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Accounting Analyst

Terlato Wine Group

Napa, CA

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Job Description:

Position Summary:
Due to an internal promotion, we are seeking an adaptable team player to join us in the role of Accounting Analyst for the wineries. Based in our Napa Office, this role will partner closely with the Direct-to-Consumer team and other finance team members in the preparation of monthly revenue data for month end close, in addition to general finance support for the wineries.

Position Responsibilities:
•  Develop monthly revenue reports with proper revenue recognition:
•  Download order level transactions/data from multiple POS systems and perform tasks to ensure appropriate revenue recognition and inventory depletion
•  Enter invoices at winery, product and channel level into general ledger
•  Provide assistance to Inventory Manager for monthly reconciliation of finished goods
•  Ongoing communication with winery management on status of shipped orders/clarification on where items shipped from or issues with orders in the POS system
•  Analyze revenue and shipping holds bi-weekly
•  Key contact on processes as company transitions to a new ERP system, testing and validating data
•  Provide support to winery management team with creating new SKUs for merchandise and updating existing wine SKUs with price changes and/or adding to systems
•  Enter month-end journal entries into general ledger
•  Reporting on other key metrics as required
•  Assist other finance team members and other ad hoc projects as needed

Performance Measures:
•  Adaptability/Flexibility: Ability to work with large amounts of data from different systems/sources of information
•  Attention to Detail: Strong attention to detail and ability to complete quality work products within deadlines at month-end. Solid investigative skills.
•  Motivation / Perseverance: Highly motivated, self-starter that has high personal goals and expectations and dedication necessary to achieve them.
•  Teamwork: Ability to work and communicate productively with colleagues across the organization within the Napa office, wineries and head office in Chicago
•  Financial Technical Expertise: Strong understanding of accounting principles, financial models, and analytic tools.

Skills and Qualifications:
•  2-3 years of accounting and/or financial planning and analysis work experience
•  Superior Microsoft Excel Skills; Excel Power Query experience of value
•  Preferred work experience in consumer package goods and/or winery industry
•  Experience in planning and reporting systems
•  Bachelor’s Degree in business accounting or finance
•  Due to the commercial nature of this role, strong communication and team skills are essential.
•  Must provide proof of full Covid-19 vaccination

For California Residents:
We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate, passport number); personal records (e.g., telephone number, signature, education information, criminal background information, travel information for interviews); biometric information (e.g., results of urine test); and professional or employment information (e.g., resume, employment history, background check forms, references). We may also draw inferences from the personal information we collect about you, such as information about your abilities and aptitudes. The above categories of personal information are collected for the following business purposes: providing you services and benefits (e.g., recruitment, verifying your information, administering the hiring process); processing interactions and transactions (e.g., to comply with federal and state laws requiring us to maintain certain records, managing the workforce); and security (e.g., detecting security incidents, protecting against fraudulent or illegal activity).

Additional Information:

Job Posted:
Thursday, December 2nd
Type of Work:
Full Time
Job Category:
Job Level: