Finance Analyst

The First Batch wineries create magic for our guests everyday, whether that's bringing a dream wedding to life, creating a new delicious food dish from our wine, or letting people discover a new passion on one of our winery tours. We do this while maintaining an approachable, warm, inclusive, down-to-earth attitude that reflects our passion to bring traditional winemaking into urban centers so people don't feel they have to travel to experience the magic of winemaking.

We are searching for team members who are committed to working as hospitality professionals. People who deeply care about creating a friendly, warm experience for our guests. People who live and breathe passion for food, wine and events. People that love to learn, share, and tell others about their stories and adventures.

Position Summary

First Batch Hospitality is looking for a Finance Analyst to join our dynamic team. This role will involve a range of financial and administrative responsibilities, supporting the financial decision-making processes within our growing hospitality and winery business. The Finance Analyst will play a key role in driving financial insights that contribute to the company's continued success and growth.

This position involves analyzing financial data, preparing reports, and assisting in forecasting and budgeting activities with the primary goals of identifying opportunities and reducing operating costs. The ideal candidate will have a strong analytical mindset, excellent attention to detail, and a solid foundation in finance and accounting. This position reports to the Director of Finance & Analytics.

Core Responsibilities

• Collect and organize financial data from various sources, ensuring data accuracy and completeness.
• Prepare, analyze and distribute regular financial reports and dashboards to relevant stakeholders, highlighting key performance indicators (KPIs) and areas of opportunity.
• Conduct in-depth financial analysis by reviewing and interpreting financial statements, identifying key financial trends, and assessing the company's financial performance.
• Analyze budget-to-actual variances and provide explanations for discrepancies, helping management understand financial performance during monthly departmental reviews.
• Build and maintain financial models to support scenario analysis,
• Analyze cost structures and cost drivers, and offer insights into cost optimization opportunities.
• Assist with preparation of month end reporting and reconciliation including but not limited to:


• Monthly review and closing of event bookings and associated transactions
• Reconcile online and onsite point of sale transactions to payments received
• Monthly payroll reporting and payment reconciliation
• Transaction reconciliation for linked bank accounts and credit cards
• Monthly bank reconciliation
• End of month journal entries
• Assist with preparation and filing of monthly sales tax reports and payments


• Assist in the development of annual budgets and financial forecasts, providing insights and recommendations to management.
• Track and manage online bill payment
• Process employee reimbursement requests and associated monthly journal entries
• Assist with special financial projects and ad hoc analysis as required by management.
• Assist with bookkeeping and accounting functions as needed for the Company using QuickBooks Online accounting software

Role Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 2 years prior experience working as a financial analyst
• Strong ability to analyze complex financial data, identify trends, and provide actionable insights.
• Advanced knowledge of MS Excel/Google Sheets (creating spreadsheets and charts and using financial Excel functions)
• Proficiency with QuickBooks Online
• Foundational knowledge of Generally Accepted Accounting Procedures (GAAP) and bookkeeping procedures
• Knowledge of business and accounting terms such as revenue, expenses, profit, ROI, assets, liabilities, Income Statement, Balance Sheet, etc.
• Ability to effectively manage time, meet deadlines, and work under pressure
• Strong problem-solving skills and the capacity to think critically
• Excellent verbal and written communication skills, with the ability to present financial information clearly and concisely to non-financial stakeholders.
• Collaborative and able to work effectively with cross-functional teams across different locations.
• Strong organizational skills and extreme attention to detail
• Ability to maintain confidentiality
• Experience in the Hospitality Industry is a plus

Compensation

• $80,000-85,000 annually

Benefits and Perks

• Medical, Dental, Vision Insurance
• Employer covered deductible plan
• 15 Days of Paid Time Off
• 7 days of Sick & Safe Leave
• 3 Floating Holidays
• Food and Wine Discounts at District, Brooklyn, and Chicago Winery

The above requirements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

First Batch Hospitality provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.