Financial Analyst
EB-1827781354
Stamford
CT
Financial Analyst – Control State & Midwest Business Units
Location: Stamford, CT – 2-3 days onsite/week
Compensation: $85,000-$95,000 + bonus
About the Company
CFS has partnered with a local wine and spirits organization to help identify their new Financial Analyst. Founded almost 50 years ago, this family-owned wine and spirits organization markets high-quality products produced by prestigious families from major wine regions around the world. Headquartered in the Northeast, the company is one of the largest wine businesses in the U.S. Our client has won top workplace awards, and pride themselves on being an employee centric environment. This role offers room for growth and a great work/life balance.
Role Overview
The Financial Analyst will support the Control State and Midwest Business Units, offering a strong development opportunity in financial analysis. Comprehensive training is provided to help build and refine analytical skills. This role partners closely with the sales organization to manage profitability and deliver meaningful financial insights. The position reports directly to the Senior Commercial Manager.
Responsibilities
- Support the delivery of Wholesale Business Unit Profit & Loss
- Validate, code, and submit sales invoices
- Support local accounts payable reconciliation
- Track Travel & Entertainment expenses
- Track Special Performance Funding (SPF) and local market funding
- Track, analyze, and assist with management and forecasting of sales spending budgets
- Support and analyze sales investments through ROI analysis
- Support User Acceptance Testing (UAT) for IT/system updates
- Perform month-end and year-end close responsibilities
- Assist with ad-hoc financial projects
Desired Qualifications
- BS/BA degree in Finance or Accounting.
- Minimum of two years of finance or accounting experience.
- Advanced Excel skills.
- Strong analytical skills.
- Willingness to travel up to 10%.