Lead, FP&A

Total Wine & More; Bethesda (MD); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Paid Time Off

Generous store discounts

Health care plans

401(k)

HSA & FSA

Job summary

Total Wine & More is seeking a Lead Financial Planning & Analyst to join our Finance & Accounting team in Bethesda, MD. You will lead forecasting, analysis, and CBMA-related tax credit processes, coordinating with importers, suppliers, and internal teams to ensure accurate claims and regulatory compliance.

The role requires strong Excel skills and the desire to learn Power BI, with emphasis on accuracy, efficiency, and audit readiness. You will report to the Sr.

Qualifications

• Forecasting and financial modeling skills required.
• Experience with variance analysis and data-driven decision support.
• Advanced Excel skills including pivot tables and complex formulas.

Responsibilities

• Lead annual forecast development and YoY analysis for eligible imported gallons and CBMA credits.
• Oversee tracking, reconciliation, and validation of imported gallon claims with internal teams.
• Advise partners on gallon requests, discrepancies, and regulatory compliance.
• Manage monthly financial statement analysis for strategic partners and align with billing structures.
• Drive process improvements and support audit/compliance activities.

Skills

Forecasting

Financial modeling

Variance analysis

Excel

Power BI

Cross-functional collaboration

Education

Associate’s Degree in Finance/Accounting/Business

Bachelor's Degree in Finance/Accounting/Business

Tools

Power BI

Job description

About The Role

Total Wine & More is seeking a Lead Financial Planning & Analyst, to join our Finance & Accounting team in our Bethesda, MD office. This role is responsible for leading the forecasting, analysis, tracking, reconciliation, and validation of federal excise tax credit opportunities related to eligible imported beverage gallons, including programs administered under the Craft Beverage Modernization Act (CBMA). The Lead will coordinate closely with importers, suppliers, merchandising partners, and internal finance teams to ensure accurate gallon requests, timely claim submissions, effective discrepancy resolution, and compliance with evolving regulatory requirements. In addition, this role will support monthly financial statement analysis for strategic partners, reconcile financial statements to billing structures, and drive process improvements that strengthen accuracy, efficiency, audit readiness, and overall financial workflow integrity. Advanced skills in Excel and experience with, or desire to learn Power BI will be essential for forecasting, reporting, variance analysis, and ongoing business support. While prior CBMA experience is beneficial, we encourage candidates who are eager to learn and build expertise in this specialized area. This role will report to the Sr. Manager. FP&A.

You will

• Lead the development and management of the annual forecast and year over year analysis for eligible imported gallons and associated federal excise tax credits, ensuring accuracy and alignment with regulatory expectations.
• Oversee the tracking, reconciliation, and validation of imported gallon claims, coordinating with importers and internal teams to ensure timely and accurate submissions.
• Advise merchandising and importer partners by communicating gallon requests, resolving discrepancies, and maintaining compliance with evolving regulations.
• Oversee monthly financial statement analysis of strategic partners. Manage reconciliation of financial statements to billing structures to ensure alignment with Company goals.
• Drive process improvements and support audit and compliance activities, enhancing the accuracy, efficiency, and integrity of financial workflows.

You will come with

• Associate’s Degree in Finance, Accounting, Business, or related field required or equivalent years of experience
• 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
• 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.
• While familiarity with CBMA is helpful, we welcome candidates eager to learn this specialized knowledge.
• Experience in the beverage alcohol industry or other regulated industries.
• Familiarity with excise tax credits, regulatory filings, or experience in compliance-heavy environments.
• Background in vendor or importer relationship management.
• Must be 21 years of age or older
• Sit for long periods of time
• 5 days in office

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!

Crafted for you

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,

The exempt compensation range for this position is . 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.