Financial Planner Salary in Illinois, USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firmWe hold ourselves to the highest standards of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You'll DoBuild rapport and professional relationships with clients, prospects, and colleaguesBe committed to client retention, client recruiting, and superior customer serviceGather assets for fee-based and traditional brokerage accountsGo on calls with clients and potential clientsMaintain a high level of compliance with FINRA, SEC, and firm rules and regulationsMeet sales quotasAssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial planOversee the course of financial plans and updating it if necessary, to ensure profitsCultivate our client base and build win-win relationshipsAdhere to compliance with all industry rules and regulationsAdminister presentations for new prospects and referralsWork collaboratively with other team membersIdentify and deepen relationships with clients and potential clientsPossess knowledge of a wide array of financial products and servicesKeep up on new industry trends and research the market to back up financial consulting decisionsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etcOther duties, as they ariseQualificationsSeries 7, 66 or 63 and 65Proven work history with experience as a financial advisor, planner, specialist or another relevant roleConsistent track record of successful financial guidanceAbility to analyze the market data in order to formulate and provide appropriate, data-based financial adviceSolid communication, negotiation, and presentation skillsAttention to detail and consistent accuracy with all dataHighly articulate and able to explain complex information clearly and simplysSelf-motivatedStrong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceEEOC StatementFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

***This is a hybrid role based in Hoffman Estates, IL***The Associate Planner position serves as planning support for specific product categories. This role is responsible for supporting the creation of channel level sales and receipt plans and forecasting KPI's. The Associate planner is responsible for analyzing data, correlating historical and current trends to support forward reforecasting, supporting the planning team through regular analysis and review of risks and opportunities. This position supports the planning team by working concurrently across multiple seasons to optimize inventory and sales to achieve financial results. •Support the creation of the OTB aspect of the business preparing forecasts and evaluating performance. Protect Claire's interests while maximizing profitability and minimizing liabilities•Support the creation of business plans on the category level by month with the departmental goals and top-line targets of divisional financial plans•Support the management of OTB and contribute at monthly business meetings to provide information and strategic initiatives of specific classes/categories.•Review and analyze data to help inform recommendations and reforecasting•Analyze and prepare hindsight documents to measure past performance to inform future planning & buys. Attend and actively participate in hindsight meetings, where Merchandising presents sales and inventory results, relate performance to the original departmental strategy resulting in recommendation for future actions.•Prepare, update, and distribute key daily/weekly reports•Support the merchandising team with pricing and promotions based on weekly analysis against plans and forecasts•Collaborate and partner with Merchandising to formulate pre-season sales/GM/Inventory flow goals that tie to the topline benchmark metrics, grow/maintain/downtrend strategies and support in presenting financial strategies to upper management•Partner with Merchandising to build assortment strategies that tie to topline metrics. Support merchandising team in pulling analysis to support key assortment and investment strategies.•Manage good cross-functional relationships to support the management of the day-to-day business from a pricing/ promotion and inventory/sales/GM perspective as well as make recommendations on strategies to improve the business•Own becoming proficient in Arthur planning system for usage on team; work with the Planning Manager & Planner on other new tools for the team, acting as a point-person for the tools.•Provide direct support to the Planning and Merchandising team on all planning functions and initiatives. EDUCATION•Bachelor's degree, or equivalent work experienceESSENTIAL CRITERIA & SKILLS:•Minimum 1 year of merchandising, retail buying, planning experience•Ability to work in a fast-paced, dynamic, collaborative environment•Analytical with ability to synthesize data and draw conclusions and recommendations •Understanding of retail math skills and merchandise planning•Strong organizational, planning, and written and verbal communication skills•Ability to work autonomously as well as in a team •Sense of urgency with demonstrated success in a fast-paced and deadline-oriented environment•Flexibility and the ability to prioritize multiple deliverables •Self-motivated with critical attention to detail, deadlines and reporting•Proficient in Microsoft Office (PowerPoint and Excel)COMPETENCIES •DRIVE FOR RESULTS: Takes ownership and responsibility to achieve business results. Effectively prioritizes daily assignments and plans to work accordingly. Consistently meets deadlines and expectations.•LEARNING ORIENTED: Actively develops self and/or others using internal/external methods for growth. Pushes self by setting challenging goals to continuously improve.•ENERGIZE OTHERS: Proactively motivates and inspires others and positively challenges others to be their best. Works collaboratively with other team members. Seeks opportunity to bring positive energy into the workplace.•CHAMPION OF CHANGE: Embraces new ways of working, has continuous improvement mindset, and inspires others.Claire's is an equal opportunity employer committed to diversity, equity and inclusion and we encourage applications from members of all underrepresented groups, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require.

