Financial Planning Analyst

FP&A Analyst

Finance

Full-Time (Hybrid)

Norwalk, CT, US

OVERVIEW

We're seeking a naturally curious
FP&A Analyst
who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made.

FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting.

You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes.

PRIMARY RESPONSIBILITIES

• Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends
• Assist in analyzing results against budget and identifying potential risks or opportunities
• Work with teams across the business to provide regular and ad hoc forecasts
• Help produce quarterly royalty statements for external partners
• Provide analytical support to Marketing, including campaign and subscription performance analysis
• Work closely with Finance team members on management accounts and reporting
• Assist with marketing-related accruals
• Partner with the Data team to support the development of Power BI dashboards and reporting tools
• Assist in preparing annual budgets, reforecasts, and long-range planning models
• Help translate data into meaningful insights for business partners
• Provide support with brand partner proposals as needed
• Complete ad hoc analysis and reporting assignments

EDUCATION

• 2–4 years of experience in FP&A, Finance, or another analytical role
• High School Diploma (required)

EXPERIENCE & KNOWLEDGE

• Strong Excel skills (required)
• Experience with financial analysis or modeling (a plus, but not required)
• Strong numerical skills and comfort working with data
• Proven track record of work ownership
• Detail-oriented with accountability to deadlines

QUALITIES

• Willingness to learn complex financial concepts
• Curious mindset and interest in understanding how numbers connect to business performance
• Self-motivated with eagerness to grow
• Well-organized and able to manage multiple tasks
• Strong communication skills and ability to work collaboratively across cross-functional teams
• Interest in wine is a bonus—not a requirement
• Team-oriented approach and willingness to learn from others

BENEFITS

• Full-time employees receive a complete benefits package, including:
• 401(k) with employer match
• Medical, Dental, and Vision benefits
• Company-paid Life and Disability Insurance
• Flexible Time Off
• Employee wine discounts and special offers
• Company-paid WSET Certification
• Ongoing personal and professional development

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 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.

Our Company 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.