Veterans

Veterans Finance Jobs

28 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

7d ago

Full time Manager Marketing Brand

Manager Marketing Brand

Apply Now

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.

View full job page →

Financial Advisor

First Command Financial Services, Inc. Albuquerque, NM

16d ago

$75k - $150k/yr Full time Marketing Advisor Banking

Marketing Advisor Banking

Apply Now

Job Description

First Command Financial Services is seeking a Financial Advisor in Albuquerque, NM to guide military families through evolving financial plans. This onsite role blends coaching, financial planning, and community engagement, with a licensing pathway that can lead to an independent contractor arrangement.

Responsibilities

Serve as a personal coach to military families, developing financial plans that adapt to both short-term and long-term goals.
Help families manage everyday finances, build lifetime assets, and protect against unforeseen events.
Collaborate with the local district team and Home Office to bring new clients to First Command.
Engage directly with the military community by partnering with local military organizations, units, and supporting institutions.
Coach families on comprehensive plans covering savings and banking, investments and wealth management, and insurance and risk management.

Requirements

Military experience or affiliation
Bachelor’s degree
Proven leadership skills

Benefits and Training

Specialized licensing and a comprehensive training program designed for veterans, transitioning service members, and military spouses.
Sponsorship to pursue full registration and licensing as a Financial Advisor using company tools and resources.
Preparation and testing for SIE, S6, S63, S65, and state Life & Health licenses.
Opportunities to join a paid training program with a local district office after licensing completion.
During the early phase, an hourly wage for the first three months at the state minimum, transitioning to a salaried position with progressive incentives through the remaining nine months of paid training.
No cap on earnings potential; compensation is driven by commissions, residual income, bonuses, and deferred compensation.
Professional development through leadership programs, classroom training, and annual workshops.
Set your own schedule to support work-life balance.
Portable career opportunities across the United States.

Compensation and Career Path

There is potential to move into an independent contractor role, allowing control over career trajectory with compensation tied to performance.
The compensation structure centers on commissions, residual income, bonuses, and deferred compensation, with the first-year earnings described in the program materials.

What to Expect After Training

Upon completion of the paid trainee program, there may be an opportunity to become an independent contractor Financial Advisor with First Command.
Income remains uncapped and aligned with effort and results, through commissions, residual income, bonuses, and deferred compensation.
Continued professional development through progressive leadership programs and annual workshops.
Maintain a flexible schedule to support work-life balance.
Portability of career opportunities nationwide.

Education and Experience

Education: Bachelor’s degree preferred.
Experience: Military experience (5 years) preferred.

Location

Albuquerque, New Mexico — on-site

Learn More

First Command has helped military families pursue their goals through financial coaching since 1958. To learn more about careers with us, visit Financial Services Careers | First Command.

Salary

$75,000 - $150,000 per year

View full job page →

Senior Manager of Financial Services

Vaco by Highspring Atlanta, GA

20d ago

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

Manager Python Senior

Apply Now

Job Description

What You’ll Do

Portfolio Strategy: Contribute to P&L oversight, monitor performance metrics, and propose actions to boost profitability. Assess product features, rewards programs, and potential partnerships.
Analytics & Insights: Develop segmentation, profitability, and lifetime value models. Lead experimentation including A/B tests and champion/challenger setups, and convert findings into actionable dashboards. Utilize SQL with large datasets.
Treasury & Payment Operations: Collaborate with Finance and Treasury on payment flows, settlement, liquidity management, and transaction costs. Oversee payment operations, fraud, disputes, and chargebacks to improve acceptance and minimize losses.
Customer Engagement: Optimize the customer journey, retention campaigns, and digital initiatives such as card-on-file adoption.
Cross-Functional Leadership: Partner with internal teams and external partners to enhance strategy, reporting, and data infrastructure.

