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Lead, Financial Planning & Analysis
full-timeโ€ขUnited Statesโ€ข$84k - $141k

Summary

Location

United States

Salary

$84k - $141k

Type

full-time

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About this role

About the Role

Total 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. The ideal candidate is highly motivated, detail-oriented, and comfortable managing complex workstreams end-to-end. You will leverage strong analytical and data-driven skills to forecast, analyze, and report on expense activity across Store Operations, Merchandising, & Human Resources. This role collaborates closely with multiple departments, offering broad exposure to the business while applying retail finance expertise. The position reports to the Director, FP&A and provides critical support to the Business Planning and Financial Analysis function.

You will

  • 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.

You will come with

  • 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
  • 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
  • Experience in the beverage alcohol industry or other regulated industries
  • Background in vendor or importer relationship management

We offer

  • 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! 

Grow with us

Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at https://careers.totalwine.com/!

Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience.

Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace. 

The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.

Pay Range: $84,600-$141,200 Annually

Worker Type:

Regular

Pay Range:

$84,600.00 - $141,200.00

Other facts

Tech stack
Financial Planning,Analysis,Forecasting,Financial Modeling,Variance Analysis,Excel,Power BI,Communication,Interpersonal Skills,Problem Solving,Detail Oriented,Organizational Skills,Leadership,Collaboration,Retail Finance,Regulatory Compliance

About Total Wine & More

๐“๐จ๐ญ๐š๐ฅ ๐–๐ข๐ง๐ž & ๐Œ๐จ๐ซ๐ž ๐ข๐ฌ ๐€๐ฆ๐ž๐ซ๐ข๐œ๐šโ€˜๐ฌ ๐–๐ข๐ง๐ž ๐’๐ฎ๐ฉ๐ž๐ซ๐ฌ๐ญ๐จ๐ซ๐žยฎโ€”the countryโ€˜s largest independent retailer of fine wine. Founded in 1991 when brothers David and Robert Trone opened our first wine store in Delaware. Today, we operate in 280+ stores across 30 states and the District of Columbia, and continue to grow!

Our typical store carries more than 8,000 world-class wines from every wine-producing region in the world. In addition, Total Wine & More carries more than 2,500 beers, from Americaโ€˜s most popular beers to hard-to-find microbrews and imports, and more than 3,000 different spirits from every price range and category. Total Wine & More is committed to having the lowest prices on wine, beer, and spirits every day.

๐Ž๐ฎ๐ซ ๐ฌ๐ญ๐ซ๐ž๐ง๐ ๐ญ๐ก ๐ข๐ฌ ๐จ๐ฎ๐ซ ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž. We are always looking for motivated, talented people who are interested in working for a company with an entrepreneurial spirit and a passion for providing best-in-class service. Our retail stores and corporate office (called the Store Support Center) provide opportunities for career growth and advancement. We strive to ensure that all Team Members feel that they are a part of the business, as they are valuable resources to our guests, co-workers and communities.

Whether you are new to the world of wine or a great wine enthusiast, we are dedicated to bringing you the ๐“๐จ๐ญ๐š๐ฅ ๐–๐ข๐ง๐ž ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž!

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Retail
Founding Year: 1991

What you'll do

  • The Lead, Financial Planning & Analysis will manage complex financial initiatives and support executive decision-making. This includes forecasting, planning, and reporting on financial activities across various departments.

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Frequently Asked Questions

What does Total Wine & More pay for a Lead, Financial Planning & Analysis?

Total Wine & More offers a competitive compensation package for the Lead, Financial Planning & Analysis role. The salary range is USD 85k - 141k per year. Apply through Clera to learn more about the full compensation details.

What does a Lead, Financial Planning & Analysis do at Total Wine & More?

As a Lead, Financial Planning & Analysis at Total Wine & More, you will: the Lead, Financial Planning & Analysis will manage complex financial initiatives and support executive decision-making. This includes forecasting, planning, and reporting on financial activities across various departments..

Why join Total Wine & More as a Lead, Financial Planning & Analysis?

Total Wine & More is a leading Retail company. The Lead, Financial Planning & Analysis role offers competitive compensation.

Is the Lead, Financial Planning & Analysis position at Total Wine & More remote?

The Lead, Financial Planning & Analysis position at Total Wine & More is based in United States, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Lead, Financial Planning & Analysis position at Total Wine & More?

You can apply for the Lead, Financial Planning & Analysis position at Total Wine & More directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Total Wine & More on their website.