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Manager, Commercial Finance

Date: May 8, 2019

Location: Napa, CA, US, 94558

Company: Delicato Family Wines

Position Purpose

Under little or no supervision and acting on own initiative, the Commercial Finance Manager supports the overall financial management of all cased goods Sales Divisions, and serves as the financial lead for Direct-to-Consumer.  This position also serves as the liaison to Accounting and oversees all accounting functions for the Commercial Finance team, including coordinating the monthly close process, supporting journal entry preparation and procedures, and managing annual audit requests.

Functional Responsibility

  • Understands, communicates, and shares Company vision throughout division/organization and provide cross-functional perspective, direction, and support
  • Provides leadership and personal support; coaches, guides, nurtures and develops the right people
  • Drives Company focus, manages culture, encourages strong work ethic, and fosters an environment of trust and respect
  • Develops group and individual performance plans in alignment with Company goals and objectives; communicates clearly and defines individual and group objectives; maintains level of productivity in unit
  • Trains employees to do their job; sets standards for work performance
  • Monitors performance and provides feedback to direct reports through formal and informal performance feedback; regularly communicates with staff to achieve mutual understanding and desired results
  • Recognizes and addresses performance strengths and limitations of subordinates
  • Manages employee attendance to ensure compliance with Company standards; approve/monitor overtime
  • Communicates and supports Company policies and decisions in a positive manner
  • Develops staffing needs, selects new employees, makes recommendations in job evaluation and compensation, and recommends termination actions
  • Conducts team meetings with department employees; includes monthly safety topic, ISO, DOE and other applicable training
  • Handles employee issues, concerns, and complaints in an objective and confidential manner
  • Provides employees with a safe, comfortable, and rewarding work environment
  • Prepares and monitors department overhead budget


Essential Duties

  • Leads the annual planning process as well as periodic latest estimate forecasts for DTC, including detailed budgets and forecasts.
  • Leads the monthly close process, including coordinating across Finance and Accounting to ensure adherence to close calendar and corporate accounting policies, and make recommendations to continue to improve upon processes and procedures. Completes journal entries associated with administrative cost centers and other consolidated case goods needs.
  • Generates, analyzes and distributes reports and analysis monthly to support DTC and administrative cost centers within Case Goods, providing an overview of business financial results as well as access to underlying details. Includes risk and opportunity analysis where applicable. 
  • Analyzes Depletion Allowance expense accruals vs. actual payments to distributors, including total dollars and rates per case.  Ensures appropriate DA expense recognition and accrual position.
  • Manages the Billback Team, including providing on-going coaching, feedback, and support for both the Billback Supervisor and underlying team.
  • Alongside the Billback Supervisor, represents the Billback and Accounting function in ad-hoc projects, process discussions, and ways-of-working development.
  • Actively monitors and reconciles balance sheet accounts and accrual positions, including Commissions, Depletion Allowances, Coupons, and Accrued Liabilities.
  • Coordinates with accounting during audit to ensure timely and accurate response to audit requests.
  • Proactively communicates with internal customers and coworkers, ensuring accrual financial records and facilitating understanding of financial results.
  • Investigates and corrects anomalies or inaccuracies in financial data or results.
  • Prepares management report packages and participates in ad hoc analysis projects. 

Non-Essential Duties

  • Maintain relationships and acts as a financial partner with marketing managers, sales managers and VC/DTC managers.  Works and thinks cross-functionally.
  • Serves as finance team backup for various reporting outputs, as needed.
  • Maintains relationships with various other functional management teams to ensure quality deliverables and information flow, including accounting, FP&A, Business Performance Management, HR, the Chain Team, and Marketing.
  • Act as Delicato expert on reporting systems – drive innovation and efficiencies to improve reporting.
  • Assists with the training and development of new or junior members of the cased goods finance team.

*Other duties may be assigned

Minimum Requirements

Education and Experience

Bachelor’s degree in business, finance or accounting and a minimum of five years of experience in accounting or financial management.

Prior experience in wine or beverage alcohol business a plus.

Knowledge, Skills, and Abilities

Familiarity with the three-tier distribution network, and shipment, depletion and scan data reporting and analysis.  Expert computer skills are required, with ability to report and analyze multi-dimensional data and complex information.  Must exhibit excellent communication skills, analytical skills and problem-solving ability. 

Working Conditions

Must be able to travel to attend sales meeting and market visits.

Operates keyboard & mouse. Required to talk & listen.

Work Standards

  • Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable Relationships
  • Communicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive manner
  • Demonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and training
  • Follows all Company policies and procedures

Additional Comments

Management retains the discretion to add to or change the duties of the position at any time.

Delicato Family Wines offers its employees a generous and comprehensive benefits package.  The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents.  Additional health benefits include life, disability and flexible spending accounts.  Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more.


Delicato Family Wines is an Equal Opportunity Employer.



Nearest Major Market: Napa

Job Segment: Financial, Manager, Marketing Manager, Performance Management, Finance, Management, Marketing, Human Resources

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