Senior FP&A Analyst — Hybrid, Strategic Forecasting & Insights

Direct Wines; East Norwalk (CT); Híbrido; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with employer match

Medical, Dental, and Vision benefits

Company-paid Life and Disability Ins.

Flexible Time Off

Paid Holidays

Employee wine discounts and special po

Descripción de la vacante

Direct Wines, Inc. in Norwalk, CT, is seeking a Senior FP&A Analyst to own financial and operational reporting, develop forecasting models, and partner with leaders across functions to drive strategic decisions.

This hybrid role requires 3+ years in FP&A or related finance roles, strong Excel skills, and experience with Power BI. You will translate data into actionable insights, support budgeting, and contribute to board presentations.

Formación

• 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.

Responsabilidades

• 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.
• 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.
• 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.
• 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.
• 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

Conocimientos

Analytical thinking

Communication skills

Attention to detail

Educación

Bachelor's degree in Finance or related field

Herramientas

Power BI

Excel

Descripción del empleo

Direct Wines, Inc. in Norwalk, CT, is seeking a Senior FP&A Analyst to own financial and operational reporting, develop forecasting models, and partner with leaders across functions to drive strategic decisions.

This hybrid role requires 3+ years in FP&A or related finance roles, strong Excel skills, and experience with Power BI. You will translate data into actionable insights, support budgeting, and contribute to board presentations.