We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis.
Responsibilities:
• Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives.
• Construct and manage financial models to examine revenue, costs, profitability, and trends.
• Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies.
• Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities.
• Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs).
• Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making.
• Enhance and simplify financial processes and reporting systems to boost efficiency and precision.
• Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business.
• Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.
• Minimum of 5 years of experience in a FP& A role or related field
• Proficient in Data Mining Techniques
• Ability to manage Annual Budget and Budget Processes
• Experience with Balance Sheet, cash flow statements and Income Statements
• Proficient in Cash Flow Analysis
• Strong skills in Budgeting and Forecasting
• Proficient in using Quickbooks Online and Microsoft Excel, including Excel Formulas
• Experience in Sales Analysis & Reporting
• Ability to conduct Gross Margin Analysis and Variance Analysis
For immediate consideration, please call Amanda Howell at 707-578-3355.
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