Financial Planning and Analysis Analyst

About Us

For three generations the Taylor family have crafted great Australian wines in the Clare Valley, South Australia.

We understand that truly great wines are made in the vineyard and that the art of fine winemaking is to respect and capture the essence of the vineyard site and to highlight the unique varietal expression of each grape variety.

What You’ll Do

In this role, you’ll be the analytical partner to our Australian Sales team turning data into clear, practical recommendations that guide pricing, planning, and customer strategy. You’ll forecast performance, analyse profitability, support new product decisions, and help the business make confident, informed choices.

You will:

  • Build and maintain financial models and forecasting tools
  • Analyse product and customer profitability and highlight improvement opportunities
  • Support pricing decisions, promotional planning, and commercial negotiations
  • Partner with Sales, Finance and Demand Planning teams to guide strategy
  • Improve financial reporting tools and processes (SAP, BI platforms)

What You’ll Bring

You’re someone who’s analytical, curious, and confident explaining financial insights to non-finance stakeholders. You enjoy problem-solving, bringing structure to decision-making, and collaborating with teams to influence outcomes not just report on them.

Ideally, you have:

  • Experience in FP&A, commercial finance, or business analysis
  • Strong Excel/BI skills and comfort working with financial systems (SAP desirable)
  • Clear communication skills with the ability to influence across teams
  • A passion for continuous improvement and better decision-making
  • Progress toward CA/CPA is welcomed but not essential

 Why Apply?

  • Be mentored by our senior Finance and Sales team members
  • Very generous wine allowance
  • Influence pricing, forecasting, and commercial strategy
  • Work closely with senior Sales and Finance leaders
  • Access to our EAP

 

If you want a finance role that goes beyond reporting and allows you to shape commercial outcomes, we’d love to hear from you.

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