Lead, Financial Planning & Analysis

Total Wine & More

103d • $84,600 - $141,200

About The Position

Total Wine & More is seeking a Lead, Financial Planning & Analysis to join our Finance team in our Bethesda, MD office. The Lead of Financial Planning & Analysis leverages data driven and detail-oriented skills to forecast, analyze and report on top-line, margin and promotional results. This role interacts with several departments in the company, making it a great opportunity to learn various aspects of the business while putting your retail finance and analytical skills to work. The lead provides decision support to our Finance, Marketing and Merchandising management teams. You will report to the Director, Financial Planning & Analysis.

Requirements

• Bachelor's Degree in Finance, Economics, Business, or related field preferred or equivalent years of experience.
• 3-6 years experience as a financial or data analyst or consultant preferred.
• Advanced in MS Excel (can perform complex functions).
• Experience with SQL.
• Experience in retail/consumer products industry is a plus.
• Accuracy, strong organizational skills, and excellent attention to detail.
• Strong communication skills, both written and verbal.
• Strong analytical mindset and focus to drive informed solution considerations and decision making.

Responsibilities

• Leverage multiple software platforms (e.g., SQL, Power BI, Excel) to analyze KPIs, and create actionable reports that drive sales and gross margin.
• Prepare weekly and monthly PowerPoint presentations summarizing financial performance for senior leadership.
• Develop and maintain detailed financial models that support the annual sales and margin planning process for all stores.
• Review sales and margin variance to annual plan, discuss cause, and help create action plans.
• Evaluate trends with the Merchandising department by analyzing category trends and measuring sales lift/margin impact from sales driving initiatives.
• Advise the Marketing department by analyzing promotional activity and refining promotional programs.

Benefits

• Paid Time Off (PTO)
• Generous store discounts
• Health care plans (medical, prescription, dental, vision)
• 401(k), HSA, FSA, Pre-tax commuter benefits
• Disability & life insurance coverage
• Paid parental leave
• Pet insurance
• Critical illness and accident insurance
• Discounted home and auto insurance
• College tuition assistance
• Career development & product training
• Consumer classes & More!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees