Senior Financial Analyst, Supply

Req ID: 6368 

Department: Finance & Accounting 

Status: Reg F-T Exempt, Exempt  

Location: Napa, California (US-CA)  

Workplace Location:  Hybrid

Job Summary:

The Senior Financial Analyst, Supply Finance is responsible for designing and enhancing the supply chain financial reporting in order to support the business, track performance, and optimize cost structures.  You will also provide senior level management with insightful recommendations, planning, forecasting and general financial reporting support.


Often you will be requested to assist in obtaining information for presentation to management or to answer inquires by Finance & Accounting department management.  There are certain primary responsibilities that will determine much of what you work on daily, weekly, and monthly as you plan and schedule your work.  It is important to recognize deadlines and provide adequate time for initial completion, self-review, supervisor review, as needed and ultimate completion.  You will need to pivot and refocus quickly from one area to another as the needs of the department change.  At the same time, you need to ensure the highest quality of work and meet all deadlines.

Essential Functions:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned.  Management may assign or reassign duties and responsibilities to this job at any time with reasonable accommodations.


  • Reporting, Planning & Performance Analysis:
    • Partner with Supply Chain to drive continuous improvement in financial and operational performance in line with the business strategic initiatives
    • Lead financial planning and analysis for the supply chain
    • Responsible for accuracy of data; preparing reclasses, JE’s, and accruals as necessary
    • Prepare well written and concise summaries of your findings including actual versus plan and current forecast variance analysis. Report conclusions in formats consistent with Finance department standards which will be distributed to Executive Management
    • Work with the Accounting department personnel to gain a full understanding of postings, corrections and reconciliations performed
    • Develop strong working relationships with the supply chain department and act as a liaison between supply chain and finance.  You will provide guidance; make recommendations and work together to solve problems as needed
    • Manage, set financial plans, forecasts and report monthly including variances to plan
    • Ensure timely and accurate metrics and forecasts are created and maintained
    • Support expansion projects and new business initiatives as well as third-party agreements
    • Identify and lead initiatives to continuously improve, automate and scale forecasting, reporting tools and dashboards
    • Conduct ad hoc analysis and scenario modeling as required by management including business partners to aid in decision-making
    • Prepare and present business forecasts, budgets, results, and other scenario modeling to senior/executive leadership
    • Ensure data integrity and validation in transaction and planning systems
    • Assist in obtaining information from various parts of the organization for presentation to senior management or to answer queries by Accounting as well as other departments. 
    • Provide leadership and expertise by performing data analysis and providing business intelligence, strategic recommendations, and modeling changes to support the growth of Trinchero Family Estates (TFE).
    • Develop appropriate and reasonable project timelines ensuring deadlines are met.




  • Education: B.S. in Accounting, Finance or other business-related field
  • Years of Experience: 5 or more years’ experience in similar position, preferably Supply Chain
  • Proficient with Microsoft Excel and Word
  • Ability to work with confidential information on a regular basis
  • Highly analytical w/good problem-solving skills and the ability to meet tight deadlines
  • Recent experience with computerized accounting systems. SAP and BPC experience preferred
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and the ability to build trust and rapport with senior management and executives
  • Able to interact effectively with other winery departments at all levels
  • Project management skills
  • Accurate, attentive to detail, with good organizational skills and the ability to follow through on projects with minimal supervision
  • Self-motivated with a stellar work ethic

Working Conditions:

  • Predominantly remote with occasional onsite meetings
  • Extensive computer work
  • Frequent deadline pressures
  • Numerous projects in progress at any given time
  • Comply with company safety regulations

Salary Range: $72,800.00 -  $109,200.00  

The starting pay will be based on several factors, including but not limited to experience, training, education, and geographic location. TFE offers a comprehensive benefits package that includes medical, dental, vision, life insurance coverage, disability benefits, PTO, wellness programs and fertility and family building benefits.   We also provide a 401(k) plan where TFE may make a discretionary profit-sharing contribution.


Trinchero Family Estates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Trinchero Family Estates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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.

Nearest Major Market: Napa

Job Segment: Financial Analyst, Supply Chain, Supply, Financial, Finance, Operations