Senior Financial Analyst, Corporate FP&A
Company: Jackson Family Wines
Location: Santa Rosa
Posted on: May 15, 2022
Job Description:
Position Summary: -The Senior Financial Analyst, Corporate
FP&A is a key member of the Planning Department. The position
is the lead for partnering with Multiple Brand Marketing VP's and
Admin Services. Ownership includes Shipment & Distributor Inventory
modeling, key operational cost indicators and pricing strategy
analysis including depletion allowance planning. Involved in the
budgeting of headcount and operational expenses. Focus will be on
long term strategy to coordinate and facilitate the financial
planning process, monitor financial performance, and develop
effective reporting and models to analyze results. This role works
with business partners across the enterprise, as well as members of
the Senior & Executive Management teams.Job Responsibilities
(include but are not limited to):Financial Planning &
Analysis:Budgeting, Forecasting and Analysis
- Partner with Marketing and Administrative Managers to ensure
budgets, forecasts and operational directional changes are complete
and present the latest financial direction of the company. Key
departments include: Brand Marketing, Administrative Mgrs, S&OP
and Cost Accounting.
- Produce monthly financial variances to sales plans for
Management utilizing the latest depletion forecasts identifying
risks and opportunities.
- Monthly analysis of operational expense variances including
working with business partners on timing variances, accruals and
prepayments.
- Drive pricing strategy analysis with Sales & Marketing
incorporating inventory & supply financial impacts. Review and plan
depletion allowances.
- A key leader in the production of the monthly Executive
Reporting Package representing the state of the business in
multiple categories.
- Produce standard profitability statements by brand and channel
with variance analysis.
- Clarity of each Brand's Architecture and 3-year+ financial
performance strategies. Create Reporting that tracks these brand
specific objectives. Challenge assumptions and identify
opportunities for improvement.
- Team member to building a more effective and efficient planning
process. Build effective metrics and improved reporting tools
- Incorporate knowledge of IRI data, JFW Inventory, Field
Inventory & Internal/External Portfolio of risk & opportunity
reporting.
- Perform Quarterly meetings with Marketing teams on Brand
Analysis and Operational Spend.
- Involvement in Brand & S&OP Review meetings as well as Long
Term Drive Team planning.
- Involved in data loads and validation of information.Ad-Hoc
Financial Analysis and Reporting
- Participate in SKU Rationalization and New Product Development
Review.
- Prepare the Quarterly, Bi-Annual and Annual reporting for Board
of Advisors and Executives.
- Assist with related special projects as needed and ad hoq
reports as assigned by manager.
- Perform system maintenance and improvement in budgeting system
(Adaptive Planning).Background/Experience: Bachelor's degree in
Accounting, Economics, Finance or related field. - Experience in
financial analysis and modeling. - Experience with financial
systems and budgeting software preferred. - Ability to interpret
data and provide relevant conclusions/recommendations to upper
management. - Excellent written and oral communication skills;
ability to work with all levels of management. - Commitment to
excellence and high standards; strong work ethic; acute attention
to detail. - Self-motivated; capable of developing analysis from
ambiguous information with minimal supervision. - Strong
organizational, problem-solving, and analytical skills; proven
ability to multi-task, manage workflow and meet deadlines. -
Versatility, flexibility, and a willingness to work within a
dynamic environment. - Ability to work independently and as a
member of project teams. - Expert Excel user; advanced PowerPoint
and Word skills. - Knowledge of Adaptive Planning and JD Edwards
preferred.
Keywords: Jackson Family Wines, Santa Rosa , Senior Financial Analyst, Corporate FP&A, Professions , Santa Rosa, California
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