Financial Planning Analyst

W J DEUTSCH & SONS LTD

4d • Hybrid

About The Position

CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. in 2022, 2023, 2024 and 2025. Deutsch Family Wine & Spirits is seeking a Financial Planning Analyst who will be responsible for planning, forecasting, variance analysis, and other critical KPI reporting. The role reports directly to the Manager, Supply Chain Finance, and collaborates closely with the inventory and logistics planning team. This individual is responsible for the tracking of actuals and conducting variance analysis for various operational costs. This role will exercise independent judgment and discretion to manage several supply chain expenditures through risk and opportunity identification and will own certain areas in reporting company-wide results. This position offers a high degree of flexibility between working remotely and working in Stamford, CT. Candidates must live commutable to our Stamford, CT headquarters to join in-person meetings or events from time-to-time.

Requirements

• Advanced Excel Skills
• Advanced analytical mind to synthesize data and develop innovative solutions and recommendations
• Excellent written and verbal communication skills
• Must be adept at managing multiple priorities in a dynamic environment
• Must be a self-motivated individual with the ability to identify issues/opportunities for improvement and be proactive in addressing them
• Bachelor’s degree in finance or business
• At least three years’ experience in financial analysis; CPG, Logistics/Warehousing experience preferred.

Responsibilities

• Key contributor for month-end close, budget, and forecast processes, focusing on supply chain expenditures such as warehousing, freight, excise taxes, and standard costs.
• Responsible for coding select supply chain related invoices
• Ensuring complete, accurate, and timely reporting of month end actuals
• Develop reporting to monitor actuals and conduct variance analysis against budget, forecast, and prior year
• Timely raises risks and opportunities to management
• Responsible for KPI reporting of various supply chain expenditures
• Performs scenario modelling of supply chain costing scenarios in an effort to reduce costs
• Coordinate with cross functional partners during budget to support the standard cost creation process
• Adhoc reporting and analysis, as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees