ABOUT JOSEPH PHELPS VINEYARDS

Founded in Napa Valley in 1973, Joseph Phelps Vineyards has built a global reputation for exceptional wines. Acquired by Moët Hennessy in 2022, Joseph Phelps Vineyards is embarking on its next 50 years while preserving Joseph Phelps’ pioneering spirit and commitment to excellence, growth, respect, and gratitude.

SUMMARY

The Chief Financial Officer (CFO) is responsible for the financial leadership, stewardship, and long-term fiscal health of Joseph Phelps Vineyards. Reporting to and partnering closely with the Maison President, the CFO will shape financial strategy, provide disciplined decision support, safeguard company assets, and ensure the integrity of financial operations and reporting.

As a member of the executive leadership team, the CFO will lead accounting, FP&A, treasury, tax, audit, internal controls, and financial systems while translating business strategy into financial plans that support sustainable growth, profitability, and operational excellence.

DUTIES AND RESPONSIBILITIES

Strategic Financial Leadership

Serve as a trusted advisor to the Maison President and leadership team on strategy, financial performance, risk, investments, and resource allocation.
Translate strategic priorities into financial plans, performance targets, and actionable priorities.
Lead finance transformation through process optimization, systems enhancements, analytics, and continuous improvement.
Evaluate investments and business opportunities through financial analysis, scenario modeling, and risk assessment.
Provide timely insights that improve profitability, cash generation, and long-term value while balancing financial performance with brand equity and consumer experience.

Accounting, Reporting & Governance

Oversee accounting, including GL, AP, AR, inventory, fixed assets, and month/year-end close.
Ensure timely, accurate financial statements and reporting in accordance with applicable standards, regulations, and group requirements.
Establish strong financial governance, approval authorities, segregation of duties, and internal controls to safeguard company assets.
Oversee external audits and timely remediation of findings.
Strengthen financial processes and controls to align with Moët Hennessy standards and best practices.

FP&A & Performance Management

Lead budgeting, strategic planning, forecasting, and long-range planning.
Develop financial models integrating revenue, pricing, volume, production, inventory, costs, capital needs, and cash flow.
Analyze performance against budget and forecast, identifying key drivers, risks, opportunities, and corrective actions.
Monitor KPIs including profitability, working capital, inventory, COGS, and ROI.
Provide scenario analysis supporting commercial, operational, and investment decisions.

Treasury, Capital & Risk

Oversee cash management, liquidity planning, banking relationships, and treasury activities.
Advise on working capital, financing alternatives, capital expenditures, and allocation of financial resources.
Oversee tax matters and compliance with financial, accounting, tax, banking, regulatory, and internal policy requirements.
Lead the design and continuous improvement of internal controls.
Identify and mitigate financial and enterprise risks and promote integrity, accountability, and financial discipline.

Leadership & Partnership

Lead, mentor, and develop a high-performing finance organization with clear accountability and succession planning.
Strengthen technical, analytical, leadership, and business-partnering capabilities.
Communicate complex financial information clearly and influence decision-making across the organization.
Maintain productive relationships with ownership representatives, auditors, financial institutions, tax advisors, insurers, and other partners.

QUALIFICATIONS

Proven success as a CFO or senior finance executive with broad responsibility across accounting, FP&A, treasury, tax, audit, internal controls, and business partnership.
15+ years of progressive finance experience with significant senior leadership responsibility.
Strong expertise in financial reporting, budgeting, forecasting, cash and working capital management, capital planning, financial modeling, and performance management.
Demonstrated ability to advise executives, influence enterprise decisions, and balance growth with financial discipline and risk management.
Experience leading finance in a multi-entity or complex business; global/group reporting experience preferred.
Proven success improving financial systems, processes, reporting, internal controls, and organizational capabilities.
Experience leading finance transformation, systems implementation, and process improvement initiatives.
Experience in wine, consumer products, manufacturing, agriculture, hospitality, or another inventory-intensive business preferred; winery operations and cost accounting experience a plus.
Excellent communication and presentation skills with high integrity, sound judgment, accountability, and a collaborative, action-oriented leadership style.

EDUCATION

Bachelor’s degree in accounting, finance, economics, business administration, or related field required.
CPA, MBA, or other relevant advanced degree or professional credential strongly preferred.

COMPENSATION

Annual salary range: $225,000–$305,000, depending on experience.

BENEFITS

13 paid holidays
Vacation and sick time
Paid Wellness Day and monthly wellness reimbursement
Farm Fresh to You membership
Comprehensive medical, dental, and vision benefits
401(k) match
Annual employer gift
Generous employee discounts
Employee Wine Program

Joseph Phelps Vineyards is an Equal Opportunity Employer.