Showing posts with label finance. Show all posts
Showing posts with label finance. Show all posts

Monday, March 9, 2020

WineTalent Classifieds: Staff Accountant in Saint Helena, CA

WineTalent is working with our client, Long Meadow Ranch, to find a Staff Accountant to join the finance team.

About the Company:  Long Meadow Ranch is a family­ owned and operated producer and purveyor of world­ class wine and food that is economically successful and socially responsible using diversified, sustainable, and organic farming methods.

The Long Meadow Ranch operations also include an acclaimed farm-to-table restaurant, a general store and wine tasting bar in the historic Logan-Ives House, an outdoor cafe, a farmer's market, a working garden and a variety of unique event spaces all located at Farmstead at Long Meadow Ranch.

About the Opportunity:  Long Meadow Ranch has a unique opportunity for a Staff Accountant to join our Finance team to provide quality service to our winery management team, farm production team, and other business partners. Reporting to the Controller, the Staff Accountant will provide general accounting support, maintain financial reports, records, and general ledger for multiple affiliated entities. This position requires ethical conduct and thoroughness, along with critical thinking, attention to detail and time management.

Responsibilities
  • Facilitate and complete monthly close procedures
  • Prepare journal entries and perform analysis and reconciliation of general ledger accounts and merchant accounts
  • Support accounts payable where necessary, including invoice processing, coding and approvals
  • Provide additional support for corporate credit card processing and facilitating employee expense reimbursement as needed
  • Support Senior Staff Accountant with daily financial reporting
  • Support other critical accounting areas as needed, such as fixed assets and accounts receivable
  • Partner with sales team and order processing team to effectively manage accounts receivable
  • Forecast of future cash receipts from accounts receivable
  • Collaborate with Controller to ensure that the financial information is prepared in strict adherence with US GAAP, company policies and procedures and sound financial management practices

Education, Experience and Requirements
  • Minimum of 3 years of experience in general ledger accounting practices
  • Wine or consumer beverage product accounting experience preferred
  • Bachelor’s degree in Accounting, Finance, Business or a related discipline
  • Experience with NetSuite preferred
  • Proficient in MS Office with advanced MS Excel skills
  • Sharp attention to detail with good oral and written communication skills
  • Able to work in a team environment as well as operate independently
  • Able to lift 40+ lbs

Compensation and Benefits
  • This is a full-time, salaried position.
  • Competitive compensation depending on experience plus benefits including medical/dental insurance, paid vacation and 401(k).

About WineTalent: WineTalent is a wine industry focused recruitment company. We work closely with our clients and our job seekers to find the right fit of talents, experience and work environment. All inquiries will be kept strictly confidential.

WineTalent: The Right People for the Job

Tuesday, February 19, 2019

WineTalent Classifieds: Financial Controller in St. Helena, CA

WineTalent is working with our client Long Meadow Ranch to find a Financial Controller in their St. Helena office.

Long Meadow Ranch is a family-owned agricultural enterprise producing grapes and wine, olives and olive oil, grass-fed beef and lamb, fruits, vegetables, and eggs in the Napa Valley, Anderson Valley and Marin County. The Long Meadow Ranch operations also include an acclaimed farm-to-table restaurant, a general store and wine tasting bar in the historic Logan-Ives House, an outdoor cafe, a farmer's market, a working garden and a variety of unique event spaces all located at Farmstead at Long Meadow Ranch.

Long Meadow Ranch has a unique opportunity for a Financial Controller to join our administration to provide quality customer service to our ranch and winery management team, our business partners, our customers and our vendors. Reporting to the VP of Finance, the Financial Controller will be responsible for review and forecasting of cash flow, implementation and monitoring of policies and procedures, recommendations for continuous improvement, and general accounting functions for multiple affiliated entities in accordance with generally accepted accounting principles. This position requires ethical conduct and thoroughness, along with critical thinking, attention to detail and time management.

