Sr. Manager- Financial Planning and Analysis jobs in the United States

Description

O’Neill Vintners & Distillers is a proud member of the B Corp Certified community and one of the fastest-growing wineries in California. With operations in Larkspur, Parlier/Reedley, and Paso Robles, CA, we were founded with a simple idea from our founder, Jeff O’Neill: that great wines should be enjoyed by all. We believe those wines must be of exceptional quality centered around our core belief that doing the right thing for our employees, consumers, partners, and the planet is key to a sustainable future. Our award-winning portfolio of brands delivers on our core values, meeting consumers where they are. These brands include Line 39, Harken Chardonnay, Rabble Wines, Charles Woodson’s Intercept, FitVine Wine, Robert Hall Winery, Allegro Cellars, BrandyLab, and Javelin Vodka.

SUMMARY:  

The position will have direct responsibility for the organization’s Business Function financial activities (including but not limited to modeling, planning, forecasting, and reporting). Working in conjunction with the Finance and Marketing teams, this individual will utilize historical financial data and trends, along with forward-looking strategic objectives, to formulate models for different lines of business and drive multi-year execution of the models. 

Requirements

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 accommodation or other reasons.

• Modeling, Long-Term Planning & NPD Support
• Build long-term models for O’Neill with a view to maximize EBITDA for each LOB or the consolidated Organization.
• Align senior leadership and the Organization around the financial targets and continue refining the models incorporating actual results. Responsibilities include building Board presentations for total O’Neill. 
• Build strategic targets in conjunction with key partners across all levers of the P&L (Revenue, GP, Contribution, and EBITDA).
• Overall ownership of long-term Strategic Planning and Annual Planning for total organization. 
• Provide support for M&A using models and scenarios and drive long-term evaluations / learnings from completed M&A.
• Build 3YP / Annual Plans in conjunction with the refined models to drive execution in line with scenario planning. Work with the COO and head of Winemaking to drive long-term cost/capital planning.
• Create a structure for Risk Planning / Risk Mitigation scenario modeling. Evaluate options in AI to help in scenario planning.
• Create a financial structure to support NPD / Innovation. Provide solutions to Marketing & Innovation teams to drive quick decision-making and clear KPIs for the StageGate process. 
• Define a structure for SKU management and own discussion for productive / non-productive SKUs along with long-term rationalization or replacement.
• P&L Management
• Take ownership of the Monthly P&L and all associated month-end functions. Work with all departments on monthly Risks & Opportunities (R&O) process driving FY P&L forecasts.
• Drive insights from monthly results across Revenue, Cost, A&P, and OH, maximizing annual and long-term EBITDA.
• Work with Data Analytics and Sales Finance Team to drive efficiency in Pricing and A&P management.
• Has ownership of O’Neill Resource Planning to ensure OH growth is in line with scenarios for each line of business.
• Drive short-term/long-term cost savings and price increases with Commercial Finance brands to maximize EBITDA.
• Provide continued oversight and guide further development of the monthly financial reporting for the cased goods segment of the business, which is a strategic focus for the future growth of the Company.
• Drive efficiency and effectiveness by streamlining, standardizing, and automating financial transaction processing and reporting, utilizing technology wherever possible. 
• Assist in the month-end close process and creation of monthly/quarterly management binder review.
• Provide support for finance teams as needed.
• AD-HOC projects and reports as requested by management.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• A bachelor’s degree in accounting/finance (or a related field) plus a minimum of 5 years of experience in FP&A / Operations Finance. 
• Working knowledge of the sales/business cycles associated with a manufacturing or agriculture environment.  
• Technologically savvy, with a working knowledge of Microsoft Office and an advanced proficiency in Excel.  
• Strong detail and accuracy orientation. Proven analytical experience in accounting/finance; undeterred by challenges lacking a standard solution.
• Strong interpersonal and oral/written communication skills.
• Self-motivated and self-directed, working well in a multi-task environment within the constraints of deadlines.  
• Ability to work with confidential information on a regular basis. 
• Proximity to our office in Larkspur, CA

Preferred Qualifications

• Experience in the wine industry is preferred.
• CPA, CMA, and/or MBA a plus.
• Power BI knowledge is a plus.

CULTURAL BEHAVIORS:

O’Neill team members are Forward Thinkers. Hard Working without Drama. Friendly Problem Solvers who work as One Team to Always Deliver.

PHYSICAL/MENTAL REQUIREMENTS:

While performing the duties of this job, the employee is frequently required to do the following: 

• Accurately complete detailed forms and reports
• Coordinate multiple tasks simultaneously
• Collect, interpret, and/or analyze complex data and information
• Understand and respond to a diverse population 
• Sit/Stand for prolonged periods
• Calculate figures and amounts
• Ability to lift up to 45 pounds

WORK ENVIRONMENT:

• Work is mainly performed in a normal office environment 
• Will require travel to the Larkspur office as well as to markets working with the local sales teams

O’Neill Vintners & Distillers offers a competitive salary and comprehensive benefits package, including medical, dental, vision, and life insurance coverage, short- and long-term disability, a 401(k) with a company match, Paid Time Off, holidays, and more.

O’Neill Vintners & Distillers is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All candidates must pass a comprehensive background check and drug screen. This organization participates in E-Verify.