Financial Analyst - Bonterra Organic Estates : Job Details

Headquartered in Mendocino CountyWine Enthusiast's 2024 American Wine Region of the Year and celebrated as America's greenest AVA Bonterra Organic Estates is part of global wine leader Via Concha y Toro. Driven by excellence, innovation, and longstanding commitments to the environment and responsible business, Bonterra Organic Estates is a Certified B Corp recognized as Outstanding by the nonprofit B Lab. From our facility in Hopland, California, we craft category leader Bonterra (named the 2016 Wine Enthusiast American Winery of the Year); sustainability standout Fetzer; and 1000 Stories, California's original Bourbon barrel-aged wine. We are also the nation's leading importer of South American wines including Casillero del Diablo, the #1 Chilean wine brand (750ml) in the U.S.; Trivento Reserve, the #2 selling Malbec in the U.S.; and Don Melchor, #1 in Wine Spectator's Top 100 Wines of 2024 list.

As a Financial Analyst focused on FP&A, you will support the Manager, Financial Planning and Performance by delivering high-quality reporting, forecasting and commercial insights. This position plays a key role in analyzing sales and marketing performance, trade spend and financial results. In addition, you will help drive the planning cycles and deliver key reports used by Finance, Sales, and Executive leadership.

The ideal candidate is based in the North Bay and is able to commute to Healdsburg and/or Hopland at least one to two times per week, based on collaboration and business needs. Candidates based elsewhere in California may also be considered. Travel will be approximately 10% to 15%.

Key Responsibilities

• Support the annual planning and rolling forecast processes for revenue, trade spend, and contribution margin
• Maintain and update financial models that project P&Ls by brand, channel, and customer
• Work cross-functionally to gather inputs and assumptions from Sales, Marketing, and Operations teams

Performance Reporting and Analysis

• Prepare monthly and quarterly reporting packages highlighting performance vs. plan, forecast, and prior year
• Conduct variance analysis across volume, revenue, price/mix, trade spend, and profitability
• Track and analyze promotional spend effectiveness and key commercial metrics

Business Support & Insights

• Assist in developing dashboards and tools to provide visibility into key KPIs
• Partner with Sales and Brand teams to deliver insights that inform pricing, programming, and investment decisions
• Provide ad hoc analysis in support of commercial initiatives and executive requests

Process & System Support

• Ensure data accuracy and integrity across planning tools and reporting systems (e.g., Power BI, IBP, SAP)
• Contribute to process improvements to streamline reporting and reduce manual efforts

Must Requirements

• Bachelor's Degree in Finance, Accounting, Economics or related field and minimum of two to four years of relevant experience in FP&A, financial analysis, commercial finance, or equivalent combination education/experience
• Proficient in Microsoft 365 (Excel, PowerPoint, etc.) and data visualization tools (e.g., Power BI, Tableau)
• Familiarity with SAP or other ERP/planning systems, preferred
• Strong analytical and problem-solving skills; high attention to detail
• Demonstrated ability to independently prepare analyses with high degree of accuracy and within established deadlines
• Strong communication skills both written and verbal, and ability to communicate effectively with coworkers and all levels of management; ability to communicate complex issues in a clear, concise manner
• Strong interpersonal skills; able to establish and maintain collaborative working relationships with internal and external contacts
• Ability to travel approximately 5% - 10% of the time

Preferred

• Demonstrated proficiency with SAP Integrated Business Planning (IBP), a plus
• Prior experience in the wine industry or knowledge of the three-tier system of alcohol distribution will set you apart
• Enthusiasm about sustainability, wine, or mission-driven business, a distinct plus

Physical Requirements

Ability to lift and carry up to 10 lbs.; push and pull up to 15 lbs. on an occasional basis; ability to sit and work at a desk on a frequent basis; requires ability to walk and stand, climb, crawl, squat, kneel and bend on an occasional basis; reach outward and upward on a frequent basis; requires constant sitting, and hand and finger dexterity for keyboarding and working with computer/device. Additional physical requirements required as related to domestic/international travel via air and ground transportation.

Location and Schedule

The ideal candidate is based in the North Bay and is able to commute to our offices in downtown Healdsburg and/or Hopland at least one to two times per week, based on collaboration and business needs. Candidates based elsewhere in California may also be considered. Travel will be approximately 10% to 15%.

Compensation

The target salary range for this role is targeted between $78,000 to $85,000 per year. Actual rates will vary and are based on a candidate's relevant education, qualifications, experience, skillset, competencies, internal equity, location and alignment with market data.

Benefits

First day Medical, Dental, Vision, Life & Disability, Tax Savings (401k with company match), Short and Long-Term Disability, paid vacation, sick leave and company holidays. Health Care and Dependent Care Flexible Spending Account benefits available to eligible employees. Community engagement is encouraged with one day/shift off per year as Volunteer Time Off (VTO). We offer many employee-focused health, wellness, training and safety-related programs as well as scholarship opportunities for dependents.

About Bonterra Organic Estates

Our California winery operation located at 12901 Old River Road in Hopland, includes Mendocino County winery, production and approximately 830 acres of vineyard locations. The company employs over 200 across the United States. In addition to Certified B Corporation, we hold the following certifications: TRUE Zero Waste, California Certified Organic Farmers (CCOF), Regenerative Organic Certified and Fish Friendly Farming!