Senior FP&A Analyst & Strategy Partner

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

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.