CFO (or VP of Finance)

A family-owned wine company is seeking a highly driven Chief Financial Officer or VP of Finance to assume a key strategic role in the overall management of the company reporting to the CEO. Located in Saint Helena, the CFO/VP of Finance has day-to-day responsibility for planning, implementing, managing and controlling all financial and IT related activities of the company and family assets. This includes responsibility for accounting, finance, legal, multi-year budgeting/forecasting, banking relationships, insurance, compliance and management information systems.

C. Mondavi is comprised of the iconic brands of Charles Krug (Napa’s oldest & perhaps most esteemed winery), CK Mondavi & Family (a leading player in the wine for daily consumption arena), Valdo, French Blue, Aviana, Villa Pereire, and Domaines Peyronie. We are family owned and in the 5th generation of the Mondavi family. Company owns 850 acres in the Napa Valley and 1800 acres in Yolo County. The company is devoted to quality, to integrity, & to family, and has dynamic plans for the future. The CFO/VP of Finance position is a key member of our Executive Leadership Team, integral in all phases of strategic & operational planning & execution.

Assist CEO and Senior Management team in the development and monitoring of short- and long-term financial strategy by providing key financial inputs and insights. Develop and monitor key financial metrics that align to the strategy.

Manage day-to-day Finance and IT function. Includes developing, mentoring and monitoring performance of Finance/Accounting and IT staff.

Manage annual operational and capital budget process with senior management team. Continually improve upon effectiveness of annual process.

Monitor and report financial results by measuring performance versus plan, analyzing results and initiating corrective actions to minimize impact of variances.

Manage working capital needs through the monitoring of operating results and the development of a robust cash flow planning process. Includes management of compliance with bank covenants, investments and maximizing asset utilization.

On-going development and monitoring of control systems and understanding key elements of company risk. Enhance and implement systems that will improve operations and effectiveness of organization to help mitigate risk and preserve company assets.

Manage third party professional relationships including bankers, auditors, attorneys, insurance providers and income tax preparers. Includes administering banking arrangements, loan agreements, responsibility for annual audit and reporting to audit committee and overseeing preparation of income tax returns.

Manage third party audit and income tax preparation professionals. Includes responsibility for annual audit, reporting to audit committee and banks and income tax returns.

Assist CEO and Senior Management team in the development and monitoring of short- and long-term financial strategy by providing key financial inputs and insights. Develop and monitor key financial metrics that align to the strategy.

Provide strategic financial input and leadership in decision making related to broad company decisions with external providers i.e. 401k plan oversight, employee benefit programs, insurance and audit providers.

Assist and advise the family in estate planning, gifting and generational transitions.

Qualifications (work experience, preferred skills and education):

An experienced financial executive with appropriate level of wine industry and CFO level experience. Includes sound technical skills and analytical ability with solid business acumen including in-depth familiarity with projecting, financial management, reporting and costing.

High energy, well organized, focused individual with high ethical standards.

An effective organizational leader must have the ability to work with and influence people at all levels of the organization. Ability to be independent in decision making.

Previous experience working in mid-sized ($70 to $100 million), family-owned companies preferred.

CPA or equivalent preferred; or ten to fifteen years related experience and/or training; or equivalent combination of education and experience.