Profitability Modeling

Profitability Modeling Finance Jobs

23 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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Financial Analyst

Gulf Winds Credit Union Pensacola, FL

13d ago

$60k+/yr Full time Analyst Budgeting Data Analysis

Analyst Budgeting Data Analysis

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Job Description

Join Gulf Winds Credit Union in Pensacola, a community-focused financial cooperative with over $1 billion in assets and more than 83,000 members across Florida, Alabama, and Georgia. This onsite Financial Analyst role offers a salary of USD 60,000 per year and requires a bachelor’s degree in finance, accounting, or economics with at least 2 years of relevant experience. You will support the VP of Finance with rigorous analysis, modeling, and reporting to guide strategic decisions across the organization.

Benefits and culture

Open and transparent communication with leaders
Consistent coaching and opportunities to improve performance
Collaborative, team-focused environment
Short and long-term professional development opportunities
Chance to participate in cross-functional projects

Our values guide daily work: Integrity, Care, Growth, and Innovation. These commitments shape our service to members, our community, and one another.

Role overview

This position supports the Vice President of Finance in delivering financial analysis, modeling, and reporting to inform strategic objectives. You will maintain and enhance the Axiom Financial Management ecosystem, support ALM and liquidity analysis, and contribute to budgeting, forecasting, and profitability efforts, providing cross-functional financial insights to leadership.

Responsibilities

Maintain and optimize the Axiom Financial Information System to enable timely models for budgeting, forecasting, profitability, and strategy.
Analyze financial performance against budget, forecast, and prior periods to identify drivers and variances.
Develop scenario analyses for balance sheet strategy, pricing decisions, and growth initiatives.
Assist in evaluating product profitability, funding costs, and margin impacts.
Contribute to the annual budget and periodic forecasts within the Axiom system.
Support variance analysis and forecasting updates based on performance and changing assumptions.
Maintain schedules and documentation for budget and forecast assumptions.
Support ALM and Liquidity Risk Models, including inputs, assumptions, and scenario outputs.
Assist in preparing ALCO reporting.
Validate model outputs for consistency with underlying financial data.
Monitor key interest rate and liquidity risk metrics and document assumptions.
Track daily cash balances and concentration limits.
Support the VP of Finance in maintaining the Financial Management System with accurate data across models and reports.
Perform data reconciliations between source systems and financial models.
Help improve model efficiency, automation, and reporting processes.
Collaborate with Business Intelligence to align financial data with enterprise reporting.
Assist in investment portfolio maintenance and transaction decisions.
Validate safekeeping and collateral positions.
Assist with purchase and sale documentation and settlement validation.
Prepare monthly, quarterly, and annual reports with analysis of the presented information, including liquidity, investments, delinquency, production, financials, consolidation, and regulatory reports.
Perform other related duties as assigned.

Requirements

2 to 5 years of experience in financial analysis, banking, credit unions, or related fields preferred.
Strong financial modeling and analytical skills; Excel proficiency required; experience with Axiom or similar systems preferred.
Understanding of financial statements for financial institutions.
Familiarity with ALM concepts, interest rate risk, and liquidity management preferred.
Knowledge of GAAP and basic regulatory reporting.

Education

Bachelor's degree in finance, accounting, or economics.

Technologies

Axiom Financial Information System
Axiom Financial Management System
Excel

workplace commitments

Gulf Winds is an Equal Opportunity Employer and Drug Free Workplace.

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AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

14d ago

$144k - $180k/yr Full time Python Annuities AVP

Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.

Compensation

Salary range: USD 143,859 to 179,836 per year.

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Director, Finance & Compliance

Westminster-Canterbury on Chesapeake Bay Virginia Beach, VA

16d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Westminster-Canterbury on Chesapeake Bay seeks a seasoned Director of Finance & Compliance to steer the strategic financial direction and comprehensive regulatory oversight for the Senior Options line and its external partner organizations. This onsite leadership role covers multi-site home health, hospice, and home care operations, requiring close collaboration with the CEO, CFO, and community leaders to ensure governance excellence and sustainable financial performance.

