Financial Analyst (Wine Jobs: Management & Administration)

  Folio Fine Wine Partners

  Napa, California

Stunning Colleagues:

At Folio, employees with a proven track record of success are considered Stunning Colleagues. We seek to have an organization filled with Stunning Colleagues. We’ve found a Folio Stunning Colleague will possess the following characteristics:

Passionate – displays a true interest in their profession and Folio

Driven – completes tasks, achieves goals, doesn’t give up

Leader – behaves with confidence that inspires others to be better

Curious – routinely questions process or methods to find better ways of doing things; always wants to learn

Optimistic – approaches problems or day to day work in a welcoming and positive manner

Accountable – takes ownership of their duties and responsibilities

Collaborative – enjoys and welcomes opportunities to work with others and listens to ideas from colleagues

Flexible – understands and is able to shift direction or priorities on a regular basis

Creative – thinks outside the box to find new or better ways to do things

Listens – takes time to actively listen to and understand the true needs of a customer before beginning work

Strives for Mutual Success – gives credit to others, demonstrates desire for others to succeed as much as or more than self

Position Summary:

Reporting to the CFO, the Financial Analyst is responsible for providing information and insights that drive key business decisions, helping to drive profitable growth and goal achievement. Additionally, the Financial Analyst will facilitate the annual budget planning process, working to help create and disseminate annual budgets by time period and geography. This position collaborates closely with all aspects of the organization, including Marketing and Sales, and requires excellent communication skills and a good commercial understanding of business issues.

Critical Tasks:

Analysis and Recommendations 60%

• Assist with monthly financial performance analysis and quarterly reviews

• Inventory management & allocations analysis

• Marketing program post program analysis

• Price change impacts and forecasts analysis

• Production cost analysis, including developing standard costs for new products

• Assist with various report development and insight 

• Ad hoc analytical projects (workflow, ROI, etc.) among Finance, Marketing and Sales

• Expense Analysis: Samples, Sales Promo, and T&E

Planning, forecasting, and goal setting 40%

• Manage the development of the annual budget plan (expense budgeting and wholesale shipments)

• Manage the development of the 3 year business plan at mid-year with Marketing

• Manage the development of the year-end forecast in the Fall with Finance and Marketing

• Follow up calls/emails.

Professional Requirements: 

• University degree or college diploma in finance, business, marketing, or related field

• Minimum 2 years experience in a financial, accounting or business analysis role, preferably in the wine industry

• Strong knowledge of the business cycle in wine, including marketing and sales business processes

• Strong project management, business writing, and communication skills

• Solid business acumen and analytical skills

• Strong computer skills, high-level Excel, business intelligence and reporting software

• Effective time management, organizational and communication skills. Ability to juggle multiple projects at once

EOE

No Phone Calls. No Recruiters.

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