Wine Costing Financial Analyst

Sonoma, CA 95476

Posted: 03/22/23 Industry: Analyst Job Number: 125534 Pay Rate: 80,000-90,000

Job Description

Wine Costing Financial Analyst
Sonoma - Direct Hire - $80,000k-$90,000k/year
job number 125534

  • **Must have Wine Costing experience.
  • Minimum two-year college degree in Accounting
  • 4+ years related beverage accounting experience
  • Ability to enter data accurately and efficiently.
  • Highly proficient on Microsoft Excel, Word; AMS a plus.
  • Valid driver’s license.

Do you have wine costing experience? We have a great direct hire job opportunity for someone that is looking to work with a well-established winery in Sonoma! Our Client is adding a Senior Costing/ Financial Analyst to their accounting team that will play an important role as a cross-functional contributor working across multi-company financials. 

If you are equal parts analytical and process oriented and want to make a difference in a family-owned company. This is an exciting opportunity on a small and mighty team working alongside a group of motivated people who love their work as much as their wine.

Our client offers its employees a comprehensive benefits package.  The core health insurance components include medical and dental.  Other benefits include 401(k) with discretionary company match, vision insurance, FSA and disability insurance, paid time off, paid holidays, time off for volunteer opportunities, time-off for your birthday, wine and merchandise discounts and many more!

On the job responsibilities will include:
Cost Accounting and Analytics (60%)
  • Collect and analyze data about the company’s operational costs (including manufacturing, bottling, vineyard, tasting room, and more)
  • Set standard costs of case goods and experiences
  • Develop and analyze cost standards
  • Carry out cost-volume-profit (CVP) analysis, for multiple brands 
  • Establish costs of business processes such as administration, labor, shipping, etc.
  • Recommend changes to the company’s processes and policies to reduce cost and maximize profit
  • Advise leadership on analytics, including appropriate costing based on financial data, as well as some financial planning and analytics
  • Manage the company’s balance sheet and capital expenditure
  • Own and understand the Fixed Asset process, including the creation of asset numbers, capitalizing, disposing, tracking Construction in Progress (CIP) and various reconciliations
  • Prepare various federal, state, and local tax reports including 702 reports, Federal Excise tax payment, monthly and quarterly CA sales tax payment and reconciliation
Financial Planning and Analysis (40%)
  • Lead revenue forecasting and variance analysis process
  • Create and update driver based financial forecast models used to budget Revenue, COGS, OPEX, with updates of key assumptions and financial impact analysis
  • Create departmental OPEX forecasts by understanding spend drivers, risks, and opportunities
  • Monitor throughout the month to land within targets, perform variance analysis, and determine root cause to fix issues
  • Provide analysis of depletions, shipments, pricing, incentives, and promotions
  • Develop and lead semiannual pricing review with Sales
  • Lead the execution of the end-to-end S&OP process
  • Manage the demand planning system and partner cross-functionally with Sales, Finance, and Marketing to establish an informed forecast (statistical forecast, rate of sale data, promotions)
  • Help create, modify, and manage the long-term (3 year) supply plan to help ensure continuity of supply across key appellation varietals and SKUs
  • Leads real-time financial key performance indicators (KPIs) and objectives.

Interested in learning more about this direct hire job? Call directly to 707-552-7800.

Job seekers with experience in the following job positions are encouraged to apply.
Senior Costing/Financial Analyst
Financial Analyst (Wine Industry)
Financial Analyst (Production)
Cost Accountant, Costing Wine


Meet Your Recruiter

Camila Matthews
Senior Staffing Coordinator, CSP

Camila is a fan-favorite that takes time to appreciate the important people in her life. She lives and works to make a positive difference. In another life, she would be a realtor on House Hunters. Earlier in this life, she rowed for a whaleboat team in San Francisco!

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