Financial Analyst

Pacific Union Co • Oakville, CA

8h • $35 - $39 • Onsite

About The Position

The Financial Analyst role is responsible for delivering financial analysis, forecasting, reporting, and business insights to support strategic decision-making across the organization. This position partners with various departments to provide accurate financial reporting, performance analysis, budgeting support, and forward-looking projections.

Requirements

• Minimum BS in business analytics, accounting, or another related field (requirement can be met with relevant working experience as deemed sufficient by the line manager)
• 2+ years of experience in accounting or financial analysis preferred
• Must understand how data insights align with business goals
• Requires strong computer literacy skills, advanced Excel skills and competency in basic Microsoft Office programs
• Experience with ERP systems (Business Central experience a plus)
• Excellent technical and analytical skills with and familiarity with Information Systems (SQL experience prioritized)
• Requires strong interpersonal skills and an intense desire to work as a team member
• Excellent oral and written communication skills
• Must know how to set priorities to meet deadlines
• Must be accurate, detail oriented and possess neat work habits
• Must have initiative, enthusiasm and self-motivation
• Ability to review complex data reports and analysis in verbal and written communication with non-accounting personnel

Nice To Haves

• Wine industry experience preferred

Responsibilities

• Financial Planning & Analysis
• Prepare and maintain monthly financial reporting packages for leadership
• Analyze financial performance across channels and provide actionable insights
• Develop and maintain financial forecasts, including revenue projections, expense modeling, and margin analysis
• Perform variance analysis and communicate findings to management
• Partner with Accounting during month-end close to ensure timeliness and accuracy
• Support annual budgeting and long-term financial planning processes
• Assist in developing financial related models to evaluate business initiatives, pricing strategies, and operational changes
• Business Analytics
• Analyze operational performance to identify trends, risks, and growth opportunities
• Prepare recurring and ad hoc performance reports for leadership teams
• Translate complex data into clear and concise presentations for stakeholders
• Support strategic initiatives by providing data-driven insights and financial impact analysis
• Review and validate reporting, including SQL-based queries and data extracts, to ensure accuracy and reliability
• Process Improvement & Data Optimization
• Review accounting and operational processes to recommend improvements to enhance efficiency and accuracy
• Identify opportunities to automate recurring reports and streamline financial workflows
• Parter with Business Intelligence team members to improve dashboard design and efficiency
• Gain knowledge of company’s data pipelines to suggest enhancements
• Support implementation of system improvements and reporting upgrades

Benefits

• Health benefits for you and your family, including medical/dental/vision additional health benefits include life, long term disability, FSA or HSA and 401(k).
• Vacation and sick time along with 10 paid holidays and annually designated employee appreciation days.
• A diverse team of coworkers that care about each other in a fun, exciting work environment.

What This Job Offers

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