WHY WORK WITH US:
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
WHAT YOU WILL BE DOING:
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
WHAT YOU WILL NEED FOR THIS POSITION
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