Current jobs related to Financial Planning and Analysis Manager - Norwalk - Direct Wines, Inc.

  • VP Financial Planning

    3 weeks ago

    Norwalk, United States Covanta Full time

    Who we areFor more than 40 years, Covanta has been at the forefront of sustainable materials management, providing companies and communities world-class waste and resource solutions.Through our diverse and scalable full-service capabilities, we’re leading the charge to a carbon-negative future—reducing, reusing, recycling and reimagining waste for the...

  • **Lead Corporate Financial Planning

    3 weeks ago

    Norwalk, Connecticut, United States Covanta Full time

    About CovantaCovanta is a leading sustainable solutions company that has been at the forefront of environmental stewardship for over 40 years. Our mission is to provide innovative waste management and resource solutions that benefit both people and the planet.Job SummaryWe are seeking a highly experienced and skilled **Lead Corporate Financial Planning &...

  • Analyst, Financial Planning

    16 hours ago

    Norwalk, United States Priceline Long Distance LLC Full time

    This role is eligible for our hybrid work model: 2 days in-office Analyst, Financial Planning & Analysis From accounting and financial planning to risk/fraud analysis and payments, our Finance team ensures not only our company's financial security, but also that our customers can buy from us with confidence. Why this job's a big deal: Priceline - a part...

  • Corporate Financial Planning and Analysis Specialist

    5 days ago

    Norwalk, Connecticut, United States Coda Search│Staffing Full time

    Corporate Financial Planning and Analysis Specialist **Job Summary** Coda Search|Staffing is seeking a skilled Corporate Financial Planning and Analysis Specialist to join our team. As a key member of our organization, you will be responsible for developing and updating financial reports, analyzing financial results, and preparing presentations and...

  • Analyst, Financial Planning

    1 month ago

    Norwalk, United States The Ladders Full time

    This role is eligible for our hybrid work model: 2 days in-office Analyst, Financial Planning & Analysis From accounting and financial planning to risk/fraud analysis and payments, our Finance team ensures not only our company's financial security, but also that our customers can buy from us with confidence. Why this job's a big deal: Priceline - a part of...

  • Corporate Financial Planning and Analysis Expert

    6 days ago

    Norwalk, Connecticut, United States Coda Search│Staffing Full time

    Corporate Financial Planning and Analysis SpecialistOngoing Temp to Hire opportunity with a hybrid schedule.We are seeking a highly skilled Corporate Financial Planning and Analysis Specialist to join our team at Coda Search│Staffing.Key Responsibilities:Develop and/or update monthly, quarterly, and annual financial reports and templates.Review and analyze...

  • Senior Financial Planning and Analysis Professional

    1 week ago

    Norwalk, Connecticut, United States Booking Holdings, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our Financial Planning and Analysis (FP&A) team at Booking Holdings, Inc. As a key member of our team, you will play a critical role in driving business growth and informing strategic decisions through data-driven insights.Key ResponsibilitiesManage the Centers of Excellence P&L forecast...

  • Corporate Financial Planning and Analysis Specialist

    3 weeks ago

    Norwalk, Connecticut, United States Coda Search│Staffing Full time

    Job Summary:Coda Search│Staffing is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our organization, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Develop and/or update monthly, quarterly, and annual financial reports and templates...

  • Corporate Financial Planning and Analysis Specialist

    2 weeks ago

    Norwalk, Connecticut, United States Coda Search│Staffing Full time

    Job Summary:Coda Search│Staffing is seeking a highly skilled Corporate Financial Planning and Analysis Specialist to join our team. As a key member of our organization, you will be responsible for providing financial expertise and analysis to support business decisions.Key Responsibilities:Develop and/or update monthly, quarterly, and annual financial...

  • Corporate Financial Planning and Analysis Expert

    2 weeks ago

    Norwalk, Connecticut, United States Coda Search│Staffing Full time

    Corporate FP&A OpportunityOngoing Temp to Hire opportunity with a hybrid schedule.We are seeking a highly skilled Corporate Financial Planning and Analysis Specialist to join our team at Coda Search│Staffing.Key Responsibilities:Develop and/or update monthly, quarterly, and annual financial reports and templates.Review and analyze financial results to...