Responsibilities

Direct the Senior Options Finance group, including the financial accounting manager, billers, and planning for future roles, while keeping all financial operations aligned with compliance standards.
Lead on-site proforma discussions for Senior Options and oversee the development and production of each proforma.
Engage with the CEO, CFO, and community leaders to establish assumptions and ensure regulatory alignment throughout planning processes.
Provide strategic financial guidance to Senior Options Partners, incorporating positioning and annual budgeting with compliance cost considerations.
Participate in monthly partner operations calls, delivering strategic and tactical input to improve financial performance while monitoring compliance metrics and regulatory adherence.
Support business development by joining prospect calls and other activities, ensuring compliance considerations are integrated into new partnerships.
Manage vendor relationships (for example, the billing team at Forvis) and indirectly supervise Compliance staff and contractors as needed.
Maintain and collaborate with key internal relationships by advising the C-suite and Administrators at Senior Options affiliate agencies.
Coordinate activities with the WC Bay CFO and Director of Finance.
Partner with the Business Development team on regulatory requirements for new partnerships.
Negotiate and manage partner advisory service agreements and renewals, ensuring contracts meet regulatory standards and include compliance oversight provisions.
Negotiate major purchasing contracts for Senior Options, ensuring vendor compliance with healthcare regulations; collaborate with the WC Bay CIO and Senior Options leadership on purchasing decisions.
Maintain a comprehensive compliance program with policies, procedures, training, monitoring, and reporting to meet CMS regulations, state healthcare laws, and accreditation standards.
Participate in Senior Options strategic planning, team meetings, and compliance committee activities as needed.
Collaborate with the President and Sr. Director of Business Development to update the long-range financial plan for Senior Options, factoring in compliance risk assessments and regulatory changes.
Attend and present at Board meetings for Senior Options and Westminster Canterbury at Home; provide financial reporting and compliance updates to Board Committees.
Represent Senior Options at state and national associations, trade events, and regulatory meetings to stay current with industry compliance requirements.
Ensure organizational compliance with WC Bay employee guidelines, policies, procedures, and all applicable government regulations governing WC Bay and its subsidiaries.
Develop and maintain compliance monitoring systems including audit protocols, corrective action plans, and regulatory reporting requirements.
Oversee compliance training programs for all partner organizations and ensure staff competency in regulatory requirements.
Maintain partner profitability and financial sustainability while achieving budget targets and forecasting accuracy.
Demonstrate cost-effective compliance program management and maintain 100% regulatory compliance with no significant deficiencies or sanctions.
Ensure successful completion of regulatory audits, effective team development, strong partner satisfaction, and the execution of strategic initiatives.

Requirements

Bachelor’s degree in finance, business administration, healthcare administration, or a related field; a Master’s degree is preferred.
Proven track record of strong operational and financial results in leading home health and hospice operations.
Minimum 10+ years of healthcare finance or operations leadership experience.
Advanced financial analysis and modeling capabilities.
Proficiency in healthcare financial systems.
Strong communication and relationship-building skills with boards and C-Suite executives.
Experience overseeing multi-site home health and hospice operations.
Professional certifications preferred: CPA, CMA, CHC (Certified in Healthcare Compliance), or CHFP (Certified Healthcare Financial Professional).
Comprehensive knowledge of healthcare regulations including CMS Conditions of Participation, OASIS, HIS, EVV.
Experience with healthcare compliance frameworks and risk assessment methodologies.
Proficiency in compliance monitoring tools and electronic health record systems.
Demonstrated compliance management experience in a healthcare setting, including regulatory audits and compliance program development.

Technologies

EHR systems
Compliance monitoring tools

Location

Shore Drive, Virginia Beach, VA, onsite.

Reports To

Direct supervisors: President, Senior Options and VP of External Health Services; Chief Financial Officer.

Working Conditions

Travel required: yes, to partner locations and industry events
Standard office environment with typical business equipment
Occasional extended hours during budget cycles, audits, and regulatory deadlines
Physical demands include prolonged sitting, computer work, and presentation activities

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Senior Manager, Commercial Finance

UHY LLP Manchester, MI

17d ago

$130k - $150k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Onsite Senior Manager, Commercial Finance in Manchester, MI, drives profitability and top-line growth through pricing, contract management, capital investments, and profitability analysis, serving as the primary Commercial Finance partner to Commercial Directors, with a salary range of USD 130,000 - 150,000 per year.

