Summary
Overview
Work History
Education
Skills
Timeline
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Alyssa Oreck

Vacaville,CA

Summary

Multi-faceted employee with 12+ years of CPG Industry Accounting & Analysis experience.

Overview

12
12
years of professional experience

Work History

Sr Cost Analyst

Crimson Wine Group
Napa, CA
07.2021 - Current
  • Created ground-up detailed Production, Farming & Facilities budgeting.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Summarized financial performance metrics for senior management review.
  • Ownership of annual Cost of Goods forecasting; BOM forecasting by sku.
  • High functioning team member of the ERP implementation team - Solver.
  • Built and managed all forecasting and reporting in Solver ERP.
  • Recommended changes in existing accounting practices or procedures in order to improve efficiency and accuracy.
  • Analyzed financial data to identify trends, patterns and strategies based on operational Metrics.
  • Utilized financial analysis to prepare plans of action for investment and/or sale of assets based on utilization and capacity of numerous vineyards and production facilities.
  • Maintained strong pipeline of communication by collaborating closely with internal partners (winemaking, marketing, sales).
  • Coordinated the annual audit process by preparing schedules and organizing documents requested by auditors.
  • Created and maintained annuals R&O for the full company P&L.
  • Ownership of the quarterly Gross Margin narrative, by brand, channel and sku.
  • Assessed internal control processes related to accounting systems, procedures, policies.
  • Focus on strategic decisions and scenario testing for all production and operations.

SENIOR FINANCIAL ANALYST, FP&A

Trinchero Family Estates | Sutter Home Wine Inc.
St. Helena, CA
11.2019 - 07.2021
  • Prepare, analyze, and communicate monthly financials by Brand - emphasis on Gross Margin, Marketing, Cost of Goods
  • Develop annual budgets, quarterly forecasts and related metrics and analytics
  • Identify risks and opportunities to key stakeholders by presenting actual vs budget results through analysis of trends which included sales and depletion analysis, price and sales programs, costing, and direct expenditures across multiple brands
  • Prepare month end accruals and other journal entries to ensure accurate financials
  • Develop strong working relationships with various brand and department management to gain a full understanding of specific brands to provide guidance and make recommendations based on financial impacts
  • Work closely with joint venture partnerships to review portfolio demand plans, financials, and trends
  • New product innovation - P&L analysis & planning
  • Import portfolio financial management - A&P/OCM, contract review & execution, partner relations.
  • Created detailed reports summarizing financial performance metrics for senior management review.
  • Managed corporate budgeting for annual and quarterly forecasts and used benchmarking to create financial models.
  • Summarized financial information to clearly relay concepts and drive understanding of non-financial leaders.

SENIOR FINANCIAL ANALYST, Production

Trinchero Family Estates | Sutter Home Wine Inc.
St. Helena, CA
04.2015 - 11.2019
  • Responsible for forecasting the production and operational needs of the winery
  • Develop strong working relationships with Winemakers, Supply Chain Leads and Cost Center Manager
  • Prepare monthly reports on production and operational spend
  • Utilize SAP for BOM analysis, costing and cost center review and present material to stakeholders (monthly)
  • Track bulk wine storage and reconcile to contracts for partner specific brands
  • Develop and maintain bottling overhead and routing costs by bottling line for all facilities
  • Maintain month end inventory reconciliations for dry and finished goods
  • Review packaging components received on PO vs standard cost and update accordingly
  • Cost Saving and Discretionary Spend Savings Initiative Tracking & Reporting
  • Review and track obsolescence risks and forecast reserves
  • New product innovation: build material specific BoMs and review the overall financial health to determine reasonableness of proceeding with the project.

WINERY ACCOUNTANT

V2 Wine Group LLC
Sonoma, CA
09.2014 - 04.2015
TrincheroTrinchero
  • Complete all aspects of accounting including A/R, A/P, bank reconciliations and journal entries
  • Maintain all prepaid and accrual general ledger accounts
  • Expense Analysis and Reporting
  • DA and Billback analysis
  • Partner relations and commission review
  • Budget Preparation and maintenance
  • Daily contact with winery owners/partners/distributors
  • Use of AMS for all accounting.

FIXED ASSET ACCOUNTANT

BillbackTrinchero Family Estates | Sutter Home Wine Inc.
St. Helena, CA
06.2012 - 08.2014
  • Responsible for forecasting capital project spending and tracking all capital project spending
  • Maintain and update the 24-month rolling cash flow for vineyard development and winery capital projects
  • Perform accounts and journal entry reconciliations
  • Maintain fixed asset capitalization and depreciation
  • Complete property tax filing and business insurance tracking
  • Prepare quarterly reports on capital spending
  • Utilize SAP for construction in progress, fixed asset, and reporting purposes.

Education

01.2021

01.2013

Bachelor's degree of Science in Business Admin -

01.2012

Skills

  • Cost-Reduction Strategies
  • Variance Analysis
  • Cost Accounting
  • Data Analytics
  • Project Coordination
  • Stakeholder Communication
  • Cost Estimation
  • Data Collection
  • Document Analysis
  • Customer Relationship Management

Timeline

Sr Cost Analyst

Crimson Wine Group
07.2021 - Current

SENIOR FINANCIAL ANALYST, FP&A

Trinchero Family Estates | Sutter Home Wine Inc.
11.2019 - 07.2021

SENIOR FINANCIAL ANALYST, Production

Trinchero Family Estates | Sutter Home Wine Inc.
04.2015 - 11.2019

WINERY ACCOUNTANT

V2 Wine Group LLC
09.2014 - 04.2015

FIXED ASSET ACCOUNTANT

BillbackTrinchero Family Estates | Sutter Home Wine Inc.
06.2012 - 08.2014

Bachelor's degree of Science in Business Admin -

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Alyssa Oreck