Financial Planning & Analysis Manager (Wine Jobs: Management & Administration)

POSITION SUMMARY: 

This role will be a key resource in assisting with the future growth of the Crimson Wine Group (the “Company”). Working directly with the CFO and other key members of the Company’s management team, including closely with the part-time FP&A Manager, this individual will be responsible for assisting with all company financial planning, reporting and analysis. This includes (but is not limited to) modeling and analytics around the Company’s annual financial plan (Budget), quarterly forecasts and long range plan, monthly financial reporting and BOD reports, financial plan variance analysis and various ad hoc special projects.  In supporting these processes, this individual will partner with various finance and management personnel at all levels of the organization across the Company.  S/he will provide financial consulting and strategic support to senior management including preparing board reporting/presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. The position reports to the CFO on all above deliverables. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned.  Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodations or other reasons.

• Maintain an updated comprehensive working/living long range plan model for the Company.

• Roll up, delivery and analytical summary of the monthly financial reporting package and BOD reporting, annual financial plan, quarterly forecasts, long range plan and other planning projects as requested.

• Analyze current and past trends in key performance indicators and analyze causes of unexpected variances for all areas of revenue, cost of sales, expenses and capital expenditures.

• Ad-Hoc Reporting and Analysis, including development of financial models and analyses as requested.   

• Assist with and deliver, Weekly, Quarterly and Monthly Financial reports as requested.

• Implement and develop a Business Intelligence Tool with Dashboard reports.

• Improve performance by evaluating processes to drive efficiencies and understand ROI in sales and marketing programs, pricing, new product margins as well as capital project proposals.

• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.

• Support Senior Management Team and Departments heads with in-depth analysis.

• Assist with preparation of presentations to Board of Directors and Senior Management Team.

EDUCATION TRAINING AND OTHER REQUIREMENTS:

• Bachelor's Degree in Accounting or Finance; MBA/CPA highly preferred.

• 5+ years’ experience in Financial Planning and Analysis.

• Strong leadership skills required.

• Experience in multi-unit retail/wine or consumer packaged goods industry preferred.

• Best in class analytical capabilities.

• Advanced Microsoft Excel and PowerPoint skills. Hyperion experience preferred.Experience working with an enterprise ERP system, such as Microsoft Navision.

• Experience working with business intelligence application/reporting tools, such as Tableau, Board, Diver or Qlik.

• Proactive, natural high level of curiosity with an approach towards understanding, reviewing options and proposing recommendations (i.e. thinking it through).

• Highest standards of accuracy and precision; highly organized.

• Articulate with excellent verbal and written communication skills.

• Ability to think creatively, highly-driven and self-motivated.

• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.

• Strong team orientation and passion for working with cross functional leaders and teams.