The Associate Manager, Financial Planning & Analysis will work with the finance and accounting team to provide timely and accurate financial reports and to contribute key business and financial insights, analysis, and actionable data to our internal departments.
This person will be responsible for providing information and insights that drive key business decisions, helping to drive profitable growth and goal achievement.
The Associate Manager, Financial Planning & Analysis will assist the Director, Financial Planning & Analysis with the annual budget planning process, forecast updates, and the long-range plan, working to help create and disseminate plans across various dimensions e.g. time period, geography, department, channel, etc. This position collaborates closely with all aspects of the organization.
Responsibilities
- Assist the Director, Financial Planning & Analysis with the development of the annual budget, updated forecasts, and long-range planning.
- Work directly with department leaders throughout the organization to obtain the information necessary for budgeting, forecasting, and developing financial models.
- Lead the budget process for sales and marketing departments, including preparation of key assumptions and aligning marketing initiatives with sales goals.
- Present financial progress versus plan to department owners each month.
- Analyze budget vs actual variances and work with budget owners to proactively monitor results, obtain explanations and re-forecasts as necessary.
- Work with Director, Financial Planning & Analysis to develop metrics that help drive improved efficiency and cost reduction.
- Support teams throughout the organization to achieve and deliver strategic initiatives by tracking KPI’s, identifying trends, and performing ad hoc analysis as needed.
- Act as project lead on Gross Margin deck creation, analysis, and reporting; work to understand and identify pricing opportunities and cost savings initiatives.
- Proactively work with the accounting team to ensure proper codification of expenses.
- Perform ad hoc analytical projects (workflow, margin assessments, ROI, what if scenarios, etc.).
Requirements
- Bachelor’s Degree, finance or accounting strongly preferred.
- Minimum 5 years’ experience in a relevant position. Minimum 3 years’ experience in the wine industry preferred.
- Strong Excel skills required.
- Experience using BI reporting or budget software a plus.
- Can clearly articulate business issues; is comfortable with back of the envelope analysis in support of timely decisions.
- Is capable of modeling budgets and forecasts based on discussions with budget owners.
- Ability to research sources of variances vs budget and summarize findings clearly and concisely to effectively drive decision making.
Success Factors/Job Competencies
- Is a strong leader with solid communication skills – interacts equally well with experienced senior leaders and new associates.
- Ability to manage time and prioritize tasks and effectively communicate at all levels in the organization.
- Highly motivated, results oriented individual who excels in a dynamic environment.
- Is intellectually curious; continuously challenges the status quo in search of a better way.
- Has an entrepreneurial spirit, acts now, does it today.
- Is competitive, wants to succeed.
- Hands-on style, detail orientation and strong work ethic.
- Has a passion for the work and wants to have fun.
Working conditions
- Regular working schedule to include weekdays.
- If remote, may require quarterly travel to San Luis Obispo/Paso Robles.
- Sitting for long periods of time (8 hours per day).
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation range for this role is $95,000 – $105,000/yr.
Benefits
- 401K, Medical, Dental, Vision, Life Insurance
The purpose of this summary is to describe the essential job functions and the level of work performed by individuals assigned to this position. This description is not an exhaustive list of all job duties performed by this position. Management reserves the right to modify, add or remove duties from particular jobs and assign other duties as necessary.
DAOU is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.