Financial Analyst

Posted 2 Days Ago
Glen Allen, VA, USA
In-Office
90K-100K Annually
Mid level
Logistics • Retail • Manufacturing
The Role
Support FP&A through forecasting, budgeting, operational reporting, and strategic analysis. Maintain financial statement forecasts, consolidate budget and re-forecast inputs, produce recurring KPI and inventory reporting, partner with inventory stakeholders, and help maintain the Adaptive financial planning tool while supporting end users.
Summary Generated by Built In

Why Winebow?

At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion.  We are intentional in our efforts to ensure that every employee has a sense of value and opportunity in our company, and we work tirelessly to promote a culture of inclusion where our team feels safe, respected, and valued.  We want our Winebow family to feel at home and to be empowered to bring their best selves forward.  

We seek talent from all backgrounds to join our organization and are dedicated to achieving a diverse workforce in all aspects of employment including but not limited to recruiting, hiring, promotion, training, benefits, wage and salary equity. 

The salary range for this position is $90,000 - 100,000 annually. We also offer a comprehensive benefits package of medical, dental, vision, life, AD&D, 401k with company match, and paid time off. If you are hired at Winebow, your final base salary compensation will be determined based on factors such as geographic location, skills, education and/or experience. In addition to those factors, we consider internal equity of our current team members as a part of any final offer.

JOB SUMMARY

The Financial Analyst supports the company’s financial planning efforts through forecasting, budgeting, operational reporting, and varied strategic analysis. The ideal candidate can expect to work closely with the Director of FP&A in a dynamic, cross-functional environment to achieve finance-led goals and initiatives.

ESSENTIAL FUNCTIONS

  • Assist in the development, maintenance, and continuous improvement of core financial statement forecasts including, but not limited to, our income statement, balance sheet, and cash flow projections.
  • Support the annual budgeting process and periodic re-forecast cycles across departments; consolidate inputs and ensure alignment with company-wide financial targets.
  • Prepare and distribute recurring financial, inventory supply chain and operational KPI reporting.
  • Partner with inventory management stakeholders and contribute related inventory analysis.
  • Help maintain our financial enterprise tool, Adaptive, and provide front-line support to end-users.

WORKING CONDITIONS

Normal office environment. 

EQUIPMENT/MACHINERY USED

Office equipment including computer, fax, photocopier, calculator, and telephone.

PHYSICAL REQUIREMENTS

Sitting, lifting up to 10 lbs., repetitive motion with hands for typing, manual dexterity, visual acuity, driving.

REQUIREMENTS

  • Bachelor’s degree required
  • 3 - 5 years of related experience
  • Experienced in enterprise financial systems (Workday Adaptive preferred)
  • Intermediate Excel knowledge. Ability to leverage AI tools (e.g., ChatGPT) in an FP&A context a plus
  • Demonstrated effective verbal and written communication skills

EMPLOYER’S RIGHTS

This job description does not list all the duties of the job. You may be asked by management to perform other duties. Winebow has the right to revise this job description at any time. This job description is not a contract for employment. Your continued employment with Winebow is by mutual consent.

Skills Required

  • Bachelor's degree
  • 3 - 5 years of related experience
  • Experience with enterprise financial systems
  • Workday Adaptive (planning) experience
  • Intermediate Excel knowledge
  • Ability to leverage AI tools (e.g., ChatGPT) in an FP&A context
  • Demonstrated effective verbal and written communication skills

Winebow Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Winebow and has not been reviewed or approved by Winebow.

  • Wellbeing & Lifestyle Benefits An employee wine purchase program is often highlighted as a standout perk that meaningfully enhances the overall package. These lifestyle benefits add distinctive value alongside otherwise standard offerings.
  • Flexible Benefits Benefits are described as including multiple medical plan choices with HSA availability, plus standard dental, vision, life, and disability coverage. This breadth enables employees to select options that fit individual needs.
  • Retirement Support A 401(k) with a company match is consistently referenced in company materials and job postings. This provides a predictable baseline for long‑term savings.

Winebow Insights

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The Company
1,019 Employees
Year Founded: 1980

What We Do

Winebow is a national importer and distributor of fine wine and spirits from around the world. The company connects consumers, retailers, wholesalers, and creators through a shared passion for world-class beverages, leveraging a robust national platform to serve as a dedicated partner to its suppliers and customers.

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