Senior Financial Analyst

Senior Financial Analyst (Finance)

The Wine Group is one of the world's foremost producers of award‑winning wines across more than 60 wine brands and many winery facilities in California, New York, and Australia. Headquartered in Livermore, California, TWG is an industry innovator when it comes to developing, marketing, and selling wine brands beloved by consumers around the world, including Cupcake, Franzia, Benziger, Imagery, Tribute, 7 Deadly, Cooper & Thief, The Dreaming Tree, Charles Smith Wines, and more.

The Wine Group believes in producing wine using sustainable and earth‑friendly practices to foster healthy land and agriculture for generations to come. The company demonstrates environmental stewardship through its commitment to clean energy and by ensuring that all its owned vineyards are certified sustainable or biodynamic. To learn more, please visit:

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…