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Finance & Planning Manager

Delicato Family Wines

Napa, CA

Job Description:

Work LocationDelicato Vineyards Napa

Position Purpose

Acting on own initiative, the Finance & Planning Manager supports the Vice President Finance & Planning and oversees the development of the Strategic and Annual Plans as well as financial reporting for the Company. The position supports senior management by providing key insights into business performance on both Actual and Forecasted basis. The Financial Planning function serves to communicate strategic direction in order to help ensure alignment of operational goals, therefore this role is expected to be able to communicate clear direction between all levels of the Company.

Functional Responsibility

•  Manages and monitors day-to-day operations and team performance to ensure smooth workflows and that company standards are met
•  Manages company culture and holds self, peers, and direct reports accountable for demonstrating a constructive company culture through influential, personal behavior and actions; encourages strong work ethic and fosters an environment of trust and respect
•  Develops and aligns individual goals with the department's operational goals; ensures that decisions, actions, and priorities are aligned with the company's vision, mission, and strategies
•  Researches best practices, stays abreast of industry trends, and maintains awareness of regulatory changes to ensure compliance and continually improve operations
•  Assists in preparing the departmental budget, monitors spending, and directs team in cost-effective operations to ensure adherence to financial objectives
•  Monitors performance and regularly communicates with direct reports to achieve mutual understanding and desired results
•  Partners with immediate manager to determine staffing needs; attracts, motivates, and retains a workforce with the appropriate knowledge, skills, and abilities to achieve goals and objectives
•  Provides employees with a safe, healthy, and rewarding work environment; ensures delivery and completion of monthly safety topics
•  Communicates and supports change initiatives and decisions in an effective manner to successfully guide team through change
•  Fosters a work environment that encourages creative thinking, promotes flexibility, and drives innovation
•  Addresses employee issues, concerns, and complaints in an objective and confidential manner; notifies HR Business Partner and keeps immediate manager informed as appropriate
•  Ensures compliance and consistent application of company policies, initiatives, and decisions
•  Coaches, guides, and develops direct reports; fully engages in the GPS (Performance Management) process; provides high-quality feedback, and ensures proper GPS documentation of employee performance, recognition, and deficiencies

Essential Duties

•  Plays a key role in development of the Annual and Strategic Plans, managing central planning elements, making sure planning milestones are delivered on time, and engaging business unit leaders to ensure short and long-term plans are in line with strategic vision
•  Leads Workforce planning for the Company, working with business unit leaders to understand headcount requirements to meet operational and strategic goals; includes working with HR team on fringe benefit planning
•  Works with Vice President Finance & Planning to translate individual business unit performance narrative and trends into consolidated Income Statement, Balance Sheet and Cash Flow projections to aide Senior Management with operational and capital planning
•  Collaborates with Finance & Planning leadership to prepare, and produce commentary for, the quarterly financial performance reporting pack for Senior Management and Board of Directors
•  Develops analytical and reporting capabilities of the Finance group, and champions innovative financial scenario modeling of key business drivers in order to enhance financial forecasts
•  Leads cross-functional process between Accounting, Commercial Finance, and Information Solutions teams to prepare Company for next fiscal year financial reporting by coordinating portfolio and organizational updates as well as facilitating Annual Plan data extract to various internal applications
•  Drives continuous improvement within the Finance & Planning team and identifies process improvement opportunities in other areas of the company
•  Operates as central contact between the Cost Accounting and Commercial Finance groups, maintaining a deep understanding of the Standard Costing process for Case Goods, and overseeing the integration of cost standards into the Annual Plan
•  Advises on all financial reporting and planning issues and provides key support to other Finance and Accounting leaders to enhance and improve reporting and analytics
•  Performs scenario modeling, financial analysis, and business valuation as needed in support of potential M & amp;A and joint venture business opportunities
•  Maintains relationships with Accounting, Commercial Finance, Production Finance, and functional management teams to ensure quality deliverables and proper information flow
•  Builds strong rapport throughout the organization to provide key point of contact and continuity to all Finance & Planning activities

*Other duties may be assigned

Non-Essential Duties

*Other duties may be assigned

Minimum Requirements

Education and Experience

•  Bachelor's degree in Accounting or Finance
•  5+ years of direct experience in financial planning and/or accounting
•  1 year supervisory or leadership experience
•  Wine or beverage alcohol experience a plus

Knowledge, Skills, and Abilities

•  Strong knowledge and understanding of financial ERP systems and automated planning tools (Hyperion, BPC, Cognos, etc.) and strong skills in Microsoft Office suite tools
•  Excellent knowledge of financial and managerial reporting
•  Strong interpersonal and collaboration skills, must work well with senior and mid-level management
•  Solid analytical and computer skills are required; expert in Excel, with ability to...

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Additional Information:

Job Posted:
Saturday, June 22nd
Type of Work:
Full Time
Job Category:
Job Level:
Mid-Level
Compensation:
$91,O6‌2.‌24 ‍−‌ $142,541.76
Reference No:
1182078000A0