Finance Analyst, Operations

Position Summary:

The position is primarily responsible for the overall coordination of the Opex controlling cycle at PRW USA, including:

• Budgeting & Forecasting of Operational Expenditure for vineyard and winemaking operations, grape and wine purchases; financial management of bulk wine inventory

• Monthly Reporting of key variances (Risks & Opportunities)
• Business Partnering with key Operations' stakeholders to identify new opportunities and help mitigate existing risks
• Support and in some cases drive project reviews

Key Responsibilities:

Overall coordination of the Opex controlling cycle at PRW USA (35%)

• Business Partnering with key Operations stakeholders to identify new opportunities and help mitigate existing risks; Recommend and enact corrective actions required to ensure adherence to targets
• Budgeting & Forecasting of Operational Expenditure

• Timely, accurate and insightful monthly reporting of key variances (Risks & Opportunities)

• Key focus on wine cost pool (Own vineyards, Winery costs Grape purchases), with some further support to controlling of bulk wine sales and other spend
• Support the implementation of financial best practice and operational finance KPI's (Opus reporting to Pernod Ricard HQ)

Support Digital Finance Transformation (20%)

• Continuous improvement focuses on process, reporting and analysis - including use of Robotic Process Automation
• Digital Dashboarding development and enhancement, leveraging PowerBI

Support and in some cases drive project reviews to enhance value creation (20%)

• Help identify and / or investigate new efficiency opportunities, drive thorough investigation of financial parameters (P&L Savings, NPV, Payback)
• Support 4YP reviews & Yearly presentations to HQ

Overall control of Wine Cash Out / Wine Inventory (15%)

• Overall control of Bulk Wine Cost Evolution for the current vintage, including
  • Grape costs by varietal and region
  • Own vineyard costs
  • Winery costs
• Overall Wine Cash-Out control, providing insights to local & HQ team on key drivers of variance vs. prior year, budget, and latest estimate
• Ensure wine inventory is valued and accounted for accurately and consistently in accordance with group guidelines and IFRS accounting practice

Alcohol Tax Compliance (10%)

• Timely and accurate submission of TTB form 5120.17 (Report on Wine Premises Operations) and CDTFA form 501WG (Winegrower Return)
• Ensure timely payment of taxes due
• Develop & maintain checklist that documents process for preparation of tax submittals including retrieving and validating data sources

Skills / Qualifications / Experience:

Essential:

• Bachelor's degree in Finance/Accounting/Business Economics or related technical discipline
• 3 or more years' progressively responsible financial management experience
• Experience with financial and cost accounting; P&L and cash flow analysis; financial evaluation of alternatives
• Demonstrated experience in relationship building, communicating, influencing and negotiating with senior level stakeholders.
• Proficiency in Microsoft Windows and Microsoft Office, Excel, Word, and PowerPoint
• Strong organizational, problem-solving and analytical skills; able to self-manage priorities, coordinate cross-functional workflow and meet tight deadlines

Desirable:

• MBA, Post graduate qualifications
• Business experience in wine industry and/or FMCG
• Proficiency in PowerBI.

Special Conditions:

• Incumbent will be expected to be flexible in work location, recognising regional nature of the role
• Incumbent will be expected to work flexible hours including outside normal working hours on occasions.
• Incumbent may be expected to travel intrastate/interstate for short periods.
• Prepared to undertake any additional training to complement the requirements of the position

Benefit Highlights:

*Competitive Salary

• Medical, dental, vision insurance
• 401k & match

Relocation assistance will not be provided.

Job Posting End Date:

Target Hire Date:

Target End Date: