Financial Analyst

The Country Vintner, Inc.; Glen Allen (VA); On-site; USD 90,000 - 100,000; Full time

Job summary

Winebow in Glen Allen, VA, is seeking a Financial Analyst to support forecasting, budgeting, and KPI reporting in a dynamic FP&A environment. You will work closely with the Director of FP&A to achieve finance-led goals and strategic initiatives.

The ideal candidate will have 3–5 years of related experience, proficiency in Workday Adaptive, strong Excel skills, and the ability to leverage AI tools to enhance financial analyses.

Qualifications

• Bachelor's degree required; 3–5 years of related experience.
• Experience with enterprise financial systems (Workday Adaptive preferred).
• Intermediate Excel knowledge.
• Ability to leverage AI tools (e.g., ChatGPT) in an FP&A context.
• Demonstrated effective verbal and written communication skills.

Responsibilities

• Support forecasting, budgeting, and operational reporting processes.
• Prepare and distribute KPI reporting and financial analyses across departments.
• Collaborate with FP&A leadership to drive finance-led initiatives.
• Maintain and improve financial planning tools and models.
• Partner with cross-functional teams to ensure alignment with targets.

Skills

Communication skills

Analytical thinking

Problem solving

Education

Bachelor's degree

Tools

Workday Adaptive

Excel

AI tools

Job description

Why Winebow?

At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly to promote a culture of inclusion where our team feels safe, respected, and valued. We want our Winebow family to feel at home and to be empowered to bring their best selves forward. We seek talent from all backgrounds to join our organization and are dedicated to achieving a diverse workforce in all aspects of employment including but not limited to recruiting, hiring, promotion, training, benefits, wage and salary equity. The salary range for this position is $90,000 - 100,000 annually. We also offer a comprehensive benefits package of medical, dental, vision, life, AD&D, 401k with company match, and paid time off. If you are hired at Winebow, your final base salary compensation will be determined based on factors such as geographic location, skills, education and/or experience. In addition to those factors, we consider internal equity of our current team members as a part of any final offer.

JOB SUMMARY

The Financial Analyst supports the company’s financial planning efforts through forecasting, budgeting, operational reporting, and varied strategic analysis. The ideal candidate can expect to work closely with the Director of FP&A in a dynamic, cross-functional environment to achieve finance-led goals and initiatives.

ESSENTIAL FUNCTIONS

• Assist in the development, maintenance, and continuous improvement of core financial statement forecasts including, but not limited to, our income statement, balance sheet, and cash flow projections.
• Support the annual budgeting process and periodic re-forecast cycles across departments; consolidate inputs and ensure alignment with company-wide financial targets.
• Prepare and distribute recurring financial, inventory supply chain and operational KPI reporting.
• Partner with inventory management stakeholders and contribute related inventory analysis.
• Help maintain our financial enterprise tool, Adaptive, and provide front-line support to end-users.

WORKING CONDITIONS

Normal office environment.

EQUIPMENT/MACHINERY USED

• Office equipment including computer, fax, photocopier, calculator, and telephone.

PHYSICAL REQUIREMENTS

• Sitting, lifting up to 10 lbs., repetitive motion with hands for typing, manual dexterity, visual acuity, driving.

REQUIREMENTS

• Bachelor’s degree required 3 - 5 years of related experience.
• Experienced in enterprise financial systems (Workday Adaptive preferred)
• Intermediate Excel knowledge.
• Ability to leverage AI tools (e.g., ChatGPT) in an FP&A context a plus
• Demonstrated effective verbal and written communication skills

EMPLOYER’S RIGHTS

This job description does not list all the duties of the job. You may be asked by management to perform other duties. Winebow has the right to revise this job description at any time. This job description is not a contract for employment. Your continued employment with Winebow is by mutual consent. Being a part of Winebow means that you are passionate about wine and spirits, are dedicated to providing outstanding customer service, and have the privilege of connecting our fine portfolio with our trade customers and ultimately with the consumer.