Position Summary: The Senior FP&A Analyst is a key strategic partner responsible for supporting financial planning and analysis efforts across Boisset Family Estates. Reporting to the Director of Finance, this role drives data-informed decision-making by providing high-level financial insights, building advanced financial models, and leading cross-functional initiatives. The Senior Analyst collaborates with business leaders across Direct-to-Guest, Wholesale Sales, Marketing, Administration, and Production to ensure financial strategies support company growth and profitability goals.

Senior FP&A Analyst Essential Functions:

Strategic Business Partnership & Cross-Functional Leadership:
-Partner with senior leaders across departments to align financial plans with strategic initiatives.
-Lead initiatives to resolve data discrepancies in collaboration with Accounting, Sales, and Operations teams.
-Support the development of scalable financial processes.
-Mentor other analysts.

Advanced Financial Reporting & Analysis:
-Deliver executive-level reporting and insights to the Owner, CEO, CFO, and Sales & Marketing leadership.
-Develop and maintain dashboards tracking profitability, performance trends, and key financial drivers by brand, label, and channel.
-Conduct variance analyses to inform budget vs. actual reviews.

Inventory & Demand Planning Support:
-Lead financial modeling efforts supporting supply and demand analysis to optimize inventory investment.
-Collaborate with Production and Operations to ensure demand forecasts drive appropriate production planning.
-Design tools to improve visibility into inventory turnover, depletion rates, and margin impact.

Forecasting, Budgeting & Scenario Modeling:
-Support development and enhancement of financial forecasting models covering revenue, case volume, and Operating Expenses.
-Drive annual budgeting process and lead periodic reforecasting.
-Perform scenario and sensitivity analyses to assess risk and opportunity in changing business conditions.

Technology & Analytics Enablement:
-Leverage Excel Power Query, Power BI, and data warehouse tools to automate reporting and improve data accessibility.
-Identify opportunities for automation and workflow improvement across the FP&A function.
-Evaluate and implement advanced financial planning tools as needed.

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.

Senior FP&A Analyst Education, Experience, Certificates, Licenses:
-Bachelor’s degree in a business-related area of study preferred
-3-7 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

Senior FP&A Analyst Physical Requirements:
-Light physical activity performing non-strenuous daily activities of an administrative nature.
-Dexterity is 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.