Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred
7-10 years of progressive finance experience in commercial finance, FP&A, or business partnering
Experience in CPG, beverage alcohol, or luxury goods; wine industry experience is a plus
Proficient in GTN modeling, discount management, and commercial P&L ownership
Expert Excel modeling skills; familiarity with Power BI or Anaplan preferred
Ability to simplify complex financial data for non-finance stakeholders
Strong influencing skills with a history of driving decisions without formal authority
Highly organized and detail-oriented, capable of managing multiple projects under tight deadlines
Collaborative and proactive, with a proven track record of building trusted cross-functional partnerships
Responsibilities
Own forecasting, close, and reporting for gross-to-net across Wholesale and DTC channels
Lead trade spend forecast and accrual process with Accounting, tracking commitments against plan
Deliver monthly variance analysis on forecast vs. actuals, providing insights on revenue and trade spend drivers
Support AOP and LRP revenue modeling, translating commercial strategy into a multi-year plan
Manage the Marketing and Sales OpEx budget framework from planning to tracking
Produce monthly OpEx reporting with variance commentary and reforecast inputs
Partner with Brand and Marketing on zero-based or investment-tiered budgets with clear ROI rationale
Track distributor margins and flag variances needing corrective action
Lead NPD financial analysis, covering P&Ls, scenarios, and post-launch tracking
Build and maintain management reporting and dashboards for decision-ready visibility into KPIs
Translate trends, risks, and opportunities into actionable recommendations for senior leadership
Benefits
Health benefits including medical, dental, vision, disability, life, and pet insurance
Paid time off and 11 paid holidays
401(k) plan with a 10% employer contribution to retirement
Supportive and diverse team environment
Opportunities for internal promotion, training, and tuition reimbursement program
Full Job Description
The Senior Manager, Commercial Finance leads the Commercial Finance Center of Excellence - serving as the connective tissue between Finance and The Duckhorn Portfolio's commercial organization. This role owns gross-to-net revenue forecasting and analytics for both Wholesale and DTC channels, drives budget allocation and OpEx stewardship across Sales and Marketing, and provides the financial intelligence that enables smarter commercial decision-making. The Senior Manager acts as a thought partner and trusted advisor to commercial leadership, translating complex financial data into clear, actionable insights aligned with the company's LRP and AOP objectives.
This is a hybrid position in St Helena, CA requiring in-office attendance as needed.
What we will ask you to do:
Planning & Forecasting
Own Forecasting, Close, and Reporting for Gross-To-Net for Wholesale and DTC, covering volume, price, trade spend, mix and BDF.
Lead the trade spend forecast and accrual process with Accounting, tracking commitments against plan.
Deliver monthly forecast vs. actuals variance analysis with a clear narrative on revenue and trade spend drivers, brand, channel, and customer-tier mix shifts.
Support AOP and LRP revenue modeling, turning commercial strategy into a coherent multi-year plan.
Budget Management
Own the Marketing and Sales OpEx budget framework with FP&A and Accounting, from planning and approval through tracking.
Produce monthly OpEx reporting for Marketing and Wholesale, with variance commentary and reforecast inputs.
Partner with Brand and Marketing on zero-based or investment-tiered budgets with clear ROI rationale.
Commercial Analytics Report
Partner with RGM to track contracted distributor margins and flag variances that need corrective action.
Lead NPD financial analysis with Brand and Operations, covering P&Ls, scenarios, and post-launch tracking.
Build and maintain management reporting and dashboards that give commercial leaders decision-ready visibility into KPIs.
Turn trends, risks, and opportunities across Sales, Marketing, and DTC into clear recommendations for senior leadership.
What you will need:
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA a plus
7-10 years of progressive finance experience in commercial finance, FP&A, or business partnering
CPG, beverage alcohol, or luxury goods experience strongly preferred; wine industry a plus
Experience with GTN modeling, discount management, and commercial P&L ownership
Expert Excel modeling skills; Power BI or Anaplan strongly preferred;
Ability to turn complex financials into clear, actionable stories for non-finance partners
Strong influencing skills, with a record of driving decisions without formal authority
Highly organized and detail-oriented, able to manage multiple workstreams under tight deadlines
Collaborative and proactive, with a track record of building trusted cross-functional partnerships
What we will provide:
Health benefits for you and your family, including medical/dental/vision (with a competitively priced employee contribution to premium), and disability, life, & pet insurance.
Paid time off and 11 paid holidays.
401(k) plan where we invest 10% of your wages every year for your retirement at no cost to you, subject to management discretion.
A diverse team of coworkers that care about each other in a fun, exciting work environment.
A company that promotes from within, provides great training and a generous tuition reimbursement program.
About The Duckhorn Portfolio, Inc.
The Duckhorn Portfolio is a collection of premium wineries located in the Napa Valley region of California. The company was founded in 1976 by Dan and Margaret Duckhorn, and has since grown to include several other wineries, including Paraduxx, Goldeneye, and Migration. The Duckhorn Portfolio is known for producing high-quality wines that are both elegant and approachable, and the company's wines have received numerous awards and accolades over the years. The Duckhorn Portfolio is committed to sustainable and responsible winemaking practices, and the company's vineyards are certified by the California Sustainable Winegrowing Alliance.
