Inventory Planning and Compliance Specialist

Position Summary:

The Roederer Collection of wineries in the US, owned by Maison Louis Roederer, is seeking a resourceful Inventory Planner and Compliance Analyst who thrives in creating and maintaining processes and who is looking for a role with growth in demand planning.

This position is primarily responsible for Inventory Planning and ensuring Compliance for both DTC and 3-tier distribution. The role requires strong attention to detail, powerful excel skills, and a strong focus on tracking wine in multiple systems. Inventory Planning responsibilities include weekly inventory management across several warehouses, allocation management and Production Inventory Reporting along with annual 5-year forecasting. Compliance responsibilities include supporting taxation reporting functions and managing compliance reporting for DTC across the 5 wineries as well as label compliance for both domestic and export markets.

This position will report four days per week to Diamond Creek Vineyards in Calistoga and one day per week to Merry Edwards Winery in Sebastopol. Reporting to the Director of Accounting and the President, this role is an integral part of a dynamic accounting team supporting a growing and evolving organization. The ideal candidate will embrace and assist in the implementation of new technologies to help build an efficient and scalable accounting and financial reporting operation.

ESSENTIAL DUTIES AND RESPONSIBILITIES: (Other duties may be assigned.)

Inventory Planning:ALL Own Production Inventory Reports for Still Wine; Update post physical inventory and meet with stakeholders to determine slow moving goods/bottling requirements

Run data files and reports from multiple sources; consolidate, analyze and summarize data; isolate anomalies and reconcile balances; interpret transactional data for input to financial systems

Maintain accuracy of inventory quantities in multiple warehouse locations of both wineries.

Responsible for inventory management, tracking case goods, reconciling, perform variance analysis and prepare supporting adjustments

Coordinate monthly inventory cycle counts and quarterly physical inventories and provide data to accounting for adjusting general ledger balance as appropriate

Work directly with President to communicate domestic and export markets information to include, but not limited to:

Allocations, pricing, vintage change and release schedule

Fulfillment status and Customs requirements

Manage allocations throughout selling year, track and report on results as needed for management and for staff, including sales performance and other key metrics. Deliver monthly and ad hoc analyses of business results to President

Partner with President on annual 5-year plan for Diamond Creek and Merry Edwards

Compliance Coordination and Reporting (All Roederer Collection Brands):

Manage the timely monthly and quarterly out of state excise and sales tax fillings for both wholesale and retail (Direct to Consumer) using Sovos

Run data files and reports from multiple sources; consolidate and summarize data; isolate anomalies and reconcile balances; interpret transactional data for input to financial systems

Own accurate record keeping of all excise and sales tax payment activity in the ERP system

Integrate software packages for regulatory compliance when needed.

Prepare various federal, state, and local tax reports

Manage necessary documentation for compliance includes: working with governmental agencies, TTB, winemaking, order entry administration and distributors

Responsible for wine label compliance requirements and COLA registrations

Follow up on notices from reporting agencies and rectifying any compliance issues

Maintain state compliance records and help/advise/assist Company maintain parallel records at the winery

Manage special labels/packaging and complex paperwork for specific domestic and export markets (Diamond Creek and Merry Edwards)

Maintain distributor listings, territories, brands and wholesale licenses in ShipCompliant, Dynamics and Contact lists, as appropriate

QUALIFICATION & EXPERIENCE REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Excellent organizational skills and attention to detail

Strong Excel skills

Experience with Sovos/Shipcompliant is preferred

Intermediate Inventory management, data manipulation and analytics skills

Strong verbal and written skills

Computer proficiency in Microsoft Office

Demonstrated experience with ERP systems, Microsoft Dynamics a plus

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Be seated for long periods of time

Be able to lift a minimum of 40 pounds (approx. weight of a case of wine)

OUR BENEFITS:

Competitive compensation commensurate with experience

Full Healthcare Package including medical, dental, and vision insurance, long-term disability insurance, life, and AD&D insurance

Paid time off

Paid holidays

401k & Company Match

Flexible spending account

Job category: General Administration and Other