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Senior Accountant

Heitz Cellar

Hybrid > Saint Helena, CA

Job Description:


We are seeking a Senior Accountant to serve Heitz Cellar and other Estates within the Lawrence Wine Estates family:

Heitz Cellar is beloved by its long-standing guests and loyal supporters across the country. Under the Lawrence family’s leadership, Heitz Cellar remains as much a pinnacle of quality and authenticity as ever, while updating and refreshing its hospitality and sales programs to appeal to today’s newest generations of fine wine enthusiasts, including the launch of a now fast-growing membership program. Heitz Cellar operates as a small team of dedicated wine professionals who support and learn from each other. As part of the larger Lawrence Wine Estates portfolio, it also enjoys renewed notoriety and energy, offering boundless opportunities for networking, professional development, and career growth.


Position: Senior Accountant– Heitz Cellar
Location: Hybrid>St. Helena, CA (3 days on site)
Travel: Light travel between locations in Napa Valley
Employment Type: Full-time

General Position Overview:
This position will own the bulk wine and cased goods costing functions for all Estates along with other accounting tasks assigned by the Controller. This position will be an integral part of the operations and communication with production teams and management, providing timely reporting on bulk wine and cased goods COGS. With the help of the Staff Accountant, this position will also be responsible for all bulk wine and cased goods quantity reporting. The Estates utilize Vintrace for bulk wine activity and costing and Microsoft Business Central for all financial accounting and reporting. This position will also be encouraged to present opportunities to gain efficiency and reduce costs by implementing better processes or utilizing existing systems better or implementing new systems.


•  Own and maintain bulk wine costing for all Estates utilizing Vintrace bulk wine software
•  Own cased goods costing for all Estates
•  Create standardized costing templates for bulk and cased goods costing
•  Create SOPs for tasks as necessary
•  With assistance from the Staff Accountant, maintain packaging component unit costs master tables for FP&A team
•  Maintain bulk wine roll forwards for all estates and adhere to agreed-upon reporting timeline
•  Ensure costing methodology mirrors activities happening in production
•  Own the inventory section of the financial statements and perform reconciliations of all inventory accounts with the frequency set by the Controller
•  Coordinate/assist with Compliance Manager on all SKU creation matters
•  Reconcile cased goods quantities and report to Estate Directors and Controller
•  Work with FP&A Director to report on actual quantities of bulk and cased goods compared to forecasted quantities
•  Maintain master tables relating to inventory (dry goods costing, wholesale packaging, barrel costs per label, bottling dates, etc.)
•  Manage master COGS table in Long Range Plan (LRP)
•  Partner with outside accountants and service providers as necessary
•  Ad-hoc analysis as necessary to support the Estates
•  Review of other various balance sheet reconciliations
•  Key team member in the continued implementation of new technologies, including but not limited to:
* ERP: Microsoft Business Central
*POS/e-commerce system: Commerce7
*Forecasting: Adaptive


•  Bachelor’s degree in Accounting or Finance preferred, CPA is a plus but not required
•  3+ years of accounting work experience
•  Experience with cost accounting preferred but not required
•  Experience in the wine industry or other CPG industry is preferred
•  Experience with Vintrace or other winemaking software preferred
•  Solid understanding of GAAP and how to balance that with managerial accounting, which is inevitably more important to executive and owner decision-making
•  Advance skills in Excel and proficient with other Microsoft office programs is a plus
•  Experience with costing, preferably in a CPG environment
•  Strong communication skills: written and oral. Ability to communicate with employees at all levels
•  Excellent command of written and spoken English

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands and/or fingers to handle or feel. The employee frequently is required to sit. The employee is occasionally required to stand, walk, climb, stoop, kneel, talk or hear, and taste or smell. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision.

Other Requirements:
Employee must be at least 21 years of age, have a valid Driver’s License and be insurable by company standards.

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Additional Information:

Job Posted:
Friday, June 21st
Type of Work:
Full Time
Job Category:
Job Level:
$95,OOO.OO ‍−‌ $1O5,OOO.OO