On-Site Financial Analyst - Budget & Forecasting (WA)

Ste. Michelle Rebrand; Paterson (WA); On-site; USD 83,000 - 108,000; Full time

Benefits offered by this job

Health Care Coverage including medical

Paid Vacation & Holidays

401(k) with Employer Match

Employee Wine Discounts

Job summary

Ste. Michelle Wine Estates in Paterson, WA is seeking a Financial Analyst to join our team. This onsite role partners with operations and leadership to provide financial guidance, manage budgeting and forecasting, and drive informed decision-making for Washington operations.

You will analyze financial and productivity performance, develop cost models, and support short- and long-term business planning. A strong cross-functional partner with solid MS Office skills is essential, and experience in

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field preferred.
• 5+ years of financial analysis experience, ideally in manufacturing or consumer products.
• Strong business partner with the ability to manage multiple priorities and deadlines.
• Solid understanding of budgeting, forecasting, and financial statements.
• Experience with planning tools, NPV analysis, and business case development.
• Comfortable navigating ambiguity and translating data into actionable insights.
• Demonstrated process improvement mindset.
• Advanced proficiency in Microsoft Office.
• History of responsible use of alcohol and other appropriate conduct, as well as fitness to be licensed, permitted, and/or certified by state and/or local regulatory bodies.

Responsibilities

• Compile and analyze monthly financial and productivity reports for Washington operations
• Manage, maintain and monitor the budget and forecasting process working closely with budget owners and planning to drive value from this effort
• Collaborate to develop and monitor metrics to measure and articulate planned vs. actual performance with actionable analysis
• Prepare variance explanations for use in consolidation of company performance reporting and fostering an informed culture
• Develop short and long-term business plans including working to balance supply and processing capacity, capital and manpower requirements
• Estimate vintage product costs based on planned expense and production qualities
• Provide vintage product cost to planning for use in the annual and long-term plan
• Maintain the costing model and use it for scenario planning and ad hoc analysis
• Work with viticulture, winemaking and the planning teams to balance production, grape supply, and other materials with future sales forecasts

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Cross-functional collaboration

Attention to detail

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Office

Job description

Ste. Michelle Wine Estates in Paterson, WA is seeking a Financial Analyst to join our team. This onsite role partners with operations and leadership to provide financial guidance, manage budgeting and forecasting, and drive informed decision-making for Washington operations.

You will analyze financial and productivity performance, develop cost models, and support short- and long-term business planning. A strong cross-functional partner with solid MS Office skills is essential, and experience in