Oliver Winery - Bloomington, IN (30+ days ago)5.0

Do you have what it takes to lead an experienced accounting/administrative team? Do you excel at delivering timely, accurate reporting and analysis to help drive our business forward? Oliver Winery's Controller oversees accurate recordkeeping and compliance with industry and tax regulations and supports vital business functions. We are seeking an experienced accountant with technical expertise who is also a decisive, self-motivated leader to join Oliver Winery's leadership team.

We are fortunate to be a 100% employee-owned company. We all have a stake in the game and are working toward our mission of bringing people together through wine. We want to add the right person to our team as we grow. This role is detail oriented and fast-paced. The successful candidate will value helpful follow-through with colleagues, consistently deliver on multiple priorities, and be motivated in assisting our leadership team in reaching company-wide goals.

POSITION SUMMARY: The Controller is responsible for the overall financial and administrative operations of the Winery, including management of staff members in both of these areas.



Maintain documented system of accounting policies and procedures.
Prepare, analyze and disseminate monthly, quarterly and annual financial statements and reports.
Prepare account and bank reconciliation and oversee monthly closing.
Oversee cash management to optimize earnings on savings, and safeguard bank and investment accounts.
Monitor debt levels and compliance with loan covenants, as applicable.
Maintain cost accounting and wine inventory systems to minimize shrinkage and accurately assess costs to produce our products.
Oversee the development and production of business scorecards for Winery departments and the executive team, in order to optimize Winery performance.
Analyze and present financial results to management and staff.
Maintain fixed asset and property tax records.
Oversee filing of corporate and employee benefit plan tax returns.
Prepare financial records and coordinate efforts to facilitate annual review of financial statements by outside CPA firm.
Prepare budgets and forecasts, in conjunction with department heads. Monitor and analyze performance against budget, and assist department heads with variance analysis and understanding.
Prepare financial forecasts and other schedules for annual Employee Stock Ownership Plan (ESOP) valuation engagement.
Prepare schedules and information for annual ESOP administration and allocation.
Respond to requests from executive team and other managers for business information and analysis projects to facilitate business decision making.
Lead efforts with our staff in understanding Winery financial performance. As an ESOP, we share company performance information broadly and have important opportunities to teach all employees about how we drive value in our business.


Oversee payroll, payroll tax compliance, and benefits deduction administration activities.
Collaboratively oversee employee payroll/human resource information system with HR director. Optimize the Winery's ability to use online resources for administering employee training initiatives, benefit and payroll tax tracking, and other applications.
Participate on team to evaluate and review/renew benefits offerings.


Oversee procurement of commercial insurance coverage, including assessment of the adequacy of types and amounts of coverage for Winery.
Maintain documented system of accounting policies and procedures, with cross training of staff members for redundancy where appropriate.
Develop and maintain system of internal controls to safeguard Winery assets and verify the integrity of systems, processes, and data.
Stay abreast of changes in laws, regulations, policies, and practices in accounting, tax, and risk management in order to maintain best practices and accurate records, as new developments occur.

Serve as liaison with contracted IT Company and point person for initial IT concerns.
Troubleshoot basic IT issues. Train staff and disseminate information as necessary.
Oversee purchase of updated IT equipment for Winery.
Stay abreast of new technology opportunities for recordkeeping, customer service, and security.
Facilitate exploration of opportunities as needed.


Direct and manage daily accounting, financial, and administrative functions.
Supervise administration and accounting staff.
Optimize purchasing efforts for efficiency and savings of Winery resources.
Lead efforts (or assist where appropriate) with workflow and process optimization.

Bachelor's or Master's Degree in Accounting, CPA preferred.
3-5 years of progressively responsible experience in corporate or public accounting position.
Management experience.
Excellent written, verbal and interpersonal relations skills.
Proficiency in Microsoft Office Suite - BI, Word, Excel, PowerPoint.
Quickbooks experience preferred.
An interest in wine and winemaking.
Due to the nature of our business, must be over 21 years of age.

Possess ability to think and plan strategically, as well as work tactically to accomplish goals.
Exhibit accuracy, efficiency, and timeliness in performing duties, including meeting reporting and filing deadlines.
Maintain organized records and work product.
Identify and analyze problems and possible solutions or recommendations, as challenges arise.
Lead, manage, and develop financial and administrative staff with high standards for honest, fair, and ethical behavior.
Accept direction and constructive criticism from others.

Members of our Admin team will also possess the ability to:
Provide support to our internal and external customers, with a collaborative and constructive spirit.
Execute assigned tasks at a high level, with attention to detail and thoughtful prioritization of effort.
Establish and maintain trust of Oliver Winery customers, vendors, and employees through maintenance of confidential information and mitigation of risk to company assets.

In addition, all successful winery employees will be able to:
Use your attitude and effort to contribute to a positive work environment.
Be thoughtfully engaged and do your best work. Every day.
Model the winery values: Respect People, Expect Quality, Think Differently, Get Stuff Done.

PHYSICAL DEMANDS/WORK ENVIRONMENT: This position spends long hours sitting. There may be visual or ergonomic strain due to computer use. It also requires extended periods of concentration and focus. The employee may also have to occasionally do some light lifting of supplies and materials.

Annual performance review conducted by Management.
Annual departmental and individual goals to be determined collaboratively with Supervisor.

Typical Schedule: Position is full-time with benefits. Schedule is primarily Monday-Friday. Some occasional evening and weekend work will be required.

FLSA Classification: Full-Time Exempt.