Sales Forecasting

Sales Forecasting Finance Jobs

17 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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Finance and Accounting Analyst

Physical Electronics USA Chanhassen, MN

13d ago

$80k - $95k/yr Full time Accounting Analyst Budgeting

Accounting Analyst Budgeting

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Job Description

Based in Chanhassen, MN on site, the Finance and Accounting Analyst will support senior FP&A and the accounting close at Physical Electronics USA. The role emphasizes accurate financial results, robust forecasting, and actionable analysis to inform executive decisions. You will lead budgeting, forecasting, and financial analysis activities across the organization and participate in the monthly close process.

Responsibilities

Lead annual budgeting, forecast updates, and long-range planning cycles.
Conduct monthly performance analysis, including variance reviews and root-cause explanations.
Build and maintain sophisticated models for revenue, operating expenses, headcount, capital expenditures, and strategic initiatives.
Collaborate with department heads and senior leadership to assess performance and forecast outcomes.
Assemble financial reporting packages, dashboards, and executive presentations.
Provide financial insight to support pricing decisions, investment evaluation, cost optimization, and growth initiatives.
Serve as the primary liaison with the sales organization.
Manage substantial components of the monthly, quarterly, and annual close processes.
Prepare, review, and post journal entries, accruals, and estimates requiring judgment.
Perform balance sheet reconciliations and drive timely resolution of variances.
Review close results and conduct detailed analysis.
Coordinate with accounting, payroll, and operational teams to ensure data completeness and accuracy.
Prepare documentation for auditors and tax advisors.
Lead initiatives to improve close efficiency, forecast accuracy, and reporting quality.
Assess and implement enhancements to financial systems, reporting tools, and automation.
Support ERP upgrades, system integrations, and reporting enhancements.
Establish and maintain best practices across financial processes.
Perform other duties as assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4+ years of progressive experience in FP&A, accounting, or a combined role (combined role strongly preferred).
Deep understanding of financial statements, accounting close, and forecasting methodologies.
Advanced Excel skills and financial modeling expertise.
Proven ability to manage deadlines, prioritize work, and operate independently.
Strong communication skills.
Demonstrated professional judgment and meticulous attention to detail.

Technologies

Proficient with the following tools and platforms:

Power BI
Tableau
Adaptive
Anaplan
GP Dynamics
Business Central
D365

Benefits

Paid holidays and vacation
Unlimited PTO
Department hosted lunches
Employee-led wellness activities
On-site gym
Employer contribution to H.S.A.
Safe-harbor 401k contributions
Medical, dental and employer paid life insurance
Student tuition reimbursement
Ongoing education and training opportunities
Employer matched charitable contributions

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Business Intelligence Analyst - Consumer Finance

Medical Air Services Association Fort Lauderdale, FL Remote

14d ago

Full time Marketing Analyst Budgeting

Marketing Analyst Budgeting

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Job Description

This full-time remote role places you within MASA's Consumer Finance division as the analytics owner, driving data-informed decisions, supporting FP&A and operational analysis, and building dashboards and models to support strategic initiatives.

Location

Remote role based in the Fort Lauderdale, Florida area.

Responsibilities

Own end-to-end financial analytics for the Consumer division, guiding scope, modeling, analysis, and delivery.
Develop and maintain complex financial and operational models, primarily in Excel, serving as the foundation for decision-making.
Develop sales and marketing forecasts, including volume, conversion, and unit economics assumptions.
Design and maintain automated dashboards and reporting pipelines, with increasing use of Power BI.
Drive the annual budgeting process and establish trackable frameworks to measure performance throughout the year.
Lead monthly forecasting and variance analysis, delivering clear, actionable commentary for leadership.
Translate complex analyses into concise, executive-ready insights and recommendations.