  • Corporate Financial Planning and Analysis Specialist

    3 weeks ago

    Norwalk, United States Coda Search│Staffing Full time

    Ongoing Temp to Hire opportunity Hybrid schedule Corporate FP&A experience and manufacturing industry experience required Responsibilities: • Development and/or updating monthly, quarterly, annual financial reports and templates • Review and analysis of financial results •Preparation of presentations, forecasts and budgets Qualifications: •...

  • Financial Planning Analyst

    3 weeks ago

    Norwalk, Connecticut, United States EMCOR Government Services Full time

    About EMCOR Government Services:EMCOR Government Services is a prominent player in the mechanical and electrical construction sector, providing essential infrastructure solutions across various industries.We specialize in the planning, installation, operation, maintenance, and safeguarding of intricate systems that enhance facility environments. Our services...

  • Financial Planning Analyst

    3 weeks ago

    Norwalk, Connecticut, United States EMCOR Government Services Full time

    About EMCOR Government Services:EMCOR Government Services is a prominent entity within the EMCOR Group, Inc. (NYSE: EME), recognized as a leader in mechanical and electrical construction, as well as energy infrastructure and building services.We are dedicated to delivering essential infrastructure systems that support both new and existing structures. Our...

  • Lead Financial Strategist, Corporate Planning

    4 weeks ago

    Norwalk, Connecticut, United States HomeServe USA Full time

    About HomeServe:HomeServe is recognized as a Great Place to Work, and we take pride in our commitment to our employees and customers. Our mission revolves around putting people first, ensuring that we are there for our 4.7 million customers during their home repair emergencies, whether it’s restoring air conditioning, clearing clogged pipes, or repairing...

  • Financial Planning Analyst

    4 weeks ago

    Norwalk, Connecticut, United States EMCOR Group Full time

    About EMCOR Group:EMCOR Group, Inc. (NYSE: EME) stands as a prominent Fortune 500 enterprise, excelling in mechanical and electrical construction, as well as industrial and energy infrastructure services. We are dedicated to providing essential infrastructure systems that support both new and existing structures.Our expertise encompasses a wide array of...

  • Financial Planning Analyst

    4 weeks ago

    Norwalk, Connecticut, United States EMCOR Group Full time

    About EMCOR Group:EMCOR Group, Inc. (NYSE: EME) stands as a prominent Fortune 500 entity, excelling in mechanical and electrical construction, as well as industrial and energy infrastructure services. We are dedicated to delivering essential infrastructure systems that support both new developments and the maintenance of existing facilities.Our expertise...

  • Financial Operations Manager

    16 minutes ago

    Norwalk, Connecticut, United States Vaco Full time

    Job Title: Assistant ControllerVaco is seeking an experienced Assistant Controller to join our team. As a key member of our financial operations team, you will play a critical role in overseeing the financial consolidation, reporting, and accounting operations for our global corporation.Key Responsibilities:Monthly Reporting and Close Process: Ensure...

  • Financial Accounting Supervisor

    4 weeks ago

    Norwalk, Connecticut, United States Creative Financial Staffing Full time

    Creative Financial Staffing is looking for an accomplished leader to manage our financial accounting operations. As the Accounting Manager, you will be instrumental in ensuring financial accuracy and guiding strategic initiatives.Why Consider This Opportunity?Be part of a vibrant organization that has successfully placed numerous skilled professionals in...

  • Financial Planning Internship Opportunity

    2 days ago

    Norwalk, Connecticut, United States Northwestern Mutual Full time

    Financial Services Internship at Northwestern MutualAre you a full-time student with a passion for financial literacy and planning tools? Do you have excellent time-management skills and an entrepreneurial spirit? We're looking for a Financial Services Intern to join our team at Northwestern Mutual.Key Responsibilities:Build relationships with potential...

