Senior Finance Analyst

GALLO; Modesto (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental coverage

401k plans

Profit sharing

Pet insurance

Company holidays

Wine shop access

Job summary

GALLO is seeking a Senior Finance Analyst to join our finance team. You will analyze financial data, forecast business performance, and evaluate the impact of projects on profitability across manufacturing, sales, and corporate functions.

You will prepare variance analyses, budgets, and reports to guide management decisions. The role requires ownership, intrapreneurship, and the ability to work cross-functionally in a fast-paced environment.

Qualifications

• Bachelor’s degree plus 4 years of finance, accounting, audit, economics, statistics or mathematics, increasing responsibility.
• MS Excel at an intermediate level.
• Travel to company offices and events up to 5% of the time.
• Must be 18 years or older.

Responsibilities

• Analyze financial performance, expenses, rate of return, depreciation, working capital, and investments.
• Prepare forecasts and analyze trends across manufacturing, sales, and finance.
• Develop work plans, perform in-depth analyses, identify options, and prepare reports for management decisions.
• Contribute to department budgets, monitor actuals vs. budget, and prepare variance statements.
• Develop procedures and performance measures; conduct special financial studies as needed.

Skills

Financial analysis

Analytical thinking

Forecasting

Problem solving

Education

Bachelor’s degree in finance or related field

MBA (optional)

Tools

MS Excel

MS Access

SAP

Outlook Soft

MS Word

PowerPoint

Job description

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We're a family-owned company with a 90+ year legacy, that's consistently recognized as a Glassdoor "Best Places to Work." We have 130+ brands in our total alcohol beverage portfolio including wine, malt, spirits, and ready-to-drink beverages. We're home to the #1 wine and spirits brands in the U.S. - Barefoot Wine & High Noon and are the official sponsors of the NFL, NHL, UFC, and PGA of America.

View our Corporate Values and Mission Statement here.

A Taste Of What You'll Do

Are you passionate about analyzing financial data and making a tangible impact within an organization? We are looking for a Senior Finance Analyst to join our dynamic team. In this role, you will delve into financial and business-related analyses to assess the impact of various projects, systems, and transactions on our company's bottom line.

What Awaits You:

As a key player in our finance team, you will conduct thorough analyses and research in areas such as financial performance, expense management, rate of return, depreciation, working capital, and investment. Your insights will be crucial in preparing forecasts, analyzing trends across manufacturing, sales, finance, and other business domains. You will create detailed work plans, conduct in-depth analysis, identify options, and prepare insightful reports that will influence management decisions and drive strategic changes in assigned projects.

Additionally, you will play a pivotal role in the formulation of department budgets, review actual expenses versus budget projections, and issue monthly variance statements. Your expertise will also contribute to the development of department procedures and performance measures, as well as conducting special financial and business-related studies as needed.

Who We Are Looking For:

We are seeking a candidate who exhibits strong intrapreneurship and ownership behaviors, including the ability to think boldly, take appropriate risks, learn from mistakes, and drive innovation within an established company. You should be someone who sets high expectations, engages in candid discussions, and holds both yourself and others accountable.

Join us and make a difference by bringing your analytical expertise and strategic thinking to our finance team. We are committed to fostering a diverse and inclusive work environment where every team member is valued, heard, and empowered to contribute to our success. If you're ready to take on this challenge, we can't wait to hear from you.

What You'll Need

• Bachelor’s degree plus 4 years of finance, accounting, audit, economics, statistics or mathematics experience reflecting increasing levels of responsibility, OR Bachelor’s degree plus 3 years of Gallo experience to include business analytics and financial modeling work reflecting increasing levels of responsibility.


• Experience with MS Excel at an intermediate level.


• Required to travel to company offices, sites, and/or meeting locations for onboarding, training, meetings, and events for development, department needs, and business delivery up to 5% of the time, with or without reasonable accommodation. This may be in addition to travel requirements, if applicable, as listed in this job description.


• Required to be 18 years or older. This may be in addition to other age requirements, if applicable, as listed in this job description.

How You'll Stand Out

• MBA degree plus 4 years of finance, accounting, military, operations, supply chain, sales, consulting or wine industry experience reflecting increasing levels of responsibility; OR Bachelor’s degree plus 6 years of Finance or Accounting experience reflecting increasing levels of responsibility.


• Experience with MS Access at an intermediate level.


• Experience with SAP.


• Experience with Outlook Soft.


• Experience with MS Word and MS PowerPoint.


• Experience reading, analyzing and interpreting common scientific and technical journals, financial reports and legal documents.


• Experience responding to common inquiries or complaints from customers, regulatory agencies or members of the business community.


• Experience effectively presenting information to top management, public groups and boards of directors.


• Experience applying mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.


• Experience defining problems, collecting data, establishing facts and drawing valid conclusions. Experience interpreting an extensive variety of technical instructions in mathematical or diagram form and dealing with several abstract and concrete variables.


• Experience completing assignments that broad in nature, usually requiring originality and ingenuity. Has appreciable latitude for unreviewed action or decision.


• Broad knowledge of principles, practices and procedures of this particular field of specialization.

We are committed to providing competitive compensation, perks, and a culture that supports your well-being. Benefits depend on your work category and may include medical and dental coverage, 401k plans, profit sharing, pet insurance, company holidays, access to an employee wine shop, and more! Additional information will be provided before your first interview.

The Fine Print

• The Company does not sponsor for employment-based visas for this position now or in the future.


• We offer a broad salary range to allow for long-term growth. Actual compensation paid within the range will be determined by multiple factors, including, but not limited to, education, experience, knowledge, skills and abilities, internal equity, and alignment with market data. Although we estimate the successful candidate hired into this role will be placed between the entry point and middle of the range, the decision will be made on a case-by-case basis related to these factors. In addition to the salary, this position may be eligible for bonuses, incentive plans, or participate in tasting room tip pools, as applicable.


• This position will be based in the location(s) specified in the job posting with an option for occasional telecommuting. You will be expected to live within a commutable distance.


• It is the Company's policy for job postings to be open to internal candidates for a minimum of 5 days and to external candidates, if applicable, for a minimum of 3 days.

Gallo's policy is to afford equal employment opportunities to all applicants and employees and not to discriminate on the basis of race, traits associated with race, including but not limited to, hair texture and protective hairstyles (such as braids, locks, and twists), color, national origin, ancestry, creed, religion, physical disability, mental disability, medical condition as defined by applicable state law (including cancer and predisposing genetic characteristics), genetic information, marital status, familial status, sex, gender, gender identity, gender expression, sexual orientation (actual or perceived), transgender status, sex stereotyping, pregnancy, childbirth or related medical conditions, reproductive health decision making, age, military or veteran status, domestic violence or sexual assault victim status, or any other basis protected by applicable law. Nor will Gallo discriminate based on a perception that an individual has any of the foregoing characteristics or is associated with a person who has, or is perceived to have, any of those characteristics.

Gallo will comply with state and local laws prohibiting discrimination for lawful out-of-work behavior, such as off-duty use of cannabis away from the workplace (subject to federal and state law exceptions), the existence of non-psychoactive cannabis metabolites in hair, blood, urine, or other bodily fluids as determined by a drug screening test (subject to federal and state law exceptions).

We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gallo is committed to providing reasonable accommodation for candidates with disabilities in our recruiting process. If you need any assistance or accommodation due to a disability, please let us know at 209.341.7000.

Gallo is enrolled in the Department of Homeland Security's E-Verify program and will use the program to verify the employment eligibility of all newly hired employees as required.