The opportunity

Serve as a strategic finance partner to sales, marketing, operations and executive leadership.
Analyze revenue, margin, pricing, volume, mix, customer, product and channel performance.
Support pricing decisions and commercial execution through structured financial analysis.
Lead or support annual budgeting, periodic forecasting and longer-range financial planning.
Develop scenario models to assess risks, opportunities and strategic alternatives.
Prepare monthly and quarterly performance reporting and variance analysis.
Translate financial results into clear business insights, recommendations and action plans.
Support monthly and quarterly business reviews with actual, forecast and risk-opportunity assessments.
Evaluate sales, trade, promotional and marketing investments for return and spending efficiency.
Conduct post-program analyses comparing expected and actual financial performance.
Build profitability reporting by customer, channel, product, category and commercial program.
Identify margin-expansion opportunities related to price, mix, volume, costs and investment levels.
Develop and maintain dashboards, scorecards and recurring management-reporting packages.
Improve forecast accuracy, reporting consistency, data integrity and planning workflows.
Partner with accounting, technology and sales operations to strengthen reporting systems and processes.
Manage and develop analysts, interns or other finance team members as applicable.
Present financial insights clearly to senior stakeholders and non-finance audiences.
Support special projects involving growth, pricing, profitability, systems and strategic planning.

What the role requires

Bachelor’s degree in Finance, Accounting, Business Administration, Economics or a related field.
Significant experience in FP&A, commercial finance, sales finance or financial business partnering.
Consumer products, wine, beverage, food, agriculture or hospitality experience is strongly preferred.
Strong experience with budgeting, forecasting, variance analysis, financial modeling and performance reporting.
Demonstrated ability to analyze revenue, margins, pricing, customer profitability and commercial investments.
Advanced Microsoft Excel skills and strong PowerPoint presentation capabilities.
Ability to synthesize complex financial and operational information into actionable recommendations.
Strong written and verbal communication skills with finance and non-finance audiences.
Demonstrated people-leadership experience.
Experience supporting wholesale sales, distributor networks, retail channels or consumer-product sales is preferred.
Experience evaluating pricing, trade spending, promotional programs and marketing ROI is preferred.
Experience with Power BI or another business-intelligence platform is preferred.
Experience with ERP, forecasting, budgeting or financial-reporting systems is preferred.
Strong project-management, organization, prioritization and attention to detail.
Ability to work onsite in Paso Robles approximately two to three days per week.

Compensation and benefits

Competitive base salary based on experience and position level.
Annual performance-based bonus may be available.
Medical, dental and vision insurance.
Paid time off and retirement benefits.
Hybrid work flexibility.
Professional development opportunities.
Employee wine and hospitality discounts.
Winery and vineyard experiences.
Additional benefits based on the employer’s current program.