Responsibilities
Implement, maintain, and follow a comprehensive set of policies and procedures, in accordance with generally accepted accounting principles
Prepare journal entries and perform reconciliations in support of monthly and year-end close
Manage daily accounting tasks including: accounts receivable, accounts payable, payroll, bank reconciliations, and daily banking tasks
Supervise periodic inventory counts and maintain perpetual inventory system for non-financial inventory reporting
Assist with the budgeting and cash forecasting processes
Approve and monitor billing activity as processed by the Accounts Payable Specialist, ensuring accuracy of accounts payable coding by departmental managers
Ensure accuracy and completeness of company sales in financial accounting software, reconciling monthly
Record intercompany accounting transactions as deemed necessary
Monitor, track and report on all required external compliance
Participate as a team member on key business initiatives, including cost accounting, workflow management, and customer correspondence protocol
Evaluate, recommend and implement policies, procedures and systems related to company efficiency, productivity and internal controls
Solicit and act on feedback from manager, peers, and other business partners
Contribute ideas, energy, enthusiasm and support to the continuous improvement of the process
Perform other duties as assigned

Education, Experience and Requirements
Minimum of 5 years of experience in accounting and finance
Wine, consumer beverage product or manufacturing accounting experience strongly preferred
Farming and livestock specific accounting experience, a plus
Bachelor’s degree in Accounting, Finance, Business or related discipline
In-depth knowledge of accounting software, NetSuite and QuickBooks experience a plus
Experience with ecommerce and POS systems, Truvi or WineDirect preferred
Proficient in MS Office including PowerPoint with advanced MS Excel skills
Sharp attention to detail with good oral and written communication skills
Able to work in a team environment as well as operate independently
Able to lift 40+ lbs.
Valid driver’s license and maintain a safe driving record
A pre-employment background check is required

Compensation and Benefits
This is a full-time, salaried position.
Competitive compensation depending on experience plus benefits including medical/dental insurance, paid vacation and 401(k).

To Apply, please complete the online application process here. 

All Inquiries will be kept strictly confidential.

WineTalent:  The Right People for the Job 

Friday, May 19, 2017

WineTalent Classifieds: Winery Controller in Oakville, CA

Help Wanted:  Controller in Oakville, CA.  


Now in its third full year of operation on the Oakville Cross Road, B Cellars Vineyards and Winery is seeking a Controller who will manage the accounting and financial functions of the business.

Description: The Controller for B Cellars will be responsible for oversight of the accounting function of the company while also maintaining the financial integrity of the business. This role will manage the workflow of the accounting department and ensure timely completion of tasks and reporting. Utilizing B Cellars’ Microsoft Navision platform, the Controller will implement the efficient use of the system for accounting, inventory, POS and costing.

Responsibilities:
  • Manage and perform the accounting and financial functions of the business, conduct the monthly close process, prepare, analyze and communicate timely and accurate monthly, quarterly and annual financial statements consistent with both internal reporting formats and GAAP.
  • Manage the bookkeeping function, which provides basic accounting (AP, AR, invoice entry and creation, payroll, sales reporting, etc).
  • Understand and upkeep the financial budget model in order to produce regular forecast updates for P&L, Balance Sheet and Cash Flow, including cash flow forecasting and department level budgeting.
  • Support communications with and provide materials for interactions with Company’s lender(s). Manage and perform necessary activities for monthly and annual bank covenant compliance.
  • Maintain accurate and timely files for all contracts, insurance and corporate records. Oversee and manage insurance programs and policies, and provide assistance with contract review and administrative oversight.
  • Manages all aspects of cash and credit card sales out of Napa Valley tasting room; includes analysis of all sales and reporting.
  • Personnel management of accounting assistant and potential future staff recruiting, hiring and mentoring as needed.

    Qualifications and Requirements
  • Bachelor’s degree in Accounting, Finance or related discipline.
  • At least 5 years of experience in business accounting.
  • CPA highly desirable.
  • Experience with Microsoft Navision and Vintegrate is highly desirable. Relevant experience with other
    sophisticated ERP software platforms also a plus.
  • A natural ability to manage the accounting and finance team while also being curious and interested in
    learning is crucial to this position.
  • Strong time management skills
  • Detail-oriented work style with an interest in finding solutions and creating efficiencies.

Wednesday, February 22, 2017

WineTalent Classifieds: Vice President of Finance in St. Helena, CA

WineTalent is working with our client, Long Meadow Ranch, on a Vice President of Finance role.  

Long Meadow Ranch (LMR) is a family-­owned and -operated producer and purveyor of world­-class wine and food that is economically successful and socially responsible and that employs diversified, sustainable, and organic farming methods. LMR produces award­-winning wines, hand-crafted extra virgin olive oils, grass-­fed beef and lamb, eggs, and heirloom fruits and vegetables.