Requirements

Bachelor’s degree in Finance, Economics, Business Analytics, or a related field.
At least 3 years of experience in financial analysis, FP&A, or business intelligence/data analytics.
Strong Excel skills (modeling, pivot tables, charts, variance analysis) and experience with Power BI.
Excellent communication skills and the ability to tell clear, compelling data stories for senior audiences.
A proactive, self-motivated approach with a track record of ownership and driving growth.
Bonus points for experience with budgeting/forecasting software, sales pipeline forecasting in consumer products or insurance/benefits, or advanced credentials (MBA, CFA, CPA).

Technologies

Excel
Power BI

Benefits

Competitive base salary, bonuses, and comprehensive benefits including medical, dental, and vision insurance with highly rated carriers; a 401(k) program with company match; paid time off; company-paid short-term disability, long-term disability, and basic life insurance; and a free MASA membership.
A professional and friendly culture that supports the mission to protect families with compassion when others don’t.
Opportunity to apply your expertise and make a lasting impact on MASA's growth and success.

About Us

MASA has led emergency medical transportation insurance since 1974. We are a close-knit team dedicated to protecting families with compassion when others don’t. Our professional yet collaborative culture fosters innovation and a clear mission while supporting a growing base of more than 2 million members across the United States and the Caribbean. Learn more at https://www.masaaccess.com

Why you will love this opportunity

You will own a critical area of the business with direct visibility into decision making and the ability to influence outcomes, not merely report on them. The role offers autonomy, trust, and the chance to collaborate as an analytics partner within a mission driven organization.

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AVP / VP, Relationship Manager - Corporate Banking (Japanese bilingual)

Mizuho Americas San Francisco, CA

17d ago

$110k - $150k/yr Full time Manager Marketing AVP

Manager Marketing AVP

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Job Description

The AVP / VP, Relationship Manager - Corporate Banking (Japanese bilingual) at Mizuho Americas focuses on developing and managing relationships with corporate clients, emphasizing origination and portfolio risk. The role involves presenting corporate banking product solutions, closing sales, and overseeing relationship profitability and risk within delegated authority.

Responsibilities

Develops and executes a tailored business development plan and client calling schedule aligned with the bank's strategy. Identifies opportunities, seeks referrals, conducts market research, and prepares for calls by understanding the client company, its industry, and needs while setting objectives for each relationship.
Maintains regular contact with existing clients and meets with their financial officers. Discusses and promotes the full range of corporate banking products and services, explores financing opportunities and business conditions, and assists in forecasting clients' finances to craft solutions. Engages product specialists as needed to support problem solving or transaction structuring.
Negotiates transactions, prices products to target returns, documents and closes deals in line with Bank policies and regulatory requirements. Applies sound credit and risk judgment when presenting transactions for approval and delivers recommendations to senior management.
Collaborates with other Bank units to define responsibilities and align objectives across product areas for a relationship or transaction. Resolves client needs and coordinates with other departments to address concerns.
Monitors relationship plan results and account activity to determine client profitability. Builds relationships with industry contacts and strategic partners, identifies accounts for development or removal, and prepares management reports.
Ensures timely monitoring of the assigned portfolio for quality and risk, detects changes in credit quality early, analyzes problem credits, and develops solutions with clients to minimize loss exposure. Conducts ongoing credit reviews and communicates changes to maintain accurate risk grading, proposing action plans for adversely graded relationships.
Maintains awareness of competitive products, pricing, and market changes within the area.
Prepares credit recommendations, coordinates amendments and renewals, and performs periodic credit rating reviews. Ensures documentation integrity and regulatory compliance.
May serve as a product specialist, acting as a technical consultant to clients and Relationship Managers across various segments and locations. May develop and deliver client and staff training, and provide guidance to junior Relationship Managers and Credit Analysts.
Participates in civic and community affairs as appropriate and maintains current knowledge of banking laws, regulations, policies, and procedures to ensure full compliance.

