Financial Planner Jobs in Santa Rosa, CA (NOW HIRING)

Description

Point Reyes Farmstead Cheese Company is a proudly family-owned, value-driven producer of award-winning artisan cheeses. Founded on a commitment to craftsmanship, sustainability, and community, we operate across multiple locations in West Marin and Sonoma County, maintaining a strong reputation for quality, innovation, and responsible stewardship of the land. Our culture is rooted in collaboration, integrity, and continuous improvement — where every team member contributes to our mission of creating exceptional products while supporting the long-term health of our people, our farms, and our business.

We provide a mission-aligned environment where executives have autonomy and influence to shape organizational strategies and drive meaningful impact. Our compensation package is competitive and designed to attract top-tier leadership talent. We offer comprehensive benefits, opportunities for professional development, and a workplace that values transparency, respect, and cross-functional partnership. As part of the Executive Leadership Team, you will play a pivotal role in strengthening our financial foundation and supporting the continued growth of a respected, innovative, and community-centered company.

Point Reyes Farmstead Cheese Company is seeking a Director of Finance to serve as a strategic financial leader and key member of the Executive Leadership Team. This executive will oversee the organization’s financial health, drive long-term financial strategy, and ensure disciplined, data-driven decision-making across a multi-site, growth-oriented business.

The Director of Finance provides strategic leadership and oversight of all financial operations, ensuring the financial sustainability of the organization through comprehensive financial planning, analysis, reporting, and governance. This role partners closely with the CFO and senior executives to develop and execute financial strategies aligned with company goals.

• Lead month-end, quarter-end, and year-end close processes in partnership with the Staff Accountant.
• Review and approve journal entries, accruals, fixed asset schedules, and payroll reconciliation.
• Oversee general ledger integrity and ensure accurate financial data across all systems.
• Direct financial planning and analysis, including budgets, forecasts, and long-range financial plans.
• Provide insightful financial analysis to support executive decision-making.
• Ensure timely and accurate preparation of financial statements and reports for internal and external stakeholders.
• Oversee cash flow planning, liquidity management, and availability of funds.
• Implement cost accounting standards and financial controls to support operational efficiency.
• Collaborate with operations leadership to analyze and manage COGS across all product SKUs.

• Partner with the executive team to develop long-term financial strategies and business plans.
• Identify financial risks and develop mitigation strategies.
• Ensure compliance with financial regulations, accounting standards, and internal policies.
• Provide strategic guidance on capital allocation, investment decisions, and financial sustainability.

• Lead, mentor, and develop the finance and accounting team.
• Foster a culture of continuous improvement, accountability, and professional growth.
• Set performance goals and conduct regular evaluations to ensure objectives are met.
• Collaborate cross-functionally to ensure financial alignment and support for business initiatives.

• Ensure compliance with local, state, and federal financial regulations.
• Oversee tax planning and compliance in partnership with the Staff Accountant and external tax professionals.
• Manage the annual tax compilation process and implement CPA recommendations.
• Develop and maintain robust internal controls to safeguard company assets.
• Ensure integrity and accuracy of financial data across all reporting systems.

• Manage the overall direction, coordination, and evaluation of the finance and accounting department.
• Carry out supervisory responsibilities in accordance with company policies and applicable laws.

• Operates in a clerical office setting using standard office equipment.
• Primarily a sedentary role with occasional filing, lifting, bending, or standing.
• Minimal travel required between company locations.

• Bachelor’s degree in Finance, Accounting, or related field required.
• MBA or CPA preferred but not required.
• Minimum of 8 years of progressive financial management experience.
• At least 3 years in a leadership role overseeing financial operations.
• Advanced Excel skills and ERP knowledge required.
• Experience with Microsoft Dynamics strongly preferred.

• Financial Acumen: Deep understanding of financial principles, practices, and regulations.
• Analytical Skills: Ability to analyze complex financial data and provide actionable insights.
• Technical Skills: Strong understanding of process design, systems, structured data, and emerging AI applications.
• Leadership: Proven ability to inspire, motivate, and develop a high-performing team.
• Communication: Excellent verbal and written communication skills; ability to present financial information clearly.
• Problem-Solving: Strong strategic thinking and decision-making capabilities.

The company prohibits discrimination based on race, color, religion, national origin, or sex. It also prohibits retaliation against individuals who report discrimination, file a charge, or participate in an investigation or lawsuit. Employers must reasonably accommodate applicants' and employees sincerely held religious practices unless doing so imposes an undue hardship on business operations.

This job description is not intended to cover all activities, duties, or responsibilities required of the employee. Duties may change at any time with or without notice.