Senior Financial Analyst

JOB SUMMARY

The Senior Financial Analyst, Sales & OpEx, will play a critical role in supporting Sales and Marketing leadership through comprehensive financial planning and analysis. This position is responsible for managing the annual operating plan (AOP), quarterly forecasts, and monthly close processes, including expense reporting and variance analysis. The analyst will provide actionable insights through OpEx and P&L reviews, assess risks and opportunities, and prepare accurate monthly financial reports and forecasts.

In addition to core reporting responsibilities, this role will lead process improvements in financial reporting and analytics, leveraging advanced tools such as Microsoft Excel and Power BI. The Senior Financial Analyst will collaborate closely with cross-functional teams to enhance efficiency, drive cost awareness, and support strategic decision-making. Success in this role requires strong technical expertise, analytical skills, and the ability to communicate complex financial concepts clearly to stakeholders.

• Analyze and be the key resource in understanding monthly expenses, ensuring that management has actionable information to drive business decisions.
• Analyze, understand, and discuss financial data with leaders to “tell the story,” Identify trends, variances, and opportunities for cost savings.
• Serve as a financial advisor to department heads, providing insights and recommendations.
• Own the monthly reporting process, variance reporting for senior management, lead monthly/quarterly reviews, and ensure financials are complete and accurate.
• Assist with Annual Operating Plan (AOP) design, development, reporting, and consolidation, meeting with cross-functional leaders to develop budgets for presentation and reviews with senior executives.
• Manage quarterly forecast processes and develop expense targets, working with leaders to ensure accurate financial projections and reporting to senior executives.
• Answer inquiries from leaders and develop monthly general ledger reclassifications based on reviews of transactional data.
• Demonstrate strong relationship building skills, including cross-functional partners.
• Demonstrate problem solving skills, comfortable with ambiguity.

• Collaboration with the IT department as required for current and future projects related to organizational or departmental initiatives.
• This job description reflects management’s assignment of general functions; it does not restrict the tasks that may be assigned.

• 4-6 years of experience in a finance position, CPG/Alc Bev preferred.
• Bachelor’s degree in Finance, Accounting, Economics, or equivalent experience preferred.
• Extensive experience forecasting, budgeting, reporting, and financial analysis.
• Adept at translating complex financial data into clear, actionable presentations for diverse audiences.
• Proven aptitude for analysis, critical thinking and problem solving, self‑motivated, with a high level of accuracy and attention to detail.
• Influence stakeholders and work closely with them to determine and implement acceptable solutions.
• Strong written and verbal communication and interpersonal skills.
• Maintain accountability for deliverables and ensure timely completion of financial analyses and reports.
• Excellent organizational skills with an ability to work independently as well as in a team environment and be flexible in changing priorities.
• Expert knowledge of Microsoft Excel is required and proficient in Microsoft office suite.
• Knowledge of SQL or relational databases in addition to JD Edwards application a plus.

• Primary work activities are remote.
• Limited travel to TWG facilities in Northern California, with overnight stays as needed ~5%.
• Ability to work effectively in a hybrid in-person/remote work environment.

• Hiring Salary Range Posted: $84,400 - $126,600.
• Actual compensation will be based on factors such as experience, skills, knowledge, and abilities; education; and other position‑related factors.

At The Wine Group, we are proud to be an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or other characteristic protected by law.

Please note that we do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.