Job Location: ChicagoChicago HQ (hybrid)Want to make an impact?The Demand Planning position is responsible for all forecasting activities associated with customers and products. The Demand Planner creates and maintains forecast models for their customers, incorporating business intelligence and forecast information gathered from sales, marketing, finance, retailer replenishment analysts, and other sources (i.e.: IRI or other syndicated consumer data). Ways you will make a difference Develop demand forecasts (operational forecasts which are used as basis for financial forecast) at multiple levels of aggregation for multiple time horizons as part of demand planning function. The planner is responsible for reviewing the statistical forecast output and incorporated sales/market intelligence. Review historical sales trends, research demand drivers, prepare forecast data, develop statistical forecast models. Track Forecast KPI's including bias, accuracy and forecast value add. Use these KPI's to drive improvements. Cleanse historical sales data for promotional impacts and anomalies (e.g. competitor activity) and/or supply issues (e.g. out of stock) Organizing and chairing monthly Sales & Operations Planning (S&OP) data Coordinate cross-functional research activities to reconcile significant variances and refine the forecast model to reflect updated sales and marketing assumptions. Interact with sales, marketing, and sales finance to understand demand forecast drivers. Utilize a collaborative and consensus approach by working with Sales, Marketing and sales Finance to obtain and ensure that current and accurate information is used for demand forecasts. Use and maintain the Demand Planning software as the primary forecasting system tool. Provide input to the Supply Planning organization in developing inventory strategies on existing items, new products, and product phase-outs. Closely coordinate and communicate customer action plans with supply planning. Review sales plans, customer finance Budget Updates or Latest Estimates and demand drivers. Achieve consensus for operational demand forecasts by facilitating a collaborative planning process with sales, marketing and finance personnel. Ensures adherence to all company policies and procedures. Understands and demonstrates the Company's core values. Skills that will make you successful Result oriented with strong ability and desire to effectively lead and manage a project from start to finish both in time and with the desired outcomes. Knowledge of VMI best practices and Wholesale Distributors Strong mathematical, analytical, and problem-solving skills Strong verbal, written, oral, and interpersonal communication skills Detail oriented self-starter and comfortable taking initiative, as well as capable of producing high quality results on a sustainable basis Advanced proficiency in Microsoft Office products; primarily Excel Ability to multi-task in a fast-paced environment and able to shift priorities quickly High tolerance for ambiguity Experiences that will support your success Bachelor's degree, or equivalent combination of education and experience Masters or certification preferred Minimum 2 years' experience Demand Planning experience and or at least 5 years' supply chain experience Proficiency with the Microsoft Office suite with emphasis on Excel SAP Experience #LI-AG1

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: • Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. • Financial Planning - Our extensive Financial Planning department is comprised of dedicated experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. • Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax optimized way - daily rebalancing, tax loss harvesting, asset location, etc. • Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list! • Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas etc. We are dedicated to providing growth and development to not only our Advisors, but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard.Ability to assess a prospective client's needs and their financial goals.A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.Effective with communication skills. Ability to deliver comprehensive financial plans to clients.Previous experience teaching classes or presenting is a plusAdditional Details: • Salaried position + Benefits • Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. • Salary may also be based on factors including, but not limited, to experience, licenses/certifications, industry knowledge, ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients.