Requirements

Bachelor's degree or higher in Finance, Accounting, Business or Economics
Working experience in the banking industry is a plus
Bilingual Japanese and English

Technologies

MS Office

Benefits

Medical
Dental
401K plans
Discretionary bonus

Other Requirements

Mizuho maintains a hybrid working program with varying remote work opportunities depending on role, department needs, and local laws and regulatory obligations. Some roles require greater in-office presence, which will be communicated during the recruitment process.

Company Overview

Mizuho Financial Group, Inc. is a global banking group and one of the largest banks in the world by total assets, with assets of approximately $2 trillion. The organization employs about 60,000 people globally and serves clients in 35 countries with 800 offices across the Americas, Europe, the Middle East, Africa, and Asia. Mizuho Americas delivers corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring, and private capital advisory services.

Why Mizuho

Mizuho is in growth mode, pursuing top-tier performance while reshaping industry benchmarks. The firm offers opportunities across corporate functions and in corporate and investment banking, capital markets, advisory, research, sales and trading, derivatives, and financing teams. Candidates are encouraged to contribute to an entrepreneurial culture that values idea sharing, creativity, and client-focused solutions. If you seek a career with a growth mindset within a global financial services team, this is a position to consider.

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Finance & Accounting Manager

Chery industrial Inc. Garden City, NY

19d ago

$70k - $90k/yr Full time Manager Accounting Accounts Payable

Manager Accounting Accounts Payable

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Job Description

Chery industrial Inc. is a hands-on finance and accounting leader within the Chery Group, a US distributor of heavy construction equipment. Based in Garden City, NY and operating onsite, this role targets strengthening financial operations across multiple lines, including auctions, e-commerce, warehouse sales, and supply chain. The focus is on creating structured financial records, improving cost classification, and delivering timely internal reporting to enable business analysis and continuous improvement.

Responsibilities

Manage daily accounting activities, including general ledger, accounts payable, accounts receivable, and bank reconciliations
Ensure timely and accurate recording of all financial transactions
Maintain organized and audit-ready financial records
Prepare monthly, quarterly, and annual financial statements
Ensure consistency and accuracy of financial data across entities and accounts
Support financial close process and improve closing efficiency
Strengthen internal controls over financial transactions and payments
Review and improve accounting workflows and documentation standards
Assist in establishing standardized procedures for expense tracking and approvals
Improve expense classification and chart of accounts structure
Support financial data organization across departments, business units, and projects
Assist in allocating shared costs and improving cost visibility
Assist in budgeting and forecasting processes
Support management reporting and basic financial analysis
Provide insights into cost trends and operational efficiency
Ensure compliance with US GAAP and relevant regulations
Work closely with external CPA firms for tax filings and audits
Support preparation of required financial documentation

Requirements

Bachelor's degree in Accounting, Finance, or related fields required
5+ years of accounting or finance experience required
Strong understanding of US GAAP and accounting principles
Experience with accounting systems (QuickBooks or similar systems)
Proficient in Excel (pivot tables, data analysis)
Strong attention to detail and organizational skills
Mandarin (Preferred)
CPA (Preferred)
Onsite in Garden City, NY 11530 (Required)

Technologies

QuickBooks
Excel

Compensation

Salary: $70,000 - $90,000 per year

Benefits

401(k)
Health insurance
Paid time off

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Senior Financial Analyst

Confidential Las Vegas, NV

28d ago

$34 - $50/hr Full time Python Senior Analyst

Python Senior Analyst

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Job Description

Overview

This six month engagement is for a Senior Financial Analyst or Finance Manager at a confidential employer. Location is Las Vegas, NV 89199 with a hybrid work arrangement. The ideal candidate has experience managing a line of business, overseeing forecasting, budgeting, and month end actuals, and can leverage a modern tech stack to build dashboards in Power BI while working with large data sets to tell insights and drive outcomes.

