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Financial Planning & Analysis Manager  

About the Organization Created in 1978 by Baron Philippe de Rothschild and Robert Mondavi, Opus One remains committed to realizing our founders' dream of bringing to life one unique wine that expresses the seamlessly blended personality and character of each family. With a great sense of pride in our work to realize this dream, the people of Opus One bring profound dedication and unsurpassed attention to detail in our daily work. We care deeply for the quality of our relationships within the winery, with our trade partners and with our customers.  


The Financial Planning and Analysis manager (FP&A manager) will provide senior management with financial planning – latest estimate forecasts, the annual budget, long-range plan, and period forecasts. They provide decision support to the organization with financial analysis, special projects and internal consulting. Additionally, they develop and deliver managerial reporting and facilitate financial reviews. Reporting may include variance reporting, budget reporting by cost center, margin by segment, and revenue or expense allocations.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Financial Planning:

  • Produce the annual budget, support development of the long-range plan, and LE forecast updates. Provide information and process guidelines and successfully influence other mangers to deliver budget and planning requirements on schedule.
  • Develop and manage financial models to project short- and long-term balance sheets, income statements, and cash flow. Build volume and revenue plans and forecasts by item and sales channel using CPM analytics software.
  • Model and analyze cash flow in current and future years to project debt service and cash distributions. Propose strategies that minimize interest expense and bank fees. Incorporate cash forecast reporting with cash management.
  • Prepare and publish debt covenant forecasts quarterly. Evaluate proposed business activity for effect on bank debt covenants and other contractual requirements.
  • Analyze foreign currency exposure and support risk mitigation processes.

Managerial Reporting:

  • Refine reporting within current systems and with new applications. Prepare monthly financial updates and facilitate financial reviews across departments. Constructively collaborate and inquire on business conditions, variances and future risks and opportunities.
  • Support development of additional finance metrics and KPO’s for departments and functions; support development of dashboards and reporting.
  • Promote system and procedural changes and efficiencies to provide for continuous improvement of departmental functions and information.
  • Review and approve reports, reconciliations, schedules, analysis and other data as necessary to ensure accuracy of financial information.

Decision Support:

  • Provide financial analysis on specific company initiatives. Be the internal finance consultant to senior management supporting sound financial decisions. Can include analysis of historical financials, variance reporting, risks and opportunities to current plan and key performance indicators.
  • Perform analyses and projects at the request of the Chief Executive Officer and/or Chief Financial Officer. Prepare board-level presentations summarizing findings.
  • Provide back-up to Accounting Manager as needed, related to accounting operations which may include areas in accounts payable, accounts receivable and staff development.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Requirements


Education and/or Experience

Minimum five (5) years accounting and/or financial analyst experience, wine industry experience preferred. College degree in Accounting, Business Administration or equivalent education preferred.


Ability to work quickly and accurately; anticipate, identify and prevent potential problems. Must have excellent customer service skills, excellent organizational and data presentation skills, attention to detail and an ability to work on multiple projects simultaneously; knowledge of Microsoft Office (Word, Excel, Power Point, Outlook), Power BI, and MS Dynamics Business Central; Ten key by touch; proficiency with general office equipment (ex. scanners, copiers, printers); ability to prioritize and meet all deadlines; have the ability to maintain a positive work atmosphere by communicating effectively with clients, vendors, coworkers, and all levels of management. Ability to read, understand, and follow written and verbal instructions in English.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands and/or fingers to handle or feel. The employee frequently is required to stand. The employee is occasionally required to sit, walk, climb, stoop, kneel, talk or hear, taste or smell. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision.


Opus One Winery is committed to doing its part to ensure a sustainable future and improve the environmental well-being of our community. We will continue to ensure minimal impact by continually evaluating our environmental performance and working to improve our program whenever necessary with integrity and purity of focus.


Accident prevention shall be considered of primary importance in all phases of job responsibilities.

  • Follow all company policies and procedures including job safety, safety rules and regulations.
  • Assist management to provide safe and healthy working conditions at all times.
  • Immediately report all unsafe conditions, work-related accidents, and illnesses to Safety Manager and supervisor.
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Exempt/Non-Exempt Exempt  
Full-Time/Part-Time Full-Time  

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