Robert deOcampo
Chief Financial Officer at Darioush Winery- Claim this Profile
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Bio
Experience
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Darioush
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United States
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Wine & Spirits
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1 - 100 Employee
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Chief Financial Officer
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Apr 2020 - Present
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Jarvis Estate Winery
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United States
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Wine & Spirits
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1 - 100 Employee
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Director of Finance
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Jul 2018 - Apr 2020
• Preparation of monthly financial statements and annual budgets, support for product costing and tax returns, and review and analysis of monthly operating results for a family-owned, high-end 8,000 case per year wine brand with international sales and distribution, hosting over 12,000 visitors annually. • Supervision of accounts payable and payroll, accounts receivable and invoicing, and shipping and inventory management staff. • Management of human resources functions, including… Show more • Preparation of monthly financial statements and annual budgets, support for product costing and tax returns, and review and analysis of monthly operating results for a family-owned, high-end 8,000 case per year wine brand with international sales and distribution, hosting over 12,000 visitors annually. • Supervision of accounts payable and payroll, accounts receivable and invoicing, and shipping and inventory management staff. • Management of human resources functions, including performance review and compensation adjustments, and health care benefits. Conducted review and analysis of 401(k) plan and led conversion activities, including substitution of plan custodian, trustee and registered investment advisor. • Compliance reporting, including interstate shipping, excise and sales tax, and winery operations returns. • Implementation, maintenance and documentation of internal controls, oversight of information technology, and supply chain and logistics management. Show less
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Manager
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Oct 2016 - Jul 2018
Oakville, CA • Coordinate and manage sales and administrative operations for a family-owned, high-end direct-to-consumer wine brand with international sales and distribution. • Oversight and performance of information technology, facilities and human resource management, and state and Federal agency compliance administration and reporting. • Management of product logistics, including vendor selection and supervision of transportation, packaging, warehousing and fulfillment of finished… Show more • Coordinate and manage sales and administrative operations for a family-owned, high-end direct-to-consumer wine brand with international sales and distribution. • Oversight and performance of information technology, facilities and human resource management, and state and Federal agency compliance administration and reporting. • Management of product logistics, including vendor selection and supervision of transportation, packaging, warehousing and fulfillment of finished wines. • Administration of e-commerce software conversion activities, including review and transfer of customer and sales data, creation and computation of ship rate and sales tax tables, and development of fulfillment vendor interface. Show less
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Dickenson Peatman & Fogarty
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United States
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Law Practice
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1 - 100 Employee
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CFO/COO
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Sep 2005 - Oct 2016
Napa, California • Administration of daily operations for a two office law practice with 25 professionals, with gross revenues of almost $15 million. • Direct oversight of all marketing, information technology, facility management, human resources, and finance and accounting functions. • Develop, implement and monitor strategic and financial plans, including office relocation and facilities build-out, fixed asset divestiture and corporate conversion activities. • Member of management, technology… Show more • Administration of daily operations for a two office law practice with 25 professionals, with gross revenues of almost $15 million. • Direct oversight of all marketing, information technology, facility management, human resources, and finance and accounting functions. • Develop, implement and monitor strategic and financial plans, including office relocation and facilities build-out, fixed asset divestiture and corporate conversion activities. • Member of management, technology and retirement plan committees. Show less
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Fulton Advisors
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Real Estate
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1 - 100 Employee
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Vice President
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Apr 1997 - Sep 2005
Napa, California • Portfolio manager for two vineyard acquisition and development funds capitalized at over $350 million. • Identified acquisition candidates and closed on eighteen properties in California, Oregon and Washington. • Planned, directed and created management reports on the development of over 1,400 plantable acres of vineyards, including timber conversion, grading, road construction, erosion control and water sourcing and impoundment permitting and construction. • Created business and… Show more • Portfolio manager for two vineyard acquisition and development funds capitalized at over $350 million. • Identified acquisition candidates and closed on eighteen properties in California, Oregon and Washington. • Planned, directed and created management reports on the development of over 1,400 plantable acres of vineyards, including timber conversion, grading, road construction, erosion control and water sourcing and impoundment permitting and construction. • Created business and financing plans for the management and expansion of an affiliated boutique winery producing approximately 20,000 cases annually. Also executed and supervised cellar operations, national sales and marketing activities, and sales and inventory analysis. Show less
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Accounting/Finance/MIS Consultant
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Jun 1994 - Mar 1997
San Francisco Bay Area • Assisted large corporations with international operations in the wine, food products, investment management and transportation industries. Projects including product costing analysis, compensation structuring, Oracle database conversion and fixed asset amortization. • Consultant to smaller startup and entrepreneurial concerns in healthcare and specialty retail. Developed business plans and operating budgets, and set up general ledger accounting systems and processes, including fixed… Show more • Assisted large corporations with international operations in the wine, food products, investment management and transportation industries. Projects including product costing analysis, compensation structuring, Oracle database conversion and fixed asset amortization. • Consultant to smaller startup and entrepreneurial concerns in healthcare and specialty retail. Developed business plans and operating budgets, and set up general ledger accounting systems and processes, including fixed asset amortization and periodic close procedures. Show less
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Funds Controller
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Jan 1987 - Aug 1989
San Francisco, California • Coordinated accounting functions for the venture capital and merchant banking department of an investment bank specializing in technology and growth companies. • Directed accounting staff of three in the performance of tax, audit, cash management and financial statements for nine funds with a total contribution of approximately $300 million. • Designed and implemented accounting software and procedures to allocate portfolio profit and loss among limited partners.
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Education
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Georgetown University McDonough School of Business
Master of Business Administration - MBA, Accounting & Finance -
University of California, Berkeley
B.A., Economics -
Napa Valley College
A.S., Winery & Viticulture Technology