Trend Analysis

Trend Analysis Finance Jobs

72 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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Controller – Automotive Dealership Group (Franchise Experience Required)

O'Brien Motors Indianapolis, IN

8d ago

$125k - $150k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Controller role for a franchised automotive dealer group with three locations, onsite in Indianapolis.

Responsibilities

Lead and supervise the office managers across three dealership sites, ensuring a 3 to 4 person team per location follows best financial practices and delivers accurate reporting.
Ensure monthly financial statements are accurate and issued on time; establish clear accounting policies for all locations and regularly review general ledger balances and trends to spot and address discrepancies in accordance with GAAP and manufacturer standards.
Manage daily cash flow, including vehicle floor plan activity and checking account sweeps; detect pricing, discount, tax, or payment-method discrepancies; implement duties separation or dual oversight in high fraud-risk areas; ensure transactions comply with internal policies.
Guarantee compliance with applicable laws and regulations ( IRS, EPA, OSHA, NHTSA, FTC, Indiana SOS, AG, etc. ); assess risks, emphasize employee safety and data privacy, safeguard NPI, mitigate cyber events, and maintain the dealerships Information Security Program.
Coordinate annual quotes for health, dental, vision, and life insurance; provide analysis and premium breakdowns; secure and review proposals for property, liability, cyber, workers' compensation, and umbrella coverage to ensure appropriate protection.
Oversee technology across the dealerships, including hardware, software, networks, and data; focus on the dealer management system (CDK/Tekion); map and manage accounting structures within these systems; solicit IT bids as contracts expire and collaborate with vendors to maintain IT infrastructure.
Direct annual parts inventories, reconcile results, and offer improvement recommendations; regularly verify reconciliations for other GL inventory accounts, including labor.
Lead HR operations to ensure compliance with employment laws and dealership policies, including the Employee Handbook, benefits, audits, compliance testing, and required government reporting.
Prepare and present monthly performance reports for General Managers and owners, featuring trend analysis, gross margins, finance department comparisons, AR past-due insights, and inventory aging; propose corrective actions when needed.
Verify payroll, tax filings, and related reports for accuracy and timeliness; ensure compliance with employee benefits and payroll tax regulations.
Create task lists for office managers; review accruals, payroll tax withholdings, and ensure accounting staff balances align with every asset and liability account; collaborate with the accounting firm and office managers to complete year-end adjusting entries, compilation reports, tax returns, LIFO entries, and other year-end items, ensuring timely filings.

Requirements

Education: CPA or bachelor’s degree in accounting or a related field is required.
Experience: At least 5 years as a Controller in a franchised automotive dealership or equivalent automotive industry experience.
Solid understanding of automotive dealership financials, floorplan management, and inventory processes.
Experience with dealer management systems (CDK and Tekion) and related software tools.

Technologies

CDK
Tekion

Benefits

401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Vision insurance

Compensation

Salary range: USD 125,000 - 150,000 per year
Projected total compensation: USD 125,000 - 150,000 per year

Location and work setup

Location: Indianapolis, IN 46240 (onsite)
Relocation: Required prior to starting
Work arrangement: In person

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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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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

9d ago

$5,633+/mo Full time Analyst Biotech Pharma Biotechnology

Analyst Biotech Pharma Biotechnology

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Job Description

Our Fort Myers onsite team seeks a detail-oriented Financial Analyst to support trading and investment activities within the biotechnology and pharmaceutical sectors. The role centers on market analysis, financial modeling, and real-time decision-making in a fast-paced environment, with mentorship from seasoned professionals and clear pathways for professional growth.

