About Us
We are an independent Napa wine producer with a diverse portfolio of wine brands and private-label programs, sold through leading national retailers, distributors, and international markets. Our small, entrepreneurial team values accountability, efficiency, attention to detail, and independent work.
Position Overview
We are seeking a hands-on Senior Finance & Accounting Analyst to support financial reporting, accounting operations, inventory costing, and business analysis. Reporting directly to the President & CEO, the role combines accounting with financial analysis and business intelligence. You will support the monthly close and prepare draft financial statements for review by our CFO. This is an individual contributor role working alongside our existing accounting and finance team, with no direct reports.
Key Responsibilities
Accounting & Financial Reporting
•  Prepare journal entries, accruals, reconciliations, and supporting schedules for the monthly, quarterly, and annual close, for CFO review.
•  Prepare draft financial statements and management reporting packages (P&L, balance sheet, cash flow) for CFO review.
•  Maintain and analyze general ledger accounts; review AP, AR, and cash reporting for accuracy.
•  Identify discrepancies and recommend corrective actions.
•  Coordinate with internal accounting staff and external accountants, tax professionals, and auditors.
Financial Analysis & Business Intelligence
•  Prepare financial and operational reports for the President & CEO and leadership team.
•  Analyze revenue, gross profit, and margins by brand, SKU, customer, distributor, and market.
•  Prepare monthly actual vs. budget and forecast comparisons; identify variances, trends, and profit opportunities.
•  Build dashboards and automated reports in Excel, Business Central, and Power BI.
•  Present complex financial information clearly and concisely.
Inventory & Cost Accounting
•  Analyze wine inventory, production costs, and cost of goods sold.
•  Account for bulk wine, finished goods, packaging materials, and inventory movements.
•  Review bottling, freight, duties, production expenses, and landed costs.
•  Support inventory valuations and reconciliations between accounting and operational systems.
•  Resolve costing discrepancies with production and operations teams.
•  Support compliance-related accounting and excise tax reporting as needed.
Business Central & Process Improvement
•  Use Microsoft Dynamics 365 Business Central for accounting, reporting, and analysis.
•  Develop reports and analytical tools; automate reporting and reduce manual work.
•  Assist with ERP reconciliations and system-related accounting issues.
•  Recommend improvements to processes, internal controls, and reporting efficiency.
Planning & Executive Support
•  Prepare weekly and monthly executive financial reports.
•  Monitor cash flow, sales trends, gross profit, operating expenses, and budget variances.
•  Assist with annual planning, budgeting, and forecasting.
•  Provide analysis to support pricing, purchasing, production, and inventory decisions.
•  Take on special projects as requested by the President & CEO.
Qualifications
Required
•  4+ years of progressive experience in accounting, finance, or financial analysis.
•  Strong knowledge of financial statements, general ledger accounting, reconciliations, and accounting principles.
•  Advanced Excel skills, including pivot tables, lookups, financial modeling, and data analysis.
•  Experience with ERP or financial management systems.
•  Strong analytical, organizational, and communication skills, with excellent attention to detail.
•  Able to work independently, manage priorities, meet deadlines, and work directly with executive leadership.
Strongly Preferred
•  Microsoft Dynamics 365 Business Central experience.
•  Wine, beverage, manufacturing, distribution, or inventory-based business experience.
•  Knowledge of production costing, inventory accounting, and COGS analysis.
•  Power BI or similar dashboard experience.
•  Bachelor's degree in accounting, Finance, Business, or a related field.
CPA certification is not required.
What We're Looking For
A proactive financial professional who enjoys digging into data, solving problems, and taking ownership. You understand how accounting accuracy drives profitability, communicate clearly and directly, work well across departments and with external partners, and thrive in a small, fast-moving company.
Compensation & Benefits
•  Salary range: $90,000 to $100,000 per year, depending on experience.
•  Bonus: Eligible for a performance-based bonus.
•  Benefits: Begin the first of the month after your start date. Medical and dental at no cost to the employee, HSA with employer contributions, and optional vision, accident, critical illness, and other supplemental plans.
•  401(k): Eligible after three months, with a 50% company match on employee contributions up to 6% of compensation.
•  Schedule: Full-time; on-site during a 90-day training period, then hybrid, to be determined with management.
•  Location: Napa, California
We are an equal opportunity employer and consider qualified applicants without regard to any characteristic protected by applicable law.