Position Summary: The FP&A Analyst supports financial planning, reporting, and analysis to guide decision-making across Boisset Family Estates. Reporting to the Director of Finance, this role collaborates cross-functionally with Direct-to-Guest, Wholesale Sales, Marketing, Administration, and Production teams to ensure accurate reporting, budgeting, and forecasting. This is a high-impact, detail-oriented role ideal for an analytical professional looking to grow in a fast-paced environment.

FP&A Analyst Essential Functions:
-Cross-Functional Collaboration
-Partner with teams across Sales, Marketing, Operations, and Administration to gather inputs and provide financial support.
-Assist in resolving data discrepancies in collaboration with Accounting, Operations, and Sales teams.
-Financial Reporting & Analysis
-Prepare and maintain reports to support the CEO, CFO, and Sales & Marketing leadership.
-Track and analyze performance trends by brand, label, and sales channel.
-Support monthly and quarterly budget vs. actual reviews and variance analysis.
-Maintain KPI dashboards and assist in identifying performance drivers.
-Forecasting & Modeling
-Contribute to the development and maintenance of forecasting models for case volume, revenue, and key performance metrics.
-Assist with annual budgeting and periodic reforecasting.
-Upload and validate forecast data in financial systems and planning tools.
-Inventory & Demand Support
-Assist in demand planning analysis to align inventory and production decisions with sales trends.
-Support the development of tools to monitor product availability and sales velocity.
-Technology & Data Tools
-Use Excel, PowerBI, and Data Warehouse to extract, transform and report financial and operational data.
-Work with data warehouse systems to improve data visibility and streamline reporting processes.

Additional Functions:
-Comply with all company safety policies, practices, and procedures. Participate in safety training and report all unsafe conditions or work practices.
-Participate in team efforts and perform additional duties as needed.

FP&A Analyst Education, Experience, Certificates, Licenses:
-Bachelor’s degree in a business-related area of study preferred
-1-3 years of relevant work experience
-Excellent verbal and written communication skills
-Ability to compile information into unified reports
-Strong analytical skills with the ability to identify data trends
-Proficient with Microsoft Office Suite
-ERP and POS experience (Business Central, NAV, Commerce7)
-PowerBI (++)
-SQL (+)
-Advanced Excel experience (Power Query +)
-Wine Industry experience preferred but not required

FP&A Analyst Physical Requirements:
-Light physical activity performing non-strenuous daily activities of an administrative nature.
-Dexterity sufficient to reach, handle items, and work with the fingers.
-May require lifting and moving objects up to 20 lbs in weight.
-Clear vision, close and distant, and ability to adjust focus.
-Hearing adequate for telephone and office level conversation.

Work Environment:
-Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
-Minimal noise level typical of business office: computers, printers, telephones, light traffic.
-May or may not include periods in autos, airplanes, and/or lodging facilities.

Schedule and Travel Requirements:
-Regular business schedule: Monday through Friday.
-Hybrid role (3 days in office per week)
-Position does not require overnight travel.