Director Logistics and Inventory

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 JOB DESCRIPTIONImage removed.



Director Inventory and Logistics




SVP Operations

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Position Summary:


Reporting to the Senior Vice President of Operations, this position will apply knowledge and experience of business management, logistics and inventory effectively support existing processes/applications while identifying, solutions supporting the operational requirements and strategic initiatives for the Distribution Team.  This position is ultimately responsible to ensure logistics and inventory accuracy for all domestic warehouses including, but not limited to, California, Oregon and bailment warehouses. The person must have a strong understanding of business practices with regards to logistics, inventory management, supply-chain, production, distribution, finance, TTB compliance and sales/marketing reporting, customer service and the ability to align business procedures with system processes. This position contributes to the overall business requirements; participates in functional requirements and solution design activities across initiative teams, IT and business stakeholders to collaboratively develop effective solutions.  Additional duties may be assigned by the Senior Vice President of Operations.


Job Responsibilities (include but are not limited to):



  • Provide guidance to and collaborate with other members across the company on distribution and inventory accounting issues in compliance with most finance and production processes
  • Train, mentor, and coach direct reports, as applicable, this position may or may not have direct reports
  • Leading through others, hiring, performance feedback, goal and objective setting. staff development. and compensation.
  • Develop job descriptions, ensure quality hiring processes to attract, develop and retain talent in a diverse, inclusive environment.
  • Recognize and reward talent based on goals and objective in an equitable manner.
  • Lead by example, strong communication skills, both verbal and written, use feedback to improve morale and organizational results.

Solution Delivery:

  • Key logistics point of contact for across the enterprise.
  • Identifies and effectively assesses & implements improvement opportunities both from an operations and technology perspective
  • Directs solution delivery activities w/departments
  • Oversees system and end-user documentation to support new system implementation
  • Performs education and training to appropriate end-user group
  • Ensures issues are timely and effectively resolved across various groups
  • Supports Training and process improvement

Inventory Management:

  • Leads and assists with planning and execution of year-end physical inventory activities for all warehouse properties including California, Oregon and Bailment. –
  • Improves, trains, and ensures adherence to inventory SOPs with local warehouse teams.
  • Resolves/ Identifies technical /system issues that affect inventory accuracy and reports to management.
  • Manages the reconciliation of inventory to any subsidiary ledgers back to JDE (Monthly)
  • Manages the inventory and samples room teams at all warehouses

WMS Other Responsibilities:

  • WMS system management (e.g., ensure data records are intact, cycle count flows reflects warehouse layout)
  • WMS End User Training


Wine Tax Preparation, Analysis and Reporting:

  • Data extraction and preparation for the following tax reports:

(Utilizing Crystal Reporting, Business Objects, JDE & Excel) 

  • Federal Excise Tax – twice monthly
  • 702 Preparation - monthly
  • CA BOE reporting



JDE /WMS Report Creation, Preparation, Analysis and Distribution:

  • Data extraction and preparation for the following reports:

(Utilizing Crystal Reporting, Business Objects, JDE & Excel)

  • Global Business Review
  • Inventory Summary & Detail
  • Inventory Turns
  • Aged-Inventory
  • Inventory/Sales Demand & Supply
  • Order Management -
  • Holds Reporting-monthly

Summary of Experience:


  • Relevant functional/business process experience
  • Inventory Management to encompass full life cycle from receipt to cycle count to shipment
  • Experience in wine compliance to include analysis; preparation and reporting of finished goods activity
  • Warehouse Management System – development, implementation and supportHighJump preferred
  • ERP integrations w/WMS – development, implementation and support – JDEdwards preferred
  • Documentation experience


Required Knowledge, Skills and Abilities:


Strong experience in supporting supply chain management – supporting warehouse and distribution facilities.  System methodologies with full-project life cycle.  .  Familiarity of business process design to drive process improvement initiatives.  Ability to develop and implement clear, thorough functional design specifications that drive efficiencies.    Wine compliance with regards to finished case-goods.  Ability to work effectively in self-directed manner.  Ability to help collaborate and drive consensus across a diverse group. Individual must possess excellent organizational and time management skills; a professional demean or advanced Microsoft Office/Excel proficiency and demonstrate mathematical expertise. Must be analytical and detail oriented and highly effective in communicating and exchanging key business information with all levels and business groups in the organization. Experience with, ERP (JDE preferred) and WMS (HighJump preferred), winery experience is not mandatory.  The ability to work effectively independently and as a member of a team is required.




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