Job Title: Financial Analyst – Financial Planning & Analysis (FP&A)
Location: TBD
Department: Finance
Reports To: Vice President of Finance
Job Summary:
We are seeking a highly motivated and detail-oriented Financial Analyst to join our Finance team. The successful candidate will play a key role in budgeting, forecasting, financial modeling, and providing strategic insights to support business decision-making. This position offers the opportunity to work cross-functionally with senior leadership, department heads, and various stakeholders to drive financial performance and long-term planning.
Key Responsibilities:
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Develop and maintain detailed financial models to support budgeting, forecasting, and long-range planning
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Analyze actual results versus budget/forecast, providing variance analysis and identifying risks and opportunities
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Collaborate with business units to gather inputs, understand performance drivers, and ensure alignment on financial plans
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Prepare monthly, quarterly, and annual financial reports and dashboards for executive management
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Support the preparation of leadership materials, investor presentations, and ad hoc financial analysis
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Partner with Accounting to ensure accuracy of financial results and integrity of data
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Drive continuous improvement in FP&A processes, tools, and systems to increase efficiency and insight
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Support and maintain our Data Warehouse analytics
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Monitor key performance indicators (KPIs), providing actionable insights and recommendations
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Conduct scenario analysis and sensitivity testing to support strategic decision-making
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Participate in financial system enhancement projects as needed
Qualifications:
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Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA or CPA/CFA is a plus)
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10+ years of experience in FP&A, corporate finance, or related financial analysis roles
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Strong proficiency in Excel and financial modeling; experience with financial planning systems is a plus
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Solid understanding of financial statements, accounting principles, and budgeting processes
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Excellent analytical, problem-solving, and communication skills
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Ability to manage multiple priorities in a fast-paced environment
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High attention to detail and a commitment to data integrity
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Strong interpersonal skills and ability to work collaboratively across departments
Other Preferred Skills:
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Experience / specific knowledge in the Spirits industry
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Familiarity with ERP systems such as SAP, Oracle, or NetSuite
Requirements:
Requirements
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Bachelor’s degree in Finance, Accounting, Economics, or a related field
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MBA, CPA, or CFA strongly preferred
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Minimum of 10 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or related financial roles
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Proven experience supporting senior leadership and executive decision-making
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Strong background in budgeting, forecasting, financial modeling, and variance analysis
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Advanced proficiency in Excel and financial modeling tools
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Experience with financial planning and reporting systems; ERP exposure is a plus
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Solid understanding of financial statements, accounting principles, and corporate finance processes
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Ability to operate in complex, fast-paced, and international business environments
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Strong analytical and problem-solving skills with a strategic mindset
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Excellent communication and presentation skills, with the ability to translate complex financial data into clear business insights
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High attention to detail and strong commitment to data accuracy and integrity
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Demonstrated ability to manage multiple priorities and meet tight deadlines
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Strong interpersonal skills and proven ability to collaborate cross-functionally
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Fluent English is required, with the ability to communicate effectively with U.S.-based stakeholders
