The Duckhorn Portfolio · 2 months ago
Senior Financial Planning & Systems Analyst
Santa Rosa, CA, US
Full-time
Hybrid
Senior Level
$100K/yr - $120K/yr
5+ years expThe Duckhorn Portfolio is North America’s premier luxury wine company, established in 1976. The Senior Financial Planning & Systems Analyst will enhance the company’s financial planning capabilities by combining strategic FP&A insight with Anaplan expertise, ensuring data integrity and improving forecasting accuracy while partnering with Finance leadership and cross-functional teams.
ManufacturingRetailWine And SpiritsWinery
Responsibilities
Administer and enhance the Anaplan planning application, including model building, maintenance, and process improvements to support forecasting, budgeting, and reporting
Conduct data analysis, mining, and management across multiple systems and structures to ensure data accuracy and integrity
Collaborate with IT and cross-functional teams to ensure data normalization, automation, and seamless integration between systems such as ERP, BI, and Anaplan
Provide technical expertise in data storage structures, data mining, cleansing, and mapping to improve analytics efficiency
Develop and maintain dashboards and reports that help management monitor business results and KPIs
Use reporting tools and PowerPoint to craft compelling narratives and presentations around business insights and analysis
Leverage Visio or similar flowchart tools to visualize and document financial processes, system flows, and planning structures
Partner with business leaders to analyze and document financial workflows, helping to identify opportunities for process improvement and automation
Participate heavily in the budgeting and forecasting processes, including:
Sales forecasting
Production forecasting
Operating expense forecasting
Capital expenditure forecasting
Costing and profitability analysis
Assist in evaluating new business opportunities and strategic initiatives through modeling and scenario analysis
Support the Accounting team during external audits by providing documentation and financial analysis as needed
Qualification
Required
Bachelor's Degree or experience in Finance, Accounting, or related field
5+ years' experience in CPG FP&A, financial systems, or related roles
Advanced Excel skills
Anaplan model building (model builder certification preferred)
Experience integrating Anaplan with ERP and other business tools
Ability to work with complex data sets and integrate information across multiple sources
Demonstrated quantitative skills (financial analysis, forecasting, modeling)
Strong analytical and creative problem-solving skills, particularly in ambiguous situations
Excellent communication skills and executive presence in presenting financial results
Preferred
Anaplan model builder certification preferred
Experience with SQL, Microsoft NAV (or similar ERP), Visio, and Power BI a plus
Benefits
Health benefits for you and your family, including medical/dental/vision (with a competitively priced employee contribution to premium), and disability, life, & pet insurance.
Paid time off and 11 paid holidays.
A 401(k) plan where we invest an amount equal to 10% of your wages in your retirement account, at no cost to you, subject to management discretion.
A diverse team of coworkers that care about each other in a fun, exciting work environment.
A company that promotes from within, provides great training and a generous tuition reimbursement program.
Company
The Duckhorn Portfolio
The Duckhorn Portfolio is a wine producer firm that offers services for events, birthday parties, and restaurants.
501-1000 employees
H1B Sponsorship
The Duckhorn Portfolio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (2)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Robert Hanson
Chief Executive Officer
Enrique Morgan
EVP Chief Sales Officer
Recent News
2025-12-17
SeekingAlpha
2024-05-27
Company data provided by crunchbase