Job Description

Job Description:

Position Summary: The Senior FP&A Analyst is a key strategic partner responsible for supporting financial planning and analysis efforts across Boisset Family Estates. Reporting to the Director of Finance, this role drives data-informed decision-making by providing high-level financial insights, building advanced financial models, and leading cross-functional initiatives. The Senior Analyst collaborates with business leaders across Direct-to-Guest, Wholesale Sales, Marketing, Administration, and Production to ensure financial strategies support company growth and profitability goals. Role includes annual bonus potential in addition to salary.

Senior FP&A Analyst Essential Functions:

Strategic Business Partnership & Cross-Functional Leadership:

•  Partner with senior leaders across departments to align financial plans with strategic initiatives.
•  Lead initiatives to resolve data discrepancies in collaboration with Accounting, Sales, and Operations teams.
•  Support the development of scalable financial processes.
•  Mentor other analysts.

Advanced Financial Reporting & Analysis:

•  Deliver executive-level reporting and insights to the Owner, CEO, CFO, and Sales & Marketing leadership.
•  Develop and maintain dashboards tracking profitability, performance trends, and key financial drivers by brand, label, and channel.
•  Conduct variance analyses to inform budget vs. actual reviews.

Inventory & Demand Planning Support:

•  Lead financial modeling efforts supporting supply and demand analysis to optimize inventory investment.
•  Collaborate with Production and Operations to ensure demand forecasts drive appropriate production planning.
•  Design tools to improve visibility into inventory turnover, depletion rates, and margin impact.

Forecasting, Budgeting & Scenario Modeling:

•  Support development and enhancement of financial forecasting models covering revenue, case volume, and Operating Expenses.
•  Drive annual budgeting process and lead periodic reforecasting.
•  Perform scenario and sensitivity analyses to assess risk and opportunity in changing business conditions.

Technology & Analytics Enablement:

•  Leverage Excel Power Query, Power BI, and data warehouse tools to automate reporting and improve data accessibility.
•  Identify opportunities for automation and workflow improvement across the FP&A function.
•  Evaluate and implement advanced financial planning tools as needed.

Additional Functions:

•  Comply with all company safety policies, practices, and procedures. Participate in safety training and report all unsafe conditions or work practices.
•  Participate in team efforts and perform additional duties as needed.

Senior FP&A Analyst Education, Experience, Certificates, Licenses:

•  Bachelor's degree in a business-related area of study preferred
•  3-7 years of relevant work experience
•  Excellent verbal and written communication skills
•  Ability to compile information into unified reports
•  Strong analytical skills with the ability to identify data trends
•  Proficient with Microsoft Office Suite
•  ERP and POS experience (Business Central, NAV, Commerce7)
•  PowerBI (++)
•  SQL (+)
•  Advanced Excel experience (Power Query +)
•  Wine Industry experience preferred but not required

Senior FP&A Analyst Physical Requirements:

•  Light physical activity performing non-strenuous daily activities of an administrative nature.
•  Dexterity is sufficient to reach, handle items, and work with the fingers.
•  May require lifting and moving objects up to 20 lbs in weight.
•  Clear vision, close and distant, and ability to adjust focus.
•  Hearing adequate for telephone and office level conversation.

Work Environment:

•  Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
•  Minimal noise level typical of business office: computers, printers, telephones, light traffic.
•  May or may not include periods in autos, airplanes, and/or lodging facilities.

Schedule and Travel Requirements:

•  Regular business schedule: Monday through Friday.
•  Hybrid role (3 days in office per week)
•  Position does not require overnight travel.

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Job Tags

Full time, Work experience placement, Work at office, Night shift, 3 days per week, Monday to Friday,

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