Fractional CFO (Remote, Part-Time, Contractor) Job at Trentadue Winery Trentadue Winery, Geyserville, CA

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  • Trentadue Winery Trentadue Winery
  • Geyserville, CA

Job Description

Job Description:

About Trentadue Winery
Trentadue Winery, nestled in the heart of Sonoma County's Alexander Valley, has been crafting premium wines since 1969. Our family-owned estate is deeply rooted in tradition while embracing innovation, offering award-winning wines, custom crush and bottling services, and an immersive hospitality experience. With a commitment to quality, sustainability, and excellence in all areas of our business, we pride ourselves on the enduring relationships we’ve built with our customers and partners alike.

About the Role
Trentadue Winery is seeking a strategic yet hands-on Fractional CFO to oversee financial operations across our winery, vineyard, and custom crush businesses. This part-time, remote position is ideal for a seasoned finance professional who can own the close process, lead winery-specific accounting oversight, and provide actionable guidance to ownership. This is not a purely advisory role—we are seeking a working CFO who can dig into the details and ensure financial accuracy and compliance.
This role is structured as a fractional engagement, anticipating approximately 10 hours per week, with flexibility for deeper involvement during key financial periods such as month-end, year-end, or tax prep. While the position is remote the ideal candidate will be local to Sonoma Country for occasional in-person meetings and have familiarity with California winery operations.

Key Responsibilities
Additional responsibilities may be required from time to time in addition to the below items.
1. Month-End and Year-End Close
Own the monthly and annual close process to ensure books are accurate and timely.
Reconcile key accounts: inventory, COGS, prepaid expenses, AR/AP.
Collaborate with internal staff on data entry, reconciliations, and necessary corrections.
Organize clean documentation for external CPA review or audit readiness.
2. Tax Preparation Coordination
Compile and deliver year-end financials and support documents to external accounting firms.
Provide schedules and explanations for winery-specific areas (e.g., wine costing, inventory).
Coordinate with external CPAs to ensure accurate and timely tax filings.
3. Sales & Excise Tax Oversight
Oversee timely and accurate filing of California sales tax (quarterly).
Track and support excise tax obligations related to wine production and distribution.
4. Financial Oversight and Risk Flagging
Conduct weekly or biweekly reviews of accounting activity to catch mis-postings, cash flow issues, or compliance concerns.
Flag issues for ownership with actionable suggestions.
Verify that external accountants adhere to proper winery-specific cost allocations and financial treatments.

Requirements
Minimum 8 years of experience in finance, preferably in a leadership role.
Winery or beverage industry experience is strongly preferred.
Proven ability to operate with a sense of urgency and precision.
Comfortable working remotely and communicating asynchronously.
Strong understanding of financial systems, inventory controls, and tax coordination.
Ability to work collaboratively with both internal staff and external accounting teams.

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Job Tags

For contractors, Local area, Remote work, 10 hours per week,

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