Hybrid Controller: Data-Driven Budgeting & Forecasting

Leoforce; Napa (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits

Retirement plan

Team events

Job summary

Independent Winery in South Napa seeks a hands-on Controller to lead core accounting, budgeting, forecasting, and financial planning. This role partners with business leaders to translate data into insights, strengthen internal controls, and drive performance.

You'll manage GAAP reporting, develop financial models, oversee inventory accounting, and leverage Dynamics 365 Business Central and Power BI to deliver actionable dashboards and reports.

Qualifications

• At least five years of progressive accounting experience, with demonstrated responsibility for financial accounting, reporting, and analysis.
• Experience with Microsoft Dynamics 365 Business Central or an equivalent ERP system.
• Strong budgeting, forecasting, financial modeling, and business planning skills.
• Working knowledge of GAAP, inventory accounting, and internal controls.
• Proficiency with Power BI or equivalent BI tools.
• Ability to interpret complex financial information and translate findings into clear, practical recommendations.
• Strong attention to detail, organizational skills, and the ability to manage competing deadlines.
• Effective communication and collaboration with stakeholders across the business.
• CPA designation preferred.

Responsibilities

• Oversee daily accounting operations, including general ledger activity, account reconciliations, and month-end and year-end close processes.
• Prepare accurate, timely financial statements and management reports in accordance with GAAP.
• Lead budgeting and forecasting activities, partnering with stakeholders to evaluate performance, identify trends, and recommend corrective actions.
• Develop financial models that support business planning, investment decisions, and growth initiatives.
• Manage inventory accounting, including valuation, cost analysis, reconciliations, and related controls.
• Maintain and strengthen internal controls to safeguard assets, improve reporting reliability, and support compliance.
• Leverage Microsoft Dynamics 365 Business Central to streamline accounting workflows and enhance financial reporting.
• Use Power BI to build dashboards and communicate financial results, key performance indicators, and business insights.
• Analyze financial and operational results to identify opportunities to improve profitability, efficiency, and cash flow.
• Coordinate audit activities and support the preparation of required financial documentation.
• Partner with cross-functional leaders to align financial plans with business priorities and continuously improve processes.

Skills

Accounting leadership

GAAP knowledge

Power BI

Dynamics 365 BC

Budgeting & forecasting

Education

CPA designation preferred

Tools

Microsoft Dynamics 365 Business Central

Job description

Independent Winery in South Napa seeks a hands-on Controller to lead core accounting, budgeting, forecasting, and financial planning. This role partners with business leaders to translate data into insights, strengthen internal controls, and drive performance.

You'll manage GAAP reporting, develop financial models, oversee inventory accounting, and leverage Dynamics 365 Business Central and Power BI to deliver actionable dashboards and reports.