Financial Reporting Systems Analyst

Delicato Family Wines; Napa (CA); On-site; USD 88,000 - 137,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with company match

Wine & merchandise discounts

PTO and paid holidays

Job summary

Delicato Family Wines in Napa, CA, seeks a Financial Reporting Systems Analyst to own and optimize financial systems, partnering with Information Solutions to support close processes, planning activities, and reporting. You will ensure data integrity and drive automation initiatives across accounting teams.

The role requires 5+ years in accounting/finance or systems support, with SAP BPC/SAC and data visualization experience preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or related field or equivalent experience.
• Minimum of 5 years of experience in accounting/finance or direct system support.
• Experience in a consumer-packaged goods environment preferred.
• Experience with data visualization tools and SAP BPC and/or SAC preferred.
• Experience with SAP ECC and/or S/4HANA a plus.
• Experience leading or participating in at least one full-cycle system implementation project preferred.

Responsibilities

• Support operations of financial and reporting systems for Accounting and Finance teams.
• Ensure integrity of financial reporting data and monitor system variances.
• Analyze complex business processes and recommend system improvements.
• Document processes and create functional/technical requirements; provide training.
• Manage admin functions in financial systems and data security.

Skills

Financial systems

Data analysis

Project management

Excel

Technical troubleshooting

Education

Bachelor’s degree in accounting/finance/business/tech

Tools

SAP BPC

SAP SAC

SAP ECC/S/4HANA

Job description

Position Purpose
The Financial Reporting Systems Analyst acts on own initiative or in coordination with the Financial Systems Director to support all financial systems and automation initiatives that drive efficiency and accuracy across the accounting and finance teams. This role serves as the business system owner, partnering with Information Solutions in supporting the financial close process, planning activities, depletion and business reporting, and understanding data flow and integrity. The Financial Reporting Systems Analyst exercises strong analytical and technical skills, serving as an available resource to the Finance team and contributing to the successful completion of overall Finance related goals and objectives.

• Support operations of financial and reporting systems, providing necessary support to the Accounting and Finance teams in troubleshooting, administration, and training
• Ensure ongoing integrity of Financial and Business reporting data, including actively monitoring systems and applications for unexpected variances, resolving integration issues, and investigating issues with third-party data providers or vendors as necessary
• Perform detailed analysis of complex business process requirements and provide appropriate system recommendations
• Document existing business processes while working with users to identify areas for improvement; create functional and technical requirements for changes and provide relevant training
• Manage administrative functions within assigned financial systems such as managing data security profiles, configurations, and any manual master data setups
• Prepare functional specifications to support the technical resources in configuring changes to source systems
• Assist Financial Systems Director in project management and assumes role as project leader as needed
• Manage data integration projects with third-party data providers when onboarding new distributor or brand relationships, ensuring timely data integration and accurate reflection of historical information in business reporting tools
• Understand system interdependencies and collaborate with cross-functional teams accordingly in ongoing data management and for plan, forecast, or other data extracts between supported systems
• Other duties may be assigned
  

Minimum Requirements

• Bachelor’s degree in accounting, finance, or business-related or technology field, or equivalent professional experience
• Minimum of 5 years of experience in accounting or finance, or direct system support of these functions
• Experience in a consumer-packaged goods environment is preferred
• Experience with data visualization applications and SAP BPC and/or SAC preferred
• Experience with SAP ECC and/or S/4HANA a plus
• Experience leading or participation in at least one full-cycle system implementation project preferred
  

Work Location Delicato Vineyards Napa

Position Purpose
The Financial Reporting Systems Analyst acts on own initiative or in coordination with the Financial Systems Director to support all financial systems and automation initiatives that drive efficiency and accuracy across the accounting and finance teams. This role serves as the business system owner, partnering with Information Solutions in supporting the financial close process, planning activities, depletion and business reporting, and understanding data flow and integrity. The Financial Reporting Systems Analyst exercises strong analytical and technical skills, serving as an available resource to the Finance team and contributing to the successful completion of overall Finance related goals and objectives.

Essential Duties

• Support operations of financial and reporting systems, providing necessary support to the Accounting and Finance teams in troubleshooting, administration, and training
• Ensure ongoing integrity of Financial and Business reporting data, including actively monitoring systems and applications for unexpected variances, resolving integration issues, and investigating issues with third-party data providers or vendors as necessary
• Perform detailed analysis of complex business process requirements and provide appropriate system recommendations
• Document existing business processes while working with users to identify areas for improvement; create functional and technical requirements for changes and provide relevant training
• Manage administrative functions within assigned financial systems such as managing data security profiles, configurations, and any manual master data setups
• Prepare functional specifications to support the technical resources in configuring changes to source systems
• Assist Financial Systems Director in project management and assumes role as project leader as needed
• Manage data integration projects with third-party data providers when onboarding new distributor or brand relationships, ensuring timely data integration and accurate reflection of historical information in business reporting tools
• Understand system interdependencies and collaborate with cross-functional teams accordingly in ongoing data management and for plan, forecast, or other data extracts between supported systems
• Other duties may be assigned
  

Minimum Requirements
Education and Experience

• Bachelor’s degree in accounting, finance, or business-related or technology field, or equivalent professional experience
• Minimum of 5 years of experience in accounting or finance, or direct system support of these functions
• Experience in a consumer-packaged goods environment is preferred
• Experience with data visualization applications and SAP BPC and/or SAC preferred
• Experience with SAP ECC and/or S/4HANA a plus
• Experience leading or participation in at least one full-cycle system implementation project preferred
  

Knowledge, Skills, And Abilities

• Strong problem solving and technical troubleshooting skills
• Ability to adapt quickly to new technologies and changing business requirements
• Excellent project management and prioritization skills
• Demonstrates analytical skills and comfort with finance and accounting principles
• Strong oral, written, and interpersonal skills; ability to effectively communicate status, issues, and risks with the team
• Ability to analyze and manipulate data using intermediate Excel functions
  

California Pay Transparency Disclaimer: This is a Exempt position. The pay range for this position is $87,808.08 to $137,305.44. It is not typical for an individual to be hired at or near the top of the range for their role. Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity and alignment with market data.

Delicato Family Wines offers its employees a generous and comprehensive benefits package. The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents. Additional health benefits include life, disability and flexible spending accounts. Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more.

NOTICE TO THIRD PARTY AGENCIES

Please note that we do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

Delicato Family Wines is an Equal Opportunity Employer.