summary statements and documentation.
Serves as a consultant to management on financial policies, procedures, and applications.
Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.
May assist less experienced peers.
May act as a team leader.
May perform other job duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or Business Administration.
Minimum 10 years of combined experience in strategic finance, P&L ownership, accounting, finance business partnering, finance operations, corporate finance, or FP&A, including annual budgeting, monthly forecasting, expense analysis, and management reporting.
Experience in FinTech/SaaS or technology organizations, or directly supporting a technical business unit.
Advanced MS Excel proficiency with the ability to build financial models.
Proven ability to plan, prioritize, and organize a diversified workload to meet tight deadlines.
Strong business acumen and a desire to deepen knowledge of the business and industry.
Ability to recommend process improvements to enhance efficiency and effectiveness.
Willingness to work extended hours, including late evenings or overtime as needed.
Ability to travel up to 5% for internal meetings, trainings, and professional conferences.

Technologies

MS Excel
OneStream
Power Query
Power BI

Why Jack Henry?

Jack Henry emphasizes doing the right thing, going the extra mile, and having fun, with a focus on supporting associates' physical, mental, and financial wellbeing through strong benefits programs.

Culture of Commitment

Employees describe an exceptional culture built on collaboration, resilience, and shared success, with a focus on meeting challenges and pursuing opportunities. Our Corporate Responsibility program reflects dedication to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

Jack Henry is an equal opportunity employer that values the unique contributions of all individuals. The company promotes inclusion across hiring, promotion, compensation, benefits, education, training, and other activities, and prohibits retaliation for good faith discrimination complaints or investigations.

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Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

9d 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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Financial Controller

The Raleigh Construction Company Raleigh, NC

10d ago

$45 - $65/hr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

The Financial Controller leads the finance function for a Raleigh-based construction firm with 14 years in business, directing financial management, planning, and strategy to support long-term viability and success. The role also encompasses ancillary duties in collaboration with partner architecture and real estate companies.

Responsibilities

Collaborate with Owners and the General Manager to drive process improvements that tighten expense control and optimize profit and cash flow.
Oversee annual analysis of professional billable rates and the development of operating budgets.
Perform regular financial reviews, including monthly operating statements, cash flow analyses, forecasts, and balance sheets.
Collect and organize financial data as needed, synthesize information into clear reports, and distinguish valid data comparisons from invalid ones.
Ensure accurate development, analysis, and reporting of financial information to management.
Ensure timely and precise preparation of forecasts and project budgets.
Support month-end and year-end closing activities.
Coordinate monthly invoicing with Owners and the General Manager and generate invoices as needed.
Maintain compliance through annual reports, business licenses, personal property filings, taxes, and liaison with the CPA.
Maintain business and project related insurance coverage in collaboration with the local broker and Owners/General Manager.
Uphold rigorous ethics and compliance standards.
Develop the annual budget and monitor it monthly.
Prepare monthly transaction reports to balance books against project expenditures.
Coordinate with the in-house bookkeeper.
Administer the 401(k) plan.
Oversee bidding and estimating in collaboration with the General Manager to formulate project budgets.
Assist with financial scheduling and budget management, including change orders, daily logs, ProCore Owner Portal, and RFIs.
Enter receipts into ProCore and QuickBooks.
Serve as the primary contact for accounts receivable and accounts payable.
Conduct postmortems and reconciliations to evaluate project outcomes.
Support monthly invoicing for the partner architecture company.
Assist with annual tax and insurance coordination for the partner architecture firm and partner real estate company.

Requirements

Bachelor's or master's degree in accounting, business, economics, finance, or a related field.
CPA or CMA preferred.
Seven years of experience in a business or finance environment.
Construction experience preferred.
Thorough knowledge of accounting with strong analytical skills; proven problem-solving abilities.
High integrity, reliability, and adherence to professional ethics.
Superior verbal and written communication skills.
Advanced presentation skills with the ability to explain complex financial concepts to non-finance professionals.
High attention to detail.

Technologies

ProCore
QuickBooks

Benefits

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

Pay

Hourly range: USD 45.00 – 65.00 per hour

Work Location

Onsite in Raleigh, NC

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Financial Planning Associate

Lake Growth Financial Services Saint Charles, IL

11d ago

$60k - $100k/yr Full time Marketing Associate Business Development

Marketing Associate Business Development

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Job Description

On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.

Benefits

Flexible schedule
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Responsibilities

Develop and sustain strong client relationships through attentive listening
Lead client interviews and conduct six month reviews
Maintain a professional appearance in business casual attire
Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
Stay informed on industry trends and developments impacting the business
Plan daily and weekly activities to prioritize core tasks and meet benchmarks
Deliver work with accuracy, clarity, organization, and attention to detail
Prepare and present financial solutions for clients in person or virtually
Reach out to providers to clarify, move business, and troubleshoot as needed
Provide service for new and existing clients as required
Collaborate with team members through regular meetings

Requirements

Bachelor’s degree (higher is preferred but not required)
Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
Strong written and verbal English communication skills
High level of confidentiality and integrity; protect client privacy in line with guidelines
Excellent customer service capabilities
Highly organized with a system to manage workflow and deliverables
Active Life & Health Insurance License or ability to obtain
CERTIFIED FINANCIAL PLANNER designation or ability to obtain
Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
Within a 30 minute commute to the Fox Valley office in St. Charles, IL
Valid Illinois driver’s license and access to a working car
Lake Growth recognizes unique strengths and may tailor roles to fit individual talents

Technologies we use

Zoom
DocuSign
Spreadsheets
Word processing
PDF editing software
VOIP software
Digital file services
Database entry skills

Compensation

This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.

Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.

What you can Expect

A one year training program to learn the business and define the next career steps, with ongoing training as needed
Office space for meetings, a workstation, computer, additional tech, office supplies, and support
Regular touchpoints for training, updates, questions, and clarification
Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
Quarterly progress reviews with leadership
Opportunities for growth within a developing business framework

What We Expect

Consistent punctuality and a strong drive for success in financial services
Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
Professionalism, excellent customer service, clear communication, perseverance, and diligence
Respect for clients and colleagues in all interactions
Self direction with the ability to manage daily tasks with minimal supervision
Commitment to compliance and operating with integrity in every facet of the business
A quiet, professional work environment and reliable access to mobile and video conferencing
Willingness to attend both in person and virtual meetings