LMR has farming operations in Northern California on more than 2500 acres in Napa, Marin, Mendocino, and Humboldt counties, including three winegrowing estates in the Mayacamas Mountains, Rutherford, and Anderson Valley.  Long Meadow Ranch also operates a sustainable food, wine, and agricultural education destination located in St. Helena, CA, which is anchored by the distinctive farm-to-table restaurant, Farmstead at Long Meadow Ranch. New projects are being developed on multiple LMR-owned properties, including winery production facilities, agricultural improvements (major vineyard re-plantings, water systems, livestock handling facilities, etc.), and guest lodging

LMR has an exciting opportunity for a Vice President of Finance to contribute to the overall success of LMR by effectively managing the financial affairs of one of its key vertically integrated wine entities, LMR Wine Estates LLC.   The Vice President of Finance will be a member of the executive team. The Vice President of Finance will be responsible for all financial reporting for LMR Wine Estates and will also be accountable for analyzing the current business and planning for future business needs. The Vice President of Finance will provide high quality financial planning and analysis, including providing detailed financial modeling for established and potential projects. 

The Vice President of Finance serves in a core leadership role and is responsible for driving both the strategic and hands-on execution of financial planning & accounting, financial & managerial reporting, investor relations, partnerships & contracts. This position requires excellent verbal communication skills, strong interpersonal relationship skills and a commitment to integrity.

This position reports directly to the COO & Executive Vice President. Direct reports include Accounting Manager and Wholesale Customer Service & DTC Sales Coordinator. 
  
Responsibilities:

Financial Planning  & Accounting

      Direct all accounting, budgeting, forecasting, finance, and cash management functions of the Company
      Establish and implement next generation financial accounting systems, controls, and measurement systems to assure fiscal integrity as well as accurate and timely financial and management reporting
      Formalize and document accounting and finance standard operating processes (SOPs) to ensure accurate and timely data synthesis
      Manage the annual budget and strategic business planning processes, working closely with the CEO & President, COO & Executive Vice President, and key operating managers
      Manage relationship with accounting firm; oversee and direct all tax-related activities
      Assure compliance with state, federal, and general accounting and regulatory guidelines
      Maintain solid banking relationships
      Direct ongoing analysis of Company’s capital requirements to ensure appropriate capitalization and availability of funds
      Manage entity reporting required by Company investors
      Maintain all Company financing and capitalization documents, including details related to stock ownership rights, limited partnership interests, warrants and options.
 
Financial & Managerial Reporting and Analysis

      Develop and deliver timely, accurate, and effective analysis and reporting of financial and operational performance to the key operating managers, COO & EVP, CEO & President and Advisory Board
      Track and measure performance relative to budgets, schedules, milestones, and performance targets, providing timely feedback to the key operating managers, COO & EVP, and CEO & President
      Develop and manage budget, periodic financial forecasts, short and long term financial projections, Company cash positions, current risks and probabilities
      Prepare timely financial report packages for review by the key operating managers, COO & EVP, CEO & President and Advisory Board
      Interact with Advisory Board as appropriate, on financial and business matters.
      Ensure compliance and accurate reporting with regard to all regulatory matters
      Perform operationally focused financial analysis and intelligence gathering to support strategic and business development initiatives
      Provide guidance and advice on proposed capital expenditures
      Recommend opportunities for profit improvement, productivity enhancement and cost reduction.

Finance, Accounting & Administrative Team Management and Development

      Contribute and continue to drive a culture of collaboration
      Become a go-to resource by continuing to develop and foster a strong team which is sought out and respected by the entire organization for the quality of information and insight provided
      Encourage innovative approaches to employee communications, continuous improvement, recognition, and celebration in order to attract, reward and retain the highest quality staff

Partnerships & Contracts

      Assist the COO & EVP and key operating managers in financial analysis and negotiation of partnerships, licensing and contracts
      Manage preparation, negotiation, review, and acceptance of all contractual documents
      Advise management of contractual rights and obligations and provide interpretation of terms and conditions.
 
Legal & Risk Management

      Ensure the Company is in compliance with all federal, state and local regulations and that internal agreements as well as client contracts and SLA’s are properly documented and followed
      Assume responsibility for Company’s risk management program, including identification of current or potential risks; devise strategies for minimizing Company exposure and cost
      Oversee and administer Company liability and casualty insurance policies.

