Southern Glazer's Wine & Spirits logo

Analyst, Financial Planning & Analysis (FP&A)

Location
Union City, CA
Other
Finance/Accounting
What You Need To Know

Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer's Wine & Spirits is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. We were named by Newsweek as a Most Loved Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity.

As a full-time employee, you can choose from a full menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition reimbursement, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

Southern Glazer's offers a competitive compensation package with expected first year total earnings between $70,000 - $90,000 / year including incentives. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.

At Southern Glazer's, you'll enjoy an environment where continuous learning and growth are supported and experience a culture where you are respected, and your voice is heard. If you're looking to fill your glass with opportunity, come join our FAMILY.

Open to candidates based in/near Union City, CA or Cerritos, CA.

Overview

Provide analytically and systems support to the Finance team. Responsible for building tools and reports to support financial planning and analysis.

Primary Responsibilities

  • Compile data from a variety of sources to analyze issues and providing reports on key business KPIs
  • Deliver accurate and timely commercial finance reports and other business intelligence essential to the commercial organization
  • Lead analytical efforts and development of tools, decision documents, and strategic frameworks
  • Conduct research to uncover key issues, benchmarks, and best practices and synthesize findings into recommendations for optimal business solutions
  • Support development of the annual sales plan (volume/revenue/gross profit) for inclusion in the overall Regional & Corporate Financial Plan
  • Assist management in developing and reviewing the sales budget and rolling sales forecast including sales to budget variance analysis
  • Support the analysis of pricing and promotional activities to drive effective use of trade spend
  • Provide analytical support to corporate and regional teams as required for supplier reviews, quarterly business reviews, and on-going business performance management
  • Manage multiple projects simultaneously and deliver timely results to a high standard
  • Perform other job-related duties as assigned

Minimum Qualifications

  • Bachelors Degree plus three years of experience; or an equivalent combination of education and experience
  • Two years of financial analysis experience in a corporate environment; preferably a consumer goods industry
  • Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply this knowledge appropriately to diverse situations

Physical Demands

  • Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor), or adding machine
  • Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
  • May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

EEO Statement

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.