Business Analyst, Commercial Data & Reporting

Wine Industry Expo; Napa, Northern (CA, KY); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

PTO

Wellness programs

Fertility and family building benefits

401(k) plan with discretionary profit‑

Job summary

Trinchero Family Estates in Napa, CA seeks a Business Analyst, Commercial Data & Reporting to support VIP distributor data, develop BI dashboards in Power BI, and optimize reporting for sales performance.

This entry-level role focuses on distributor data, reporting, and modern analytics while collaborating with Sales, Finance, IT, and Commercial teams on data quality and continuous improvement initiatives.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Information Systems, or related field required.
• 0–2 years of experience in business analysis, sales analysis, reporting, finance, or related analytical role; internships and relevant academic projects are valuable.
• Entry-level candidates and those new to wine/beverage industry are encouraged to apply.
• Strong Excel skills; experience with Fabric/Power BI or other visualization tools preferred.
• Comfort with large datasets, structured files, and recurring reporting processes.
• VIP/distributor data, scan data, or CPG/beverage data exposure is a plus.
• Strong analytical mindset to identify trends, errors, and data exceptions.
• Excellent attention to detail and follow-through.
• Strong written and verbal communication across teams.
• Willingness to learn new systems and industry concepts quickly.
• On-site work in Napa, CA on a regular schedule.

Responsibilities

• Serve as day-to-day resource for VIP data management including depletion, distribution, revenue, and inventory.
• Develop and maintain Power BI dashboards and reports supporting sales programs and monitoring stock levels.
• Create tools to ensure data quality, availability, and efficient data processing in Fabric and Power BI.
• Investigate data discrepancies and coordinate with internal teams and distributor contacts.
• Support revenue and invoice adjustment reconciliation for visibility into results and spend.
• Build standardized reporting templates, scorecards, and recurring reviews for Sales, Finance, and leadership.

Skills

Analytical mindset

Communication skills

Attention to detail

Education

Bachelor’s degree in Business, Finance, Economics, Data Analytics, Information Systems, or related field

Tools

Microsoft Excel

Power BI

Fabric

Job description

Req ID: 7139

Department: Sales

Status: Reg F-T Exempt, Exempt

Location: Napa, California (US-CA)

Workplace Location: On-Site

Job Summary

The Business Analyst, Commercial Data & Reporting is an entry-level role responsible for supporting the company’s commercial analytics and reporting capabilities, with a primary focus on managing the accuracy and availability of VIP distributor sourced data as well as developing and optimizing reporting tools that focus on sales performance, program execution and evaluation. This role serves as a key owner of depletions, distribution, distributor inventory, distributor revenue and invoice adjustment-related data sourced from VIP, ensuring accuracy, consistency, and timeliness across commercial reporting. Working closely with the Director, Continuous Improvement & Commercial Analytics, this position is designed for individuals early in their careers or new to the wine industry who are eager to build expertise in distributor data, reporting, and modern business intelligence while pioneering applied AI.

Essential Functions

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

• Serve as the primary day-to-day resource for VIP data management, including depletion, distribution, distributor inventory, revenue, pricing, and related commercial data fields.
• Develop, maintain, and update Power BI Dashboards and Reports and data assets that support program execution, chain authorizations and out of stock monitoring, sales performance tracking, distribution tracking, and depletion analysis.
• Develop and monitor tools focused on ensuring data quality, availability and capacity efficiency of our commercial data assets in Fabric and Power BI
• Investigate and resolve data discrepancies related to distributor depletions, distribution, inventory, revenue, and invoice data by partnering with internal teams and distributor contacts as needed.
• Support distributor revenue and invoice adjustment reconciliation processes, helping ensure accurate visibility to commercial results and program spending.
• Assist in building and maintaining standardized reporting templates, scorecards, and recurring business reviews for Sales, Finance, and Commercial leadership.
• Monitor data quality and escalates issues proactively, ensuring timely and accurate reporting outputs for users across the business.
• Support annual planning, KPI tracking, and ad hoc analysis by compiling data from VIP and other sources into clear, actionable summaries.
• Document data definitions, business rules, reporting logic, and recurring processes to support consistency and continuity.
• Collaborate with Sales, Finance, IT, and Commercial team members to improve reporting, streamline processes, and support continuous improvement initiatives.
• Provide user support for reporting questions and help drive adoption of Power BI tools and standardized reports.
• Maintain a strong attention to detail while balancing recurring deadlines, reporting cycles, and ad hoc project support.

Qualifications:

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Information Systems, or related field required.
• 0–2 years of experience in business analysis, sales analysis, reporting, finance, or a related analytical role; internships and relevant academic project experience are valuable.
• Entry-level candidates and individuals new to the wine or beverage alcohol industry are encouraged to apply.
• Strong proficiency in Microsoft Excel required; experience with Fabric, Power BI or other visualization/reporting tools preferred.
• Comfort working with large datasets, structured files, and recurring reporting processes.
• Experience or exposure to VIP, distributor data, scan data, or CPG/beverage data sources is a plus, but not required.
• Strong analytical mindset with the ability to identify trends, errors, and exceptions in data.
• Excellent attention to detail, organization, and follow-through.
• Strong written and verbal communication skills and the ability to work effectively across teams.
• Willingness to learn new systems, processes, and industry concepts in a fast-paced commercial environment.
• Ability to work on-site in Napa, CA on a regular in-office schedule.

Working Conditions:

• Full-time, in-office role based in Napa, California.
• Fast-paced and collaborative team environment.
• Moderate deadline pressure and recurring reporting cycles.
• Extensive computer work and close coordination with cross-functional partners.
• Opportunity for development and career progression within Commercial Analytics and Continuous Improvement.
• Comply with company safety regulations and policies.

Salary Range: $75,000.00 - $100,000.00

The starting pay will be based on several factors, including but not limited to experience, training, education, and geographic location. TFE offers a comprehensive benefits package that includes medical, dental, vision, life insurance coverage, disability benefits, PTO, wellness programs and fertility and family building benefits. We also provide a 401(k) plan where TFE may make a discretionary profit-sharing contribution.

Trinchero Family Estates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Trinchero Family Estates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.