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.

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