Senior Sales Financial Analyst

Position Summary:

The Senior Sales Financial Analyst will partner closely with Sales and Marketing to provide insight and analysis to support great decision making. This role will partner with sales leaders and Accounting to identify key decisions early, make sure those decisions are informed by the right information and analysis, and drive action. The position will be responsible for helping Sales and Marketing to manage their P&L budget forecast and actuals and provide insight into crucial areas including depletions, shipments, pricing, incentives, and promotions.

Essential Duties:

  • Lead revenue forecasting and variance analysis process
  • Create and update driver based financial forecast models used to budget Revenue, COGS, OPEX, with updates of key assumptions and financial impact analysis
  • Create departmental OPEX forecasts by understanding spend drivers, risks, and opportunities
  • Monitor throughout the month to land within targets, perform variance analysis, and determine root cause to fix issues
  • Support monthly financial forecast presentation for executive staff
  • Provide analysis of depletions, shipments, pricing, incentives, and promotions
  • Manage online pricing tool, enabling actionable downstream reporting
  • Develop and lead semiannual pricing review with Sales
  • Redesign and execute shipment and depletion reporting
  • Develop self-service tools using TARGIT business intelligence platform
  • Lead implementation of VIP daily depletion reporting
  • Manage administration of TradePulse/VIP, IRI, and TARGIT services
  • Provide ad hoc analysis and reporting


  • Bachelor’s degree
  • 2-5 years of finance or related experience
  • Strong analytical skills and ability to analyze complex data and derive meaning/insight
  • Positive, proactive attitude
  • Action-oriented with ability to complete assignments in timely manner and manage priorities
  • Demonstrated ability to partner effectively cross functionally, sales team experience preferred
  • Advanced Excel and PowerPoint skills
  • Experience with large ERP and financial planning systems (NAV preferred)
  • Self-motivated
  • Strong organizational skills
  • Excellent verbal and written communication skills
  • Handles stressful situations and deadline pressures well
  • Wine industry experience preferred