What are the responsibilities and job description for the Sr. Financial Analyst position at O'Neill Vintners & Distillers?
Description
O’Neill Vintners & Distillers was founded in 2004 with a simple idea from our founder, Jeff O’Neill, that great wines should be enjoyed by all. We believe those wines must be of exceptional quality, centered around our core belief that doing the right thing for our employees, consumers, partners, and the planet is key to a sustainable future. As our family-owned business has grown, so has our belief in business as a force for good. We are proud to be an industry leader in sustainability and a Certified B Corporation.
We are one of California's largest wineries, with operations in Larkspur, Sonoma, Paso Robles, and Parlier, CA. Our award-winning portfolio of consumer brands includes Line 39, FitVine, Harken Chardonnay, Rabble, Charles Woodson’s Intercept, Robert Hall, Allegro Cellars, Ram’s Gate, Substance, ViNO, 209 Gin, and BrandyLab.
SUMMARY: The position will provide financial insights and analyses to assess overall spend and profitability of the sales organization. Working in partnership with Finance & Accounting, this individual will book monthly financial transactions as well as conduct financial planning and analysis to support the development of regional P&Ls to drive profitable growth.
Requirements
DUTIES AND RESPONSIBILITIES:
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
O'Neill team members are Forward Thinkers. Hard Working without Drama. Friendly Problem Solvers who work as One Team to Always Deliver.
Physical/Mental Requirements
While performing the duties of this job, the employee is frequently required to do the following:
Work is mainly performed in a normal office environment
O’Neill Vintners & Distillers was founded in 2004 with a simple idea from our founder, Jeff O’Neill, that great wines should be enjoyed by all. We believe those wines must be of exceptional quality, centered around our core belief that doing the right thing for our employees, consumers, partners, and the planet is key to a sustainable future. As our family-owned business has grown, so has our belief in business as a force for good. We are proud to be an industry leader in sustainability and a Certified B Corporation.
We are one of California's largest wineries, with operations in Larkspur, Sonoma, Paso Robles, and Parlier, CA. Our award-winning portfolio of consumer brands includes Line 39, FitVine, Harken Chardonnay, Rabble, Charles Woodson’s Intercept, Robert Hall, Allegro Cellars, Ram’s Gate, Substance, ViNO, 209 Gin, and BrandyLab.
SUMMARY: The position will provide financial insights and analyses to assess overall spend and profitability of the sales organization. Working in partnership with Finance & Accounting, this individual will book monthly financial transactions as well as conduct financial planning and analysis to support the development of regional P&Ls to drive profitable growth.
Requirements
DUTIES AND RESPONSIBILITIES:
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
- Provides support in annual financial planning process of pricing, sales A&P, and sales overhead by offering financial guidance and leadership
- Evaluates financial performance and ensures delivery of plan by analyzing trends and comparing actual results against the budget
- Develops new tools and dashboards to provide decision making support and identify financial risks and opportunities
- Books monthly journal entries for pricing, A&P accruals, and royalty expenses to ensure accurate Consumer Goods financials during month close
- Codes and validates invoicing is done accurately
- Assists in the maintenance of Winery’s pricing management system Vistaar
- Works in conjunction with Orders team to ensure billing is done accurately according to winery’s pricing principles
- AD-HOC projects and reports as requested by management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s degree in Accounting/Finance role OR 3-5 years of experience in previous cost management / winemaking / grower relations role
- Experience in costing within an ERP environment
- Knowledge of Microsoft Office, specifically a strong working knowledge of Excel
- Excellent verbal and written communication skills with the ability to interact effectively with other departments at all levels
- Attention to detail with good analytical skills and the ability to meet deadlines
- Ability to work with confidential information on a regular basis
O'Neill team members are Forward Thinkers. Hard Working without Drama. Friendly Problem Solvers who work as One Team to Always Deliver.
Physical/Mental Requirements
While performing the duties of this job, the employee is frequently required to do the following:
- Sit for prolonged periods.
- Proven mathematical aptitude
- Ability to lift to 45 pounds
Work is mainly performed in a normal office environment
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