Director, FP&A

Retail Services & Systems, Inc; United States; On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Paid Time Off

Store discounts

Health care plans

401(k)

HSA

FSA

Pre-tax commuter benefits

Disability & life insurance

Parental leave

Pet insurance

Critical illness insurance

Accident insurance

Home/auto insurance

Tuition assistance

Career development & training

Consumer classes

Job summary

Total Wine & More in Bethesda, MD is seeking a Director of Financial Planning & Analysis to partner with Store Operations, driving profitability and leading budgeting, forecasting, and long-range planning across retail operations.

You will develop financial models, provide strategic guidance to senior leadership, and mentor analysts while collaborating with cross-functional teams to improve efficiency and resource allocation.

Qualifications

• Bachelor’s degree required in Finance, Accounting, Business, or related field.
• 10+ years of FP&A, operational finance, or similar experience.
• Strong financial acumen and FP&A expertise (budgeting, forecasting, variance analysis, modeling).
• Deep knowledge of retail industry drivers, merchandising metrics, and inventory management.
• Advanced analytical and problem-solving skills with the ability to translate data into strategic insights.
• Proficiency in Excel and ERP systems (SAP, Oracle) and BI tools (Power BI, Tableau).
• Excellent communication and presentation skills with ability to influence across levels.
• Strong leadership and mentoring abilities to drive cross-functional initiatives.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning for Store Operations and HR.
• Provide financial guidance and support strategic decision-making with cross-functional teams.
• Analyze performance, identify trends, and deliver insights to improve profitability.
• Develop and optimize FP&A models, reports, and processes for better decision support.
• Collaborate with Stores and other functions to manage operating expenses and strategic initiatives.
• Prepare and present monthly financial reports and KPIs for senior leadership.
• Lead cross-functional analyses of store initiatives, capital investments, and productivity improvements.
• Oversee development and maintenance of reporting packages and dashboards.

Skills

Leadership

Analytical thinking

Strategic thinking

Communication

Problem solving

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Excel

SAP

Oracle

Power BI

Tableau

Job description

About the Role

Total Wine & More is seeking a Director of Financial Planning & Analysis (FP&A) to join our Finance team in our Bethesda, MD office. You will serve as the strategic finance partner for Store Operations, driving financial performance, operational excellence, and informed decision-making across all retail operations.

This role is responsible for budgeting, forecasting, long‑range planning, and providing actionable insights through financial modeling and performance analysis. It provides leadership with insights to guide resource allocation, support strategic initiatives, and inform business decisions. This role is accountable for ensuring alignment with business objectives and providing strategic guidance to leadership. It is a trusted advisor to senior leadership, delivering insights and recommendations that influence business decisions, enable growth, and enhance operational efficiency.

Key Responsibilities

• Lead the annual budgeting, quarterly forecasting, and long‑range planning processes for Store Operations and HR, ensuring alignment with strategic business objectives.
• Partner with Store Operations leadership and cross‑functional teams to provide financial guidance and support strategic decision‑making.
• Analyze financial performance, identify trends, and deliver actionable insights to support executive decision‑making and improve profitability.
• Optimize financial models, reporting tools, and FP&A processes to improve efficiency and decision support.
• Collaborate with cross‑functional teams, including Stores and other business functions, to provide financial guidance, manage operating expenses, and support key strategic initiatives.
• Oversee the preparation and presentation of monthly financial reports and key performance indicators (KPIs) for senior leadership.
• Lead cross‑functional financial analyses related to store initiatives, capital investments, and productivity improvements.
• Oversee the development and maintenance of reporting packages and dashboards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent experience).
• 10+ years of experience in FP&A, operational finance, or a similar area.
• Strong financial acumen and expertise in FP&A principles, including budgeting, forecasting, variance analysis, and financial modeling.
• Deep knowledge of the retail industry, including key drivers of profitability, merchandising metrics, and inventory management.
• Advanced analytical and problem‑solving skills with the ability to interpret complex data and translate it into strategic insights.
• Proficiency in financial software and tools, such as Excel, ERP systems (e.g., SAP, Oracle), and business intelligence platforms (e.g., Power BI, Tableau).
• Excellent communication and presentation skills, with the ability to influence and collaborate effectively across all levels of the organization.
• Strong leadership and team management abilities, including experience mentoring analysts and driving cross‑functional financial initiatives.

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.

Equal Opportunity

Total Wine & More is an equal opportunity employer. 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.