Senior Manager of Financial Planning & Analysis

Job Description:

Terlato Wine Group (TWG) is a fourth-generation, family-owned luxury beverage company that imports, markets, and produces fine wines and spirits. Founded in 1936, TWG manages a global portfolio of more than 80 brands sourced from premier wine regions including Napa Valley, Sonoma County, Santa Barbara County, Burgundy, the Rhône Valley, Champagne, Tuscany, and Victoria, Australia. With operating divisions spanning import and distribution, owned wineries, and spirits, TWG is recognized for receiving more 90+ critical ratings than any other wine company in the world.

The Senior Manager of Financial Planning & Analysis (FP&A) leads the company's budgeting, forecasting, long-range planning, and management reporting functions across TWG's import, production, and winery operations. Reporting to the Chief Financial Officer, this leader serves as a strategic finance partner to the executive team — translating commercial activity into clear financial insight and supporting decisions on brand investment, pricing, M&A, and capital allocation. The role manages a small FP&A team and works cross-functionally with sales, marketing, supply chain, winemaking, and accounting.

Key Responsibilities
Planning, Budgeting & Forecasting
• Own the planning cycle: Lead the annual operating plan, reforecasts, and three-year strategic plan across all operating entities.
• Drive integrated modeling: Build and maintain integrated financial models linking depletions, shipments, gross margin, A&P spend, operating expenses, and working capital.
• Volume and revenue planning: Partner with brand and sales leaders to develop bottom-up volume, price, and mix forecasts at the brand, SKU, and channel level.
• Executive reporting: Translate consolidated results and variances into clear narratives for the CEO, CFO, and ownership.
Business Partnership & Decision Support
• Commercial finance: Evaluate brand profitability, supplier P&Ls, distributor performance, and trade spend ROI to inform commercial strategy.
• Production economics: Support winery and vineyard operations with cost-of-goods modeling, vintage and bulk wine valuation, capacity planning, and capital project evaluation.
• Direct to Consumer (DTC): Support DTC business with sales analysis and business recommendations.
• Investment analysis: Build investment cases and post-mortem reviews for new brand launches, supplier agreements, vineyard acquisitions, and capital projects.
Reporting, Analytics & Systems
• Management reporting: Own the monthly management reporting package, KPI dashboards, and board-level financial materials.
• Process improvement: Continuously improve forecasting models, reporting cadence, and self-service analytics for business partners.
• Systems and data: Partner with IT and Accounting on the evolution of ERP, planning, and BI tools to scale the finance function.
• KPIs and governance: Establish, monitor, and report on financial and operational KPIs across import, winery, and corporate functions.
Leadership
• Team leadership: Recruit, develop, and lead a high-performing FP&A team; coach analysts and managers on technical and commercial skills.
• Influence: Serve as a trusted advisor to the executive team and an effective communicator with non-finance stakeholders.
• Culture: Champion a culture of accountability, transparency, and continuous improvement within the finance organization.
Required Qualifications
• Education: Bachelor's degree in Finance, Accounting, or a closely related field; master’s degree a plus
• Experience: Minimum five (5) years of progressive experience in FP&A, corporate finance, or related roles, including demonstrated ownership of budgeting and forecasting cycles.
• Leadership: Prior people-management experience or clear evidence of leading cross-functional projects and developing analysts.
• Technical: Advanced Excel and financial modeling skills; fluency with ERP and planning/BI systems; familiarity with Artificial Intelligence use and prompt development
• Communication: Track record of distilling complex data into clear recommendations for executive audiences; ability to turn numbers into stories.

TWG offers a competitive compensation package including base salary, performance-based incentive, comprehensive health and welfare benefits, 401(k) with company match, paid time off, and a generous employee wine purchase program. Most importantly, you will join a passionate, collaborative team of professionals who are deeply committed to quality, craftsmanship, and the long-term stewardship of one of the world's most respected portfolios of fine wines and spirits.

TWG is an equal opportunity employer and is committed to creating an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, marital status, reproductive health decision-making, military or veteran status, or any other characteristic protected by federal, state, or local law.

TWG is committed to providing reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, practices, or observances, in accordance with applicable law. If you require an accommodation during the application or recruiting process, contact [email protected].

The salary range listed for this position is the range TWG reasonably expects to pay for this position at the time of posting. Actual compensation will depend on a number of factors permitted by law, including relevant skills, job-related factors, experience, qualifications, geographic location, internal equity, and business needs. This position may also be eligible for bonuses, commissions, equity, and benefits, where applicable

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