Director of Financial Analysis and Planning

Empower Associates

Are you seeking a fulfilling career in an industry that values its employees, creates exceptional products, and embraces a work-life balance? An esteemed winery has an open position for a Director of Financial Systems, Planning and Analysis. Join a renowned family-owned organization that prioritizes quality, consistency, and community.

About Us:

Established in 1973, we are a family-owned winery with a reputation for producing world-class wines. Our success is built on quality, consistency, and a culture that prioritizes the well-being of our employees. We are all about our company culture so much so, that it’s our #1 priority.

What You’ll Experience with Us:

  • Collaborate with extraordinarily passionate individuals in a top-tier team.
  • Be an integral part of a family-owned company where everyone knows your name.
  • Expand your knowledge base and achieve new heights with a team dedicated to your professional growth.
  • Work for a leader that has your back.
  • Enjoy the fruits of your labor.


  • Drive business process optimization.
  • Own and manage Reforecast, Annual Budget, and 3-year Strategic Plan, with insights into P&L and Cash Flows.
  • Lead financial analysis, identifying and managing risks and opportunities.
  • Work cross-functionally to maintain accurate Reforecasts across various business channels.
  • Take an active leadership role in current and upcoming business systems migrations.
  • Collaborate with cross-functional business partners to enhance financial acumen.


  • 7+ years of experience in commercial and financial reporting roles.
  • Degree in Business, Finance, or related field; MBA/CPA preferred.
  • Proven track record of delivering business results through risk and opportunity identification and planning.
  • Experience in generating and presenting insights to align stakeholders on next steps.
  • Financial planning and analysis experience in production or operations enterprise, preferably in wine production.
  • Advanced-Power User in Excel, Microsoft Dynamics, PowerBI, Vintrace, Salesforce; AMS & ERP System Migrations a bonus.
  • Advanced capabilities in forecasting and building advanced models from scratch.
  • Experience navigating in a high-level ambiguous environment and leading business systems and process optimization.
  • Proven success in various business systems migrations.
  • Dedication to confidentiality, professionalism, and maturity.
  • Commitment to excellence and high standards.

What We Offer:

  • Competitive salary with profit sharing.
  • Employee-focused, people-first environment.
  • Full health care benefits options, including medical, dental, and vision with a wellness and safety focus.
  • 401K plan with company match.
  • Vacation, sick, volunteer, and holiday pay.
  • Employee discounts.

To apply, please submit your resume and cover letter detailing your relevant experience and accomplishments to:

Note: This job posting is confidential, and all applications will be handled with the utmost discretion.– 401K plan with company match.





Empower JobID 2130

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