About the Company
Treasury Wine Estates (TWE) is one of the world’s largest wine companies, listed on the Australian Securities Exchange (ASX.TWE). The Company has a rich heritage and a portfolio of some of the most recognized and awarded wine brands in the world, including Penfolds, Stags’ Leap, Beaulieu Vineyard, Beringer, 19 Crimes, Matua, Chateau St Jean, Sterling Vineyards, Cavaliere D’Oro and Etude. TWE is focused on portfolio premiumization and brand-led marketing, with world-class production facilities in internationally recognized wine regions. The Americas head offices are situated in Oakland and Napa California. Our production and winery facilities are located in the iconic wine growing regions of Napa Valley, Sonoma County and the Central Coast. The Company sources grapes for our extensive US wine portfolio from a mix of owned, leased and grower vineyards through California, with wine production facilities also in California. Employing approximately 3,400 winemakers, viticulturists, sales, marketing, distribution and support staff across the globe, TWE’s wine is sold in more than 100 countries around the world. Learn more about Treasury Wine Estates at www.tweglobal.com .
Responsible for modelling and projecting the Americas financial performance through rigorous scenario analysis to determine high level opportunities and risks and allowing senior leaders early visibility to enact key tactical and strategic plans.
The role supports FP&A activities including planning, budgeting, and commercial reviews. Planning support includes bottom-up forecasts (FI’s), monthly Integrated Business Planning (IBP) forecasts including opportunities and risks (O&Rs) and strategic plans.
Planning & Budgeting (25%)
Responsible for developing planning timelines for sub processes of the Americas budgeting and forecasting processes and ensuring processes interdependencies are considered in development of timelines
Support the budgeting and forecasting processes within the Americas finance team by coordinating system loads, updating tools and techniques and reviewing data and assumptions for consistency in approach
Collaborate with group financial teams to generate and utilize standardized templates (financial tools and presentation materials)
Analyze and review Americas financial plans to understand variances to targets and identify changes in key metrics and financial levers; review assumptions and analysis with FP&A team and Americas CFO
Support development of Americas fact book by building Americas slides based on review and analysis of the aggregated region financials
Document assumptions behind numbers and forecast/budget steps/processes
Ensuring that financial systems are accurately loaded with budgets and forecasts (P&L, Balance Sheet & Cash Flow)
Support the 5-year strategic plan process as necessary with projections and models
Review total plan from a high level; drawing comparisons between forecasts, budgets, prior year actuals, and current year actuals year-to-date and year-to-go
Commercial Review & Insights (25%)
Responsible for assembly of the monthly commercial review deck and supporting analysis
Analyze the month end result and compile the WD4 flash report to be sent to Americas’ President and group financial teams
Development and management of Americas level results tools and templates, including the Americas’ dashboard
Utilize month end tools to analyse the Americas business for core drivers; this includes understanding the impacts on the brand P&L’s driven by performance of several channels (Distributors, Direct markets, Retailers, Direct to Consumer and broker markets)
Monthly Scenario Planning & Analysis (25%)
Maintain the monthly scenario planning model and project key financial metrics utilizing the IBP forecast as a base and then building scenarios based on additional knowledge and assumptions
Maintain a list of assumptions and the O&R register and review with FP&A lead & CFO Americas' monthly
Utilize IBP model to generate financial projections and provide sensitivity and scenario analysis on the Americas business and individual markets and channels as necessary
Assist in month end analysis, comparing the EBITS tracker against the P&L and reviewing variances and exceptions, especially to improve internal projections and scenario analysis
Ad Hoc Analysis and Forecasting (25%)
Key role for Ad hoc projections and variance analysis; expected to maintain full year projection model for the total Americas to determine risk to latest EBITS projection
Perform ad hoc financial reviews for the Americas CFO and President
Develop Ad Hoc project financials and assist commercial and supply teams with incremental project analysis support
Various strategic and tactical projects requiring additional analytical resources or coordination of multiple team
Ensure compliance with TWE accounting policies, procedures, and internal controls
- Bachelor’s degree in Business, Accounting, Finance, Marketing or related required. MBA preferred.
- Min. 5 years of progressively responsible experience
- Must have a working knowledge of multiple functions within the consumer products industry.
- Should have previous experience with bottom-line financial analysis and gap closure. Understanding and experience with Internal controls (audit-SOX)
- Strong analytical and strategic mind – organized and structured in approach.
- Ability to assess complex business environment and formulate ideas to create value.
- Able to manage large amounts of data and organize/sort for analysis.
- Must be able to collaborate with cross-functional teams.