Lead, Financial Planning & Analysis

About the Role

Total Wine & More is seeking a Lead, Financial Planning & Analysis to join our Merchandise Finance team in our Bethesda, MD office. You will leverage 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 into work. You will provide decision-making support for our Business Planning and Financial Analysis team reporting to the Sr. Director, Financial Planning & Analysis. 

You will

• Use multiple software packages (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 planning process for all stores
• Review sales variance to annual plan, discuss cause, and help create action plans
• Support our Functional Business partners by analyzing trends and measuring results of activities and initiatives vs budget and defined expectations
• Other ad-hoc reports and analytics assigned
• Interact directly with senior leadership (VP Store Ops, VP advertising, VP Pricing & Assortment Planning, CFO) while taking ownership of projects
• Comfortable working with a broad spectrum of colleagues on cross functional projects including those on the data science team, store operations team, and digital team
• Clearly presents complex financial analyses to finance and non-finance colleagues – and is prepared to back up their work with support when questioned
• Proactively develops new models and analysis based on current trends/focus areas that drive results – rather than simply maintaining current models or creating reports after being asked
• Strong focus on implementing new and more efficient processes in forecasting (through accuracy reporting, machine learning)
• Requires little to no supervision while working through new analyses
• Provides valuable feedback/viewpoints during team brainstorming sessions  

You will come with

• 3+ years of experience as a financial or data analyst or consultant
• Undergraduate degree in Finance, Economics, Business, or related field with high GPA
• Advanced in MS Excel (can perform complex functions)
• Experience with SQL
• Experience in retail/consumer products industry is a plus
• Solid communication skills, written and oral

We offer

• 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! 

Grow with us

Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at https://careers.totalwine.com/!

Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience.

Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace. 

The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.