Financial Analyst at Vaco, LLC
Danville, CA
About the Job
Financial Analyst
Location: On-site in San Francisco Area
Our client, a dynamic company in the wine and spirits industry, is seeking a Financial Analyst
This role involves analyzing financial and operational data, building and refining monthly reports, and developing financial models to support strategic planning
The position is on-site in Danville and offers the chance to collaborate closely with the Finance Manager and CFO, working with cross-functional teams to deliver actionable insights and drive continuous improvement in financial processes and systems.
Responsibilities:
Analyze financial and operational data to identify trends, variances, and opportunities for improvement.
Identify, develop, and implement changes to capture cost savings on logistics, accelerate cash flow, minimize out-of-stocks, and improve customer service.
Build, analyze, and improve monthly reports including volume, costs, and margins.
Conduct variance analysis to compare actual performance against budget and identify key drivers of discrepancies.
Assist in pricing analysis and monitoring costs and margins at customer and SKU levels.
Develop financial models (forecasts, pricing) to support strategic planning.
Automate and build digital management information (MI) or reports for the PE firm and management team.
Prepare ad-hoc financial analysis and reports as needed.
Collaborate closely with the Finance Manager, CFO, and operations leaders.
Continuously improve financial processes, reports, and systems.
Requirements:
2+ years of experience in finance and/or data analysis supporting finance/business/operations teams.
Strong Excel modeling skills and proficiency in data visualization tools such as Power BI or Tableau.
Experience in conducting variance analysis to compare actuals against budget.
Undergraduate degree in accounting, finance, or business; advanced degree or certifications (CPA, CFA, MBA) are a plus.
Compensation:
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs
With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $80K - $90K per year.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals
As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
Vaco also wants all applicants to know their rights that workplace discrimination is illegal
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity
You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications
You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application
In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies
California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure
The individual may also be eligible for discretionary bonuses.
Location: On-site in San Francisco Area
Our client, a dynamic company in the wine and spirits industry, is seeking a Financial Analyst
This role involves analyzing financial and operational data, building and refining monthly reports, and developing financial models to support strategic planning
The position is on-site in Danville and offers the chance to collaborate closely with the Finance Manager and CFO, working with cross-functional teams to deliver actionable insights and drive continuous improvement in financial processes and systems.
Responsibilities:
Analyze financial and operational data to identify trends, variances, and opportunities for improvement.
Identify, develop, and implement changes to capture cost savings on logistics, accelerate cash flow, minimize out-of-stocks, and improve customer service.
Build, analyze, and improve monthly reports including volume, costs, and margins.
Conduct variance analysis to compare actual performance against budget and identify key drivers of discrepancies.
Assist in pricing analysis and monitoring costs and margins at customer and SKU levels.
Develop financial models (forecasts, pricing) to support strategic planning.
Automate and build digital management information (MI) or reports for the PE firm and management team.
Prepare ad-hoc financial analysis and reports as needed.
Collaborate closely with the Finance Manager, CFO, and operations leaders.
Continuously improve financial processes, reports, and systems.
Requirements:
2+ years of experience in finance and/or data analysis supporting finance/business/operations teams.
Strong Excel modeling skills and proficiency in data visualization tools such as Power BI or Tableau.
Experience in conducting variance analysis to compare actuals against budget.
Undergraduate degree in accounting, finance, or business; advanced degree or certifications (CPA, CFA, MBA) are a plus.
Compensation:
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs
With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $80K - $90K per year.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals
As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
HR@vaco.com
.Vaco also wants all applicants to know their rights that workplace discrimination is illegal
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity
You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications
You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application
In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies
California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure
The individual may also be eligible for discretionary bonuses.
