Vintage Wine Estates – Senior Financial Analyst – Beverage Industry Job Listing


Vintage Wine Estates is a family of wineries and wineries with a singular goal of producing the highest quality wines and incredible customer experiences. With vineyards across Napa, Sonoma, California’s Central Coast, Oregon and Washington State, we welcome you to our historic properties. And we cordially invite you to discover our wines, wherever you are, to taste with family or friends.


Reporting to the Director of Financial Planning and Analysis, the Senior Financial Analyst is responsible for guiding profitability growth by providing analytical support for key business decisions. This position has a high level of interaction across all functional areas of the organization and therefore requires excellent communication skills as well as a solid understanding of the consumer packaged goods manufacturing business, preferably industry-focused some wine.


  • Annual Budget – assist in compiling the company-wide annual budget; interact closely with department heads to ensure accurate and timely budget submissions
  • Capital Management – preparing, maintaining and reviewing long-term cash management forecasts; maintain detailed debt and equity reports; and assist with capital expenditure planning and analysis
  • Financial forecasts – contribute to the development and maintenance of rolling financial statement forecasts, including ratio analysis
  • Financial reports – prepare monthly analysis of variances in financial statements and recommend adjusting entries; distribute and review monthly budget variance reports with department heads; compiling periodic financial reporting requirements by credit institutions
  • Sales and Marketing Analytics – work closely with members of the Sales and Marketing team to redevelop the pricing process and assist in periodic performance review according to plan; maintain gross margin analysis at brand level
  • ERP implementation – expand reporting capabilities and increase process efficiency by actively participating in ERP implementation as a key member of the finance team
  • Annual audit – provide reporting and reconciliation support during the annual audit performed by the CPA firm


  • Ability to interpret financial data and translate it into relevant and concise conclusions for senior management
  • Excellent written and verbal communication skills with the ability to communicate effectively with all levels of management and team members
  • Ability to influence without authority
  • Strong organizational skills and ability to prioritize in a fast-paced environment
  • Autonomous able to build analysis from ambiguous information with great attention to detail
  • Advanced abilities with Microsoft Office required, especially Outlook, Excel and Access


  • Bachelor of Science in Accounting or Finance Minimum
  • 4+ years of experience in a financial, accounting or analyst role, preferably in the wine industry
  • Experience in financial statement analysis, financial budgeting and forecast modeling
  • Experience with AMS and/or Microsoft Dynamics NAV preferred
  • Commitment to excellence and high standards
  • Shares company values: integrity, respect, value creation, compliance, customer orientation
  • Versatility, flexibility and willingness to work in a changing environment with enthusiasm


  • Reasonable accommodations can be made to enable people with disabilities to perform the essential functions of this job
  • This position is mainly exercised from a seated position
  • Must be able to stand and walk as required by the position
  • Must be able to manipulate a computer keyboard which may involve repetitive movements
  • Must be able to use office machines such as copier, printer and computer
  • Must be able to lift up to 30 pounds on occasion (grading boxes)
  • Coordinate multiple tasks simultaneously

Vintage Wine Estates provides equal employment opportunity (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender identity or expression, orientation gender, national origin, age, disability, marital or veteran status, or other legally protected status.

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