Jessica Swan

Vice President, Financial Planning & Analysis @The Duckhorn Portfolio

Napa, CA, US

EMAILS

[email protected]

MOBILE NUMBERS

+14•••••••57

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WORK HISTORY

Aug 2022 — Present

Vice President, Financial Planning & Analysis @The Duckhorn Portfolio

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EDUCATION

2000

University of Southern California

BA in Economics and BS in Public Administration

SKILLS

SalesMarketingValuationEquity ResearchMarket ResearchApparelForecastingCross-Functional Team LeadershipMarketing StrategyCorporate FinanceFinanceMergers & AcquisitionsPricingRetailAnalyticsBusiness StrategyStrategyFinancial ModelingStrategic Financial PlanningFinancial AnalysisLeadershipAnalysisBusiness DevelopmentM&a AnalysisCompetitive Analysis

ABOUT JESSICA SWAN

Strategic and versatile financial leader with business partnering expertise and a passion for helping companies design, implement, and execute financial plans that drive profitability. Strong sense of curiosity, stamina for solving complex issues, and soft skills to bring people together and bridge diverse sectors. Outstanding reputation for exercising sound judgement, data-driven analysis, and thoughtful recommendations. Experience in FP & A, Costing, M&A, Strategy, Investment Banking, and Equity Research across consumer channels (Retail, Apparel, and Beverage).

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