socialwork | Financial Planning Analysis Manager in Napa, CA

Financial Planning Analysis Manager

  • Robert Half Finance & Accounting
  • $102,516.67 - 179,550.00 / Year *
  • 2212 Cuttings Wharf Rd
  • Napa, CA 94559
  • Full-Time



Ref ID: 00090-#######317

Classification: Financial Analyst - Manager

Compensation: $115,000.00 to $130,000.00 per year

Mid-sized wine company in Napa is looking for an FP A Manager. Working directly with the CFO and other key members of the management team, you will be responsible for assisting with all company financial planning, reporting and analysis. This includes modeling and analytics around the annual financial plan (Budget), quarterly forecasts and long range plan, monthly financial reporting and BOD reports, financial plan variance analysis and various ad hoc special projects. In supporting these processes, you will partner with various finance and management personnel at all levels of the organization across the Company. This position provides financial consulting and strategic support to senior management including preparing board reporting/presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ?optimal? business decision making. ESSENTIAL DUTIES AND RESPONSIBILITIES: ? Maintain an updated comprehensive working/living long range plan model for the Company. ? Roll up, delivery and analytical summary of the monthly financial reporting package and BOD reporting, annual financial plan, quarterly forecasts, long range plan and other planning projects as requested. ? Analyze current and past trends in key performance indicators and analyze causes of unexpected variances for all areas of revenue, cost of sales, expenses and capital expenditures. ? Ad-Hoc Reporting and Analysis, including development of financial models and analyses as requested. ? Assist with and deliver, Weekly, Quarterly and Monthly Financial reports as requested. ? Improve performance by evaluating processes to drive efficiencies and understand ROI in sales and marketing programs, pricing, new product margins as well as capital project proposals. ? Assist with development of a Business Intelligence Tool with Dashboard reports. ? Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes. ? Support Senior Management Team and Departments heads with in-depth analysis. ? Assist with preparation of presentations to Board of Directors and Senior Management Team.
- Demonstrated advanced Microsoft Excel (macros and PowerPivot) and computer skills (prior experience with ERP systems like Navision. SQL or VBA programming is a plus) - BA/BS degree from a top university with strong academic performance - 5+ years of experience in a highly quantitative role with a large consumer products company. - Well-founded grasp of sales analysis reporting - Budget forecasting experience - Financial analysis experience - Command of financial modeling - Experience with forecasting modeling - Strong familiarity with financial planning - Proven knowledge of variance analysis - Strong problem-solving skills - Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations For immediate consideration, please send your resume to Amanda Howell at [Click Here to Email Your Resum ] or call 707-###-####.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune magazine's list of \"World's Most Admired Companies\" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-###-#### for additional information.

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Associated topics: business, business analyst, business intelligence, consult, examiner, government, guidance, investment analytics, investment banking, refinement


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.