3P Partners

  • Financial Analyst: Technical Accounting & Reporting

    Job Locations US-CA-Napa
    Job ID
  • Overview

    We have an exciting opportunity for a Finance Analyst to add direct value to a growing, mid-sized, wine business based in Napa, CA. This is a high visibility position and will be responsible for company-wide budgeting, forecasts, and monthly reporting. You will also be involved in preparation of SEC filings (prior SEC experience is not required).

    Job Function

    • Preparation of SEC filings including 10-Q, 10-K, 8-K and supporting schedules, drafting notes, discussions and other narratives as required.
    • Maintain documented support for all 10-Q & 10-K disclosures.
    • Support the implementation of budget, forecast and reporting tool.
    • Assist with and deliver, Weekly, Quarterly and Monthly Financial reports as requested.
    • Responsible for adhering to control processes affecting the financial close process.
    • Assist with the Company’s insurance renewal and policy management process.
    • Prepare quarterly debt covenant compliance documents.
    • Perform ad-hoc tasks as required to support the Accounting team.

    Job Requirements

    • BA / BS in Accounting and 2-3 years of relevant industry experience or publicly listed manufacturing company or public accounting.
    • CPA required and strong understanding of GAAP
    • Strong financial process experience, including financial close, reporting, internal controls, experience with Sarbanes-Oxley and working with independent auditors.
    • Excellent analytical, problem-solving, and research skills.
    • Effective communication skills, verbal and written, with employees and external parties at all levels.
    • Workiva experience a plus.


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