Are you looking to be part of an industry and company that values employees, specializes in making a high quality product and appreciates a work life balance? If so, Cakebread Cellars has an open position for you. Our story begins in 1973 with a piece of land, a family passionate about wine and a community of friends and partners who helped bring Cakebread Cellars to life. Cakebread Cellars' wines don't just reflect the personalities of the vineyards, they also reflect the spirit of all of our employees who make our wines and winery remarkable.

We are thrilled to recruit for the role of Financial Analyst. The Financial Analyst will play a critical role in supporting the winery’s financial planning and decision-making processes. Reporting directly to the CFO, this position works cross-functionally with all departments, including Viticulture, Production, Operations, Marketing, Direct-to-Consumer (DTC) and Wholesale Sales. This role supports the annual budgeting process, quarterly forecasts, long-range planning, and monthly performance reporting, while also serving as a key business partner in DTC and Wholesale sales analytics. The ideal candidate is analytical, collaborative, and data-savvy with a strong ability to drive actionable insights across the business.

About Us:
•  We are a family-owned winery with an established reputation for producing world-class wines! Since 1973 to be exact.
•  Our success is built on quality, consistency, and continuity-characteristics we apply equally to the people, grapes, and operations of the winery.
•  We are all about our company culture so much so, that it’s our #1 priority.
•  We believe in the good life. With 80 employees, there are enough resources to go around so you can enjoy life and the all the benefits we have to offer.
•  We love giving back to the community. In fact, we set aside dollars for community resources like health care and housing and donate to many charities.
•  We value sustainability in all aspects of our business.

With us you will be able to:
•  Work with extraordinarily passionate people. Top talent wants to work with top talent. Here you will have the chance.
•  Be an integral part of a family-owned company where everyone knows your name.
•  Stay sharp and broaden your knowledge base, achieve new heights with a team dedicated to your professional growth.
•  Work for a leader that has your back.
•  Enjoy the fruits of your labor!

What we will ask you to do:
•  Support the development of the annual budget and preparation of related financial reporting.
•  Incorporate 12-month rolling forecasts and Latest Estimates based on updated business inputs and trends.
•  Support accounting and operations finance during the monthly close process with data validation, KPI reporting, variance analysis, and participation in monthly close meetings.
•  Assist in the monthly financial review process through preparation of reporting and presentations for the executive team and board of directors.
•  Identify and produce Key Performance Indicators (KPIs) and partner with leadership to track and automate reporting where possible.
•  Utilize data-driven insights to inform DTC and wholesale business planning by leveraging analytics across Sales, Marketing, Operations, Product Merchandising, and Consumer Intelligence.
•  Design and present internal sales analyses, product studies, competitive intelligence, sell-through data, and marketplace research to drive key insights across the team.
•  Support DTC’s annual business and financial planning and revenue forecasting efforts.
•  Develop and manage lead KPI reports to support regular performance tracking across Visitor Center, E-Commerce, Wine Club, and GMS business units.
•  Provide analytics feedback to assist with merchandising and refreshing product listings to ensure continued consumer engagement.
•  Support the ongoing development of data hygiene in Salesforce to ensure accurate customer account and purchase behavior reporting.
•  Assist in roadmap development and implementation to enhance data management and harmonization across Salesforce Core, Salesforce Marketing Cloud, Square, and Tock.
•  Become a data expert to assist leadership in analyzing complex problems r

What you should bring to the table:
•  Bachelor’s degree in finance, Accounting, Economics, or Business Analytics; MBA or CPA preferred.
•  5+ years of experience in financial planning & analysis; experience in the wine, beverage, or CPG in
•  Strong proficiency in Excel and financial modeling; experience with ERP and CRM systems such as AMS, QuickBooks, Salesforce, and associated marketing platforms (e.g., Marketing Cloud, Tock).
•  Excellent analytical, problem-solving, and data visualization skills.
•  Ability to manage multiple projects in a fast-paced environment with high attention to detail.
•  Strong interpersonal and communication skills with a collaborative mindset.
•  Strong interest and elevated level of curiosity in Finance and Accounting.
•  Dedication to confidentiality, professionalism, and maturity.
•  Commitment to excellence and high standards.

What we will bring to the table:
•  Competitive salary including profit sharing.
•  Employee focused, people first environment.
•  Full health care benefits options including medical, dental, and vision with a wellness and safety focus.
•  401K plan with company match.
•  Vacation, sick, volunteer and holiday pay.
•  Employee discounts.

Cakebread Cellars is committed to attracting and retaining a diverse staff. We will respect your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable.