We are a Recruiting Firm & we're searching for a Financial Analyst to join a large, vertically integrated wine producer in the Sonoma region who has experienced significant growth due to multiple acquisitions in the last 3-5 years. Reporting to the Manager of Financial Planning & Analysis, the Financial Analyst is responsible for guiding profitability growth by providing analytical support for key business decisions. This position has a high level of interaction across all functional areas of the organization and thus requires excellent communication skills along with a strong understanding of consumer-packaged goods manufacturing business, preferably wine industry focused. Must thrive in a fast-paced environment and have a can-do attitude.

  • High Growth, Career Advancement Opportunity

  • Good Pay & Benefits

  • Super-Healthy Work Environment

  • Quaint, Friendly Town, Slower-Paced

  • Beautiful Wine County, Rolling Hills

  • Lower Cost of Living than Surrounding Metropolitan Areas


  • Annual Budget and Rolling Forecast – assist with the compilation of annual companywide budget and rolling forecast; interacting closely with department managers to ensure accurate and timely budget submissions

  • Financial Reporting – prepare monthly financial statement gap analysis and recommend adjusting entries; distribute and review monthly budget variance reports with department managers; compile periodic financial reporting requirements by lending institutions

  • Department/Business Unit Analysis – analyze performance at the department/business unit level and communicate causes of material drivers affecting the consolidated financial statements

  • Sales & Marketing Analysis – work closely with Sales & Marketing team members to with periodic review of performance to plan; maintain brand level gross margin analysis

  • Item Review – collaborate with Sales & Marketing for item review and set up in Microsoft Dynamics NAV, ensuring accuracy and integrity of data

  • Monthly Statements – prepare and maintain monthly case volume data, and develop monthly analysis reports to support company decision making

  • Annual Audit – provide reporting and reconciliation support during annual audit performed by CPA firm

  • All other duties as assigned


  • Bachelor of Science in Accounting or Finance

  • 5+ years of experience in a financial, accounting or analyst role within a manufacturing environment, preferably in the wine industry

  • Experience in financial statement analysis, financial budgeting and modeling

  • ERP system experience - Microsoft Dynamics NAV preferred but not required

  • Advanced capabilities with Microsoft Office required, particularly Outlook, Excel and Access

  • Ability to interpret financial data and translate into relevant, concise conclusions for senior management

  • Excellent written and verbal communication skills with the ability to communicate effectively with all levels of management and team members

  • Must be intellectually curious, and driven to dig in and analyze the cause of variances

  • Strong organizational skills and the ability to prioritize within a dynamic environment

  • Self-starter capable of building analysis from ambiguous information with high attention to detail

  • Commitment to excellence and high standards

  • Must share company values: integrity, respect, value creation, compliance, customer focus