Senior Manager, Commercial Finance
About The Position
The Senior Manager, Commercial Finance leads The Duckhorn Portfolio’s Commercial Finance Center of Excellence and serves as the connection between Finance and the commercial organization. The role owns gross-to-net revenue forecasting and analytics for Wholesale and DTC, drives budget allocation and operating expense stewardship across Sales and Marketing, and provides financial analysis to support commercial decisions. The Senior Manager advises commercial leadership and translates financial data into actionable insights aligned with the company’s LRP and AOP objectives. This is a hybrid position in St. Helena, California, with in-office attendance as needed.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 7–10 years of progressive finance experience in commercial finance, FP&A, or business partnering.
- Experience with gross-to-net modeling, discount management, and commercial P&L ownership.
- Expert Excel modeling skills.
- Ability to turn complex financial information into clear, actionable insights for non-finance partners.
- Strong influencing skills and a record of driving decisions without formal authority.
- Highly organized and detail-oriented, with the ability to manage multiple workstreams under tight deadlines.
- Collaborative and proactive, with a track record of building trusted cross-functional partnerships.
Nice To Haves
- MBA.
- Experience in CPG, beverage alcohol, or luxury goods; wine industry experience is a plus.
- Power BI or Anaplan experience.
Responsibilities
- Own forecasting, close, and reporting for gross-to-net revenue across Wholesale and DTC, covering volume, price, trade spend, mix, and BDF.
- Lead the trade spend forecast and accrual process with Accounting and track commitments against plan.
- Deliver monthly forecast-versus-actual variance analysis, including explanations of revenue and trade spend drivers and brand, channel, and customer-tier mix shifts.
- Support AOP and LRP revenue modeling and translate commercial strategy into a multi-year plan.
- Own the Marketing and Sales operating expense budget framework with FP&A and Accounting, from planning and approval through tracking.
- Produce monthly operating expense reporting for Marketing and Wholesale, including variance commentary and reforecast inputs.
- Partner with Brand and Marketing on zero-based or investment-tiered budgets with clear ROI rationale.
- Partner with RGM to track contracted distributor margins and flag variances requiring corrective action.
- Lead new product development financial analysis with Brand and Operations, including P&Ls, scenarios, and post-launch tracking.
- Build and maintain management reporting and dashboards that provide commercial leaders with visibility into KPIs.
- Identify trends, risks, and opportunities across Sales, Marketing, and DTC and develop clear recommendations for senior leadership.
Benefits
- Medical, dental, and vision benefits for employees and their families, with a competitively priced employee contribution to premiums.
- Disability, life, and pet insurance.
- Paid time off and 11 paid holidays.
- 401(k) plan with the company investing 10% of wages annually for retirement at no cost to the employee, subject to management discretion.
- Training opportunities and a tuition reimbursement program.
- A diverse, collaborative, and fun work environment.
- Promotion-from-within opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
