Senior Vice President of Finance | Saint Helena, CA, USA | Hybrid

Job Summary:

The Senior Vice President of Finance is a key member of the Executive Team and reports directly to the President. This leader is responsible for all financial functions of the business including strategic planning, budgeting, forecasting, cash flow management, analytics, reporting, risk management, capital raising, and investor/lender relations. The SVP of Finance will play a critical role in scaling the business, driving profitability, and maintaining fiscal discipline—while aligning with the company's values and long-term goals.

Reasonable Accommodations Statement:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Safety Statement:

All employees shall follow safe practices according to the Injury and Illness Prevention Policy (IIPP), render every possible aid to safe operations, and report all unsafe conditions or practices immediately to any management employee or Human Resources.

Essential Duties and Responsibilities:

Strategic Financial Leadership

• Partner with the executive team to shape financial strategy and long-term planning.
• Conduct investment analyses to support growth decisions (e.g., new locations, technology upgrades).
• Evaluate and advise on capital expenditures and funding needs.
• Lead or support M&A initiatives and strategic transactions. Financial Management & Planning
• Develop and manage annual budgets, forecasts, and long-range financial plans.
• Monitor and optimize cash flow and working capital across the business.
• Oversee preparation and review of financial statements (P&L, balance sheet, cash flow).
• Implement and track cost control initiatives to maximize margin and operational efficiency. Compliance, Risk, & Legal Oversight
• Ensure compliance with all financial regulations, tax filings, and industry standards.
• Oversee financial aspects of contracts, insurance, and vendor agreements.
• Identify and mitigate financial risks related to operations, labor, and supply chain volatility. Team Leadership & Collaboration
• Lead, develop, and scale the finance and accounting team.
• Foster cross-functional collaboration with operations, HR, and marketing to align financial and business strategies.
• Support store-level management by providing financial literacy, training, and monthly P&L reviews. Investor & Capital Management
• Build and maintain relationships with investors, lenders, and financial advisors.
• Manage capital structure, including debt and equity financing.
• Lead fundraising efforts to support growth initiatives, including new unit development.

Supervisory Responsibilities:

(List the types of jobs that report to this position and the estimated # of incumbents.)

TBD Job Requirements:

Education/Experience:

• Bachelor's, or equivalent financial credentials

Other:

• CPA or MBA preferred

Knowledge, Skills & Abilities:

• Proven experience as a SVP of Finance or Director of Finance within the restaurant, hospitality, or retail space.
• Deep understanding of restaurant economics, unit-level P&L management, and financial modeling.
• Strong track record of leading finance in a growth-stage or entrepreneurial company.
• Experience managing cash flow, budgets, and financing for capital expansion.
• Familiarity with restaurant technology systems such as POS (Toast), accounting platforms (Sage), and operational tools (CTUIT or similar). Measures of Success
• Delivery of accurate, timely, and actionable financial reporting.
• Clear strategic financial direction that supports sustainable growth.
• Strong cash management and disciplined cost controls.
• Effective team development and operational partnership across departments.
• Positive relationships with external financial stakeholders (investors, lenders, advisors).