Finance Business Analyst

4 days ago


Danville, California, United States LATITUDE WINES, LLC Full time
About the Role

We are seeking a highly skilled Finance Business Analyst to join our team at Latitude Wines, LLC. As a key member of our finance department, you will play a critical role in supporting the continued growth and development of our business.

Key Responsibilities
  • Analyze financial and operational data to identify trends, variances, and opportunities for improvement.
  • Develop and implement changes to capture cost savings on domestic and international logistics, accelerate cash flow, minimize out of stocks, and improve customer service.
  • Build, analyze, and improve monthly reports, including volume, costs, and margins.
  • Assist in conducting variance analysis to compare actuals performance against budget to identify key drivers of discrepancies at customer, category, and SKU level.
  • Assist in pricing analysis and monitoring costs and margins at customer and SKU level.
  • Develop financial models (forecasts, pricing) to support strategic planning.
  • Automate and build digital MI or reports, which can be shared with the PE firm and the management team.
  • Prepare ad-hoc financial analysis and reports as needed.
  • Collaborate closely with the Finance Manager, CFO, and operations leaders.
  • Effectively work with cross-functional teams to deliver insights.
  • Continuously improve financial processes, reports, and systems.
Requirements
  • 2+ years of experience in finance and/or data analysis supporting finance/business/operations teams, ideally at a company with at least $50mm of revenue.
  • Meaningful experience supporting operations and/or logistics, beverage alcohol sales distribution, CPG retail sales, or a related operational business.
  • Strong Excel modeling skills and proficiency in data visualization tools such as Power BI or Tableau.
  • Experience in conducting variance analysis to compare actuals against budget, identifying key drivers of discrepancies.
  • Prepared monthly and quarterly financial or analytical reports for senior management.
  • Undergraduate degree in accounting or finance or business. Relevant advanced degree and/or certifications (such as a CPA, CFA, or MBA) are a plus.
  • Experience with Microsoft Dynamics Business Central (formerly NAV) is a plus.
Personal Characteristics
  • Demonstrates a strong desire to learn and grow, with an inquisitive nature and the ability to think analytically and creatively to solve complex problems with a sense of urgency.
  • Possesses intermediate knowledge in finance and/or analytics, with the ability to understand commercial drivers to bring insights to contribute towards organization's growth.
  • Able to use, implement advanced systems, data management tools, etc.
  • Exhibits unquestioned honesty and integrity. Flexible, straightforward, and willing to go the extra mile to support the scale of the business.
  • Possesses strong verbal and written communication skills, able to convey ideas clearly and concisely.
  • Pays close attention to details, ensuring accuracy and quality in work.
  • Maintains a positive attitude, coupled with empathy and the ability to work well with others.


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