Senior Financial Analyst, CapEx

Job Description:

WHO WE ARE:

At Arterra Wines Canada, we love inspiring the big and small moments that happen when our products are shared and enjoyed.  For us it’s not just about what’s in and on the bottle, it’s what happens in people’s lives when we’re a part of them that keeps us thirsting for more and not resting on our laurels as Canada’s largest and most enjoyed wine company.  We put the consumer at the center of everything we do and we’re looking for people who do the same.

ROLE SUMMARY:

Responsible for supporting and administering the Company's capital expenditure (CapEx) program. Acts as the primary finance partner to Operations, Supply Chain, and Business Leaders on capital planning, investment analysis, project governance, and performance tracking. Provides financial insights to support investment decisions and ensures approved projects are accurately forecasted, monitored, and reflected in financial reporting.

KEY RESPONSIBILITIES:

BUSINESS DEVELOPMENT

• Partner with Operations, Viticulture, Supply Chain, IT, Estates and other business leaders to evaluate capital investment opportunities.

• Support the development of business cases for capital projects through financial analysis, scenario modeling, and ROI assessments.

• Provide financial insights and recommendations to support investment decisions and productivity improvement initiatives.

• Collaborate with project owners to ensure project objectives, timelines, and expected financial benefits are clearly defined.

CAPITAL STEWARDSHIP

• Coordinate the annual and long-range CapEx planning and budgeting processes.

• Maintain CapEx forecasts and monitor project spending against approved budgets, identifying risks and opportunities.

• Support the review and approval process for capital investment requests, ensuring alignment with business priorities and governance requirements.

• Track project milestones, spend, and expected benefits to ensure investments deliver anticipated returns.

• Partner with project teams to identify cost optimization opportunities and mitigate financial risks throughout the project lifecycle.

FINANCE EXCELLENCE

• Ensure compliance with internal controls, accounting policies, and governance requirements related to capital expenditures.

• Analyze capital investment proposals and provide data-driven insights on risk, return, and strategic alignment.

• Prepare monthly, quarterly, and annual CapEx reporting, including variance analysis and executive-level summaries.

• Coordinate with FP&A and Accounting teams to ensure capital investments and associated operating impacts are accurately reflected in forecasts, budgets, and financial reporting.

• Maintain CapEx processes, documentation, and reporting tools to support consistency, transparency, and business continuity.

TALENT DEVELOPMENT

• Share knowledge and best practices related to capital planning, investment analysis, and financial governance across the organization.

• Foster strong cross-functional partnerships and a culture of accountability, collaboration, and continuous improvement.

WHAT YOU BRING:

• Education: University Degree (preference to Finance, Commerce or Accounting)

• Experience: 3-5 years’ experience in progressive Finance roles

• Qualifications, Certifications or Designations: CPA or MBA preferred

• Strong interpersonal skills and excellent verbal and written communication skills

• Demonstrated ability to quickly adapt; maintain focus and a high degree of accuracy while working with complex data in an environment of ever-changing deadlines, priorities and requirements

• Be positive, energetic and comfortable in an open, dynamic and collaborative company culture

• Experience in the wine industry, operations finance, or consumer packaged goods (CPG) industry is an asset

• Experience with Hyperion, PowerBI, and JDEdwards an asset

WHAT WE OFFER:

• Hybrid work model, allowing employees to balance remote and in-office work.

• Competitive Salary and Bonus.

• Benefits and Pension Plan.

• Product Allowances.

• Training & Development Programs.

• Tuition Reimbursement.

• Commitment to Corporate Social Responsibility. 

• A chance to explore and learn more about the Wine industry.

COMPENSATION: Budgeted Range – $75,072.00 - $103,224.00. The budgeted range takes into account several factors and qualifications that are considered in making compensation decisions including experience, education, training, licenses, certifications, and other business and organizational requirements. Base pay is only one component of the total rewards offering at Arterra.

The budgeted range will align with qualifications, including experience, education, training, licenses, certifications, and other business and organizational requirements.

We are committed to establishing a qualified workforce that reflects the diverse population it serves and we encourage applications from all qualified individuals. We are also committed to preventing and removing barriers to employment for people with disabilities, and we invite you to inform us should you have any accessibility or accommodation needs.