The Wine Group · 1 day ago
Senior Financial Analyst
Livermore, CA
Full-time
Hybrid
Mid, Senior Level
$84K/yr - $127K/yr
4+ years expThe Wine Group is a leading producer of award-winning wines and alcoholic beverages with over 120 brands. The Senior Financial Analyst will support Sales and Marketing leadership through comprehensive financial planning and analysis, managing the annual operating plan, quarterly forecasts, and monthly close processes while providing actionable insights and leading process improvements in financial reporting and analytics.
Food and BeverageWine And SpiritsWinery
Responsibilities
Analyze and be the key resource in understanding monthly expenses, ensuring that management has actionable information to drive business decisions
Analyze, understand, and discuss financial data with leaders to “tell the story,” Identify trends, variances, and opportunities for cost savings
Serve as a financial advisor to department heads, providing insights and recommendations
Own the monthly reporting process, variance reporting for senior management, lead monthly/quarterly reviews, and ensure financials are complete and accurate
Assist with Annual Operating Plan (AOP) design, development, reporting, and consolidation, meeting with cross-functional leaders to develop budgets for presentation and reviews with senior executives
Manage quarterly forecast processes and develop expense targets, working with leaders to ensure accurate financial projections and reporting to senior executives
Answer inquiries from leaders and develop monthly general ledger reclassifications based on reviews of transactional data
Demonstrate strong relationship building skills, including cross-functional partners
Demonstrate problem solving skills, comfortable with ambiguity
Collaboration with the IT department as required for current and future projects related to organizational or departmental initiatives
Qualification
Required
4-6 years of experience in a finance position, CPG/Alc Bev preferred
Expert knowledge of Microsoft Excel is required and proficient in Microsoft office suite
Extensive experience forecasting, budgeting, reporting, and financial analysis
Adept at translating complex financial data into clear, actionable presentations for diverse audiences
Proven aptitude for analysis, critical thinking and problem solving, self-motivated, with a high level of accuracy and attention to detail
Influence stakeholders and work closely with them to determine and implement acceptable solutions
Strong written and verbal communication and interpersonal skills
Maintain accountability for deliverables and ensure timely completion of financial analyses and reports
Excellent organizational skills with an ability to work independently as well as in a team environment and be flexible in changing priorities
Preferred
Bachelor's degree in Finance, Accounting, Economics, or equivalent experience preferred
Knowledge of SQL or relational databases in addition to JD Edwards application a plus
Company
The Wine Group
TWG is the world's second largest wine producer by volume creating more than 60 wine brands.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John Sutton
Chief Executive Officer
Jennifer Evans
Chief Financial Officer
Recent News
Rochester Business Journal
2025-11-07
Research and Markets
2025-07-22
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