Qualifications and Requirements:
      Bachelor’s degree in Finance, Accounting or Business
      Certified Public Accountants preferred
      Distinctive finance and accounting experience of 5 years or more within diversified agricultural organizations
      Proven understanding of finance and accounting issues related to agricultural production (cash basis), winery and restaurant businesses highly desirable
      Extensive experience with Quickbooks required
      Experience using Targit Decision Suite sales analytics software highly desirable 
      Prior experience implementing new accounting software systems and/or ERP required

Compensation and Benefits:

      Competitive compensation depending on experience plus benefits including medical/dental insurance, paid vacation and 401(k).

Interested in this position?  Please email your resume to me at amy@winetalent.net.  All communications will be kept completely confidential.



Monday, May 2, 2016

WineTalent Classifieds: Director of Finance

 WineTalent Classifieds:  Director of Finance

Description:  WineTalent is working with our Client Long Meadow Ranch on a Director of Finance role.  Long Meadow Ranch (LMR) is a family-­owned and -operated producer and purveyor of world­-class wine and food that is economically successful and socially responsible and that employs diversified, sustainable, and organic farming methods. LMR produces award­-winning wines, hand-crafted extra virgin olive oils, grass-­fed beef and lamb, eggs, and heirloom fruits and vegetables.

LMR has farming operations in Northern California on more than 2500 acres in Napa, Marin, Mendocino, and Humboldt counties, including three winegrowing estates in the Mayacamas Mountains, Rutherford, and Anderson Valley.  Long Meadow Ranch also operates a sustainable food, wine, and agricultural education destination located in St. Helena, CA, which is anchored by the distinctive farm-to-table restaurant, Farmstead at Long Meadow Ranch. New projects  are being developed on multiple LMR-owned properties, including winery production facilities, agricultural improvements (major vineyard re-plantings, water systems, livestock handling facilities, etc.), and guest lodging

LMR has an exciting opportunity for a Director of Finance to contribute to the overall success of LMR by effectively managing the financial affairs of one of its key entities, LMR Wine Estates LLC.   The Director of Finance will be a member of  the executive team. The Director of Finance will be responsible for all financial reporting for LMR Wine Estates and will also be accountable for analyzing the current business and planning for future business needs..  The Director of Finance will provide high quality financial planning and analysis, including providing detailed financial modeling for established and potential projects.  

The Director of Finance will lead the development and maintenance of control and management information reporting systems. This position requires excellent verbal communication skills, strong interpersonal relationship skills and a commitment to integrity.   

Responsibilities:

Financial accounting and reporting

   Develop and maintain timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
   Develop, implement, and ensure compliance with internal financial and accounting policies and procedures
   Document and maintain complete and accurate supporting information for all financial transactions
   Develop and maintain financial accounting systems for cash management, accounts payable, accounts receivable, credit control, and petty cash
   Review monthly results and implement monthly variance reporting
   Prepare and maintain monthly, quarterly and annual cash flow forecasts
   Oversee the accounting manager including maintenance of the general ledger, accounts payable, accounts receivable and payroll

Payroll preparation and administration
   Oversee all payroll functions to ensure that employees are paid in a timely and accurate manner

Budget preparation
   Establish guidelines for budget and forecast preparation and prepare the annual budget
   Assist the executive team with the preparation of budgets
   Drive development and maintenance of a three-year forward-looking financial plan.

Cash flow
   Develop and maintain 24-month rolling forecasts of cash flow
   Manage line of credit and tactical relationship with banks

Project management accounting
   Maintain financial records for each project in a manner that facilitates timely management reporting
   Ensure that accurate and timely financial statements are prepared in accordance with agreements with lenders and investors
   Provide accurate and timely reporting on the status of individual projects

 Financial Administration
   Oversee the management of all leases, contracts and other financial commitments
   Monitor all legislation relevant to the organization (employment policies,, occupation health and safety, etc)

Qualifications and Requirements:
   Bachelor’s degree in Finance, Accounting or Business
   Certified Public Accountants preferred
   Distinctive finance and accounting experience of 5 years or more within diversified agricultural organizations
   Proven understanding of finance and accounting issues related to agricultural production (cash basis), winery and restaurant businesses highly desirable
   Extensive experience with Quickbooks required  
   Experience using Targit Decision Suite sales analytics software highly desirable  
   Prior experience implementing new accounting software systems and/or ERP required

Compensation and Benefits

   Competitive compensation depending on experience plus benefits including medical/dental insurance, paid vacation and 401(k).