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Sales Finance Manager

Position Purpose

Acting on own initiative, the Sales Finance Manager – Transcendent leads the financial engagement of the fine wine sales team to help achieve financial goals and objectives. The Sales Finance Manager supports the annual planning cycle for the sales portfolio, including annual plan and latest estimates, and completes the monthly accounting close process and subsequent financial reporting. The Sales Finance Manager completes a comprehensive monthly business review process with the fine wine sales team, including identification and mitigation of risks and opportunities. This position also reviews and approves pricing changes in alignment with brand pricing guidelines and company objectives.

Essential Duties

  • Manages the annual planning process for fine wine sales divisions and National On Premise, including loading and validating calendarization of sales volume, pricing, revenue, cogs, expenses and margins; manages latest estimate process as necessary
  • Prepares and reviews monthly business results with sales managers including financial statements, depletion trends and distributor inventory levels; ensures sales managers understand business results and potential risks and opportunities
  • Conducts month end close and selling expense accrual process, including preparing financial journal entries and coordinating with sales management for accrual analysis
  • Reviews and approves pricing changes in alignment with brand pricing guidelines, local market considerations and company objectives
  • Analyzes market data to understand local market conditions, supporting informed pricing decisions and volume forecasts
  • Reviews and approves promotional spending proposals (spend requests) to ensure effectiveness of spend and consistency with company objectives, including coupons, distributor programming, and other promotional activities; conducts post-promotion analysis to determine effectiveness of promotional programs.
  • Investigates and corrects anomalies or inaccuracies in financial data or results; facilitates ad hoc analysis as necessary
  • Maintains relationships and acts as a financial partner with sales managers
  • Maintains relationships with various other functional management teams to ensure quality deliverables and information flow, including accounting, FP&A, Business Performance Management, Accounting, HR, the Chain Team, and Marketing
  • Serves as team expert on fine wine sales portfolio, supporting understanding of business performance, promotional strategies, and expense needs

*Other duties may be assigned

Non-Essential Duties

*Other duties may be assigned

Minimum Requirements

Education and Experience

  • Bachelor’s degree or equivalent experience; business, finance, accounting or related field preferred   
  • Minimum of 4 years experience in accounting or financial management

Knowledge, Skills, and Abilities

  • Familiarity with sales and marketing programs, 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 occasionally travel to attend sales meeting and/or market visits.

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: Sales Management, Financial, Financial Sales, Manager, Sales, Finance, Management