Financial Systems and Data Analyst

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

Job summary

Hotaling & Co. is seeking a Financial Systems and Data Analyst to provide critical support in FP&A and commercial operations. This role involves analytics, report generation, and ensuring data integrity within the beverage alcohol sector. The ideal candidate will hold a BS or BA in a related field and possess 3+ years of relevant experience. With a focus on teamwork and communication, successful applicants will thrive in a dynamic environment offering great benefits, including medical coverage, a 401k plan, and paid time off.

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 Company Meeting

Paid Parental Leave

Sick and Vacation hours

12 Paid Holidays

Volunteer hours

Qualifications

• 3+ years of FP&A or core commercial experience.
• Experience in the U.S. beverage alcohol segment is a plus.
• True team player and self-starter.

Responsibilities

• Support FP&A and Commercial Operations in reporting and analytics.
• Maintain data integrity across commercial systems.
• Generate and maintain key relation tables across databases.

Skills

Data Agility

Strong Communication Skills

Microsoft Office 365 Suite

SQL

DAX

Education

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

Tools

Datarails

PowerBI

Tableau

Job description

Job DescriptionJob DescriptionCompany 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 www.HotalingandCo.com 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)
• Proven system, database, and data agility; Microsoft Office 365 Suite, Microsoft Dynamics, Datarails, PowerBI, Tableau and/or similar tools
• Familiarity with SQL and DAX
• 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
• 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 ( 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 Company Meeting
• Paid Parental Leave
• Sick and Vacation hours
• 12 Paid Holidays
• Volunteer hours

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