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2 Financial Analyst Jobs in Saint Helena, CA

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Copper Cane
Saint Helena, CA | Full Time
$78k-95k (estimate)
1 Month Ago
Adventist Health
Saint Helena, CA | Full Time
$99k-120k (estimate)
2 Weeks Ago
Financial Analyst
Copper Cane Saint Helena, CA
$78k-95k (estimate)
Full Time 1 Month Ago
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Copper Cane is Hiring a Financial Analyst Near Saint Helena, CA

Key responsibilities and accountabilities

  • Collaborate with Sales & Finance to create and maintain profitable pricing strategies
  • Assist in the budgeting, forecasting and reporting for Marketing, Sales & Operations at Copper Cane
  • Data & Analytics including, but not limited to, Trade Spend Reporting, creation of Financial Dashboards, Divisional P&L’s and Marketing Spend Reporting. Also includes Ad-Hoc Reporting
  • Provide systems maintenance support in VIP & NetSuite to ensure accurate reporting
  • Other duties as assigned

Core Competencies

  • Advanced MS Excel skills required
  • Experience working with ERP systems (NetSuite preferred)
  • General knowledge of financial statements and financial modelling
  • Ability to reconcile data between multiple systems
  • Proficiency with VIP, Tradeparency & Nielsen data a plus, but not required
  • Experience with pricing analysis a plus, but not required
  • Experience with Trade Spend concepts and reporting a plus, but not required
  • Previous depletion reporting a plus, but not required

Traits

  • Able to prioritize multiple tasks
  • Flexibility to handle changing priorities
  • Strong communicator and collaborator

Requirements

  • Strong proficiency in MS Excel
  • 3 years Finance experience preferred
  • Wine industry experience preferred

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$78k-95k (estimate)

POST DATE

03/18/2023

EXPIRATION DATE

09/18/2023

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The job skills required for Financial Analyst include Budgeting, Life Insurance, Financial Statements, Pricing, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

02/10/2022: Newark, NJ

Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

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