Fior Di Sole LLC Hiring for Financial Planning & Analysis Manager Job at Napa, CA Full Time

Fior di Sole is a family-owned and operated wine company located in the heart of Napa Valley, producing exceptional quality wines from Napa and throughout California for over 24 years. We are the 10th largest winery in California. Our portfolio of brands spans more than 3.5 million cases, 8 million gallons, and more than a hundred retailer-exclusive and client wine brands across all price tiers, from popular to super-premium. Our wines can be found in leading retailers internationally and throughout the US, including Total Wine, HEB, Whole Foods, Costco, Kroger, Spec’s, BevMo! and Trader Joe’s.

Summary:

The FP&A Manager supports the development of the annual and long-term strategic plans and financial reporting for the company. You will report to the Director of Finance and provide insightful business analysis to department heads and senior leadership. You will highlight important obstacles and potential opportunities. The FP&A Manager will communicate strategic direction, financial performance narratives, and operational goals. You work cross-functionally with other departments and demonstrate a strong reporting systems skillset.

Reports to: Director of Finance

Classification: Full-time, Exempt

You Will:

• Produce monthly financial statements, including key metrics and variance commentary for senior leadership.
• Deliver department reporting packs that provide applicable analysis for performance narratives.
• Compile consolidated financials into Income Statement, Balance Sheet and Cash Flow.
• Organize, direct, and develop the annual and long-range strategic planning processes. Ensure all planning milestones are met and present finalize plans to the leadership team.
• Collaborate 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 to senior leadership.
• Drive continuous improvement and identify process improvement opportunities.
• Perform scenario modeling and financial analysis on potential new opportunities.
• Support the Sales department in pricing and profitability analysis.
• Develop applicable KPIs and reporting dashboards for consolidated financials and team performance drivers.
• Advise on all financial reporting issues, providing important support to enhance reporting systems.
• Participate in month-end close activity, including the identification of adjustments and variance analysis.

You Have:

• Bachelor’s degree in Accounting or Finance.
• 5+ years of direct experience in financial planning, wine or beverage alcohol a plus.
• 3+ years supervisory or leadership experience.
• Knowledge of ERP systems (Microsoft Navision / Dynamics) and reporting/ planning tools (Jet Reports).
• Proficient in Microsoft Office Suite tools.
• Excellent communication skills and attention to detail.
• Experienced in data management and critical thinking skills.
• Experienced in presenting material to department heads and ownership.

Our Benefits:

• We offer full suite of Medical, Dental, Vision, Life AD&D and LTD Insurance
• PTO, Sick and Paid Family Medical Leave
• 401k Profit Sharing Plan with Company Match
• Winery Discounts
• Holiday Pay
• Volunteer PTO
• Volunteer Supplemental Programs

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

Job Type: Full-time

Pay: $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Financial planning: 5 years (Preferred)

Work Location: One location