Manager, FP&A

Duckhorn Wine Company • Santa Rosa, CA

1d

About The Position

Reporting to the Director of FP&A, the Manager, FP&A will partner with key stakeholders to lead and manage The Duckhorn Portfolio’s (TDP’s) financial planning, analysis and reporting activities. This position plays a key role developing appropriate and useful financial management tools and metrics to track performance, conduct risk analysis, and develop short and long-term financial strategies. The Manager, FP&A provides internal management information, analyses, modeling and reporting they need for routine and ad hoc business planning, budgeting, forecasting, and long-range planning and analysis activities.

Requirements

• Bachelor’s Degree required; MBA or CPA a plus.
• Demonstrated analytical, research and problem-solving skills. Strong quantitative skills that include financial analysis, forecasting, & modeling.
• Ability to solve practical problems and deal with a variety of variables in situations that are often ambiguous.
• Strong communication skills: written and oral. Ability to effectively communicate with employees at all levels.
• Ability to clearly describe business drivers in written form.
• Comfortable working as part of a cross-functional team.
• Strong organizational, project, and time management skills.
• Advanced skills in Excel, proficient skills in Word, Outlook, & PowerPoint are required.
• Experience with Anaplan, Microsoft NAV, and Power BI a plus.

Nice To Haves

• MBA or CPA
• Experience with Anaplan
• Experience with Microsoft NAV
• Experience with Power BI

Responsibilities

• Lead portions of the budgeting and forecasting processes, working with department heads to build key assumptions.
• Work closely with cost accounting and supply planning teams to develop Cost of Goods forecast and analysis.
• Support analysis of financial and operational results to better understand company performance.
• Review previous and existing processes and procedures to develop recommendations for improvement efforts and implementing future budgets.
• Produce models to project short, medium, and long-term growth for the business.
• Identify, recommend, and implement productivity or cost-saving initiatives.
• Work interdepartmentally on ad hoc requests.
• Be involved in development and delivery of business performance analyses and reporting.
• Prepare and supervise preparation of routine internal and board financial reporting.
• Utilize Anaplan planning application, developing ability to adjust and create formulas in the system.
• Attend supply planning and production review meetings for any notable developments.
• Conduct cost-benefit analyses.
• Review indicators of business activity published by the government and trade associations.
• Create forecasts of future business conditions using multiple scenarios.
• Stay abreast of developments in the wine industry.

Benefits

• Health benefits for you and your family, including medical/dental/vision (with a competitively priced employee contribution to premium), and disability, life, & pet insurance.
• Paid time off and 11 paid holidays.
• 401(k) plan where we invest 10% of your wages every year for your retirement at no cost to you, subject to management discretion.
• A diverse team of coworkers that care about each other in a fun, exciting work environment.
• A company that promotes from within, provides great training and a generous tuition reimbursement program.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees