Productivity

Productivity Finance Jobs

31 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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Wealth Management Associate

Equitable Advisors New York, NY

10d ago

$35k - $125k/yr Full time Advisor Associate Business Development

Advisor Associate Business Development

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Job Description

Equitable Advisors is seeking a Wealth Management Associate for its New York, NY office. The role centers on building client relationships, developing personalized financial strategies, and guiding clients through suitable financial products. This onsite position offers a defined licensing path and opportunities for long-term growth in wealth management, with a compensation range of USD 34,500 to 125,000 per year.

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Requirements

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with USD 34,500 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

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Commercial Finance Specialist

Triad Financial Services Inc Jacksonville, FL

11d ago

$24 - $26/hr Full time Commercial Credit Credit Analysis

Commercial Credit Credit Analysis

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Job Description

Triad Financial Services Inc, based in Jacksonville, Florida, is seeking a Commercial Finance Relationship Specialist I to manage credit lines, review orders, and monitor inventory across rental portfolios and communities. This onsite position emphasizes sustaining strong relationships with manufacturers and plant partners while ensuring timely payoffs, interest accruals, and inventory actions to support the company’s financing solutions.

Responsibilities

Build a thorough understanding of Triad Financial Services policies, processes, and procedures related to lines of credit.
Perform daily maintenance of credit lines to ensure current status and accuracy.
Assess and decide on incoming order requests.
Track inventory that is sold and on display, with proactive follow-up as needed.
Coordinate payoffs, monthly interest accruals, and curtailments to keep accounts in good standing.
Review daily inventory audit reports and take necessary action.
Foster ongoing relationships with manufacturers and plants to support credit activities.
Oversee rental portfolios when units on floorplans convert to Rental status.
Maintain regular communication with communities to strengthen relationships.
Prepare supporting documentation for rental portfolios.

Requirements

Bachelor’s degree in finance or business preferred but not required.
Approximately two years of prior work experience in the financial services industry preferred.
Ability to quickly learn the proprietary computer system used to manage accounts.
Capability to prepare or review documents and reports using Microsoft Office-based tools.
Strong organizational, clerical, numeric, and both oral and written communication skills.
Knewledge of customer service principles and practices.

Technologies

Microsoft Office

Position overview

Triad Financial Services is a global provider of financial services and solutions. We are seeking a motivated Commercial Finance Relationship Specialist I to join our growing team and contribute to the management of credit lines and related processes within an onsite Jacksonville environment.

Physical Demands

Safely perform essential job functions in line with ADA, FMLA, and applicable laws, while meeting defined productivity standards.
Maintain regular, punctual attendance in accordance with relevant regulations.
Speak and listen clearly over the telephone as part of daily communication.
Ability to sit at a workstation for extended periods.
Ability to type and use standard office equipment.

Compensation Details

Hourly wage: USD 24 - 26

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Sales Consultant

Talent Elite Partners Portland, OR

11d ago

$100k - $130k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

Talent Elite Partners offers a compelling opportunity in the financial services space with a focus on lasting client partnerships, professional growth, and a supportive environment. This on-site role is based in Portland, OR. Expect a competitive compensation package that blends base pay with performance-based incentives, and access to comprehensive benefits and ongoing training to support your career development.

WHY YOU'LL LOVE WORKING HERE

Hybrid Work Model: a flexible mix of remote productivity and in-person client interactions
Relationship-Driven Culture: a workplace that highly values long-term partnerships with clients
Professional Growth: clear opportunities to advance into relationship management or sales leadership
Support System: ongoing coaching, training programs, and professional development resources
Comprehensive Training and Development: onboarding specialists and local resources to ensure a smooth start

BENEFITS

Medical, dental, and vision coverage
401(k) retirement plan with company matching
Traditional pension plan
Professional development opportunities

COMPENSATION & BENEFITS

The position offers a total compensation range of $100,000 to $130,000 in the first year, including commission and performance incentives tied to sales results and client retention.

