Vice President, FP&A

Responsibilities

• Lead the enterprise FP&A function, including the annual budget, quarterly and rolling forecasts, long‑range planning, risks and opportunities tracking, and executive reporting cadence
• Lead, coach, and strengthen the FP&A team, setting clear priorities, raising analytical standards, improving cadence and accountability, and building a more proactive business‑partner mindset
• Build and mature driver‑based financial models that connect revenue, volume, mix, pricing, channel performance, inventory, COGS, OPEX, capital investment, cash flow, and operational constraints
• Improve forecast discipline and reduce business surprises by building a more anticipatory planning process, clearer risk/opportunity tracking, and stronger insight into the drivers of performance
• Develop clear, concise financial reporting and dashboards that help the CFO, CEO, executive leadership team, Board, and ownership group understand business performance and make informed decisions
• Translate financial and operational complexity into practical recommendations that highlight key performance drivers, risks, opportunities, and trade‑offs
• Partner across Commercial Finance, Sales, Marketing, Operations, Supply Chain, Accounting, IT, and executive leadership to ensure financial plans reflect business strategy, operational realities, and portfolio priorities
• Leverage and improve planning systems, reporting tools, data governance, and dashboard infrastructure to create a more reliable source of truth for enterprise decision‑making
• Identify and implement practical AI‑enabled tools and advanced analytics to improve forecast accuracy, reporting efficiency, scenario modeling, and the finance function’s ability to support faster, more data‑informed decisions
• Build the insights, analytics, and executive‑ready materials needed for internal monthly reviews, quarterly business reviews, Board discussions, and private equity value‑creation priorities
• Support strategic finance workstreams, including capital allocation, ROI analysis, pricing and margin insights, portfolio planning, M&A support, integration, and value‑creation tracking

Requirements

• 10+ years of progressive finance experience
• Demonstrated success operating as a hands‑on builder or coach‑player leader in a mid‑market, transformation‑oriented, or high‑growth environment
• Demonstrated ownership of enterprise planning processes, including annual budgeting, forecasting, long‑range planning, management reporting, and executive‑level financial analysis
• Demonstrated ability to connect financial and operational metrics to business outcomes, translating channel, customer, distributor, and brand performance into specific, actionable growth and improvement opportunities
• Experience building or improving driver‑based planning models tied to business fundamentals such as volume, mix, pricing, channel, inventory, COGS, OPEX, working capital, and cash flow
• Strong operational finance fluency in a physical‑product business, ideally in beverage, food, agriculture, premium CPG, manufacturing, or another inventory‑intensive consumer‑products environment; wine experience is helpful, but not required
• Experience improving planning systems, reporting processes, data quality, and dashboard infrastructure; familiarity with tools such as Anaplan, Adaptive, Planful, Power BI, Tableau, NAV/Dynamics, NetSuite, SAP, or similar platforms is preferred
• Demonstrated curiosity and practical experience applying AI, machine learning, automation, or advanced analytics to strengthen forecasting, scale the finance function, and build a forward‑looking, anticipatory planning capability over time
• Strong executive presence with the ability to translate complex financial analysis into clear recommendations for senior leaders, board members, and ownership stakeholders
• Genuine interest in the wine category, with the curiosity and humility to learn the craft, operating model, culture, and portfolio dynamics of the business
• Proven ability to lead, coach, and elevate finance teams, including setting priorities, improving cadence, raising standards, and fostering a proactive business‑partner approach
• Experience in a transformation‑oriented or high‑growth environment is strongly preferred
• Bachelor’s degree required; MBA, CPA, CFA, or other relevant advanced credential preferred.