Wells Enterprises · 4 months ago
Sr. Financial Analyst - Customer Finance
1 Blue Bunny Dr, Le Mars, IA, 51031, US
Full-time
Onsite
Senior LevelWells Enterprises is a prominent player in the finance sector, and they are seeking a Senior Financial Analyst to serve as a strategic partner to the Sales organization. This role involves providing analyses and recommendations to support business decisions, managing customer financials, and leading financial modeling and analysis efforts.
Food and BeverageFood ProcessingManufacturing
Responsibilities
Partner with assigned Customer Channel(s) Lead to serve as main point of contact into finance for customer-specific deliverables. Collaborate with cross-functional teams— including Sales, RGM, and Trade Finance —to drive initiatives that improve customer performance and business outcomes
Analyze customer profitability and revenue trends to generate actionable insights that drive business performance; engage with Sales and Revenue Management to evaluate risks and opportunities
Provide Leadership with strategic insights and data-driven recommendations on current and future business performance, through detailed financial modeling and analysis
Lead monthly Trade, Placement, and other allowance forecasts, including explanation of key drivers, risks, and opportunities for assigned sales channel(s). Work closely with the Trade Finance to manage customer-specific trade offer analysis and ensure the accuracy of trade balance sheet positions through ongoing collaboration with Sales, Customer Claims, and Revenue Management
Lead financial analysis and proforma P&L modeling involving customer portfolios and make recommendations on the financial viability of incremental opportunities
Manage SG&A expense budgeting, forecasting, and actuals reporting for assigned channel(s). Analyze and prepare month-end close entries for relevant P&L and balance sheet accounts
Design and distribute standardized reports, ensuring data relevance for key stakeholders. Continuously identify and implement process improvements that drive greater efficiency and accuracy
Perform other duties or special projects as requested by senior management
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
5+ years of experience in financial analysis or related field
Strong analytical skills with the ability to interpret complex financial data
Experience with financial modeling and forecasting
Proficiency in Microsoft Excel and financial reporting tools
Excellent communication and presentation skills
Ability to collaborate with cross-functional teams
Strong attention to detail and accuracy
Experience in managing budgets and financial reporting
Preferred
Master's degree in Finance, Accounting, or related field
Experience in customer finance or sales finance
Knowledge of trade finance and customer profitability analysis
Familiarity with ERP systems and financial software
Experience in process improvement initiatives
Company
Wells Enterprises
Wells Enterprises produces and markets ice creams and frozen treats.
Founded in 1913
1001-5000 employees
H1B Sponsorship
Wells Enterprises has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2022-12-07Acquired
Leadership Team
Allison Burke
Human Resources Business Partner II
Brian Ardillo
HR Business Partner II
Recent News
Food Business News
2025-10-10
Company data provided by crunchbase