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Wealth Planner is responsible for provide financial planning and technical support to high-net-worth clientele.Responsibilities:Develop an understanding of Fiducient wealth strategy and collaborate with advisors to ensure all clients enjoy a similar firm experience.Build relationships with clients to understand their goals and use financial planning to help visualize outcomes.Demonstrate advanced knowledge of planning concepts to advise clients with complexities such as executives, business owners and trustees.Analyze client financial information to determine strategies for meeting financial objectives.Working closely with advisors, implement comprehensive financial planning solutions (including cash flow planning, asset management, estate planning and risk management)Exhibit strong communication skills by engaging with clients in meetings, incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leadersDemonstrate independence and ability in working with both advisors and clientsPotentially lead and manage newer teammates as they progress in their careersDirect participation in the firm's Financial Planning Committee.Maintain relationships with attorneys, CPAs, or other professional partners for business development purposes.Use network for potential business development opportunitiesMaintain and update appropriate due diligence filesRequired Education, Professional & Technical Experience Bachelor's Degree or relevant work experience3-5 years of relevant client-facing and wealth planning experienceProficiency in eMoney and Microsoft SuiteCFP or working towardsEssential TraitsKnowledge of investments, insurance, income taxes, estate planning & financial planning concepts, and their integration into a financial plan.Desire to work in a collaborative, team-based environment, with aspirations for more than baseline expectations and satisfaction.Ability to discuss and present complex ideas to others in understandable terms and build trust with clientsExceptional listening, written, and oral communication skills.Exceptional attention to detail, organization, efficiency, and timeliness.Coach-ability; receive and implement feedback with a desire for continued professional development.Adaptability when priorities shift and able to work independently.Sound judgment and problem-solving skills.Innovative, curious, and enthusiastic.Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.Work Environment & Travel RequirementsThis role may travel up to 10% of the time for training and or business/events.This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.Physical Job ExpectationsThe physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:Must be able to remain in a stationary position for up to 8 hours.Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.The person in this position may at times need to move throughout the building to access different areas.Ability to move equipment weighing up to 25 pounds.Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.What We Offer (Summary Highlights)A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.Paid Time Off PTO with optional rolloverTimeHolidays with additional half days off for specific holidays throughout the yearPerksTime -inclusive time off for a loved one, unborn child, or pet.Paid Parental, Personal and Family leaves.Development Day for eligible examsWork Life Convenience Benefits Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and moreFamily & Fertility AssistanceReimbursement ProgramDevelopment Designation reimbursementReferral ProgramResource Groups, Mentorship Program & New Hire CohortPlan with company matchPhone Reimbursement ProgramFiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Financial Planner with 1-10 years of experience. Must have CFP or be in the process of attaining CFP designation. This individual will be providing the design, implementation, and administration of all recommended solutions for their clients.Services provided are:Investment managementRetirement strategiesEstate ConservationTax managementInsurance review

Compensation & Benefits- $90-110K base salary plus $8-15K additional bonus and "on-call" compensationOur client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER™ to manage day-to-day client service. When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.In this role, you'll play a pivotal part in ensuring the smooth operation during our busy "Surge Months" while maintaining a high quality client experience during our slower seasons. The AFA will be responsible for proactive client meeting preparation, follow-up, and technical client minutiae. We're looking for someone who will embody our down-to-earth culture with a focus on accountability and inclusivity as we help our niche of women, POC, and LGBTQIA+ clients who are self-employed or earn equity compensation.ResponsibilitiesPrepare agendas, recommendations, and supporting materials for client meetings.Facilitate meeting wrap-up, including implementing action items, processing new business, and executing trades.Manage Financial Planning processes and preparation within the practice.Provide investment analysis and recommendations utilizing our model portfolios.Conduct Cash Flow Assessment analysis.Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins.Prepare reports and materials for client meetings, both in-person and virtual.Obtain, track, and analyze client data.Attend to client requests promptly, replying within 24 business hours.Track and coordinate updates of information within our CRM system.ExpectationsDetail-oriented with excellent time management skills.Excellent organizational skills.Clear communication with team members.Expertise in financial planning advice.Ability to develop and maintain written systems and processes.Quick learner who communicates needs for additional help or training.Ability to anticipate outcomes.Track personal ongoing and ad hoc tasks.Ability to work independently and be a self-starter.Proactive approach towards servicing clients.Requirements3+ years of experience in the industryCFP® certificationExcellent organizational and time management skills.Strong work ethic.Ability to be flexible and adapt to new situations.Extraordinary client service orientation.Ability to handle multiple tasks and operate on tight deadlines.Technical Experience (a plus)Redtail CRMeMoneySlackSchwab Advisor CenterMorningstar Office and TRXPulse 360KnudgeMonarch MoneyYourStakeCompensation & Benefits$90-110K base salary plus $8-15K additional bonus and "on-call" compensation4 Day Work Week (outside of Surge season)Employer paid Health InsuranceEmployer paid Life and Disability InsuranceStudent Loan MatchingEmployer-sponsored 529 with match401k with match and profit-sharing contributionsDependent Care Monthly BenefitUnlimited PTOPaid Sabbatical at 5 years4 months of Paid Family LeaveEmployer paid continuing education and certifications/licenses.Additional "perks" including cell phone reimbursement, business casual dress code, company-provided lunches and snacks, individual office thermostats, and more!