Responsibilities

Act as the chief Commercial Finance partner to Commercial Directors and business units, steering profitability and revenue growth.
Deliver financial leadership and analytics on pricing for new and existing products, contract management, capital expenditure decisions, and profitability by customer and product lines.
Lead analyses that support segment strategies and forward-looking growth opportunities.
Identify profit leakages and implement actions to improve profitability across segments and key accounts.
Collaborate with the Beverage Commercial Team on Tier 1 and Tier 2 contract negotiations and RFQ processes.
Develop and evaluate commercial proposals encompassing multiple products, sites, and capital investment considerations.
Perform financial analysis on lightweighting initiatives, footprint moves, PCR inclusion, and customer-driven requests.
Assess profitability by product, plant, and customer, and implement targeted return pricing actions.
Evaluate freight, material surcharges, and operational complexity to support pricing and margin improvements.
Head Commercial Finance activities during RFQ processes, including market-based pricing, quotation performance tracking, and reporting.
Assist Customer Account Teams with value-based selling, contract development, profitability improvement actions, and proactive account planning.
Join customer meetings to provide financial insights, implications, and decision support.
Develop and approve regional and national account pricing using pricing systems, market reports, competitive intelligence, and win/loss analysis.
Leverage SAP, BW, CRM, and costing databases for data mining and profitability improvement planning.
Support Commercial Directors with competitive intelligence, value preservation strategies, and disruption technology analysis.
Support budgeting, strategic planning, and strategic pricing initiatives across key accounts and business units.
Draft and implement contract clauses to protect profitability, including cost recovery tied to PPI, materials, energy, freight, and operational changes.
Prepare and support capital budgets, capacity planning, and capital expenditure analysis.
Develop a deep understanding of manufacturing processes, cost to produce expectations, equipment capabilities, and capital investment opportunities.
Collaborate cross-functionally with Marketing on new product development, innovation projects, and new market opportunities.
Provide finance leadership on strategic and cross-functional projects.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field.
At least seven years of experience in commercial finance, FP&A, or strategic finance within manufacturing, packaging, or related industries.
Extensive experience supporting pricing, RFQs, contract negotiations, and customer profitability analysis.
Proven ability to influence senior leaders and collaborate with commercial and operations teams.
Advanced skills in financial modeling, budgeting, forecasting, and P&L management.
Experience using ERP and analytics platforms including SAP, BW, and CRM.
Strong analytical, strategic thinking, and problem-solving abilities.
Ability to work independently while managing multiple priorities in a fast-paced environment.
Excellent communication and relationship-building skills with cross-functional stakeholders.
Experience in capital investment analysis, cost optimization, and margin improvement initiatives is preferred.
Background in beverage, rigid packaging, manufacturing, or consumer packaged goods industries is highly preferred.

Technologies

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Automotive Finance Manager

Ben Davis Chevrolet Auburn, IN

17d ago

$100k - $250k/yr Full time Manager Automotive Client Relations

Manager Automotive Client Relations

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Job Description

In Auburn, Indiana, Ben Davis Chevrolet is seeking an Automotive Finance Manager to join its on-site team and oversee the dealership’s financing operations. This role centers on securing loans, structuring deals, ensuring lender compliance, and finalizing contracts, all while cultivating strong customer relationships and driving profitability through financing and insurance offerings.

Responsibilities

Assist customers in obtaining financing for vehicle purchases
Structure financing deals
Ensure adherence to lender guidelines
Prepare and finalize contracts
Maintain positive customer relationships
Drive dealership profitability through financing and insurance products
Educate customers about financing options and insurance products
Desk deals and submit to lenders for approval
Make credit determinations
Close financing transactions effectively
Maintain a high level of customer satisfaction throughout the financing process

Requirements

Auto dealership Finance Manager experience is required
Proficiency in financial analysis and modeling
Excellent communication, customer service, and computer skills

Benefits

Performance-driven potential income from $100,000 to $250,000 per year
Medical insurance largely employer-subsidized for employee
Life insurance of $20,000 at no cost to employee
401(k) plan available after a 90-day probationary period
Paid vacation with six holidays paid
Employee discounts
Positive and professional team environment

Why Work for Ben Davis?

We provide a professional and supportive workplace where teamwork, respect, and results go hand in hand, and each employee has the training, support, and tools needed to succeed in their career. We expect excellence, reward performance, and strive to make every day productive and enjoyable.

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Commercial Finance Manager

NEP Group Inc. Pittsburgh, PA Hybrid

20d ago

Full time Manager MBA Budgeting

Manager MBA Budgeting

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Job Description

This hybrid role based in Pittsburgh, PA offers the chance to lead FP&A for a portfolio of US product offerings, build robust financial models, and collaborate with business leaders to drive EBITDA growth and strategic initiatives. You will own budgeting and forecasting processes while ensuring compliance with financial regulations, partnering with cross-functional teams to support commercial strategies, and communicating insights to senior leadership.

Responsibilities

Own the FP&A cycle for a portfolio of US product offerings and build and maintain financial models to guide leadership decisions
Act as a trusted business partner to promote transparency, growth, profitability, and sound decision making
Deliver data-driven insights, analysis, and recommendations to support EBITDA growth and transformation efforts
Collaborate with cross-functional teams to enable effective commercial strategies and initiatives
Prepare and present financial reports to senior management
Maintain and advance compliance with relevant financial regulations and policies

Requirements

5+ years of experience in commercial finance or related roles, preferably in the tech or service sector
Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA preferred
Proven experience in financial planning and analysis, ideally in a commercial finance capacity
Strong analytical abilities with the capacity to interpret complex financial data
Excellent communication and presentation skills
Proficiency with financial modeling and analytical tools
Ability to collaborate effectively in a fast-paced environment
Prior managerial or leadership experience is a plus
Hybrid role requiring 2-3 days per week onsite in the Pittsburgh office

Purpose

NEP Group is seeking a Finance Manager to support business partners and oversee forecasting and budget management. The ideal candidate will bring experience in financial planning and analysis, budgeting, forecasting, and providing strategic insights to drive business growth.