Demo

Senior Finance Analyst

Fior di Sole LLC
Napa, CA Full Time
POSTED ON 12/18/2024
AVAILABLE BEFORE 2/17/2025

Description

  

Key Duties and Responsibilities: 

  • Partner with production, sales, and marketing teams to evaluate the financial impact of business decisions and      initiatives.
  • Analyze costs and profitability across product lines, SKUs, and distribution channels to support pricing strategies and      margin optimization.
  • Assist in producing monthly financial statements, including key metrics and variance commentary.
  • Create and manage rolling forecasts to ensure accurate projections and adaptability to market conditions.
  • Organize and help develop the annual and long-range strategic planning processes. Ensure all planning milestones are met.
  • Collaborate cross-functionally with other departments to ensure data is accurate and assumptions consistent with company priorities and targets. 
  • Produce ad hoc reports and financial modeling when needed.
  • Provide analysis on trends, competitive sets, and potential opportunities. 
  • Drives continuous improvement and identifies process improvement opportunities.
  • Performs scenario modeling and financial analysis on potential new opportunities.
  • Participate in month-end close activity, including the identification of adjustments and variance analysis.
  • Support audits and provide detailed documentation as required.
  • Other duties as assigned. 

Requirements

  

Required Skills and Qualifications: 

  • Bachelor’s degree in Accounting or Finance
  • 3 years of direct experience in financial planning, wine or beverage alcohol a plus
  • Knowledge of how to calculate and forecast financial statements
  • Knowledge of ERP systems (Microsoft Navision / Dynamics) and reporting/ planning tools (Jet Reports)
  • Proficient in Microsoft Office Suite tools
  • Strong communication skills and attention to detail
  • Able to work independently and within a team  environment.

Salary : $75,000 - $95,000

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