- Tactical and process lead for the assigned sales territories' strategic and annual plan, including managing planning templates, data loads, and reporting to ensure adherence to financial deliverables
- Oversees quarterly sales forecasts for volume and operating expenses, and prepares detailed analysis supporting spend activity and variances to plan, by brand and zone
- Creates and reports on detailed budgets and breakouts, complete with monthly calendarization of sales volume, pricing, revenue, cogs, expenses, and margins
- Drives continuous improvement on planning, forecasting, and expense tracking processes, including providing recommendations and implementing solutions
- Generates, analyzes, and distributes monthly reports to sales managers, including financial statements, sales trends, promotional activity, and expense tracking
- Highlights key issues, helps identify risks and opportunities, and actively investigates any data anomalies or inaccuracies; communicates pro-actively and efficiently to Sales Managers and Finance leadership
- Maintains key relationships and acts as a financial partner with VP of Sales, Sales Managers, Marketing, Sales Operations, and other functional management teams; works and thinks cross-functionally to ensure quality deliverables and information flow
- Supports the month-end close process for Case Goods, including preparing financial journal entries, monitoring and reconciling assigned balance sheet accounts, and providing analysis to support positions
- Coordinates with internal accounting functions and external accounting firm during mid and year-end annual audit cycles to ensure timely and accurate response to requests; provides process clarification and supporting documentation
- Assists withCommercial Finance department projects and initiatives, including ad hoc projects and analysis supporting decision-making on key business issues
- Conducts training and supports financial development of Sales Managers or team members of the Commercial Finance team
- Bachelor's degree or equivalent experience required; degree in Business, Finance or Accounting preferred
- 3 years of experience in accounting or financial analysis and management
- Expert computer skills with ability to report and analyze multi-dimensional data and complex information
- Strong working knowledge of financial and managerial reporting
- Must exhibit excellent communication skills, analytical skills and problem-solving ability
- General office environment with occasional travel
- Required to drive automotive vehicle or equipment
- Exposure to varying levels of dust, chemicals, fumes, gases, and noisy equipment
- Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable Relationships
- Communicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive manner
- Demonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and training
- Follows all Company policies and procedures
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Senior Sales Finance Analyst - Napa, United States - Delicato Family Wines
Description
Work Location Delicato Vineyards Napa
Position Purpose
Acting on own initiative, the Senior Sales Finance Analyst supports the overall financial engagement of the assigned Sales division to help achieve financial goals and objectives. This includes participation in the annual planning and forecasting cycles, management of monthly financial reporting and analysis, and facilitation of periodic business reviews with the sales team. The Senior Sales Finance Analyst also supports accounting tasks, including monthly journal entries, balance sheet reconciliations, and annual audit requests.
Essential Duties
*Other duties may be assigned
Non-Essential Duties
*Other duties may be assigned
Minimum Requirements
Education and Experience
Knowledge, Skills, and Abilities
Working Conditions
Work Standards
Additional Comments
Management retains the discretion to add to or change the duties of the position at any time
California Pay Transparency Disclaimer: This is a Exempt position. The pay range for this position is $76,355.00 to $119, It is not typical for an individual to be hired at or near the top of the range for their role. Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity and alignment with market data.
Delicato Family Wines offers its employees a generous and comprehensive benefits package. The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents. Additional health benefits include life, disability and flexible spending accounts. Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more
Delicato Family Wines is an Equal Opportunity Employer.
