Total Wine & More ยท 1 day ago
Lead, Financial Planning & Analysis
Bethesda, MD
Full-time
Onsite
Mid, Senior Level
$85K/yr - $141K/yr
3+ years expTotal Wine & More is seeking a Lead, Financial Planning & Analysis to join our Finance & Accounting team in our Bethesda, MD office. This role will own several high-visibility, cross-functional financial initiatives and serve as a key partner in supporting executive decision-making.
E-CommerceFood and BeverageWine And Spirits
Responsibilities
Own the end-to-end financial management of complex, cross-functional finance programs, including regulatory, compensation, benefits, and planning initiatives. Ensure program accuracy, timeliness, compliance, and clear accountability
Lead forecasting, planning, and recast activities across assigned finance programs. Ensure assumptions are aligned, impacts are clearly understood, and changes are communicated effectively
Prepare and review executive-ready analysis, summaries, and reporting to support leadership decision-making. Translate complex financial data into clear insights, risks, and recommendations across owned programs
Partner with cross-functional business and finance stakeholders to coordinate inputs, resolve issues, and manage dependencies across finance programs
Drive process improvements and support audit and compliance activities, enhancing the accuracy, efficiency, and integrity of financial workflows
Qualification
Required
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
Preferred
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 preferred
Experience in the beverage alcohol industry or other regulated industries
Background in vendor or importer relationship management
Benefits
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!
Company
Total Wine & More
๐๐จ๐ญ๐๐ฅ ๐๐ข๐ง๐ & ๐๐จ๐ซ๐ ๐ข๐ฌ ๐๐ฆ๐๐ซ๐ข๐๐โ๐ฌ ๐๐ข๐ง๐ ๐๐ฎ๐ฉ๐๐ซ๐ฌ๐ญ๐จ๐ซ๐ยฎโthe countryโs largest independent retailer of fine wine.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
T
Tom Kooser
Chief Technology Officer
T
Thomas Trone
Vice President Merchandising
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