Senior FP&A Analyst

Direct Wines, Inc.; Norwalk (CT); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, Dental, Vision benefits

Employee wine discounts

Job summary

Direct Wines, Inc. is seeking a Senior FP&A Analyst to drive financial and operational reporting, partner with leaders across departments, and develop forecasting models. You will lead data-driven analyses, support budgeting, and enhance BI tooling to enable strategic decision making.

The role requires a analytical thinker who thrives in a fast-paced environment and enjoys turning data into actionable insights that influence the company’s direction.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business; preferred
• 3+ years of FP&A, commercial finance, financial analysis, or related analytics role
• Experience supporting budgets, forecasts, variance analysis, performance reporting and financial modelling
• Advanced Excel skills with large data sets and flexible models
• Experience with Power BI or similar is a plus

Responsibilities

• Own and enhance regular financial and operational reporting
• Analyze sales, margin, customer, subscription, marketing and operational performance; explain variances to budget, forecast and prior year
• Identify risks and opportunities; communicate findings to stakeholders
• Support month-end reporting and management accounts analysis
• Develop and maintain financial models to support commercial forecasting
• Partner with business teams to develop assumptions and provide analytical support for forecasts
• Support/lead elements of annual budget, reforecast and long-range planning
• Act as a trusted finance partner to functional leaders
• Evaluate new initiatives, commercial investments, promotions and partner opportunities
• Translate complex data into meaningful business insights
• Develop Power BI dashboards and reporting suites; drive automation and continuous improvement
• Support board reporting, management presentations, and strategic initiatives
• Undertake deep-dive analyses on customer behavior, profitability, marketing effectiveness and operational efficiency
• Support partner reporting, royalty calculations or other business cases
• Participate in cross-functional projects and process improvement initiatives

Skills

Advanced Excel

Power BI

Financial modelling

Data analytics

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

Power BI

Excel

Job description

If you're intellectually curious, eager to make an impact, and excited by the opportunity to grow within a dynamic and evolving business, we'd love to have you join our FP&A team as a Senior FP&A Analyst.

FP&A sits at the heart of the business, turning data into insights that drive strategic and commercial decisions. In this highly visible role, you'll partner with leaders across all departments.

This is an exciting opportunity for a naturally curious, analytical thinker who wants to understand how the business truly operates and influence its future direction. Whether or not your background is in traditional FP&A or another commercially focused finance role, you'll thrive if you're comfortable navigating ambiguity, asking thoughtful questions, and digging into complex challenges.

PRIMARY RESPONSIBILITIES

• Own and enhance regular financial and operational reporting
• Analyze sales, margin, customer, subscription, marketing and operational performance, identifying trends and explaining variances to budget, forecast and prior year
• Identify key risks and opportunities and communicate findings clearly to stakeholders
• Support month-end reporting and management accounts analysis

Forecasting & Planning

• Develop and maintain financial models to support commercial forecasting
• Partner with business teams to develop assumptions and provide analytical support for regular and ad hoc forecasts
• Support and/or lead elements of the annual budget, reforecast and long-range planning processes

Business Partnering

• Act as a trusted finance partner to functional leaders
• Evaluate new initiatives, commercial investments, promotions and partner opportunities
• Translate complex data into meaningful business insights

Data & Reporting Development

• Support the development of Power BI dashboards and reporting suites that improve visibility and usability of financial and operational data
• Drive automation and continuous improvement initiatives

Ad Hoc & Strategic Projects

• Support board reporting, management presentations, and strategic initiatives
• Undertake deep-dive analysis on specific business questions, such as customer behavior, profitability, marketing effectiveness and operational efficiency
• Support partner reporting, royalty calculations or other business cases as required
• Participate in cross-functional projects and process improvement initiatives

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, Business or a related field preferred
• 3+ years of experience in FP&A, commercial finance, financial analysis, business analytics or a related analytical role
• Experience supporting budgets, forecasts, variance analysis, performance reporting and financial modelling
• Advanced Excel skills, including the ability to work confidently with large data sets and build accurate, flexible models
• Experience with Power BI or similar a plus

SUCCESS FACTORS

The successful candidate will:

• Self-motivated and commercially curious, with the ability to connect financial results to underlying business drivers
• High attention to detail and comfort working with ambiguity
• Display passion and an inquisitive mindset
• Strong communication skills, with the ability to clearly explain complex information to finance and non-finance stakeholders
• Take ownership of projects and drive results independently
• Continuously seek opportunities to improve processes and reporting capabilities
• Able to manage competing priorities in a fast-paced environment
• Collaborative team player who builds strong working relationships across departments
• Interest in wine is welcome, but not essential

BENEFITS

• 401(k) with employer match
• Medical, Dental, and Vision benefits
• Company-paid Life and Disability Insurance
• Flexible Time Off
• Paid Holidays
• Employee wine discounts and special offers
• Ongoing personal and professional development opportunities

OUR COMPANY

Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes – all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers Laithwaites and The Wall Street Journal – and we are passionate about consumer satisfaction.

As the leading Third-Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry.

The company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.