What We’re Looking For

8+ years in payments, treasury, or financial analytics
Strong understanding of pricing and portfolio optimization
Advanced analytical skills (SQL, Python, R, SAS, LLMs, or related tools)
Experience leading teams, performing P&L analysis, and delivering reporting
Bachelor’s degree in Finance, Economics, Data Analytics, Business, Computer Science, or a related field
Excellent communication skills and executive presence
Nice to Have: Experience in fintech, banking, or credit unions; advanced degrees (MBA, CFA); knowledge of regulatory compliance and risk frameworks

Why This Role Matters

This position shapes strategic direction and analytics to drive growth, strengthen risk management, and enhance the customer experience, delivering measurable impact for the business and its customers.

Location

Atlanta, GA

Salary and Benefits

Salary ranges will be disclosed where required by local law and are noted in this posting. You may be eligible for discretionary bonuses, and the role includes medical, dental, and vision benefits as well as a 401(k) retirement plan.

Additional Information

The position may be occupied by Vaco/Highspring and we may support talent placements with client organizations. By applying, you join our talent pool for future opportunities.
Applications to this position may be screened using AI to verify minimum job requirements; further assessment will be conducted by recruiters and hiring managers.
Vaco by Highspring does not have knowledge of the tools used by clients in final hiring decisions and cannot opine on their use of AI products.

Equal Opportunity & Inclusion

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate on any protected characteristic. We value a diverse workplace and encourage women, people of color, LGBTQ+ individuals, people with disabilities, veterans, and others to apply. If reasonable accommodations are needed at any stage of the application process, please contact HR@vaco.com.

View full job page →

Private Equity Investment Sales Associate

Paulson Investment Company, LLC Newport Beach, CA

22d ago

$50k - $200k/yr Full time Associate Biotechnology Broker-Dealer

Associate Biotechnology Broker-Dealer

Apply Now

Job Description

About the Firm

Paulson Investment Company, LLC is a boutique firm offering investment banking, wealth management, execution services, and retail brokerage and advisory services. We focus on micro to mid-cap markets, across both public and private companies, delivering a broad range of investment banking services, fee-based advisory solutions, trading, market making, and financial products to our clients.

Role Overview

We are looking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and to market investment banking products to institutions and high net worth individuals. For qualified candidates with prior sales or financial industry experience, we offer sponsorship for Series 7, 63, 65, and/or 66 licensing, along with training and partnerships with established Private Equity Investment Sales and Investment Advisory teams.

Product Focus

Our emphasis includes private investments in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs), with a focus on emerging biotechnology and technology companies.

Opportunity and Licensing

This is a commission-based position, with draw packages available for those who bring an existing book of business or meet other qualifying criteria.

Requirements and Qualifications

Two or more years of client-facing experience
FINRA licensing required: Series 7/63 and 65 or 66
Experience in Center of Influence marketing
Excellent communications and persuasive abilities
Self-motivated, high energy
Transferable book of business highly desired

Compensation and Benefits

Salary: $50,000.00 - $200,000.00 per year
Benefits: 401(k), Dental insurance, Flexible spending account, Health insurance, Paid time off, Vision insurance

Location

Newport Beach, CA 92660

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Paulson Investment Company, LLC is an equal opportunity employer for Minorities, Females, People with Disabilities, Protected Veterans, Sexual Orientation, and Gender Identity.

Job Type

Full-time

View full job page →

Financial Advisor

First Command Financial Services, Inc. Blue Bell, PA

22d ago

Full time Advisor Client Relationships Commission

Advisor Client Relationships Commission

Apply Now

Job Description

Overview

Since 1958, First Command Financial Services has guided military families toward financial security through face-to-face coaching. Our approach blends time-tested financial principles with a client-first philosophy to inspire clients to take the first steps on the path to financial security. 3 out of 4 of our Financial Advisors are veterans or military spouses. With more than 165 offices nationwide, many are located near military installations. This opportunity is based in Blue Bell, Pennsylvania. First Command is committed to helping military families get their financial lives squared away.

What Our Financial Advisors Do

They serve as personal coaches to our Nation’s military families, focusing on a financial plan that evolves to meet short-term and long-term goals. They help with day-to-day finances, build lifetime assets, and protect against the unexpected. They actively engage with the community to bring in new clients to First Command, with support from the local district team and Home Office. They work directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach families on a comprehensive financial plan that includes:

Savings/banking
Investments/wealth management
Insurance/risk management

What We Offer

A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

What to Expect After Training

At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.

