Sr. Financial Analyst - Trade Finance - Chicago, IL

Wells Enterprises • Chicago, IL

119d • $94,000 - $131,000

About The Position

The Senior Analyst - Trade Marketing Finance is a strategic business partner to Commercial teams, instrumental in managing key P&L accounts, driving forecast accuracy, and delivering insights that shape brand and channel investment strategies. The ideal candidate combines strong financial modeling skills with a deep understanding of customer dynamics and promotional economics across channels. Lead monthly close and forecasting for key P&L accounts with clear explanation of drivers by brand and channel. Partner cross-functionally with Demand Planning, Revenue Management, and Finance to assess volume risks, investment strategies, and balance sheet exposure. Evaluate investment opportunities and establish KPIs and guardrails in collaboration with Revenue Management and Finance teams. Deliver strategic insights and recommendations to executive leadership on current and future business performance. Support pricing maneuvers and trade investment analysis, including competitive benchmarking and budget restatements. Champion system/process enhancements to improve scalability and financial accuracy in trade and investment management. Drive a high-performance culture by mentoring junior analysts and contributing to team development. Model teamwork and partnership in a dynamic, fast-paced environment.

Requirements

• Bachelor's Degree in Business, Accounting or Finance.
• Minimum of 5-7 years of related experience in FP&A, brand finance, or commercial strategy in the CPG industry.
• Knowledge of Generally Accepted Accounting Principles and analytical concepts, financial operating systems and processes.
• Advanced Excel and financial modeling skills; experience with Tableau preferred.
• Experience with Oracle EPM, Hyperion, or similar systems a plus.
• Strong communication and storytelling ability with data.
• Proven ability to manage multiple priorities and deliver under tight timelines.
• Attention to detail and accuracy, ability to multi-task and effectively manage priorities.
• Ability to build strong relationships with business partners, including senior leadership.

Responsibilities

• Lead monthly close and forecasting for key P&L accounts with clear explanation of drivers by brand and channel.
• Partner cross-functionally with Demand Planning, Revenue Management, and Finance to assess volume risks, investment strategies, and balance sheet exposure.
• Evaluate investment opportunities and establish KPIs and guardrails in collaboration with Revenue Management and Finance teams.
• Deliver strategic insights and recommendations to executive leadership on current and future business performance.
• Support pricing maneuvers and trade investment analysis, including competitive benchmarking and budget restatements.
• Champion system/process enhancements to improve scalability and financial accuracy in trade and investment management.
• Drive a high-performance culture by mentoring junior analysts and contributing to team development.
• Model teamwork and partnership in a dynamic, fast-paced environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Textile Product Mills
• Education Level: Bachelor's degree