83 Financial Planning Analyst jobs in Chicago

Fresh-Squeezed Legacy, Bold New Chapter

Tropicana Brands Group is a $3B startup aiming to revolutionize the beverage category. Formed in 2022 as a joint venture between PAI Partners and PepsiCo, our portfolio includes iconic brands like Tropicana, Naked, KeVita, Izze, Copella, and Punica. With over 76 years of global leadership in the orange juice category, we’re committed to preserving this legacy while driving innovation in other areas. From reimagining orange juice to creating functional smoothies and driving afternoon refreshments, we are striving to become the undisputed global leader in fresh and chilled beverages.

The Finance team plays a critical role in Tropicana Brands Group’s overall success by providing financial insights, strategic guidance, and operational support. Through budgeting, forecasting, and financial analysis, the team ensures that resources are allocated efficiently to drive profitability and growth. Additionally, the team supports decision-making by identifying risks and opportunities, optimizing costs, and ensuring compliance with internal controls and financial regulations. By partnering with other departments, Finance helps align financial goals with business strategies, ultimately contributing to the company’s stability and long-term success.

The Senior Analyst, Sales Finance - Canada contributes to Tropicana’s success by acting as a key part of the Tropicana Finance team in support of the Canada sales organization. In addition to providing business and analytics support, this position contributes to the company’s success by proactively monitoring Customer trends and identifying risks and opportunities to maximize business performance. Success in this role will require results-driven behavior, solid organizational skills, intellectual curiosity, strong financial analytical skills, technical strength, interpersonal skills, and the ability to work both independently and as part of a team. Tropicana is looking for a critical thinker with exceptional communication, influencing and relationship management skills who thrives in a fast-paced environment.

Additional responsibilities include:

• Provide customer insight and analysis into drivers of change for key metrics: volume, price, margin and profitability by product
• Identify any fluctuations between the plan/forecast and actual sales trend, communicate with the sales team and develop solutions to drive sales
• Lead trade spend reporting, forecasting, and analysis to improve promotional effectiveness and overall return on investment
• Evaluate customer-specific trade programs, pricing strategies, and promotional activities to maximize profitability
• Conduct post-promotion ROI analysis and provide recommendations to optimize future trade investments
• Improve/simplify processes by analyzing current tools and systems, and designing and implementing new procedures for more efficient reporting
• Assist with ad-hoc and cross-functional projects as required
• Ability to structure and prioritize tasks, and focus efforts in an ambiguous work environment
• Demonstrated ability to implement short- and long-term strategies to support organizational operation and transformation

The Perfect Blend: Experience

• Minimum 3+ years of experience and practical exposure preferably in Sales Finance, Trade Management, Financial Planning & Analysis with a CPG company
• Experience with forecasting and budgeting, financial modeling
• Excellent analytical skills and the ability to translate analytical findings into actionable solutions and processes
• Results-oriented
• Strong verbal and written communication skills to effectively interact with all levels of management
• Ability to function effectively in a team environment
• Proficient in Microsoft Excel and PowerPoint with the ability to quickly learn various in-house software applications

Foundational Ingredients: Requirements

• Bachelor’s Degree (Finance, Accounting or Business-Related degree)
• Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
• Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment.
• Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.

Perks That Pack a Punch:

TBG is pleased to offer you a comprehensive benefits package which includes a 401(k) plan, medical, dental, vision, company provided life, STD and LTD insurance. In addition, you may also elect to participate in voluntary life, accident, hospital, and critical illness coverages.

The salary range for this position is $70,000 - $100,000 annually.