Technical Skills

Advanced Financial Modeling & Analytics
- Driver‑based forecasting models
- Revenue / margin modeling by product (games, cabinets, conversions, leased units)
- Scenario and sensitivity analysis
- ROI, NPV, IRR, payback modeling for commercial initiatives
- Strong command of Excel (Power Query, pivot tables, index/match/xlookup, arrays, macros helpful)
FP&A Systems & Reporting Tools
- Experience with modern planning and reporting systems, typically including Oracle EPM / Hyperion (Planning, Essbase)
- Oracle ERP or similar enterprise systems
- SAP (helpful but not always required)
- Understanding how to pull, validate, and reconcile data across financial systems is key
Business Intelligence & Data Visualization
- Power BI (preferred) and Tableau (nice to have)
- Data modeling using DAX
- Creating dashboards for sales performance, game KPIs, ASP/mix trends, and pipeline analytics
Database & Analytical Tools
- SQL to query large datasets
- Snowflake or similar data lake environments
- Python or R for advanced analysis (optional but differentiating)
Commercial Finance Acumen
- Deal modeling and price‑volume analysis to support sales teams
- Sales pipeline forecasting (Salesforce or equivalent)
- Contract profitability analysis
- Gross margin bridge analysis
- KPI measurement for cabinet install base, yields, and game performance
Presentation & Storytelling Tools
- PowerPoint for executive‑ready slides and financial storytelling
- Data visualization best practices
- Ability to build and present business cases clearly and concisely
Process & Automation Skills
- Experience implementing standardized reporting
- Ability to automate recurring deliverables (Power Query, BI dashboards, macros)
- Familiarity with Jira, Smartsheet, or OneStream is a plus

Key Responsibilities

Financial Planning & Forecasting
- Lead the development of annual budgets, quarterly forecasts, and long‑range plans for global game sales revenue, margins, and key performance indicators.
- Partner with product, sales, and operations teams to validate assumptions, pipeline expectations, and market trends influencing forecast accuracy.
- Build dynamic financial models to support scenario planning and strategic decision‑making.
Business Partnership & Commercial Support
- Serve as the primary finance partner to Global Game Sales leadership, providing analytical insights that influence pricing, portfolio strategy, and market prioritization.
- Evaluate deal structures, customer proposals, and promotional programs to ensure profitability and alignment with corporate goals.
- Support go‑to‑market strategies for new game launches and cabinet performance optimization.
Performance Reporting & Analytics
- Provide monthly reporting packages highlighting revenue performance, unit sales, ASP trends, product mix, and variance analysis.
- Analyze game and cabinet performance data to identify opportunities to drive incremental revenue and improve yield.
- Lead standardization and automation of reporting tools, dashboards, and analytics to improve visibility into business performance.
Financial Governance & Operational Excellence
- Ensure adherence to financial controls, corporate policies, and accounting standards impacting revenue recognition and cost allocation.
- Improve processes to drive efficiency, data integrity, and forecast accuracy.
- Partner with FP&A, Accounting, Commercial Finance, and Corporate teams to support monthly close activities and resolve discrepancies.

Qualifications

Required: Bachelor’s degree in Finance, Accounting, Economics, or related field.
Required: 5+ years of progressive finance or FP&A experience, preferably in gaming, manufacturing, or technology.
Required: Strong analytical and financial modeling skills.
Required: Proven ability to influence cross‑functional partners and present complex information clearly.
Required: Proficiency in Excel, financial systems, and business intelligence tools.
Preferred: MBA, CPA, or related advanced degree/certification.
Preferred: Experience with Oracle, Hyperion, Power BI, or similar analytics platforms.
Preferred: Knowledge of gaming industry sales cycles, product economics, and recurring revenue models.

