Controller

Wine Industry Expo; California, Northern (MO, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Wine Industry Expo is seeking an experienced Controller to oversee month-end close for Cakebread Cellars and related vineyard entities, and to lead internal controls, audits, and tax preparation. You will manage journal entries, reconciliations, and financial reporting, while guiding staff, driving process improvements, and ensuring compliance with standards.

The role requires 7+ years as a Controller in relevant industries, strong leadership, and proficiency with ERP systems and Microsoft

Qualifications

• Bachelor's degree in Accounting or Finance; CPA or MBA preferred.
• 7+ years’ experience as Controller in manufacturing, multi-unit retail, hospitality, food or similar industry; wine industry experience preferred.
• Strong people management with the ability to recruit, retain, and develop a talented accounting team.
• Proficiency in Microsoft Office Suite, ERP systems, and various technology applications.

Responsibilities

• Ensures timely, accurate month-end close for Cakebread Cellars and related vineyard entities.
• Prepare and/or review journal entries, account reconciliations, and other supporting schedules.
• Lead development and execution of financial, accounting and treasury internal controls; manage annual financial statement audit and tax return preparation.
• Support tax planning and compliance activities, including consolidating taxable income forecasts, coordinating tax distributions and shareholder distributions.
• Provides direction, leadership, and management; supports staff to develop and execute events/activities with quality.
• Ensures staff functions as a mutually supportive team with positive morale and high job satisfaction, fostering development.
• Drives process improvements.
• Executes projects to improve systems and procedures.

Skills

People management

Leadership

Process improvement

Education

Bachelor's degree in Accounting or Finance

CPA or MBA preferred

Tools

Microsoft Office Suite

ERP systems

Job description

What we will ask you to do:

• Ensures timely, accurate month-end close for the following entities: Cakebread Cellars and all related party vineyard entities.
• Prepare and/or review journal entries, account reconciliations, and other supporting schedules to ensure the accuracy and completeness of financial records.
• Lead the development and execution of financial, accounting and treasury internal controls and ensure that reported results are in compliance with reporting standards. Includes management of annual financial statement audit and tax return preparation.
• Support tax planning and compliance activities, including consolidating taxable income forecasts, coordinating tax distributions, dividend payments, and shareholder distributions, and providing information and analyses required for tax return preparation.
• Provides direction, leadership, and management. Providing necessary support/tools to staff in order to assist them in developing, implementing, and executing all events/activities with a high degree of quality.
• Ensures staff functions as a mutually supportive team with positive morale and high job satisfaction, fostering an atmosphere that encourages group and individual development.
• Drives process improvements.
• Results-oriented with a track record of success in accomplishing objectives on schedule and enjoy participating in and leading projects to improve systems and procedures

What you should bring to the table:

• Bachelor's degree in Accounting or Finance. CPA or MBA preferred
• 7+ years’ experience as Controller in a manufacturing, multi-unit retail, hospitality, food or similar industry. Wine industry experience is preferred.
• Strong people management with the ability to recruit, retain, and develop a talented accounting team
• Proficiency in the Microsoft Office Suite, ERP systems, and various technology applications.