Finance & Planning Manager Job at Delicato Family Wines
Delicato Family Wines Napa, CA
$88,410 - $138,390 a year
Position Purpose
Acting on own initiative, the Finance & Planning Manager supports the Vice President Finance & Planning and oversees the development of the Strategic and Annual Plans as well as financial reporting for the Company. The position supports senior management by providing key insights into business performance on both Actual and Forecasted basis. The Financial Planning function serves to communicate strategic direction in order to help ensure alignment of operational goals, therefore this role is expected to be able to communicate clear direction between all levels of the Company.
Functional Responsibility
- Manages and monitors day-to-day operations to ensure smooth workflows and that company standards are met
- Manages company culture and holds self, peers, and team accountable for demonstrating a constructive company culture through influential, personal behavior and actions; encourages strong work ethic and fosters an environment of trust and respect
- Develops and aligns individual goals with the department's operational goals; ensures that decisions, actions, and priorities are aligned with the company's vision, mission, and strategies
- Researches best practices, stays abreast of industry trends, and maintains awareness of regulatory changes to ensure compliance and continually improve operations
- Assists in preparing the departmental budget, monitors spending, and directs team in cost-effective operations to ensure adherence to financial objectives
- Communicates and supports change initiatives and decisions in an effective manner to successfully guide team through change
- Fosters a work environment that encourages creative thinking, promotes flexibility, and drives innovation
- Ensures compliance and consistent application of company policies, initiatives, and decisions
Essential Duties
- Plays a key role in development of the Annual and Strategic Plans, managing central planning elements, making sure planning milestones are delivered on time, and engaging business unit leaders to ensure short and long-term plans are in line with strategic vision
- Leads Workforce planning for the Company, working with business unit leaders to understand headcount requirements to meet operational and strategic goals; includes working with HR team on fringe benefit planning
- Works with Vice President Finance & Planning to translate individual business unit performance narrative and trends into consolidated Income Statement, Balance Sheet and Cash Flow projections to aide Senior Management with operational and capital planning
- Collaborates with Finance & Planning leadership to prepare, and produce commentary for, the quarterly financial performance reporting pack for Senior Management and Board of Directors
- Develops analytical and reporting capabilities of the Finance group, and champions innovative financial scenario modeling of key business drivers in order to enhance financial forecasts
- Leads cross-functional process between Accounting, Commercial Finance, and Information Solutions teams to prepare Company for next fiscal year financial reporting by coordinating portfolio and organizational updates as well as facilitating Annual Plan data extract to various internal applications
- Drives continuous improvement within the Finance & Planning team and identifies process improvement opportunities in other areas of the company
- Operates as central contact between the Cost Accounting and Commercial Finance groups, maintaining a deep understanding of the Standard Costing process for Case Goods, and overseeing the integration of cost standards into the Annual Plan
- Advises on all financial reporting and planning issues and provides key support to other Finance and Accounting leaders to enhance and improve reporting and analytics
- Performs scenario modeling, financial analysis, and business valuation as needed in support of potential M&A and joint venture business opportunities
- Maintains relationships with Accounting, Commercial Finance, Production Finance, and functional management teams to ensure quality deliverables and proper information flow
- Builds strong rapport throughout the organization to provide key point of contact and continuity to all Finance & Planning activities
- Other duties may be assigned
Non-Essential Duties
- Other duties may be assigned
Minimum Requirements
Education and Experience
- Bachelor’s degree in Accounting or Finance; MBA or CPA a plus
- 5+ years of direct experience in financial planning and/or accounting
- 3+ years supervisory or leadership experience
- Wine or beverage alcohol experience a plus
Knowledge, Skills, and Abilities
- Strong knowledge and understanding of financial ERP systems and automated planning tools (Hyperion, BPC, Cognos, etc.) and strong skills in Microsoft Office suite tools
- Excellent knowledge of financial and managerial reporting
- Strong interpersonal and collaboration skills, must work well with senior and mid-level management
- Solid analytical and computer skills are required; expert in Excel, with ability to report and graph complex information
- Must exhibit excellent communication skills and attention to detail, with proven problem-solving ability
- Aptitude for software programs and computer systems, especially related to data management
- Must be comfortable and confident in creating and presenting material
Working Conditions
- General office environment with occassional travel to Manteca and/or Geyserville
- Required to drive automotive vehicle or equipment
Work Standards
- Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable Relationships
- Communicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive manner
- Demonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and training
- Follows all Company policies and procedures
Additional Comments
Management retains the discretion to add to or change the duties of the position at any time.
California Pay Transparency Disclaimer: This is a Exempt position. The pay range for this position is $88,410.00 to $138,390.00.
Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity and alignment with market data.
Delicato Family Wines offers its employees a generous and comprehensive benefits package. The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents. Additional health benefits include life, disability and flexible spending accounts. Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more.
Delicato Family Wines is an Equal Opportunity Employer
#UncorkYourPotential
Nearest Major Market: Napa
Job Segment: Accounting, Business Process, Finance MBA, CPA, Equity, Finance, Management
Please Note :
clarksqn.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, clarksqn.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.