Professional Development and Benefits

Professional development includes progressive leadership programs through classroom training and annual workshops to prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States that allow your career to move with you.

Desired Qualifications

Military experience or affiliation
Bachelor’s degree
Proven leadership skills

Learn More

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

View full job page →

Manager, Liquidity Reporting

KeyBank National Association Brooklyn, OH Hybrid

23d ago

$96k - $181k/yr Full time Manager Banking Compliance

Manager Banking Compliance

Apply Now

Job Description

Location

Hybrid remote in Brooklyn, OH 44144. On-site facility located at 4900 Tiedeman Road, Brooklyn, Ohio.

Overview

The Manager of Liquidity Reporting oversees the end to end production and filing of the FR 2052a Complex Institution Liquidity Monitoring Report. This role manages execution, review, controls, and issue resolution, serving as the daily owner of FR 2052a production. It requires close collaboration with the Senior Manager (Capital & Liquidity) for enterprise oversight, regulatory interpretation, and final integrity challenge. A deep technical understanding of FR 2052a requirements, strong operational leadership, and the ability to coordinate across Finance, Treasury, Risk, Technology, and Audit are essential.

Key Responsibilities

FR 2052a Production Ownership: Manage monthly production, review, and filing of the FR 2052a report in line with regulatory instructions, internal procedures, and filing calendars.
Coordinate preparation of all underlying schedules, supporting analyses, and documentation required for submission and retention.
Validate edit checks, submission packages, and final outputs prior to regulatory filing.
Execution Management & Data Quality: Conduct detailed variance, trend analyses, and reconciliations across FR 2052a line items including inflows, outflows, commitments, and maturity profiles.
Investigate data anomalies and unexpected results; partner with data providers and Technology to identify root causes and implement corrective actions.
Escalate potential material issues, threshold breaches, or refiling considerations to the Senior Manager with clear analysis and recommendations.

Controls, Governance & Documentation

Execute and document all required preparer and reviewer controls, ensuring compliance with regulatory expectations.
Maintain and update FR 2052a procedures, desk guides, reconciliations, and supporting documentation.
Support governance forums (e.g., Peer Reviews, Executive Reviews, Regulatory Reporting Advisory Council) through material preparation and issue summaries.

Audit, Exams & Issue Support

Serve as the primary point of contact for Internal Audit and initial regulatory inquiries related to FR 2052a production, controls, and data lineage.
Prepare audit support, issue responses, and remediation evidence in coordination with the Senior Manager.

Team Leadership & Development

Manage and develop FR 2052a analysts, setting expectations for technical quality, documentation standards, and control discipline.
Review analyst work for completeness, accuracy, and regulatory alignment prior to escalation or filing.

Qualifications & Experience

Bachelor’s degree in Accounting, Finance, Economics, or a related field.
6–8+ years of experience in Regulatory Reporting, Liquidity Reporting, or Bank Finance.
Direct experience with FR 2052a strongly preferred.
Familiarity with regulatory controls, audits, and issue management.
Strong execution management, analytical, and communication skills.

Compensation and Benefits

The position is eligible for a base salary between $96,000.00 and $181,000.00 annually. Placement within the range may vary based on skills, experience, and geographic location. In addition, compensation may include incentive components such as production, commission, and/or discretionary incentives. For a list of eligible benefits, please refer to the benefits information for this role.

Additional Information

Key has implemented an approach to employee workspaces that prioritizes in office presence while offering flexible options for roles that can be performed effectively in a mobile environment.

Job Posting Expiration Date: 04/16/2026

Equal Opportunity & Accommodations

KeyCorp is an Equal Opportunity Employer committed to maintaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

View full job page →

KPB Lead Institutional Advisor

KeyBank National Association Chicago, IL

24d ago

$116k - $216k/yr Full time Advisor Bachelor's Degree Banking

Advisor Bachelor's Degree Banking

Apply Now

Job Description

Location: 10 West Market Street, Indianapolis, Indiana

Overview

The KPB Lead Institutional Advisor develops investment management and fiduciary relationships with non profit, public, corporate and government clients. The Advisor collaborates with local Private Banking Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients to stay close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice. The Advisor is responsible for the delivery of exceptional sales and retention results.

