Wells Enterprises · 9 hours ago
Sr. Financial Analyst - Customer Finance (Walmart) - Chicago, IL
Le Mars, IA
Full-time
Hybrid
Senior Level
5+ years expWells Enterprises is seeking a Senior Financial Analyst to serve as a strategic finance partner to the Sales organization. This role is responsible for providing analyses and recommendations to support business decisions and strategy building across customers and sales channels.
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
Bachelors Degree in Business, Accounting or Finance
Minimum of 5-7 years of related experience
Knowledge of Generally Accepted Accounting Principles and analytical concepts, financial operating systems and processes
CPG experience required
Highly proficient in Microsoft Office applications, with advanced expertise in Excel, including complex functions and data analysis
Strong communication, organizational, and interpersonal skills, with attention to detail, self-motivation, and adaptability in dynamic environments
Strategic thinker with strong analytical, critical thinking, and financial modeling skills; capable of building models from scratch and translating complex data into actionable insights
Attention to detail and accuracy, ability to multi-task and effectively manage priorities
Ability to build strong relationships with business partners, including senior leadership
Ability to travel 5-10%
Preferred
Experience with Tableau, Oracle, and Essbase/SmartView preferred
Company
Wells Enterprises
Wells Enterprises produces and markets ice creams and frozen treats.
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