Lead, Financial Planning & Analysis

Total Wine & More

3d•Onsite

About The Position

Total Wine & More is seeking a Lead, Financial Planning & Analysis to join our Finance & Accounting team in our Bethesda, MD office. This role will own several high-visibility, cross-functional financial initiatives and serve as a key partner in supporting executive decision-making. The ideal candidate is highly motivated, detail-oriented, and comfortable managing complex workstreams end-to-end. You will leverage strong analytical and data-driven skills to forecast, analyze, and report on expense activity across Store Operations, Merchandising, & Human Resources. This role collaborates closely with multiple departments, offering broad exposure to the business while applying retail finance expertise. The position reports to the Director, FP&A and provides critical support to the Business Planning and Financial Analysis function.

Requirements

Bachelor's Degree in Finance, Accounting, Business, or related field preferred or equivalent years of experience
3-6 years of experience in FP&A, operational finance, or related fields preferred
Proven leadership skills in managing cross-functional projects and teams
Expertise in forecasting, financial modeling, and variance analysis
Advanced proficiency in Excel (pivot tables, complex formulas, data modeling) and Power BI
Exceptional communication and interpersonal skills for effective collaboration across departments and with external partners
Highly organized, detail-oriented, and proactive with a problem-solving mindset
Experience in the beverage alcohol industry or other regulated industries
Background in vendor or importer relationship management

Responsibilities

Own the end-to-end financial management of complex, cross-functional finance programs, including regulatory, compensation, benefits, and planning initiatives. Ensure program accuracy, timeliness, compliance, and clear accountability.
Lead forecasting, planning, and recast activities across assigned finance programs. Ensure assumptions are aligned, impacts are clearly understood, and changes are communicated effectively.
Prepare and review executive-ready analysis, summaries, and reporting to support leadership decision-making. Translate complex financial data into clear insights, risks, and recommendations across owned programs.
Partner with cross-functional business and finance stakeholders to coordinate inputs, resolve issues, and manage dependencies across finance programs.
Drive process improvements and support audit and compliance activities, enhancing the accuracy, efficiency, and integrity of financial workflows.