Senior Financial Analyst

The Senior Financial Analyst will provide timely and accurate financial reports and contribute key business and financial insights, analysis, and actionable data to our internal departments. This role will primarily support the Sales and Marketing departments but may be asked to assist with other related matters as needed.

This person will be responsible for providing information and insights that drive key business decisions, profitable growth, and goal achievement.  They will assist with the annual budgeting process, forecast updates, monthly reporting, and variance analysis across various dimensions e.g. time period, geography, department, channel, product, etc.

Core Responsibilities

• Assist with the development of the annual budgets and ongoing forecasts for Sales and Marketing departments.
• Work directly with department leaders to obtain the information necessary for budgeting, forecasting, and developing financial models.
• Work closely with Sales Operations to align sales with financial objectives.
• Assist with monthly financial reporting and analysis; identify key metrics to help department owners understand drivers behind their financial results.
• Proactively monitor results by department, perform detailed budget vs actual variance analysis, and assist with communicating results to budget owners.
• Support teams throughout the organization to achieve and deliver strategic initiatives by tracking KPI’s, identifying trends, and performing ad hoc analysis as needed.
• Utilize financial system information to assist with the design and development of financial reports and data visualization tools.
• Distribute daily executive reporting to senior leadership; identify and communicate financial insights.
• Maintain daily automated sales reporting and weekly marketing reporting; assist with reporting changes as needed.
• Perform monthly mix assessments to identify gross profit drivers associated with channel mix, product mix and pricing; communicate opportunities that drive profitable growth.
• Perform adhoc analytical projects as assigned.

Requirements

• Bachelor’s degree in finance, accounting, mathematics, economics or equivalent quantitative discipline.
• 2-5 years’ experience in a relevant position; experience in wine industry a plus.
• Strong Excel skills required.
• Experience using PowerBI or budget software a plus.
• Can clearly articulate business issues; is comfortable with back of the envelope analysis in support of timely decisions.
• Is capable of modeling budgets and forecasts based on discussions with budget owners.
• Ability to research sources of variances vs budget and summarize findings clearly and concisely to effectively drive decision making.
• Remote option available.

Success Factors/Job Competencies

• Ability to take large amounts of data and compile into easy to follow and understand deliverables.
• Extensive experience in trend analysis and forecasting.
• Ability to manage time and prioritize tasks and effectively communicate at all levels in the organization.
• Highly motivated, results oriented individual who excels in a dynamic environment.
• Is intellectually curious; continuously challenges the status quo in search of a better way.
• Has an entrepreneurial spirit, acts now, does it today.
• Is competitive, wants to succeed.
• Hands-on style, detail orientation and strong work ethic.
• Has a passion for the work and wants to have fun.

Working conditions

• Regular working schedule to include weekdays.
• If remote, may require quarterly travel to San Luis Obispo/Paso Robles.
• Sitting for long periods of time (8 hours per day).
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation range for this role is $95,000 - $115,000/yr.

Benefits

401K with 4% matching by employer, Medical, Dental, Vision, Life

The purpose of this summary is to describe the essential job functions and the level of work performed by individuals assigned to this position. This description is not an exhaustive list of all job duties performed by this position. Management reserves the right to modify, add or remove duties from particular jobs and assign other duties as necessary.

DAOU is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Family owned and operated, DAOU Family Estates is committed to producing collectible, world-class wines to rival the most respected appellations in the world. Situated on a 212-acre hilltop estate, our remarkable geology, favorable microclimate, and 2,200 feet elevation were once described by renowned California winemaker André Tchelistcheff as “a jewel of ecological elements.” As stewards of this beautiful terroir, the Daou brothers’ vision is to produce California “first-growth” wine, fulfilling the Adelaida District’s destiny as the world’s next benchmark for Bordeaux varieties.

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