Job Details

Position Summary

The Senior FP&A Analyst is a key strategic partner responsible for supporting financial planning and analysis efforts across Boisset Family Estates. Reporting to the Director of Finance, this role drives data-informed decision-making by providing high-level financial insights, building advanced financial models, and leading cross-functional initiatives. The Senior Analyst collaborates with business leaders across Direct-to-Guest, Wholesale Sales, Marketing, Administration, and Production to ensure financial strategies support company growth and profitability goals. Role includes annual bonus potential in addition to salary.

Strategic Business Partnership & Cross-Functional Leadership

• Partner with senior leaders across departments to align financial plans with strategic initiatives.
• Lead initiatives to resolve data discrepancies in collaboration with Accounting, Sales, and Operations teams.
• Support the development of scalable financial processes.
• Mentor other analysts.

Advanced Financial Reporting & Analysis

• Deliver executive-level reporting and insights to the Owner, CEO, CFO, and Sales & Marketing leadership.
• Develop and maintain dashboards tracking profitability, performance trends, and key financial drivers by brand, label, and channel.
• Conduct variance analyses to inform budget vs. actual reviews.

Inventory & Demand Planning Support

• Lead financial modeling efforts supporting supply and demand analysis to optimize inventory investment.
• Collaborate with Production and Operations to ensure demand forecasts drive appropriate production planning.
• Design tools to improve visibility into inventory turnover, depletion rates, and margin impact.

Forecasting, Budgeting & Scenario Modeling

• Support development and enhancement of financial forecasting models covering revenue, case volume, and Operating Expenses.
• Drive annual budgeting process and lead periodic reforecasting.
• Perform scenario and sensitivity analyses to assess risk and opportunity in changing business conditions.

Technology & Analytics Enablement

• Leverage Excel Power Query, Power BI, and data warehouse tools to automate reporting and improve data accessibility.
• Identify opportunities for automation and workflow improvement across the FP&A function.
• Evaluate and implement advanced financial planning tools as needed.

Additional Functions

• Comply with all company safety policies, practices, and procedures. Participate in safety training and report all unsafe conditions or work practices.
• Participate in team efforts and perform additional duties as needed.

Education & Experience

• Bachelor's degree in a business-related area of study preferred
• 3-7 years of relevant work experience
• Excellent verbal and written communication skills
• Ability to compile information into unified reports
• Strong analytical skills with the ability to identify data trends
• Proficient with Microsoft Office Suite
• ERP and POS experience (Business Central, NAV, Commerce7)
• PowerBI (++ )
• SQL (+ )
• Advanced Excel experience (Power Query +)
• Wine Industry experience preferred but not required

Physical Requirements

• Light physical activity performing non-strenuous daily activities of an administrative nature.
• Dexterity is sufficient to reach, handle items, and work with the fingers.
• May require lifting and moving objects up to 20 lbs in weight.
• Clear vision, close and distant, and ability to adjust focus.
• Hearing adequate for telephone and office level conversation.

Work Environment

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Minimal noise level typical of business office: computers, printers, telephones, light traffic.
• May or may not include periods in autos, airplanes, and/or lodging facilities.

Schedule And Travel Requirements

• Regular business schedule: Monday through Friday.
• Hybrid role (3 days in office per week)
• Position does not require overnight travel.