Responsibilities

Help produce daily market summaries, performance reports, and investment dashboards
Perform technical and fundamental analyses on equities, ETFs, and other securities
Assist with trade execution and reconciliation under supervision
Maintain and update financial models and valuation tools
Compile research on sectors, companies, and macroeconomic trends
Collaborate with analysts and traders to identify investment opportunities
Ensure data accuracy across trading platforms and reporting systems

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Strong understanding of financial markets, trading concepts, and investment strategies
Proficiency in Excel
Familiarity with trading platforms is a plus
Analytical mindset with attention to detail and a proactive attitude
Ability to thrive in a high-pressure, time-sensitive environment
Exposure to portfolio management or equity research is a plus

Technologies

Excel

Benefits

Hands-on experience in trading and investment analysis
Mentorship from seasoned financial professionals
Opportunity to grow into a full-time analyst or trading role

Job Details

Location: Fort Myers, FL 33908 (onsite)
Employment Type: Full-Time / On-Site
Salary: USD 5,633.33 per month
Reports To: Senior Financial Analyst
Education: Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Work Location Type: In person

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Assistant Controller

C&L Aviation Group Bangor, ME

10d ago

Full time Accounting Assistant Budgeting

Accounting Assistant Budgeting

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Job Description

Assistant Controller role at C&L Aviation Group, onsite in Bangor, ME, reporting to the Financial Controller.

Responsibilities

Lead the monthly close cycle, ensuring timeliness and accuracy of financial statements.
Maintain accuracy and completeness of general ledger activity with proper supporting documentation.
Conduct monthly, quarterly, and annual reconciliations of general ledger accounts.
Compile financial statements monthly, quarterly, and yearly in accordance with GAAP and applicable legal requirements.
Support budget oversight, variance analysis, and forecasting activities.
Analyze financial data to identify trends and present actionable recommendations to leadership.
Detect discrepancies in records and propose corrective actions.
Oversee internal controls to protect company assets and ensure compliance.
Prepare audit documentation and assist with both internal and external audits.
Meet internal and regulatory reporting deadlines.
Identify process improvements in accounting workflows and help implement changes.
Document and maintain internal accounting processes and procedures.
Supervise and mentor staff accountants.

Requirements

Solid grasp of accounting concepts and standards.
Proven experience in financial reporting and analysis.
Strong communication and interpersonal abilities.
Strong analytical and problem-solving capabilities.
Previous leadership or supervisory experience.
Bachelor's degree in accounting or finance is required.
Ability to work effectively both independently and in a team.

Life at C&L Aviation Group

C&L emphasizes a personal approach to aviation, prioritizing customers and team while fostering transparency, trust and service excellence.
Your success and well-being are treated as a priority alongside the quality of work delivered.

A Culture of Trust & Growth

Engaged leadership fosters a collaborative environment where every voice matters, with opportunities for growth in a company that cares.

A Thriving Future

What began as a one-person operation has grown into a 30-year industry leader with more than 200 employees and a 200,000 square foot facility, offering comprehensive aviation services from parts sales to maintenance and refurbishments.

More Than Business

We support local schools, community projects, and families in need, extending service beyond aviation to strengthen the community.

Living in Bangor, Maine

Bangor combines small-town charm with access to scenic trails, waterfront views, vibrant arts, and top schools, making it a great place to call home.

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Senior Credit Products Specialist - Private Banking

Flagstar Bank New York, NY

11d ago

$141k - $168k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

This onsite role in New York, NY supports Private Banking by structuring, negotiating, and managing highly complex commercial credit relationships. The position offers an annual salary range of USD 141,299 to 168,468 and emphasizes risk management guidance for the portfolio along with mentorship of junior credit professionals.

