Lead, Financial Planning & Analysis

About the Role

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. 

You will

• 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

You will come with

• 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

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.

Pay Range: $84,600-$141,200 Annually