Senior Financial Analyst

2 weeks ago


Chicago, Illinois, United States Wells Enterprise Full time

Wells Enterprises is seeking a highly skilled Financial Analyst to join our Commercial organization. As a valued Finance partner, you will play a critical role in providing analysis and recommendations to support business decisions and strategy building across customers and sales channels. Your expertise will be essential in completing and presenting complex analysis, interpreting financial data, and translating analytics and insights into actionable strategies. Key responsibilities will include leading monthly Trade, Placement, and other allowance forecasts, partnering with Sales and Revenue Management to understand risks and opportunities, and leading financial analysis involving customer portfolios. You will also be responsible for designing and distributing standardized reporting for Trade, Placement, Field Marketing, and relevant SG&A expenses, analyzing and preparing month-end close entries, and ensuring accuracy of Trade balance sheet positions. Additionally, you will provide strategic insights, analysis, and recommendations relating to current and future business performance and strategies. To be successful in this role, you will need to possess a strong cross-functional partnership focus, excellent analytical and problem-solving skills, and the ability to build strong relationships with business partners, internal customers, and senior leaders. You will also need to have advanced knowledge of Microsoft Excel, with experience using complex functions and pivot tables, and knowledge of Oracle EPM and/or Tableau. If you are a motivated and detail-oriented individual with a passion for finance and analytics, we encourage you to apply for this exciting opportunity.



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