Financial Analyst

Infinium Spirits, Inc.; San Diego (CA); On-site; USD 78,000 - 85,000; Full time

Benefits offered by this job

401k plan 100% vested

Healthcare and dependent care FSA

Company-paid life insurance

Monthly wellbeing stipend

Paid time off and holidays

Training and development opportunities

Job summary

Infinium Spirits, Inc. in San Diego, CA seeks a Financial Analyst to provide BP&A support to the Finance Manager and partner with Commercial Finance, Sales, Marketing and Supply Chain to align plans with financial goals.

You will do planning, forecasting and variance analysis, and deliver insights to inform pricing and investments. Requires 2+ years in analytics, ERP experience, and Power BI.

Qualifications

• Bachelor's Degree in Finance or Accounting.
• Minimum of 2 years in an analytical role with commercial acumen.
• Budget management experience.
• CPG industry experience preferred.
• Experience with ERP systems, MS Dynamics/Business Central.
• Experience with dashboards/BI tools including Power BI.
• In-office in San Diego, CA; relocation not available.
• Advanced Excel, Outlook, Word, and PowerPoint skills.

Responsibilities

• Support Annual Operating Plan and rolling forecasts.
• Provide variance analysis vs. Plan/Forecast/ prior year.
• Develop tools to analyze volume and profit performance.
• Analyze pre/post-promotion effectiveness for pricing decisions.
• Evaluate new product launches and perform post-launch tracking.
• Analyze profitability by brand, SKU, and channel.

Skills

Analytical

Commercial acumen

Excel

Power BI

Communication

Education

Bachelor's Degree in Finance or Accounting

Tools

MS Dynamics/Business Central

Power BI

Job description

Founded in 2005, we are a family-owned spirits company with an entrepreneurial edge, blending tradition with the drive to build the next generation of iconic brands. At Infinium Spirits, we live our values of integrity, ownership, unity, curiosity and gratitude. We hold each other accountable for our results and believe that the company’s success is based on the whole collective of team members, not individual contributors. There is no room for egos. We are building a team of thought-leaders across the entire company with expertise in sales, marketing, supply chain, business analytics and finance to fuel a diverse and distinctive portfolio of award-winning brands such as Templeton Rye, Tears of Llorona, Howler Head, Zaya Rum, Seagram’s Vodka, and Corralejo Tequila, just to name a few. In addition to our core powerhouse brands, we continue to seek new opportunities in the beverage category to innovate and meet regional needs.

COME WORK WITH US

At Infinium Spirits, success doesn’t happen between the hours of 9 to 5. We are building a team of hard-working, ambitious professionals who are ready to roll up their sleeves, put in the long hours, and create real impact in the marketplace. We want out-of-the-box thinkers who bring new ways to solve problems to the table, if you excel at escape rooms, are energized by logic problems and believe that anything is possible, you have the ingredients we are seeking on our team.

Diversity, Equity & Inclusion:
We are committed to creating an inclusive and fair workplace that values diversity. We know that when people feel a sense of belonging, they are more creative, innovative, and successful. We welcome the unique contributions you bring in terms of background, education, opinions, culture, and identity.

ABOUT THE JOB

The Financial Analyst will provide BP&A (Business Planning & Analysis) support to the Finance Manager, and partner with Commercial Finance, Sales, Marketing, and Supply Chain teams to bridge the company’s commercial and operational plans with its financial plans to achieve short-term and long-term goals. This role is responsible for unlocking deep insights into performance, turning takeaways from Business Driver Mix and other analyses to action, and instilling financial acumen in our business partners.

ESSENTIAL FUNCTIONS/THE DAY-TO-DAY

Planning & Financial Performance Review:

• Support the construction of the Annual Operating Plan and rolling forecasts
• Deliver insights and actionable variance analysis of results vs. Plan, vs. forecast, and vs. prior year; identify areas of risk and/or opportunity based on key business performance metrics
• Develop tools and models to analyze volume and profit performance; identify actionable opportunities to improve revenue and profit
• Partner with Commercial Finance on pre- and post-promotion effectiveness analysis, providing volume and profit insights to inform pricing and spend decisions
• Support financial evaluation of new product launches and innovation, including business case development and post-launch performance tracking
• Analyze profitability by brand, SKU, and channel to inform portfolio and resource allocation decisions
• Apply critical thinking and a long‑term perspective to improve decision‑making on short‑term investments
• Partner with and educate business partners on financial and P&L management concepts
• Support commercial finance as needed, including sales budget management and system updates
• Support ad hoc financial analysis and special projects as needed

Reporting:

• Prepare and publish monthly performance reports for business partners
• Own or support Month End Close tasks
• Complete regular and ad‑hoc reporting to support business decision‑making
• Incorporate insightful analysis into reporting to drive business results (volume, margin, ROI)
• Prepare PowerPoint presentations and other materials as needed for business partners

*This is not intended to be a comprehensive list of the duties and responsibilities of the position and that the duties and responsibilities may change without notice.

AM I THE RIGHT FIT?

Not everyone can be a Financial Analyst, BP&A. To be seriously considered for the role here is what you’ll bring:

Education/Licenses/Certifications:

• Required
  • A Bachelor's Degree in Finance or Accounting

Experience:

• Required
  • Minimum of 2 years in an analytical role such as Field Finance or FP&A and demonstrating commercial acumen
  • Budget management experience
• Preferred
  • Experience in CPG industry strongly preferred
  • Experience supporting Business Unit and working with Field Sales Organization
  • Experience with ERP systems, MS Dynamics/Business Central
  • Experience with Dashboard and other Business Intelligence systems, Power BI
  • Experience utilizing/interpreting syndicated volumetric and pricing data
  • In‑office in San Diego, CA - relocation not available.
• Proficiency in advanced Excel functions, Outlook, Word, PowerPoint
• Ability to manage multiple projects and tight deadlines
• Strong drive for excellent results, including consistent attention to detail and commitment to accuracy
• Must be a proactive self‑starter, capable of adapting to rapidly changing priorities and performing in a fast‑paced environment
• Strong verbal and written communication skills, with capability to translate data into actionable solutions
• Ability to organize and manage large data sets, apply strong analytical skills to resolve complex problems
• Must demonstrate insightful use of financial analysis techniques, tools, and concepts to help deliver business results
• Must conduct oneself in a professional, consistent manner when representing the organization
• Ability to interact effectively and confidently with all levels of management
• Must demonstrate high standards of integrity at all times

Physical requirements:

• Ability to travel domestically and internationally as needed (10-15%)
• Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards.
  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our cash compensation amount for this role is targeted at $78,000 - $85,000 per year for San Diego, CA. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Here are some of our favorite Perks and Benefits:

At Infinium Spirits, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive total cash compensation, medical/dental/vision plans, we’ll also provide you with:

• 401k plan where you are 100% vested – literally free money
• Healthcare and dependent care flexible spending accounts
• Company‑paid life insurance
• Monthly wellbeing stipend
• Competitive paid time off and ten company paid holidays
• Support for and access to relevant training and development opportunities