Talented financial leader well-versed in accounting principles and regulations with 24+ years in the wine industry. Motivated to keep company financial operations compliant, accurate, and cost-effective.
Overview
21
21
years of professional experience
Work History
Senior Director, Inventory and Costing
The Duckhorn Portfolio
05.2024 - Current
Continue to lead the transition of the newly acquired Sonoma-Cutrer Vineyards
Driving strategic improvements to enhance operational and organizational efficiencies
Controller – Winery Operations and Brand Analytics
Budget, report and analyze Vineyard, Production, Winery, and G&A expenses; present to Corporate Executives
Forecast and present production variances
Develop Capital expense budget and projections
Long term Brand strategy planning
Lead Sales and Operations alignment
Leading a team of five - Responsible for Purchasing, Taxes, TTB Reporting, Banking, Financial Close, Budgets, Reporting, Fixed Assets, and Payroll Processing
Senior Manger, Business Analytics
Fetzer Vineyards/Concha y Toro
01.2011 - 01.2016
Develop and analyze P&L by product, brand, division, state and customer to determine operational profit
Working with Sales, Marketing and Production, review proposed new products based on wine cost, packaging, and overhead versus desired operational margins
Manage global pricing strategies and related promotions
Budget, report and analyze Vineyard, Production, Winery, Sales, Marketing and SG&A expense cost centers; present to Senior Management/Executive Committee
Approve monthly journal entries, accruals, reconciliations and expense reports
Track and analyze vineyard expenses by ranch, block, varietal
Lead a team of eight
Responsible for selection/hiring, objective setting, performance management, coaching/development and training.
Budget and Reporting Manager
Fetzer Vineyards
01.2007 - 01.2011
Lead and manage a team of accounting professionals, including selection/hiring, objective setting, performance management, coaching/development and training
Budget for, analyze and submit seasonalized annual and quarterly projections for all expenses, including labor and overhead
Prepare monthly financial reports and statistical charts explaining trends and variances to budget
Review annual internal and external auditing schedules and coordinate related audit activities
Approve all journal entries and accruals prepared by Financial Analysts
Maintain fixed assets data on a monthly basis and lead the annual fixed asset inventory
Capital expense planning and detailed project reporting
Senior Accountant
Fetzer Vineyards
01.2004 - 01.2007
Budget analyze, and report monthly spending in Winery, Production, and Capital Expenses
Complete annual property tax returns and related budget preparations for 40 parcels in three Counties
Review annual internal/external auditing schedules and coordinate related audit activities
Plan and lead monthly expense review meetings with Site Leadership
Maintain fixed assets data and lead annual fixed asset inventory
Education
Master of Business Administration (MBA) -
California State University San Bernardino
Bachelor of Science, Management -
Pacific Union College
Skills
Financial Accounting
Managerial Accounting
Strategic Management
Process Improvement
Team Building
Communication/Presentation
Advanced User of SAP
Advanced User of Microsoft Office Applications
Timeline
Senior Director, Inventory and Costing
The Duckhorn Portfolio
05.2024 - Current
Controller – Winery Operations and Brand Analytics