Senior Financial Analyst
About The Position
This role is a highly visible member of the Wine & Spirits Operations Finance team and serves as a true finance business partner to operations leaders as we build a world-class Finance Support organization. Success requires advanced Excel skills, a strong process mindset, effective problem-solving, attention to detail, and excellent organization. Because the role collaborates across functions and levels, the ideal candidate brings a proactive, approachable style and clear communication skills. The Wine & Spirits Operations Financial Analyst provides day-to-day financial support for operations teams and is expected to become a trusted advisor. Key responsibilities include leading monthly reviews with operations, preparing journal entries and account reconciliations during month-end close, coordinating annual planning activities and materials, consolidating and summarizing forecast inputs, and responding to ad hoc requests from leadership and business partners.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or a related field (preferred)
- Highly organized with the ability to prioritize effectively in a fast-paced, complex environment
- Strong foundation in financial analysis and accounting principles
- Self-motivated, results-oriented, and effective in a dynamic environment
- Demonstrated analytical rigor, strong attention to detail, and working knowledge of core finance and accounting concepts
- Ability to balance details with the bigger picture to help prioritize requests and manage workload
- Proven ability to identify issues and improvement opportunities and recommend practical, innovative solutions
- Skilled at setting priorities, managing multiple tasks, and following through to completion
- Comfortable taking projects from inception to completion with minimal supervision
- Strong written and verbal communication skills
- Advanced proficiency in Excel and PowerPoint
- Experience with ERP systems and financial reporting tools
Nice To Haves
- Hands-on experience with SAP S/4HANA, OneStream, or comparable ERP and consolidation/reporting solutions
- Finance and/or accounting experience in Wine & Spirits, CPG, or a similar industry
- Availability to work primarily within Pacific Time Zone business hours
Responsibilities
- Serve as a key finance lead for Wine & Spirits Operations, supporting multiple wineries through monthly close, executive and departmental reporting, and P&L analysis while partnering across functions and levels of the organization
- Provide financial support across month-end close, forecasting, R&Os, and annual planning
- Plan, organize, and facilitate monthly business review meetings with operations teams
- Partner with operations to investigate financial questions, support budget development, and consolidate/summarize planning inputs
- Develop and deliver monthly performance reporting and insights for leadership
- Own assigned deliverables and ensure timely, accurate, and well-documented outputs
- Analyze SAP and BPC data to ensure accurate financial reporting, identify key cost drivers, and explain variances versus targets
- Perform ad hoc analyses to support business decisions (e.g., financial models, sensitivity analyses, and what-if scenarios)
- Support special projects and continuous improvement initiatives as assigned
Benefits
- paid time off
- medical/dental/vision insurance
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