  • Financial Services Specialist

    3 weeks ago

    Norwalk, Connecticut, United States Charter Oak Financial Full time

    About the CareerWe are seeking a highly motivated and driven individual to join our team at Charter Oak Financial as a Financial Services Specialist. In this role, you will have the opportunity to work with clients to help them make informed financial decisions and achieve their long-term goals.Key ResponsibilitiesProspect for new business opportunities...

Financial Planning and Analysis Manager

4 months ago

Norwalk, United States Direct Wines, Inc. Full time

FP&A Manager

Financial Planning & Analysis (FP&A) Department

Full- Time (Hybrid)

Norwalk, CT, USA



OVERVIEW

We're thrilled to announce an exciting opportunity for a dynamic individual to join our small but mighty FP&A team which sits at the heart of the Direct Wines business supporting key decisions and ensuring consistency of information flow. This FP&A Manager joining us will focus on developing reporting tools such a Power BI for the benefit of the entire organization. The central role will allow the ideal candidate to quickly learn the business, developing forecasts, models and reports to support decision making across all departments.


A successful candidate in this role will be comfortable maintaining good working relationships across many departments including Marketing, Wine Merchandising, Operations and Finance. A strong understanding of subscriptions and lifetime value business models will be beneficial. This role will handle large data sets and build complex models.


With opportunity to grow within the role, a candidate selected can expect to have a strategic influence on business decisions, and get hands-on experience and learning within a supportive environment.



PRIMARY RESPONSIBILITIES

  • Reporting of financial and operating metrics, including sales, margin, and customer data, providing explanations of performance.
  • Provide explanations of performance against budget and highlight future risks and opportunities.
  • Work with other areas of the business to provide regular and on-demand forecasts.
  • Provide Marketing teams with analytical support of campaign activity and subscription performance. Work closely with other Finance team members to ensure alignment to management accounts/reporting. Assist in marketing accruals process.
  • Customer base and (new customer) conversion reporting and forecasting.
  • Development of reporting suites in PowerBI for the Finance team and other business partners.
  • Support all business partners to produce annual budget and re-forecasts, whilst providing challenge for new initiatives.
  • Assist in the preparation of reforecasts, annual budget and 3-year plans.
  • Work with business partners to turn analysis into value adding insight.
  • Provide bid support on key brand partner proposals.
  • Ad hoc analysis and reporting as required.



EDUCATION

  • High School Diploma (required)
  • Higher education and/or Bachelor’s Degree in Finance, Business Administration or equivalent (a plus)



QUALIFICATIONS

  • 2-6 years of FP&A, Finance or Analytical experience (required)
  • Experience within a subscription/DTC business (a plus)
  • Strong Excel skills (required) with particular experience with financial analysis and modelling
  • Knowledge of developing/using PowerBI, Business Objects or similar business intelligence tools (a plus)
  • Being a self-motivated individual who is intellectually curious
  • Strong commercial acumen and professionalism to work with senior level management
  • Detail-oriented and well-organized individual
  • Team player with excellent communication skills
  • Interest in wine is always welcome, but not essential



PHYSICAL REQUIREMENTS

  • Ability to sit at a desk and work on a computer for extended periods.
  • Proficiency in using standard office equipment, including computers, keyboards, and telephones.
  • Comfortable with prolonged period of concentration and mental focus.



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 most recently Omaha Steaks – 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.


As of 2023, Direct Wines, Inc. is a Great Place to Work Certified company. Receiving this certification represents that as an employer, we create an outstanding employee experience. We collected our employees’ feedback by conducting an anonymous survey. This certification is globally recognized and research-backed verification of great employee experience.




BENEFITS

Full time employees receive a competitive benefit package including:

  • Medical, Dental and Vision benefits with generous employer cost-share
  • Company paid Short-and Long-term Disability and Employee Life Insurance
  • 401(K) contribution plan options with employer match
  • Paid time off (Vacation, Sick, Birthday, Company Paid Holidays)
  • Employee wine discount
  • Company paid WSET certification



Direct Wines 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.