Senior Financial Analyst

At Crimson Wine Group, Ltd. (OTCQB: CWGL), we are the guardians of 1,000 acres of pristine vineyards, iconic estates, forests, and wildlife habitats along the West Coast. Our success stems from the wide range of perspectives that our team brings to every wine we make and to each customer interaction. Our portfolio is cultivated to elevate any occasion and to simply make life better.

We are committed to an inclusive, empowering culture, where all team members feel valued and connected. We celebrate the rich perspective and creativity that comes from building teams of diverse backgrounds and experiences to serve the wine industry. 

Position Summary

The Senior Financial Analyst supports our financial and commercial strategy in partnership with Commercial leadership and other internal business partners. This impactful position will play a crucial role in delivering the company’s budgeting and forecasting cycles, providing advanced analytical insights that drive recommendations to executive leadership, developing and maintaining commercial models, and supporting FP&A in long-range planning. This role will provide critical insights into the commercial leadership team through monthly and quarterly internal financial and operational reporting.  

Essential Duties & Responsibilities

The following reflects management’s definition of the essential functions for this job but does not limit the tasks that may be assigned. Management may, in its discretion, assign or reassign duties and responsibilities to this role based on reasonable accommodation.

• Provides strategic financial support for key commercial leaders and serves as a thought-partner in shaping the financial framework of sales goals and initiatives.
• Support budgeting, forecasting, and longer-term planning processes by collaborating with Wholesale and Direct to Consumer departments, ensuring revenue objectives and brand budgets align with broader company strategy. 
• Conduct advanced analytics, delivering impactful and actionable insights that drive decision-making.
• Assist in driving standardized reporting, forecasting, and budgeting processes and narratives for all sales channels.
• Partner with data engineering and finance teams to expand and maintain Business Intelligence reporting and dashboards. 
• Conduct financial reviews with sales and marketing teams to track progress vs. plan and recommend corrective actions as needed. 
• Participate in capital project proposals, owning assumptions in modeling ROI and payback to support Company’s capital allocation decisions. 

Qualifications

• Bachelor’s degree in accounting or finance; MBA preferred. 
• 5 years’ experience in similar role, with emphasis in Sales Financial Planning and Analysis.
• Experience in multi-unit retail, wine or consumer packaged goods industry preferred. 
• Highly analytical mindset with a bias toward data driven decision making.
• Experience working with but not limited to an enterprise ERP system (e.g., Microsoft Navision), business intelligence application/reporting tools (e.g., Tableau, Board, or Diver, and financial reporting and planning software
• Advanced Microsoft Excel, PowerPoint, and Power BI skills. 
• High level of innate curiosity with an approach towards understanding, reviewing options, and proposing recommendations (i.e., thinking it through).
• Highest standards of accuracy and precision; highly organized.
• Excellent verbal and written communication with the ability to zoom into the details and zoom out to narrate the bigger picture for executive audience.
• Proven ability to influence without authority.
• Strong leadership and collaboration skills preferred. 
• Ability to think creatively, highly driven, and self-motivated. 

All applicants will receive consideration for employment without regard to all federally and state protected classes.

The projected (base) pay range for this position is $100K-120K per year in addition to annual bonus. This is the projected compensation for the position, however the actual compensation offered may vary based on job-related factors such as (but not limited to) candidate qualifications, related experience and education, candidate work location, and market data. Crimson Wine Group reserves the right to modify the pay range/rate at any time in the future.

Salary : $100,000 - $120,000