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Financial Analyst

Trinchero Family Estates

St. Helena, CA

Job Description:

Trinchero Family Estates / Sutter Home Winery, Inc. is the fourth largest winery in the United States. Family owned since 1947; second and third generation family members remain active in the business. Nonfamily professionals make up a significant portion of the executive team. Trinchero is a dynamic winery business with numerous fast growing and award winning brands and wines. With nearly three dozen owned brands from premium to luxury price points, many private label brands produced for leading national retail chains, several imported brands, and multiple partnerships with creative industry leaders, Trinchero holds a well respected position within the wine and spirits industry.

Trinchero Family Estates is seeking an additional Financial Analyst to join the Brand Analyst Team. This position is responsible for the contribution margins for assigned brands within the TFE portfolio including review, research, and reporting on the results of net contribution including departmental spending compared to budget.

Essential Functions:

Contribution Margin Analysis and Expense Analysis

•Responsible for analyzing and documenting contribution margin results, including sales and depletion analysis, pricing and sales programs, costing and other expense analysis for assigned brands
•Analyze and report full Net Contribution review to include expense analysis for all direct expenditures associated with assigned brands
•Responsible for accuracy of data; preparing reclasses, JE’s, and accruals as necessary
•Prepare well written and concise summaries of your findings including actual versus plan and latest estimate variance analysis. Report conclusions in formats consistent with Finance department standards which will be distributed to Executive Management
•Work with the Accounting department personnel in order to gain a full understanding of postings, corrections and reconciliations performed that have impact on the brands you support
•Develop strong working relationships with various brand and department management and personnel in order to gain a full understanding of the brands you support. You will provide guidance; make recommendations and work together to solve problems as needed
•Review and understand the processes in place for the brands you support in order to ensure that company policies and procedures are followed

Rolling Forecast and Budget Preparation and Maintenance

•Assist the departments you support and the Financial Planning team in the preparation of the annual operating and rolling 24 month forecast. This includes support, recommendations, calenderization, data entry to IPB, analysis and reporting, etc.
•You will need to gain a complete understanding of the changes that each department is expecting for the current and future quarters by working with the various department managers in order to report profitability and spend expectations for the 24 months to Executive management versus historical trends
•Prepare well written and concise summaries of your findings and conclusions in formats consistent with TFE and the department standards as mentioned above


•B.S. in Accounting, Finance or other business related field
•5+ years experience in similar position
•Proficient with – Microsoft Excel and Word
•Ability to work with confidential information on a regular basis
•Attention to detail w/good problem solving skills and the ability to meet deadlines
•Recent experience with computerized accounting systems. SAP experience preferred
•Excellent verbal and written communication skills
•Project management skills
•Able to interact effectively with other winery departments at all levels
•Accurate, attentive to detail, with good organizational skills and the ability to follow through on projects with minimal supervision

Additional Information:

Job Posted:
Friday, August 15th
Type of Work:
Full Time
Job Category: