Sr. Financial Analyst

Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.

The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.

For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299

Responsibilities:

• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.

• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.

• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.

• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.

• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.

• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.

• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.

• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.

• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.

Qualifications:

• 3+ years of experience in financial analysis, FP& A, or a related finance role.

• Strong background in financial modeling, forecasting, budgeting, and variance analysis.

• Advanced Microsoft Excel skills with the ability to build and maintain detailed planning models.

• Experience working with Adaptive Planning or similar financial planning tools.

• Knowledge of cost of goods sold, inventory forecasting, and operational finance concepts.

• Ability to perform trend analysis, ad hoc reporting, and scenario-based decision support.

• Strong communication skills and the ability to partner effectively with cross-functional teams.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field is preferred.

Compensation

$120,000.00-$140,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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