Skip to Main Content
← Back to Jobs

Sr Financial Analyst

Treasury Wine Estate Oakland, CA
  • Posted: 24 days ago
  • $90,000 to $110,000 Annually
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

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 .

Summary

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.

Responsibilities

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

    Qualifications

  • 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.

Treasury Wine Estate

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.

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.