Financial Analyst - FP&A

About Us:

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, proudly headquartered in Little Chute, Wisconsin. With a legacy rooted in quality, innovation, and service, Trilliant delivers branded and private label solutions across retail, foodservice, and e-commerce channels.

Horseshoe Beverage Company, based in Neenah, WI, is a leading ready-to-drink beverage manufacturer dedicated to delivering an exceptional beverage experience. By combining industry-leading talent, cutting-edge equipment, and a vertically integrated supply chain, we drive innovation and consistently deliver the highest quality products to our customers-first and fast.

Our brand portfolio includes Victor Allen's, Dutch Bros beverages and Nurri, our better-for-you protein beverage line. We are passionate about beverages - and about building a team that's just as energized. We invite you to explore opportunities at Trilliant or Horseshoe, to see if your talents and career aspirations may fit with our openings.

Our Core Values:

Position Overview:

The Financial Analyst will serve as a key member of the FP&A function and the analytical engine of the organization, providing financial insights, modeling, and decision support to the CFO and senior leadership team. This role partners closely with cross-functional leaders to drive budgeting, forecasting, strategic planning, capital investment analysis, and performance management.

The ideal candidate brings exceptional Excel skills, strong financial modeling capabilities, and a deep understanding of FP&A best practices, preferably within a manufacturing environment. This position plays a critical role in enabling data-driven decision-making in a fast-paced, high-growth organization.

Responsibilities:

Financial Planning & Analysis

* Lead and support the annual budgeting and quarterly forecasting processes, including preparation, consolidation, and executive-level presentation materials.

* Perform variance analysis versus budget, prior year, and forecast; identify root causes and communicate actionable insights to management.

* Develop and maintain rolling forecasts, long-range financial plans, and scenario analyses.

* Analyze trends in revenue, cost of goods sold, SG&A, working capital, and capital expenditures to support strategic and operational decision-making.

Financial Modeling & Decision Support

* Build, maintain, and enhance complex financial models (e.g., profitability, ROI, NPV/IRR, sensitivity analyses, scenario modeling).

* Evaluate new business opportunities, strategic initiatives, and acquisition targets, including financial due diligence and post-investment performance tracking.

* Develop forward-looking analyses to assess risks, opportunities, and trade-offs impacting financial performance.

Reporting & Executive Communication

* Prepare monthly, quarterly, and annual management reporting, including dashboards and KPIs for senior leadership and external investors.

* Produce bank and lender reporting, covenant analysis, and supporting schedules.

* Translate complex financial data into clear, concise presentations and executive-ready insights using Excel and PowerPoint.

* Develop and continuously improve financial dashboards and reporting tools (e.g., cash flow forecasting).

Systems, Process Improvement & Controls

* Partner in the design, implementation, and optimization of financial processes and systems, including Microsoft Dynamics / Atlas.

* Identify opportunities to improve data integrity, reporting efficiency, and analytical capabilities through automation and standardization.

* Support the development and documentation of finance and business processes aligned with future growth.

* Assist with month-end close activities as needed, including journal entries, account reconciliations, and review of financial results.

* Partner with the team to support the annual audit.

Business Partnership

* Collaborate with SG&A cost center owners and operational leaders to review performance, explain results, and drive accountability.

* Build strong cross-functional relationships to ensure financial insight is embedded in day-to-day business decisions.

* Act as a trusted finance partner by proactively identifying risks and opportunities.

Qualifications:

* Bachelor's degree in Finance, Accounting, Economics, Business, or a related analytical field.

* 3-5+ years of progressive financial analysis / FP&A experience, preferably in a manufacturing or consumer products environment.

* Experience supporting senior leadership and preparing executive- or Board-level materials strongly preferred.

* Advanced Excel proficiency required, including complex formulas, pivot tables, financial modeling, and large data set analysis.

* Demonstrated ability to build robust, flexible financial models from scratch.

* Strong PowerPoint skills with the ability to clearly communicate financial insights visually.

* Experience with ERP systems and financial planning/reporting tools (Dynamics, Atlas, or similar preferred).

* Solid understanding of financial statements, cost accounting, budgeting, forecasting, and cash flow management.

* Exceptional analytical, problem-solving, and critical-thinking skills.

* Strong attention to detail with the ability to manage multiple priorities in a deadline-driven environment.

* Excellent verbal and written communication skills.

* Results-oriented mindset with a continuous improvement mentality.

* Ability to influence and collaborate effectively across functions and levels of the organization.

Hours, Location and Pay:

We offer a competitive base pay rate and comprehensive benefits package for full-time employees. This role works standard business hours Monday through Friday at our Little Chute, WI facility.

Physical and Mental Demands:

* While performing the duties of this job, the employee is frequently required to sit, hear, use hands to type data, use a personal computer and telephone. This employee may occasionally have to operate business machines and lift and/move up to 50 pounds.

* Specific vision abilities required in this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

* Mental demands include multi-tasking, decision making, problem solving, comparing, copying, computing, compiling, analyzing, coordinating, and synthesizing data.

* Potential for exposure to chemicals, heights, loud noises, mechanical equipment, wet environments, and other potential hazards exists.

Safety Statement:

At Trilliant and Horseshoe, safety is every employee's first responsibility. We expect all employees to adhere to all safety practices, have the moral courage to stop other individuals from performing unsafe acts, and immediately report unsafe conditions.

Disclosures:

* The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

* Responsible for following food safety/regulatory policies and procedures, executing responsibilities as identified in standard operating procedures, and reporting food safety/regulatory concerns to the Production or Quality Manager.

* Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces. All applicants are subject to a drug screen and background check as a condition of employment.

* Trilliant Food and Nutrition and Horseshoe Beverage participate in the E-Verify process.

* EEO/AA including Vets and Disabled

* If you need a reasonable accommodation for any part of the employment process, please contact us by email at HR@trilliantfood.com and let us know the nature of your request and your contact information.

* Trilliant Food and Nutrition and Horseshoe Beverage are Equal Opportunity Employers.

* The principles of the OECD and UN have been taken into consideration and used as guidance in our human rights practices and procedures.

Why This Role Matters:

This role offers high visibility, direct CFO and executive team exposure, and meaningful influence on strategic decisions in a growing organization. The Financial Analyst will play a hands-on role in shaping financial discipline, improving insight, and supporting scalable growth.