Financial Systems and Data Analyst

TieTalent; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading company in the beverage alcohol segment is seeking a Financial Systems and Data Analyst to enhance their FP&A and commercial operations. This role requires expertise in data integrity, reporting, and analysis. The ideal candidate will have a strong background in finance and a knack for data management, aiming to contribute to informed decision-making within a dynamic team.

Benefits

Medical, Dental, Vision

Car & Cell Phone Allowance

401k with Match

Educational Assistance Program

Paid Parental Leave

12 Paid Holidays

Volunteer hours

Qualifications

• 3+ years of direct experience in FP&A or commercial areas preferred.
• Proven system agility and data integrity skills.
• Strong communication skills required.

Responsibilities

• Provide support to FP&A and commercial operations through data analysis.
• Maintain item master data and serve as subject matter expert for reporting tools.
• Generate and maintain key relation tables across databases.

Skills

Data agility

Microsoft Office 365

SQL

DAX

Education

BS or BA in Accounting, Finance, Economics, or Statistics

Tools

PowerBI

Tableau

Datarails

Microsoft Dynamics

Job description

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Company Description

A born and bred San Francisco original, Hotaling & Co. is the leading distiller and importer of artisanal spirits and cocktail essentials. Our dedication to artisanal spirits first started 30 years ago under the name Anchor Distilling Company - heralding the return to copper pot distilling in the U.S. with the original craft introductions of Junipero Gin & Old Potrero Straight Rye Whiskey. We carry on that pioneering legacy with the name Hotaling & Co. as a nod to the local legend A.P. Hotaling, who ventured West during the Gold Rush and quickly became one of the most reputable spirits dealers in the country and a notable figure in American drinking culture. Fueled by a passion for beverage expertise, education and hospitality, Hotaling & Co. carries on this tradition of artisanal excellence by bringing together a family of likeminded spirits that share our commitment to craft and care.

About

Company Description

A born and bred San Francisco original, Hotaling & Co. is the leading distiller and importer of artisanal spirits and cocktail essentials. Our dedication to artisanal spirits first started 30 years ago under the name Anchor Distilling Company - heralding the return to copper pot distilling in the U.S. with the original craft introductions of Junipero Gin & Old Potrero Straight Rye Whiskey. We carry on that pioneering legacy with the name Hotaling & Co. as a nod to the local legend A.P. Hotaling, who ventured West during the Gold Rush and quickly became one of the most reputable spirits dealers in the country and a notable figure in American drinking culture. Fueled by a passion for beverage expertise, education and hospitality, Hotaling & Co. carries on this tradition of artisanal excellence by bringing together a family of likeminded spirits that share our commitment to craft and care.

Today, Hotaling & Co.'s portfolio is synonymous with brands of unmatched quality and character, including Luxardo Liqueurs & Cherries, Nikka Whisky, Junipero Gin, HINE Cognac, Convite Mezcal, Severo Tequila, Kavalan Whisky, Denizen Rum, HIRSCH Selected Whiskeys, Writers' Tears Whiskey, Old Pulteney Whisky, Speyburn Whisky, Balblair Whisky, Arran Whisky, Old Potrero Rye Whiskey, and more. Visit to explore our full range of brands.

Job Description

This Financial Systems and Data Analyst provides critical support to the FP&A and Commercial Operations groups in enabling regular reporting and commercial analytics while maintaining data integrity and system optimization.

Principal Responsibilities

Commercial Analytics

• Partner with Director of FP&A, Director of Commercial Operations, and other business partners to structure the reporting and analysis of quantitative and qualitative data, including but limited to
• Shipment and Depletion data
• Distributor Allowances
• Category Analytics
• Advertising and Promotional Spend and Funds
• Maintain, design, develop, and distribute reports and dashboards using standard data definitions in support of financial and commercial analytics
• Utilize Outputs from Commercial Systems to generate Price related accruals
  

Data Integrity and Maintenance

• Item Master Data Maintenance
• Subject Matter Expert for iDIG/VIP Suite of Tools (Industry Specific Reporting Platforms) and Data Reconciliation
• Subject Matter Expert for Price 2.0 (Revenue Management Platform) and Data Reconciliation
• Subject Matter Expert for Datarails (FP&A Reporting Platform)
• Primary contact and coordinator for internal and external partners as it relates to above suites and their maintenance
• Generating and maintaining key relation tables across databases
  
  

Ad hoc projects in support of Data Visualization and Accessibility, Data Aggregation and Analysis

Qualifications

• BS or BA in Accounting, Finance, Economics, or Statistics
• 3+ years of direct, relevant experience in FP&A and/or core commercial areas (Brand, Customer & Channel Development, Planning & Analysis) preferred
• Proven system, database, and data agility; Microsoft Office 365 Suite, Microsoft Dynamics, Datarails, PowerBI, Tableau and/or similar tools preferred
• Familiarity with SQL and DAX languages
• Development and presentation of financial and commercial information that aid and improve the day to day decisions
• Strong communication skills (written, verbal, and presentation) and detail orientation
• True team player and self-starter with a keen sense of urgency, who likes to see the big picture and focuses on details
• 3+ year experience within a CPG industry preferred ( U.S. beverage alcohol segment is a plus)
  
  

Additional Information

Why work at Hotaling & Co.

Number one, hands down... the people and the brands are unparalleled!

Great Benefits

• Medical, Dental, Vision,
• Car & Cell Phone Allowance
• FSA, 401k with Match,
• Life and AD&D, STD, LTD
• Employee Assistance Program
• Educational Assistance Program
• Annual National Company Meeting
• Paid Parental Leave
• Sick and Vacation hours
• 12 Paid Holidays
• Volunteer hours
  
  

Salary Range: $80,000 - $110,000

Nice-to-have skills

• Microsoft Office 365
• Microsoft Dynamics
• Tableau
• SQL
• San Francisco, California
  
  

Work experience

• Data Analyst
  
  

Languages

• English

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Technology, Information and Internet

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