Sr. Financial Analyst - Trade Finance - Chicago, IL

Job Description

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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Qualifications

• Bachelors 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: Knowledge of Generally Accepted Accounting Principles and analytical concepts, financial operating systems and processes.
• Skills: Advanced Excel and financial modeling skills; experience with Tableau preferred. Advanced Excel and financial modeling skills; experience with Oracle EPM, Hyperion, or similar systems a plus Strong communication and storytelling ability with data.
• Abilities: 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.

The base pay range for this position is $94,000 to $131,000 annually. Actual compensation will be determined based on experience, qualifications, and other job-related factors permitted by law. This pay range represents the anticipated salary for this position at this time.

Wells Enterprises is an EEO/AA employer M/F/Vet/Dis

About Us

Wells Enterprises, Inc. is the largest privately held ice cream manufacturer in the United States. Founded in 1913 by Fred H. Wells and run by the Wells family for generations, the company is an independent operating company of the Ferrero Group, one of the global leaders in sweet, packaged foods.


Wells produces more than 200 million gallons of ice cream per year and distributes products in all 50 states. Wells manufactures its signature brand Blue Bunny®, lower-calorie Halo Top®, the iconic Bomb Pop®, and Blue Ribbon Classics®.

Wells employs nearly 4,000 ice cream aficionados across the country. The company is headquartered in Le Mars, Iowa, where Wells has made Le Mars the "Ice Cream Capital of the World" as the largest manufacturer of ice cream in one location. Wells operates two manufacturing plants in Le Mars, Iowa, a manufacturing plant in Dunkirk, New York, and a manufacturing facility in Henderson, Nevada. Learn more at

What We Offer

At Wells, we're proud to support our employees with comprehensive benefits that enhance health, financial wellness, and include paid time off (PTO). Eligible employees may also receive an annual incentive bonus based on Company performance. Learn more about our benefits here.