RESPONSIBILITIES

Sales Management: allocate effort between prospecting new clients and nurturing existing relationships to optimize acquisition and retention
Relationship Portfolio Oversight: oversee a diverse set of client relationships, maintaining regular communication and delivering outstanding service
Revenue Generation: drive new sales while identifying expansion opportunities within current client bases
Client Needs Assessment: conduct thorough financial reviews to understand evolving client needs and propose appropriate solutions
Strategic Account Planning: create and execute account strategies that deepen relationships and reveal growth opportunities
Client Advocacy: serve as the primary advocate for clients, ensuring their needs are met across all service touchpoints
Sales Process Management: manage the full sales cycle from prospecting through closing and onboarding
Market Engagement: represent the company at networking events and industry functions to broaden your professional network

REQUIREMENTS

Sales Experience: 3 to 5 years combining sales and relationship management experience
Sales Success: proven track record of meeting or exceeding goals while maintaining high client satisfaction
Strategic Mindset: ability to think strategically about immediate opportunities and long-term relationship development
Organizational Skills: strong project management abilities to handle multiple clients, prospects, and initiatives simultaneously
Technology Proficiency: experience with CRM systems and relationship management tools is helpful
Education: Bachelor's degree or equivalent experience in business or sales

TECHNOLOGIES

CRM systems

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Mortgage Senior Credit & Product Officer

FirstBank Florida San Juan

14d ago

Full time Manager Senior Credit

Manager Senior Credit

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Job Description

The Mortgage Senior Credit & Product Officer role is an onsite leadership position with FirstBank Florida in San Juan, Puerto Rico. This role directs senior mortgage operations, including underwriting, product development, risk analysis, and policy guidance, and works closely with sales, production, and key stakeholders across the organization.

Responsibilities

Provide executive oversight of mortgage underwriting to ensure accuracy, regulatory compliance, and timely loan decisions.
Direct the loan review pipeline, maintaining deadlines and service levels.
Identify and implement process improvements to boost underwriting productivity and shorten cycle times.
Lead comprehensive risk analysis of mortgage portfolios, using financial statements and market data to identify and mitigate emerging risks.
Develop and propose new mortgage products and CRA offerings to align with market demand and regulatory requirements.
Collaborate with the sales and production teams to train staff and realtors, ensuring up-to-date product knowledge and underwriting guidelines.
Serve as a subject matter expert for investors and senior corporate credit officers on complex credit matters and product questions.
Review and update credit policies in response to regulatory changes and market trends.
Coordinate with default administration to analyze delinquency trends and implement proactive risk mitigation strategies.
Supervise the loss mitigation underwriting process.
Streamline underwriting documentation to balance efficiency with strong risk controls and regulatory compliance.
Act as the primary liaison with internal and external auditors and regulators to ensure underwriting compliance with applicable laws and standards.
Oversee ECR credit analysis to maintain consistent standards across regions.
Partner with sales and production managers to refine processes, remove bottlenecks, and accelerate loan origination cycles.
Oversee the appraisal and dispatching team to ensure timely receipt, review, and distribution of transaction documents.
Supervise the clear to close unit to ensure all loan conditions are fulfilled before moving files to the closing stage and coordinating final numbers.
Participate in cross-functional projects and committees as assigned.
Contribute to enterprise-wide risk management initiatives.
Prepare and present reports for executive leadership and board committees as required.
Support due diligence for mergers, acquisitions, or new market entries.
Foster staff development through mentoring and training opportunities.
Stay informed of industry best practices, regulatory changes, and competitive trends.

Requirements

Education: Master’s degree in finance, Juris Doctor, Business Economics or a related field is required.
Certifications: Certifications in credit risk, mortgage banking, or regulatory compliance are preferred.
Experience: A minimum of three to five years of progressive experience in credit risk management, mortgage underwriting, or product development within a banking institution.
Analytical expertise: Three to five years of demonstrated ability to analyze complex transactions using financial statements and credit reports.

A BRIEF OVERVIEW

The Mortgage Operations Manager is a senior leadership role focused on guiding mortgage underwriting, ensuring timely loan reviews, driving productivity improvements, and directing the development of new or enhanced mortgage products. The Officer partners with the sales and production teams, provides policy guidance, and serves as a liaison with internal and external stakeholders.

Disclaimer

The statements above describe the general nature and level of work performed by individuals assigned to this role. They are not intended to be an exhaustive list of all responsibilities, duties, or skills. The reporting relationship may not reflect the most recent changes to the corporate structure.

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients, and our employees are the ones who ensure we deliver on our promise of excellence in personalized customer service. We employ more than 3,100 people across Puerto Rico, the Virgin Islands and Florida who share a commitment to outstanding service. We are proud of our team for continuously surpassing client expectations.

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Wealth Advisor - Danvers/Gloucester, MA

Citizens Danvers, MA

15d ago

$105k - $250k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Citizens is seeking a Wealth Advisor in Danvers, MA, to conduct in-depth client discoveries and tailor bespoke financial plans within a collaborative, branch-based environment. The role emphasizes proactive outreach, partnering with colleagues to uncover opportunities for clients and deliver a holistic suite of services across financial planning, investments, insurance, and estate planning.

