Joseph Phelps founded his winery in the heart of Napa Valley in 1973. 50 years later, the wines of Joseph Phelps Vineyards are recognized around the world for their top quality. Joseph instilled the values of excellence, growth, respect and gratitude in everything that we do. Acquired by Moet Hennessy in the fall of 2022, Joseph Phelps Vineyards is poised to embark on our next 50 years of history, dedicated to preserving Joseph’s pioneering spirit and visionary inspiration.
Joseph Phelps Vineyards is embarking on a journey to confirm its place amongst the most globally recognized and desired wines. We are committed to producing wines of the highest quality, expressing the unique terroir of our vineyards in Napa and Sonoma Valleys. Our Home Ranch is the beating heart of Joseph Phelps; a truly exceptional place where our guests can experience and engage in the diverse world of winegrowing, farming and the culinary arts.
SUMMARY:
The Chief Financial Officer (CFO) is the senior executive responsible for the financial leadership, stewardship, and long-term fiscal health of Joseph Phelps Vineyards. Reporting to and partnering closely with the Maison President, the CFO will shape and execute financial strategy, provide disciplined decision support, protect company assets, and ensure the integrity of the company's financial operations and reporting.
The CFO will lead accounting, financial planning and analysis, treasury, tax, audit, internal controls, and financial systems. As a member of the executive leadership team, the CFO will serve as a strategic partner to the Maison President, translating business strategy into actionable financial plans, driving long-term value creation, optimizing capital allocation, and providing insights that support sustainable growth, profitability, and operational excellence.
DUTIES AND RESPONSIBILITIES
Strategic Financial Leadership
· Serve as a trusted strategic advisor to the Maison President and executive leadership team on business strategy, financial performance, risk management, investment priorities, and resource allocation.
· Translate strategic objectives into financial plans, measurable performance targets, and execution priorities.
· Lead the ongoing transformation of the finance function, driving process optimization, systems enhancements, data analytics, and continuous improvement initiatives that support scalable growth and operational excellence.
· Evaluate business opportunities, strategic investments, partnerships, and operational initiatives through rigorous financial analysis, scenario modeling, and risk assessment, with a focus on long-term value creation.
· Provide an independent financial perspective, challenge assumptions, and recommend actions that enhance profitability, cash generation, and long-term enterprise value.
· Deliver timely, accurate, and decision-oriented financial insights to support executive and ownership-level decision-making.
· Partner with the Maison President to balance financial performance with long-term brand equity, consumer experience, and sustainable value creation.
Accounting, Reporting, and Financial Governance
· Provide executive oversight of all accounting functions, including the general ledger, accounts payable, accounts receivable, inventory accounting, fixed assets, and month-end and year-end close processes.
· Ensure timely, accurate, and complete financial statements and management reporting in accordance with applicable accounting standards, regulatory requirements, and group reporting expectations.
· Establish and maintain accounting policies, financial governance standards, and a strong control environment that safeguards company assets and supports reliable reporting.
· Oversee external financial audits and coordinate responses to audit findings, ensuring appropriate and timely remediation.
· Maintain clear documentation, appropriate segregation of duties, and effective approval authorities across financial processes.
Financial Planning,…