Finance Manager P&L OpEx

The Wine Group • Livermore, CA

11h • Hybrid

About The Position

The Finance Manager, P&L & OpEx, will play a critical role in supporting Sales and Marketing leadership through comprehensive financial planning and analysis. This position is responsible for managing the annual operating plan (AOP), quarterly forecasts, and monthly close processes, including expense reporting and variance analysis. The manager will provide actionable insights through OpEx and P&L reviews, assess risks and opportunities, and prepare accurate monthly financial reports and forecasts. In addition to core reporting responsibilities, this role will lead process improvements in financial reporting and analytics, leveraging advanced tools such as Microsoft Excel and Power BI. The Finance Manager will collaborate closely with cross-functional teams to enhance efficiency, drive cost awareness, and support strategic decision-making. Success in this role requires strong technical expertise, analytical skills, and the ability to communicate complex financial concepts clearly to stakeholders.

Requirements

• 6+ years of progressive experience in finance, with demonstrated career advancement and increasing scope of responsibility.
• Bachelor’s degree in Finance, Accounting, Economics, or equivalent experience preferred.
• Extensive experience forecasting, budgeting, reporting, and financial analysis.
• Adept at translating complex financial data into clear, actionable presentation for diverse audiences.
• Proven aptitude for analysis, critical thinking and problem solving, self-motivated, with a high level of accuracy and attention to detail.
• Influence stakeholders and work closely with them to determine and implement acceptable solutions.
• Strong written and verbal communication and interpersonal skills.
• Maintain accountability for deliverables and ensure timely completion of financial analyses and reports.
• Excellent organizational skills with an ability to work independently as well as in a team environment and be flexible to changing priorities.
• Expert knowledge of Microsoft Excel is required and proficient in Microsoft office suite.

Nice To Haves

• Knowledge of SQL or relational database, Power BI, and JD Edwards application a plus.

Responsibilities

• Analyze and be the key resource in understanding monthly expenses, ensuring that management has actionable information to drive business decisions.
• Analyze, understand, and discuss financial data and P&L with leaders to “tell the story,” Identify trends, variances, and opportunities for cost savings.
• Serve as a financial advisor to department heads, providing insights and recommendations.
• Own the monthly reporting process, variance reporting for senior management, lead monthly/quarterly reviews, and ensure financials are complete and accurate.
• Assist with Annual Operating Plan (AOP) design, development, reporting, and consolidation, meeting with cross-functional leaders to develop budgets for presentation and reviews with senior executives.
• Manage quarterly forecast process and develop expense targets, working with leaders to ensure accurate financial projections and reporting to senior executives.
• Answer inquiries from leaders and develop monthly general ledger reclassifications based on reviews of transactional data.
• Demonstrate strong relationship building skills, including cross-functional partners.
• Demonstrate problem solving skills, comfortable with ambiguity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level