Sr. Financial Analyst - Trade Finance - Chicago, IL

Well Enterprises - Career Site
Chicago, IL

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.

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