JOB DESCRIPTION Responsibilities: Shipment optimization - assigning the best cost carrier for the service requested based on routing and financial parameters Correctly troubleshoot, investigate, resolve and/or escalate issues with suggested resolution Schedule, coordinate and monitor carriers (Private Fleet, Dedicated Fleet and Common Carriers) to ensure daily transportation operations run safely, efficiently and on time Assist in the development, planning and modification of daily schedules as appropriate; make notifications to customer service and the operations manager as to the status of shipments Proactively communicate with customers, MPS employees (CS, Operations, Sourcing) and the management team to ensure necessary requirements are met Accurately enter data into the transportation management system; maintain and generate required reports Monitor and ensure proper coding application in a timely matter; escalate as needed Maintain statement of work audit schedule and distribute updates to all team members Point of contact for shipment status requests from stakeholders (Emptiers, CS, Facilities, Sourcing) Coordinate special transportation needs when requested Track and trace activities to ensure optimal service Build and maintain carrier relationships to support MPS business Hold carriers accountable for cost, service and capacity commitments Process Improvement - Identify opportunities and make suggestions to improve efficiencies within the transportationRequirements: Bachelor's degree in business administration, transportation, supply chain or related field is preferred Proven track record in transportation logistics, with at least 2 years of related experience Proficiency in Transportation Management Systems (TMS) Experience with Windows applications and Microsoft Office Good organizational skills with attention to detail Excellent verbal and written communication skills, including presenting clean, organized and thorough information and data for the intended audience Ability to manage a high-volume workload Strong engagement and partnership skills with the ability to both understand and deliver established resultsABOUT US Do you want to work with people who are dedicated to innovation and making the world a better place? Do you want to build a career with a company that provides opportunities for growth and development?Mauser Packaging Solutions is that company.Our mission is to help our customers achieve better sustainability with their packaging. And we do that by giving our people the opportunity to do important work, solve interesting problems and be part of a diverse, forward-looking team.At Mauser Packaging Solutions, you can be proud to work for a company that's always striving to innovate and serve customers better-and help them be better stewards of the environment.Whether you're a seasoned professional-or just beginning your career-there's a place where you can help make a difference at Mauser Packaging Solutions. Join us! Mauser Packaging Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Job Description Position Summary The primary role of the Network Supply Planner is the creation of an optimized End-to-End (E2E) network supply plan for all Import and domestic items. The planner is responsible for the optimized inventory strategy for an assigned Business Unit (BU) for both CBI Distribution Centers and Beer Wholesaler facilities as well as the optimized production plan for an assigned product category.  The planner will look at inventory strategy and production planning incorporating optimized levels of inventory to maximize efficiency targets, minimize working capital costs, and delivery optimal service levels. The S&OP tactical inventory plan will be used by S&OE to execute and measure against. Responsibilities Finished Goods Inventory Planning Build the finished good inventory strategy for the business using segmentation and multi-echelon inventory optimization methodologies which meet all financial requirements, operational capabilities, and wholesalers service objectives for assigned region. Utilizes the net wholesaler Billings requirements and DC replenishment requirements to generate an optimal Brewery shipment and production requirements plan for a specified product category, incorporating key inputs such as operational capabilities, wholesalers service objectives, and financial requirements. Performance Monitoring & Reporting Defines and analyzing multiple feasible scenarios of supply, identifying trade-off decisions to mitigate any risk to maintain adequate inventory levels at each of the Beer Division DCs within the 24-month horizon to support Service and Cost objectives. The network planner is empowered to make changes to the network supply plan when deemed necessary over the 3 to 24-month horizon which are governed through the S&OP process. Reports Key Performance Indicators for their given Business Unit or production planning segments such as working capital (Distributor and DC Inventory DOH, Billings Accuracy/Bias, Production adherence, working capital, and Service (OTIF, Out-Of-Stocks), complete with process improvement initiatives and prioritizes tasks and deliverables in a timeline intense environment. Continuous Improvement & Collaboration Communicates and interacts with demand planners, master production scheduling, materials resource planning, network supply planning team, sales, and finance to provide E2E supply planning insights (ex. distributor and CBI DC replenishment plans and exception-based reporting for assigned BU, production risks and opportunities, etc.)  