Brian R. Massey
Colfax,CA
Summary
Results-oriented financial analyst with experience in financial forecasting, budgeting, and variance analysis. Skilled in labor cost management and leveraging Power BI and Excel for strategic insights. Collaborates with cross-functional teams to improve profitability and operational efficiency while identifying trends that impact business success.
Overview
17
17
years of professional experience
Work History
Sr. Labor Analyst
Trinchero Family Estates
St. Helena, USA
04.2021 - 07.2025
- Supported payroll team by executing daily, weekly, and monthly tasks under Payroll Manager's direction.
- Managed payroll entries, conducted budget analysis for all departments, forecasted labor needs, and provided commentary on risks and opportunities related to labor and costs.
- Collaborated with HR on current headcount, open positions, and hiring timelines to enhance accuracy of monthly and quarterly labor forecasts.
- Managed payroll reconciliation accounts and payroll bank statement reconciliation.
Sr. Financial Analyst
Trinchero Family Estates
St. Helena, USA
07.2018 - 03.2021
- Reported to Director of Accounting, managing financial reporting for various departments and brand profitability.
- Analyzed brand profitability by reviewing net contribution components, including net sales, cost of goods, marketing expenses, and direct and indirect expenses.
- This position included actual vs budget analysis, forecasting and yearly budgeting.
- For department spending this position would analyze spend against budget and review with department managers on a monthly basis.
- Performed comprehensive brand assessments in quarterly forecasts to identify potential risks for management attention.
- Collaborated with brand managers monthly to ensure clear communication and understanding of future market deliverables, maintaining brand profitability relative to budget.
Sr. Accountant and Cost Center Analyst
Trinchero Family Estates
St. Helena, USA
07.2014 - 06.2018
- Managed capital projects, depreciation schedules, asset management, property tax, and insurance reporting.
- Led quarterly capital meetings with department managers to assess project completion status and prioritize project adjustments.
- Reported directly to Director of Accounting, performing duties aligned with Financial Analyst role.
Financial Analyst
Trinchero Family Estates
St. Helena, USA
04.2013 - 06.2014
- Performed actual vs budget analysis, forecasting, and fiscal year budgeting for 6 departments, enhancing financial accuracy.
- Conducted quarterly forecasting and created financial memos for each department, enabling executive management to assess financial health and make informed decisions.
- Facilitated monthly meetings with department managers and communicated meeting notes to executive management, ensuring alignment on financial strategies.
- Reviewed expenses for accurate coding in each department's budget, contributing to clearer financial reporting.
- Evaluated decisions impacting cost of goods and brand profitability.
GL Staff Accountant
Trinchero Family Estates
St. Helena, USA
11.2009 - 03.2013
- Executed monthly, quarterly, and yearly censuses, processed Profit Sharing accruals, and reconciled bank accounts to maintain financial accuracy.
- Managed reconciliation accounts and monthly journal entries, providing cash flow support for the Controller to ensure accurate financial reporting.
- Performed cost variance analysis on payroll-related expenses, identifying discrepancies and informing budget adjustments.
Accounts Payable Assistant
Trinchero Family Estates
St. Helena, USA
11.2008 - 10.2009
- Collaborated with department managers on approvals, gathered necessary information for processing invoices, and reconciled vendor statements to confirm all invoices were received, approved, and processed for payment.
- Additional tasks include processing invoices against purchase orders, reconciling purchased orders and ensuring all invoices are processed to the correct line item within a PO.
- Assisted AP Manager in processing invoices across departments to ensure timely payment.
- Supported team during weekly check runs, verifying checks matched invoices and ensuring accuracy of vendor payments.
Education
Bachelor of Science - Business Administration and Finance
Sonoma State University
Cotati, CA05-2007
Skills
- Financial forecasting
- Budgeting
- Variance analysis
- Gross margin review
- Data analysis
- Power BI
- Excel
- SAP
- Word
- PowerPoint
- UKG
- Labor cost analysis
Timeline
Sr. Labor Analyst
Trinchero Family Estates
04.2021 - 07.2025
Sr. Financial Analyst
Trinchero Family Estates
07.2018 - 03.2021
Sr. Accountant and Cost Center Analyst
Trinchero Family Estates
07.2014 - 06.2018
Financial Analyst
Trinchero Family Estates
04.2013 - 06.2014
GL Staff Accountant
Trinchero Family Estates
11.2009 - 03.2013
Accounts Payable Assistant
Trinchero Family Estates
11.2008 - 10.2009
Bachelor of Science - Business Administration and Finance
Sonoma State University