Chief Financial Officer Jobs

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CFO (Chief Financial Officer)

Joseph Phelps•Saint Helena, CA

About The Position

Joseph Phelps Vineyards is seeking a Chief Financial Officer (CFO) to provide senior financial leadership, stewardship, and oversight of the company's long-term fiscal health. Reporting to and partnering closely with the Maison President, the CFO will shape and execute financial strategy, provide disciplined decision support, protect company assets, and ensure the integrity of financial operations and reporting. The CFO will lead accounting, financial planning and analysis, treasury, tax, audit, internal controls, and financial systems. As a member of the executive leadership team, the CFO will translate business strategy into actionable financial plans, drive long-term value creation, optimize capital allocation, and provide insights supporting sustainable growth, profitability, and operational excellence. The role also involves leading and developing the finance organization, maintaining strong financial governance, and partnering with internal and external stakeholders. Joseph Phelps Vineyards was founded in Napa Valley in 1973 and was acquired by Moet Hennessy in 2022. The winery produces wines from vineyards in Napa and Sonoma Valleys and operates a Home Ranch where guests experience winegrowing, farming, and culinary arts.

Requirements

  • Proven success as a CFO or senior finance executive with broad responsibility for accounting, financial planning and analysis, treasury, tax, audit, internal controls, and business partnership.
  • 15 or more years of progressive finance experience, including significant senior leadership responsibility in a complex operating environment.
  • Strong command of financial reporting, accounting principles, budgeting, forecasting, cash management, working capital, capital planning, financial modeling, and performance management.
  • Demonstrated ability to advise senior executives, influence enterprise decisions, and balance growth opportunities with financial discipline and risk management.
  • Experience improving financial systems, processes, reporting, and internal controls.
  • Demonstrated experience leading finance transformation initiatives, including process improvement, systems implementation, reporting enhancements, and organizational capability building.
  • Ability to work effectively with auditors, tax advisors, banking partners, insurers, and other external advisors.
  • Excellent written, verbal, and presentation skills, with the ability to communicate financial information clearly and credibly.
  • High personal and professional integrity, sound judgment, intellectual curiosity, resilience, and respect for diverse perspectives.
  • Collaborative and action-oriented leadership style, strong attention to detail, and commitment to accuracy and accountability.
  • Bachelor's degree in accounting, finance, economics, business administration, or a related field.

Nice To Haves

  • Experience leading finance for a multi-entity or complex business structure; global or group reporting environment experience is preferred.
  • Experience in wine, consumer products, manufacturing, agriculture, hospitality, or another inventory-intensive business is preferred; winery operations and cost accounting experience are a plus.
  • CPA, MBA, or other relevant advanced degree or professional credential strongly preferred.

Responsibilities

  • Advise the Maison President and executive leadership on business strategy, financial performance, risk management, investment priorities, and resource allocation.
  • Translate strategic objectives into financial plans, performance targets, and execution priorities.
  • Transform the finance function through process optimization, systems enhancements, data analytics, and continuous improvement.
  • Evaluate business opportunities, investments, partnerships, and operational initiatives using financial analysis, scenario modeling, and risk assessment.
  • Provide an independent financial perspective and recommend actions to improve profitability, cash generation, and enterprise value.
  • Deliver timely and accurate financial insights for executive and ownership-level decisions.
  • Balance financial performance with long-term brand equity, consumer experience, and sustainable value creation.
  • Oversee accounting functions, including general ledger, accounts payable and receivable, inventory accounting, fixed assets, and period-end close.
  • Ensure accurate financial statements and management reporting in accordance with applicable standards, regulations, and group reporting expectations.
  • Establish accounting policies, governance standards, and controls that safeguard company assets and support reliable reporting.
  • Oversee external financial audits and coordinate timely responses and remediation of audit findings.
  • Maintain financial process documentation, segregation of duties, and effective approval authorities.
  • Lead annual budgeting, strategic planning, rolling forecasts, and long-range planning with business leaders.
  • Develop integrated models connecting revenue, pricing, volume, production, inventory, costs, capital requirements, and cash flow.
  • Analyze actual results against budget, forecast, and prior periods; identify drivers, risks, opportunities, and corrective actions.
  • Establish and monitor financial and operational performance indicators, especially profitability, working capital, inventory, cost of goods, and return on investment.
  • Provide actionable insights and scenario analyses for commercial, operational, and investment decisions.
  • Oversee cash management, liquidity planning, banking relationships, and treasury operations.
  • Develop cash flow forecasts and ensure adequate liquidity for operating needs, strategic priorities, and capital commitments.
  • Advise the Maison President on capital structure, working capital, financing alternatives, and financial resource allocation.
  • Evaluate and govern capital expenditures, including business cases, approval recommendations, and post-investment reviews.
  • Optimize working capital through oversight of receivables, payables, inventory, and cash conversion.
  • Oversee applicable tax matters with internal resources and external advisors.
  • Ensure compliance with financial, accounting, tax, banking, and related regulatory requirements and internal policies.
  • Lead the design, implementation, monitoring, and improvement of internal controls, including financial reporting controls.
  • Work with leadership and advisors to identify, assess, and mitigate financial and enterprise risks, including insurance exposures.
  • Promote integrity, accountability, transparency, and financial discipline throughout the organization.
  • Lead, mentor, and develop the finance organization, including accountability, succession planning, and continuous improvement.
  • Build technical, analytical, leadership, and business-partnering capabilities across finance.
  • Foster a collaborative, service-oriented culture while maintaining financial stewardship and governance.
  • Communicate financial concepts effectively and influence decisions across the organization.
  • Build productive relationships with ownership representatives, auditors, financial institutions, tax advisors, insurers, and business partners.

Benefits

  • 13 paid holidays
  • Vacation and sick time
  • Paid wellness day and monthly wellness reimbursement
  • Farm Fresh to You membership
  • Comprehensive medical, dental, and vision benefits
  • 401(k) match
  • Annual employer gift
  • Employee discounts
  • Employee wine program

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Based on current job postings on Teal, the average Chief Financial Officer salary in the US is approximately $233,000 per year, with a typical range of $114,000 to $375,000.
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