FP&A Manager (36345)

DeWinter Group; Napa (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

An established industry player is seeking a Manager of Financial Planning & Analysis to join their dynamic team in Napa. This pivotal role involves leading budgeting, forecasting, and financial modeling efforts to drive strategic decision-making. The ideal candidate will possess a strong background in financial planning, exceptional analytical skills, and the ability to collaborate across departments. You will be instrumental in providing insightful financial analysis to support key initiatives and enhance overall business performance. If you are detail-oriented and ready to make a significant impact in a thriving environment, this opportunity is perfect for you.

Qualifications

• 5-7+ years of FP&A experience in finance roles, preferably in the beverage industry.
• Strong proficiency in financial modeling and data analysis tools.

Responsibilities

• Lead annual budgeting and forecasting processes aligned with business goals.
• Develop financial models to analyze revenue, costs, and profitability.

Skills

Financial Analysis

Budgeting

Forecasting

Financial Modeling

Communication Skills

Interpersonal Skills

Detail-oriented

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA or CPA preferred

Tools

QuickBooks

Excel

ERP and BI systems

Job description

This range is provided by DeWinter Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100.00/yr - $130,000.00/yr

Our client is seeking a Manager of Financial Planning & Analysis (FP&A) to join their team in Napa, CA. This Manager of FP&A will be responsible for budgeting, forecasting, financial modeling, and performance analysis to drive strategic decision-making. The ideal candidate has a strong background in financial planning and the ability to collaborate across departments.

Tasks, Duties & Responsibilities

1. Lead the annual budgeting and forecasting process, ensuring alignment with business goals
2. Develop and maintain financial models to analyze revenue, costs, profitability, and trends
3. Provide insightful financial analysis to support strategic initiatives, product launches, and pricing strategies
4. Partner with sales, operations, and marketing teams to evaluate financial performance and identify growth opportunities
5. Prepare and present monthly financial reports, including variance analysis and key performance indicators (KPIs)
6. Support leadership with ad hoc financial analysis, scenario planning, and investment decision-making
7. Improve and streamline financial processes and reporting systems to enhance efficiency and accuracy
8. Stay up-to-date with industry trends, market conditions, and regulatory changes affecting the business.
9. Support the marketing team with analytical support to evaluate campaign performance, ROI, and customer insights

Requirements

1. Knowledge of QuickBooks and experience using it for financial reporting and analysis
2. Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
3. 5-7+ years of experience in FP&A, financial analysis, or a related finance role, preferably in the wine, beverage, or consumer goods industry.
4. Strong proficiency in financial modeling, Excel, and data analysis tools; experience with ERP and BI systems a plus.
5. Excellent communication and presentation skills, with the ability to translate financial data into actionable insights.
6. Detail-oriented, highly organized, and able to manage multiple projects simultaneously.
7. Strong leadership and interpersonal skills, with the ability to work collaboratively across departments.

DeWinter Group and Maris Consulting is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Food and Beverage Retail