As a B Corp certified business, Clif Family is guided by our values to sustain our planet, our community, and our people. We strive to support a healthier, more sustainable world through the enjoyment of wine, food, and connection. We organically farm the grapes, olives, fruit, and vegetables that go into our wine and food products, and we work with our suppliers to source organic ingredients. Every Clif Family product is made with the highest quality and care while having the lowest impact and cost to our planet.

Position Description:

Clif Family Winery & Farm is seeking a detail-oriented and highly organized Accounting, Compliance, and Systems Associate to support our financial operations, regulatory compliance, and internal systems management. This role plays a crucial part in ensuring the integrity of financial records, adherence to industry regulations, and the seamless operation of business systems. The ideal candidate will have a strong background in accounting, compliance, and information systems, along with a passion for continuous improvement and operational efficiency.

Primary Responsibilities:

Systems Management
•  Assist with maintaining winery’s Point-of-Sale (POS), Compliance, eCommerce platforms, and CRM, ensuring accurate setup and ongoing support.
•  Oversee SKU creation and product setup across systems for new releases, promotions, and pricing updates.
•  Identify and resolve system issues, software glitches, and integration challenges by working closely with vendors, IT support teams, and internal stakeholders to maintain smooth operations.
•  Provide training and support for internal teams on platform functionalities, best practices, and troubleshooting techniques.
•  Assist with custom reporting, data analysis, and system optimization to enhance efficiency.
•  Manage and maintain phone system, including user setup, call routing configurations, troubleshooting, and system updates to support effective communication across departments.

Compliance & Reporting
•  Assist in ensuring the winery remains compliant with all local, state, and federal regulations related to alcohol sales, distribution, and reporting.
•  Maintain accurate compliance records for audits and regulatory reviews. Ensure timely filing of required documentation, including licensing renewals.
•  Stay informed on changing regulations, industry best practices, and compliance requirements. Assist in implementing necessary adjustments to internal processes and policies to remain compliant.
•  Oversee the submission of Certificate of Label Approval applications, ensuring all label approvals align with TTB guidelines and market requirements.
•  Support reporting efforts related to production, farming operations, and sustainability initiatives.

Accounting & Order Processing
•  Process and issue customer invoices, monitor incoming payments, and follow up on outstanding balances to ensure timely collections.
•  Maintain accurate records of accounts receivable transactions and assist in resolving any billing discrepancies.
•  Review and process vendor invoices, ensuring accurate coding, approval workflows, and on-time payments.
•  Maintain vendor records, manage the AP inbox, and respond to inquiries to support smooth financial operations.
•  Assist with order entry, invoicing, and fulfillment coordination for wholesale accounts.
•  Regularly reconcile transactions within Point-of-Sale (POS) and eCommerce platforms, identifying and correcting discrepancies to ensure accurate financial reporting and revenue tracking.
•  Assist in financial reconciliations, journal entries, and reporting as part of the month-end close process.
•  Work closely with the accounting team to ensure all revenue, expenses, and adjustments are properly recorded.

Requirements:

Position-Specific Skills Required
•  Excellent time management and organizational skills.
•  Strong verbal and written communication skills.
•  Exceptional attention to detail and ability to manage multiple priorities.
•  Strong problem-solving skills and ability to work cross-functionally.

Technical Expertise Required
•  Familiarity with POS systems, eCommerce platforms, and accounting software (e.g., QuickBooks, Commerce7, Tock, Shopify, Avalara).
•  Understanding of A/R, A/P, and wholesale order processing.
•  Knowledge of alcohol compliance regulations at the local, state, and federal levels.
•  Strong proficiency in Excel and data analysis tools.

Education/Training Required
•  4+ years of experience in accounting, compliance, or systems management (wine, beverage, or hospitality industry experience preferred).

What we offer:
Competitive pay
Health, Dental, Vision Benefits
401k Matching
HSA/FSA, Dependent Care FSA
Paid Volunteer Time
Wellness perks