Assistant Controller

About the role

Folio Wine is seeking an Assistant Controller to support the Finance team by managing the day-to-day accounting operations, financial reporting, inventory accounting, compliance, and internal controls.

Responsibilities

• Support monthly, quarterly, and year-end close processes to ensure accurate and timely financial reporting
• Prepare and review journal entries, account reconciliations, accruals, and balance sheet analyses
• Aid in preparing internal financial statements, management reporting, and variance analyses
• Maintain and improve accounting policies, procedures, and internal controls
• Support budgeting, forecasting, and cash flow management activities
• Manage inventory accounting processes including wine bulk inventory, bottled goods, dry goods, depletion, and COGS analysis
• Partner cross-functionally with operations, supply chain, and production teams to ensure accurate inventory valuation and reporting
• Serve as a key accounting resource for Microsoft Dynamics 365 Business Central
• Assist with ERP process improvements, reporting enhancements, and system optimization initiatives
• Troubleshoot accounting and reporting issues within Business Central and collaborate with internal teams and external partners as needed
• Support accounting operations through automation and process efficiencies
• Support annual financial audits, tax preparation, and compliance reporting
• Ensure compliance with GAAP and applicable wine industry regulations
• Support documentation and maintenance of internal controls and audit readiness
• Support sales tax, excise tax, and regulatory reporting requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required
• CPA designation preferred
• 5+ years of progressive accounting experience, including experience in the wine industry
• Strong understanding of inventory and cost accounting
• Experience with Microsoft Dynamics 365 Business Central preferred
• Advanced Excel skills and strong financial systems aptitude
• Hands-on, detail-oriented approach with strong organizational and problem-solving skills
• Excellent communication and interpersonal skills
• Must be able to work in a fast-paced environment, be resourceful and flexible
• Able to balance multiple demands, prioritize tasks, and retain clear focus
• Wine industry compliance and regulatory knowledge
• Multi-entity or distributor/supplier accounting experience
• Experience supporting process improvement and ERP optimization initiatives