Job Description

Job Description:

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.

#WJ-FA-SR-HY-FT-BC

Create a Job Alert

Receive an email alert when similar new jobs are posted. It's free, fast and easy.

Create Alert

Job Tags

Full time, Work experience placement, Work at office, Night shift, 3 days per week, Monday to Friday,

Similar Jobs