Key Competencies

Strategic thinking and commercial acumen
Strong communication and executive‑ready presentation skills
Ability to manage ambiguity and solve problems proactively
Detail‑oriented with a commitment to accuracy
High sense of ownership and accountability
Collaborative mindset with the ability to partner globally

Compensation and Location

Pay: $34.17 - $50.00 per hour

Location: Las Vegas, NV 89199 with a hybrid work arrangement (in person on-site in Las Vegas)

Duration: 6 months

Work Arrangement: Hybrid

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Financial Business Partner

NewEdge Capital Group LLC New Orleans, LA

1mo ago

Full time Accounting AUM Budgeting

Accounting AUM Budgeting

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Job Description

Job Summary

NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Financial Business Partner with a positive, solutions-oriented approach. This role serves as the financial point of contact for the RIA, collaborating directly with advisors, home office staff, and the corporate finance team to uphold the financial health and integrity of the business. The Financial Business Partner reports to the Controller and is ideally based in New Orleans, LA. The ideal candidate brings deep knowledge of RIA financial operations and the ability to translate complex financial data into clear, actionable insights for advisors and leadership. This partner will be a trusted contributor to the business, ensuring accuracy across billing, compensation, and reporting while proactively identifying trends, supporting strategic planning, and driving growth for advisors across the firm. Location: New Orleans, LA 70130.

Responsibilities

Develop a comprehensive understanding of all data sources used to calculate revenues, internal and external expenses, client billing schedules, and advisor pricing and servicing agreements.
Reconcile transactions and fees by collecting and comparing data from custodial platforms, Orion, Salesforce, Nexus, and other systems.
Support and oversee the month-end close to ensure timely delivery of accurate advisor branch financial data to the advisor, firm leadership, Operations, and the corporate finance team.
Analyze financial statements and outputs to proactively identify trends, anomalies, and opportunities for improvement.
Conduct in-depth analysis of the income statement, balance sheet, and cash flow from an operating perspective, using KPIs and other performance drivers to build multi-year financial models.
Strategic Planning & Business Partnering
- Support budget development, reforecasting, and ongoing financial projections for NEA, partnering with operations and leadership teams.
- Prepare financial analyses and presentations for C-suite and Executive Board consumption, translating data into clear narratives and recommendations.
- Develop, maintain, and monitor business performance metrics and KPI dashboards that enable leadership to make informed, data-driven decisions.
- Assemble and summarize data across multiple business functions including Financial Operations, Human Resources, and Operations as needed.
Reporting & Technology
- Create and manage repeatable, standardized monthly and quarterly reports for NEA leadership and advisor teams, including AUM, brokerage and advisory production, profitability by team and advisor, and account-level summaries, delivered through Nexus, Tableau and/or Salesforce.
- Maintain accurate RIA and custodial reporting and documentation to support audit readiness; serve as the primary contact for internal and external audit requests.
- Create and maintain advisor affiliation P&L statements, and analyze affiliation P&Ls compared to budget.
- Manage, submit, and approve invoices and expenses for the RIA; coordinate with external vendors, custodians, and advisor offices on invoice submission, advisory adjustments, custodial reimbursements, and accounts receivable and payable.
- Complete ad hoc analyses and reporting as requested by leadership.

Skills & Qualifications

Required

Proven ability to compare and reconcile multiple data sets, document procedures for complex processes, and implement quality control checks to ensure accuracy across the firm.
Advanced Excel proficiency; working knowledge of the Microsoft Office suite.
Experience with financial reporting and data visualization platforms, including Tableau, Salesforce, and Power BI.
Strong written and verbal communication skills; able to explain complex financial information clearly to non-financial audiences.
Ability to organize, prioritize, and manage multiple workstreams within established timeframes while maintaining a high standard of accuracy.
Proven ability to investigate, research, and resolve problems independently.
Professional demeanor with the ability to maintain confidentiality and build trusted relationships across the organization.

Preferred

Experience with custodial platforms such as Fidelity, Schwab, Raymond James, Goldman Sachs, and/or LPL Clearing.
Familiarity with RIA-specific systems such as Orion and related wealth management technology.
FINRA SIE, Series 7, and/or Series 65/66 licensure.
Background in financial services, wealth management, or a multi-entity operating environment.