Job Description

Job Description:

Fior di Sole is a family-owned and operated wine company located in the heart of Napa Valley, producing exceptional quality wines from Napa and throughout California for over 24 years. We are the 10th largest winery in California. Our portfolio of brands spans more than 3.5 million cases, 8 million gallons, and more than a hundred retailer-exclusive and client wine brands across all price tiers, from popular to super-premium. Our wines can be found in leading retailers internationally and throughout the US, including Total Wine, HEB, Whole Foods, Costco, Kroger, Spec's, BevMo! and Trader Joe's.

Summary:
The FP&A Senior Analyst is responsible for supporting the development of the annual and long-term strategic plans as well as financial reporting for the company. You will assist in providing insightful business analysis to department heads. As the FP&A Senior Analysis you will work cross-functionally with other departments and demonstrate a strong reporting and analytical systems skillset. The ideal candidate has a strong background in financial analysis, pricing and margin analysis, excellent business acumen, and an understanding of the wine or consumer goods industry.

Reports to: Financial Planning & Analysis Manager
Classification: Full-time, Exempt
Location: Onsite at Napa headquarters

You Will:
Partner with production, sales, and marketing teams to evaluate the financial impact of business decisions and initiatives.
Analyze costs and profitability across product lines, SKUs, and distribution channels to support pricing strategies and margin optimization.
Assist in producing monthly financial statements, including key metrics and variance commentary.
Create and manage rolling forecasts to ensure accurate projections and adaptability to market conditions.
Organize and help develop the annual and long-range strategic planning processes. Ensure all planning milestones are met.
Collaborate cross-functionally with other departments to ensure data is accurate and assumptions consistent with company priorities and targets.
Produce ad hoc reports and financial modeling when needed.
Provide analysis on trends, competitive sets, and potential opportunities.
Drives continuous improvement and identifies process improvement opportunities.
Performs scenario modeling and financial analysis on potential new opportunities.
Participate in month-end close activity, including the identification of adjustments and variance analysis.
Support audits and provide detailed documentation as required.
Other duties as assigned.

You Have:
Bachelor’s degree in Accounting or Finance
3+ years of direct experience in financial planning, wine or beverage alcohol a plus
Knowledge of how to calculate and forecast financial statements
Knowledge of ERP systems (Microsoft Navision / Dynamics) and reporting/ planning tools (Jet Reports)
Proficient in Microsoft Office Suite tools
Strong communication skills and attention to detail
Able to work independently and within a team environment.

Our Benefits:
We offer full suite of Medical, Dental, Vision, Life AD&D and LTD Insurance
PTO, Sick and Paid Family Medical Leave
401k Profit Sharing Plan with Company Match
Winery Discounts
Holiday Pay
Volunteer PTO
Volunteer Supplemental Programs

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

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Job Tags

Holiday work, Full time,

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