Director, Financial Planning & Analysis
Winery Exchange
 Novato, CA

Director, Financial Planning & Analysis

WX Brands in Novato, CA has curated a unique portfolio of proprietary wine brands that are sold across the United States and in select countries around the world. In addition to our proprietary brands, WX develops exclusive brands of wine and spirits for major retailers around the world.

You can learn more about us at

We are looking for a Director of Financial Planning & Analysis with experience in the beverage alcohol industry. Qualified candidates should have a strong work ethic, excellent communication skills and ability to influence across the organization.

We want an agent for change that will help Winery Exchange scale efficiently as it achieves its long-term strategy for growth. This is a hands-on role that requires working directly with key company stakeholders to support their growth initiatives.

Responsibilities Include:

Budgeting, Forecasting & Long Range Planning

  • Create annual planning calendar and manage all associated financial planning activities, including creation of the annual operating plan and periodic forecasting
  • Develop foundational information to be used by budget owners in the process
  • Consolidate input from operating units and provide clear analysis and feedback
  • Capital planning for projects, purchases and acquisitions, including establishing ownership, tracking and reporting for associated initiatives
  • Completion and approval of annual plan and loading into financial systems
  • Participation in the company's long-range planning process

Operational Reporting & Analysis

  • Analyze key financial processes and partner with Controller to improve them
  • Work with Accounting during the monthly close process to ensure accurate financial reporting
  • Improve and define monthly, quarterly and annual operational reporting to the company's operating units including KPI's and support requirements
  • Analyze and report on financial results and provide clear variance analysis to the company's senior leadership.
  • Evaluate product and marketing performance
  • Establish, track and report key financial metrics
  • Develop trend analysis to identify and mitigate risk
  • Coordinate monthly financial and operations reviews
  • Develop business case models and provide ROI analysis and input to new product launches

ERP Upgrade and Ongoing Support of Finance Systems

  • Partner with SVP Finance and Controller in the Finance Track of Winery Exchange's ERP Implementation
  • Define reporting requirements for business owners to assist in system design
  • Participate on cross-functional teams as required in the implementation of the MRP Tracks of the ERP implementation

Efficiency and Process Improvement

  • Participate in business process initiatives, focusing on efficiency and implementation of supporting technology
  • Replace spreadsheet analysis and reporting where possible with enterprise systems, including implementation of a corporate budgeting and planning system

Required Skills and Education Include:

  • 8+ years of experience in financial planning & analysis
  • Undergraduate degree (B.S. in Accounting or Finance) - MBA a plus
  • Experience with major accounting systems, knowledge of Microsoft Dynamics – NAV experience a plus
  • Customer focus
  • Strong Excel skills, Microsoft Power BI a plus
  • Forward thinking with excellent communication skills and leadership of cross-functional teams
  • Extremely organized with good time management skills
  • Able to build effective partnerships across functional teams


WX offers a competitive benefits package including PTO starting at 19 days per year. We offer an entrepreneurial environment that promotes career growth by leaps and bounds while being part of a team-oriented environment that knows how to have fun!