Responsibilities

Lead the structuring, analysis, and approval of complex credit transactions, balancing risk with business objectives.
Monitor portfolio risk proactively, identifying industry trends and macroeconomic factors affecting credit quality.
Act as a strategic partner to relationship managers and senior leadership, providing expertise in credit negotiations and deal execution.
Collaborate with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Provide mentorship to junior credit professionals, training on credit risk best practices and escalating process-improvement opportunities to senior leadership.
Exercise independent judgement to make decisions on the assigned portfolio.
Diagnose and resolve issues affecting the portfolio.
Contribute to special projects and other duties as assigned.
Maintain compliance with regulatory and compliance policies, complete required trainings, and adhere to applicable laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 12+ years of equivalent experience.
Minimum 8+ years in commercial credit analysis, structuring, underwriting, portfolio management, and risk analysis.
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation such as Credit Agreements, and positioned to develop junior associates, interact with internal and external legal counsel, and negotiate directly with clients.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Preferred Qualifications

Master's degree (MBA or CFA) preferred

Job Competencies

Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors affecting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Mentors junior credit professionals, develops talent and fosters a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Relationship Building & Collaboration: Demonstrates the ability to build relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights; aligns efforts with enterprise goals to drive performance.
Client Relationship Leadership: Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
Physical demands (ADA): No unusual physical exertion involved.

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Financial Planning & Analysis Analyst III, Medical Financial Operations

Kaiser Permanente San Bruno, CA

12d ago

$94k - $121k/yr Full time Analysis Analyst Bloomberg

Analysis Analyst Bloomberg

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Job Description

This role provides financial and operational planning support for a portfolio of medical center departments, delivering reporting, analysis, and business-case development while partnering with clinical leadership to advance operational performance within Kaiser Permanente’s integrated health care model.

Role overview

The Financial Planning & Analysis Analyst III supports a portfolio of medical center departments by delivering financial planning, reporting, and business-case development. The position collaborates with clinical leadership to inform strategic decisions and drive operational excellence within Kaiser Permanente’s integrated health care system.

Responsibilities

Develops proactive working relationships across teams by providing resources, information, and expertise to colleagues and stakeholders; actively seeks feedback, mentors teammates, pursues self-development, and communicates complex concepts clearly to influence decisions; remains flexible in the face of change.
Completes assignments independently using current subject-matter expertise to generate practical solutions; ensures policy and procedure adherence; collaborates cross-functionally to resolve business problems and escalates risks when appropriate; tracks priorities and communicates progress.
Assesses the business environment through financial analyses such as SWOT, scenario planning, and strategic analyses, and prepares reports summarizing financial and economic data.
Performs costing activities to identify opportunities for cost avoidance and cost recovery.
Supports improvements in financial performance by identifying trends, highlighting operational issues, partnering with business units to address performance gaps, and implementing corrective actions when needed.
Supports business modeling by developing best-practice models, analyzing risk alternatives, and creating what-if scenarios and forecasts using in-house tools.
Assists in reporting regional or business-unit financial information by evaluating trends, preparing analyses and forecasts of income and expenses, and reviewing assets, liabilities, revenues, and expenses using data from regional systems.
Evaluates the financial impact of strategic initiatives by researching and analyzing alignment with the business vision and objectives.
Creates budgets and forecasts under guidance by analyzing budgeting trends and coordinating with stakeholders to develop department and regional budgets.
Performs advanced financial analyses (cash flow, pro forma P&L, variance analysis, NPV, IRR, discounted cash flow, and other economic analyses) and evaluates performance using standard templates and tools.
Supports internal and external audits by assisting with audit schedules and reviewing results; analyzes field operations to assess financial performance.
Supports financial statement analysis of business partners by evaluating viability and risk implications using software and published reports.
Advises regional or business-unit leaders on strategic fiscal matters by preparing regular and ad hoc financial and statistical reports and coordinating reviews of financial results with leadership.
Provides input for strategic financial planning through utilization and benchmark analytics, and prepares recommendations for financial plans, acquisitions, and operating forecasts while applying financial planning concepts.

Requirements

Bachelor's degree in finance, business, or related field.
Minimum three (3) years of Financial Planning & Analysis experience or directly related business experience.
Equivalent work experience in a directly related field may substitute for the degree requirement.
One (1) year of finance experience working in a medical center or clinical setting.
One (1) year of experience consulting or working directly with clinical health care leadership.