Essential Job Functions

Sales: Responsible for the development and closure of the most complex and sophisticated client opportunities. Identifies prospective Institutional Advisor clients or referral sources by educating and positioning Institutional Advisors capabilities to meet client needs, develop solutions and drive new revenue. An active member of the Institutional Advisors Team participating in the development of sales strategy, client experience, product development and other aspects of leading a successful business. Coordinates the successful completion of the RFP process (from preparation of the response, interaction with the prospect and all phases of presentation) in partnership with KPB Field and other banking partners. Maintains an in-depth knowledge of products and services as well as proactively acquiring knowledge of competitors and competitive products to support IA team awareness. Fosters a sense of partnership with KPB, Banking Teams, and COIs in assigned region to create an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the KPB sales team.
Prospecting: Serves as the primary point of contact for all external sales opportunities. Masters an effective first contact strategy and phone approach. Understands what differentiates IA and develops a unique sales approach that differentiates Key from the rest of the marketplace. Effectively understands and prospects within the most productive market niches. Masters the ability to ask questions and qualify prospects early in the sales process.
Pipeline and Opportunity Management: Meets or exceeds monthly success metrics and keeps a robust and monitored pipeline that is reviewed regularly with the Sales and Market Managers. Partners with the Relationship Manager on all sales opportunities, including the closing of the deal. Fully understands and executes the level of activity necessary to achieve sales goals. Teams with KPB WA(s) and RM(s) to uncover opportunities in existing books of business. Teams with KPB Fields Teams to engage Field Banking Partners. Generates leads by utilizing all resources including Salesforce, community networks, COIs, LOBs, product partners, etc. Utilizes letters, articles, voicemail, seminars and events to sell our services internally and externally.
Maximize the Sales Call Opportunity: Follows disciplined pre call preparation. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Masterful at asking questions to uncover time, budget and resource issues. Excellent at gaining commitment by the decision makers. Executes disciplined post-call debrief process, effective follow up and pipeline management.
Present to Close: Fully understands strengths and weaknesses of clients current provider and their decision-making process. Executes on appropriate signed documents and develops client relationship team and process. Sets initial strategy, introduces all new clients to Relationship Managers and set expectations for onboarding and servicing by the IA team. Collaborates and performs as part of the relationship management team to assure that the team sales goals are met by executing the client strategy.
Exceed Client Expectations: Provides ongoing contact with new clients to enhance client’s initial experience with Key. Fully develops relationships to uncover additional services to be provided. Regularly asks satisfied clients for introductions to others they know who may need our services. Participate in KeyCorp’s commitment to the community.
Growth: This position is responsible for either meeting or exceeding assigned individual and team sales goals which can include expanding existing client business, referrals and or new business growth.

Required Qualifications

Bachelor's degree in business related field (accounting, finance, economics, or related field).
A minimum of 5 years Institutional Banking, Investment Management/Consulting, or Trust experience as well as progressively responsible and successful sales management experience. Additional banking experience in operations/client services or other LOB areas to gain broader understanding of organizational structure and workflow is preferred.
Must have demonstrated ability to balance focus on sales and exceptional client service.
Demonstrated ability to effectively manage and deliver results in a matrixed organization.
Familiarity and knowledge of technology systems.

Competencies / Skills

Drives for Results - Can be counted on to exceed goals, consistently among top performers, and focused on bottom line outcomes.
Peer Relationships - Builds trust, fosters collaboration, and maintains fairness while working with peers.
Interpersonal Savvy - Relates well to all kinds of people and maintains constructive relationships with diplomacy and tact.
Business Acumen - Understands how businesses operate, market dynamics, and competitive landscape.
Client Focus – Committed to meeting client expectations and building lasting relationships.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 04/18/2026. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accomm