Responsible for systematic planning and parameters including maintenance, updates, tuning, documentation, and enhancements. Supports the Sr. Network Supply Planning Manager to drive continuous improvement efforts to improve performance on all key metrics, including service targets and network inventory levels. Role Expertise B.A./B.S. majoring in Supply Chain, Operations, or a business-related field and/or 3-5+ years' experience in Planning, Procurement, Optimization, Supply Chain, Production roles Deep understanding of technology enablement and current technology tools (i.e. o9, Blue Yonder, SAP), business intelligence tools & business analytics software Must have excellent quantitative and qualitative skills to consolidate and analyze large volumes of data, with the ability to translate information for all areas of the business. Advanced experience with ability to translate data thru storytelling into presentation formats such as PowerPoint. Individual Skills Strong analytical, critical thinking, & problem-solving skills required. Results driven; detail oriented with strong analytical capabilities. Self-motivated – able to set priorities and implement decisions to meet deadlines. Strong interpersonal skills and ability to work collaboratively with co-workers, related internal functions, external partners, and on project teams. Demonstrated ability to influence others, build business partners, to reduce risk by managing exceptions, accelerating results, and generating value. Superior communication skills to foster communication/collaboration amongst department. Demonstrated results with process discipline and process adherence, and able to identify and take opportunities to develop, further and strengthen a process. Efficiently manages tasks and understands need for priority or escalation. Mindsets & Behaviors Passion to challenge the status quo and find new solutions and drive out of the box ideas – loves and embraces change. Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Not afraid to “roll up the sleeves” and seeks to go outside comfort zone to learn. Comfortable and experience bringing structure to ambiguity. Possesses a spirit of intellectual curiosity, creativity, and innovation. Takes responsibility for actions and tasks. Maintains integrity and honesty as part of value system. Physical Requirements/Work Environment Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Location Chicago, Illinois Additional Locations Job Type Full time Job Area Supply Chain The salary range for this role is: $78,800.00 - $118,200.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Equal Opportunity Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations). Not sure you meet all qualifications? Research shows that women and members of other under-represented groups tend to not apply to jobs when they think they may not meet every qualification, when, in fact, they often do! We are committed to creating a diverse and inclusive environment and strongly encourage you to apply.

Company DescriptionSimple Mills is a rapidly growing company on the forefront of the clean food movement, transforming center store grocery aisles with products made from nutritious, purposeful ingredients. Simple Mills is a female-founded business, started by Katlin Smith in 2012 out of her own Kitchen. In the company's short history, Simple Mills has disrupted the market to become the #1 bestselling natural baking mix, the #1 bestselling natural cracker, and the #1 bestselling natural cookie.The company's mission is to advance the holistic health of the planet and its people by positively impacting the way food is made. Simple Mills is distributed in 25,000+ stores nationally including Whole Foods, Target, Walmart, Kroger, Costco and more, and available online at retailers like Amazon and Thrive Market. The brand's newest products include: Organic Seed Flour Crackers, Seed & Nut Flour Sweet Thins, and Soft-Baked Almond Flour Bars. Simple Mills has earned broad recognition from top tier media and industry associations- including a segment on our Founder & CEO Katlin Smith on NPR's How I Built This . Our products have been featured in a wide array of top publications including Vogue, Women's Health, Forbes, Business Insider, mindbodygreen, NOSH and many more. Simple Mills was also a 2020 Health Magazine Snack Award Winner!Role DescriptionAs a storyteller, scenario planner, and critical thinker, the Financial Planning & Analysis Manager will be a crucial player on the finance team. The position will support the monthly FP&A process, annual planning, lead strategic finance projects across the business, and innovation analysis. The position will report to the Sr. Director, Financial Planning & Analysis, working closely with key stakeholders across Finance, Operations, Sales, Marketing, and Innovation.Key responsibilities include:Monthly FP&A Process