Responsibilities

Develop a high quality wealth management practice and craft a personalized strategy for clients.
Strengthen and preserve relationships with key partners to boost client introductions and engagement.
Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through referrals from partnerships.
Tailor wealth management planning to meet individual client needs.
Leverage knowledge from internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Active Series 7, 63, 65 (or 66) registrations.
A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting as a condition of employment.
Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Proven track record in new business development and client book management.
Experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfort operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Benefits

Competitive pay
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements

Pay Transparency

Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 per year depending on performance and productivity against the commission plan parameters.
For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements across local and state jurisdictions.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: Monday through Friday, branch hours

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Treasury Management Officer

First Farmers & Merchants Bank Columbia, TN

22d ago

Full time ACH Bachelor's Degree Banking

ACH Bachelor's Degree Banking

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Job Description

Role

The Treasury Management Officer (TMO) is charged with cultivating and overseeing relationships with commercial clients to deliver treasury solutions that optimize cash flow, reduce risk, and enhance operational efficiency. The TMO collaborates with internal teams and external clients to assess needs, craft solutions, and ensure effective implementation of treasury products and services.

Essential Functions & Responsibilities

35% Client Relationship Management: Serve as the primary contact for treasury services for commercial and business clients. Conduct client needs assessments and recommend suitable treasury solutions. Maintain strong relationships to ensure client satisfaction and retention.
30% Sales & Business Development: Identify and pursue new opportunities within existing and prospective client portfolios. Collaborate with relationship managers and other banking professionals to cross-sell treasury products. Prepare and deliver compelling presentations and proposals to clients.
10% Product Expertise & Implementation: Demonstrate deep knowledge of treasury products including ACH, wire transfers, remote deposit capture, lockbox, fraud prevention tools, and liquidity management solutions. Oversee onboarding and implementation of treasury services, ensuring timely and accurate delivery. Provide training and support to clients and internal partners on treasury platforms and tools.
10% Risk & Compliance: Ensure all treasury activities comply with internal policies, banking regulations, and industry standards. Monitor client activity for potential fraud or operational risk and escalate as necessary.
10% Collaboration & Reporting: Work closely with operations, IT, and compliance teams to resolve client issues and improve service delivery. Track sales performance, client feedback, and market trends to inform strategy.
5% Performs other job related duties as assigned.

Performance Measurements

Adhere to the bank's Code of Business Conduct and Ethics in all duties.
Maintain the confidentiality of customer information and other sensitive data.
Complete required training and pursue additional training as needed to increase job knowledge and maximize productivity.
Maintain a strong knowledge of the bank's financial services and awareness of competitors' offerings.
Meet assigned new business development targets in terms of volume or value.
Respond to telephone messages within four hours.
Maintain a professional work environment and businesslike appearance at all times.
Generate required reports within the specified time frame with zero errors.
Provide direction and recommendations to management regarding business development strategies.
Develop and maintain a positive and productive working relationship with department and branch staff.
Acquire and maintain working knowledge of regulations and bank procedures; comply with the Bank Secrecy Act and other laws and regulations.

Knowledge & Skills

Experience: Five to eight years of similar or related experience.
Education: A bachelor's degree, or achievement of industry certifications recognized as equivalent to a bachelor's degree (for example information technology certifications in lieu of a degree).
Interpersonal Skills: Significant personal contact with others inside and outside the organization for conflict resolution, relationship building, and cooperation. Requires discretion and diplomacy in communication.
Other Skills: Solid understanding of the Treasury Management industry and competitive landscape. Strong communication, analytical and curious mindset. Proficient with Microsoft Office and bank software. Self-starter with the ability to motivate peers and influence partners to achieve shared goals.

Physical Requirements

The position requires frequent movement within the office to interact with colleagues and clients, and the regular use of office equipment. The role involves continuous computer use and operation of other office productivity devices such as calculators, copiers, and printers.

Work Environment

The role is based in a professional office setting and may require travel to branches and other locations. Standard office equipment such as calculators, computers, phones, copiers, filing cabinets, and fax machines are routinely used.

Job Details

Job Type: Full-time
Benefits: Dental insurance, Health insurance, Paid time off, Vision insurance
Education: Bachelor's (Preferred)
Experience: Treasury management: 5 years (Required)
Ability to Commute: Columbia, TN 38401 (Required)
Ability to Relocate: Columbia, TN 38401; Relocate before starting work (Required)
Work Location: In person