Financial Systems & Data Analytics Manager (Project Management)
An industry leader, The Wine Group is one of the world's foremost producers of award-winning wines across more than 60 wine brands and many winery facilities in California, New York, and Australia. Headquartered in Livermore, California, TWG is an industry innovator when it comes to developing, marketing, and selling wine brands beloved by consumers around the world, including Cupcake, Franzia, Benziger, Imagery, Tribute, 7 Deadly, Cooper & Thief, The Dreaming Tree, Charles Smith Wines, and more. The Wine Group believes in producing wine using sustainable and earth-friendly practices to foster healthy land and agriculture for generations to come. The company demonstrates environmental stewardship through its commitment to clean energy and by ensuring that all its owned vineyards are certified sustainable or biodynamic. To learn more, please visit: www.thewinegroup.com.
JOB SUMMARY
The Financial Systems & Data Analytics Manager is a strategic and hands-on role responsible for optimizing and supporting our JD Edwards (JDE) ERP system and driving data analytics initiatives across the Accounting and Finance functions. This role serves as a critical liaison between Accounting, Finance, IT, and Operations, ensuring system integrity, data accuracy, and actionable insights through advanced reporting and analytics. The ideal candidate combines deep technical expertise with strong business acumen and thrives in a collaborative, fast-paced environment. Critical thinking, attention to detail & proactiveness are pivotal to success in this role. This role is eligible for remote work. The role reports to the Director Internal Controls and Process Improvement at The Wine Group.
ESSENTIAL FUNCTIONS
Process Improvement & Operational Support
- Identify opportunities for process optimization within Accounting and Finance operations and implement robust improvements leveraging system capabilities.
- Manage cross-functional projects from concept through implementation, including documentation and stakeholder alignment.
- Support month-end and year-end close activities with system and data expertise.
Reporting / Visualization - Design, Update and Maintenance
- Advanced Excel knowledge demonstrating a thorough knowledge of various Mathematic, Logical, Text and Reference formulas.
- Experience with Power Bi is a must as a modern reporting platform, focusing on report consistency, ease of use, and adoption.
- Capacity to utilize a combination of DAX and SQL queries while leveraging Power Query for report generation and automation.
- Develop a suite of reports and dashboards that are routinely managed, updated, and presented to a wide audience.
- Drive report adoption through live or virtual trainings, explaining key metric definitions, report capabilities, and analysis outcomes.
ERP Systems Optimization
- Act as the primary business owner for JDE financial modules including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Inventory, and Procurement working directly with IT to optimize JDE financial modules and ensure data integrity.
- Collaborate with IT and business stakeholders to troubleshoot issues, define requirements, and implement solutions.
- Manage cross-functional projects from concept through implementation, including documentation and stakeholder alignment.
QUALIFICATIONS
- Bachelor's degree in Business, Finance, Accounting, or relative experience.
- 5+ years of experience managing technology projects.
- Advanced knowledge of JD Edwards ERP system.
- Advanced knowledge of Microsoft Office applications (Excel, Power Bi)
- Knowledge of accounting principles, practices, and procedures.
- Strong organizational, critical thinking and customer service skills.
- Strong attention to detail and commitment to professional integrity.
- Able to execute multiple tasks, deadlines, and priorities.
- Strong written and verbal communication skills with emphasis on confidentiality, tact, and diplomacy.
PHYSICAL DEMANDS
- Primary work activities are within an office environment.
- Limited travel to production facilities in California to assist with audits and complete annual physical inventory checks.
COMPENSATION
- Salary Range Posted: $111,700 - $167,500.
- Actual compensation will be based on factors such as experience, skills, knowledge, and abilities; education, and other position-related factors.
At The Wine Group, we are proud to be an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or other characteristic protected by law.
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NOTICE TO THIRD PARTY AGENCIES
Please note that we do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