Management: Coordinate the monthly FP&A process and collaborate with budget owners to provide accurate and timely input.Compile inputs to create a comprehensive financial forecast and effectively communicate results to various stakeholders.Monitor financial KPIs to track company performance and improve profitability.Financial Reporting & Storytelling:Develop clear and concise financial reports to guide stakeholders in understanding our financial performance.Present financial data in a digestible format, facilitating informed decision-making.Articulate financial trends and forecast impacts to stakeholders, highlighting risks and opportunities.Utilize financial data to identify insights and provide recommendations to business partners.Utilize technology to automate and streamline financial processes.Strategic Financial Planning:Contribute to building a long-range plan and annual plan that reflects the strategic priorities of the business, by collaborating with commercial finance, operations finance, and cross-functional teams.Perform scenario analyses to aid in strategic decisions and long-range planning.Innovation Analysis and Financial Modeling: Construct accurate multi-year Forecasted P&Ls for new item innovation items and portfolio renovation projects.Build and maintain financial models, scenario plans, and risk assessments to support strategic decisions.Provide financial leadership to guide cross-functional project teams in developing innovation that exceed our financial goals.Board of Directors & Financial Acumen Support:Aid in preparing materials for Board of Directors meetings to ensure clear and comprehensive communication of financial information.Support initiatives to increase financial literacy among Simple Mills employees.Performs other projects as assigned.Position Requirements4+ years of experience in Finance required, with preference given to CPG experience. Food experience is a plus!Bachelor's degree in Finance or related field required.Experience in NetSuite or other ERP system preferred.Proven ability to distill complex financial information into clear and compelling narratives.Strong technical finance skills, including advanced Excel modeling, scenario planning, and analysis abilities.Automation and visualization experience in PowerQuery or PowerBI highly sought after.Strong attention to detail, critical thinking, and problem-solving skills.Exceptional interpersonal and communication skills.Ability to work strategically and collaboratively across departments.Proactive in identifying and implementing system & process improvements.Action-oriented, able to thrive in a fast-paced and dynamic environment.Humility and eagerness to chip in wherever necessary to support the team.A passion for natural food and healthy eating, as well as a desire to change how we think about ingredient labelsBenefits of Working at Simple Mills You will make a huge impact as a key member of an emerging brand that's changing the way we eat and facing explosive growth.Working with a vibrant community of passionate team members that are driven by healthy food that tastes good and fuels your body.We strive to foster and embed a culture of diversity, equity, and inclusion across our organization. We know it is not only critical to the success of diversity initiatives - but instrumental in creating an equitable and inclusive workplace! It also creates a positive employee experience. DEI will remain at the center of our people strategy as grow and scale our organization.Our culture is aligned with doing good in the world and we are committed to the environment, fairness to employees and to our customers.Integrating into a company that is passionate about its people and their development, with consistent training and multiple forums/platforms to participate in, contribute to and learn from.Employee benefits include robust Health Benefits packages, 401(k) plan, Unlimited PTO offering, one-time stipend for getting your home workspace setup, monthly cell phone/internet stipend, health & wellness stipends, product stipends and many other perks!Compensation will be competitive for the ideal candidate. Simple Mills operates with a hybrid-model: a balance of in-person and virtual work. Hybrid employees will work from our Chicago, IL office at least once per week. When working remotely, employees must work from a designated location in the United States (the new hire's permanent residence, as documented in our HR System, Rippling) with sufficient internet access to support video conferencing. Safety protocols in accordance with CDC recommendations are followed.At Simple Mills, we are committed to providing an environment of mutual respect and inclusion. Equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, past or present military service, physical or mental disability, or other applicable legally protected characteristics. All aspects of employment are decided on the basis of business need, job requirements, and individual qualifications. #LI-DNISimple Mills is committed to the full inclusion of all qualified individuals. As part of this commitment, Simple Mills will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodations are needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].