Financial Analyst
Listed on 2026-03-09
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Finance & Banking
Financial Analyst
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Financial Analyst
Location: Stamford, CT (Hybrid, 2–3 days onsite)
Compensation: $85,000–$95,000 + bonus
CFS is proud to partner with a leading family‑owned wine and spirits organization, established nearly 50 years ago. The company represents premium products crafted by renowned wine‑making families across major global regions. As one of the largest wine businesses in the U.S., the organization is headquartered in the Northeast and has been recognized with multiple top workplace awards for its employee‑centric environment.
This position offers meaningful career growth, strong mentorship, and an outstanding work/life balance.
The Financial Analyst will support both the Control State and Midwest Business Units, partnering closely with commercial and sales teams to drive profitability and enhance financial visibility. This role includes comprehensive training, making it an excellent opportunity for a developing finance professional to expand their analytical toolkit. The position reports directly to the Senior Commercial Manager.
Key Responsibilities- Support the production and delivery of Wholesale Business Unit P&L results.
- Validate, code, and submit sales invoices with accuracy and timeliness.
- Assist with local accounts payable reconciliation.
- Track and monitor Travel & Entertainment (T&E) expenses.
- Track Special Performance Funding (SPF) and local market investments.
- Manage, analyze, and help forecast sales spending budgets.
- Conduct ROI analyses for sales and marketing investments.
- Participate in User Acceptance Testing (UAT) for system/IT enhancements.
- Execute month‑end and year‑end closing activities.
- Support ad‑hoc financial analyses and special projects as needed.
- Bachelor’s degree in Finance or Accounting.
- Minimum 2 years of finance or accounting experience.
- Advanced Excel capabilities.
- Strong analytical and problem‑solving skills.
- Willingness to travel up to 10%.
- A chance to join a well‑respected, award‑winning organization in the wine & spirits industry.
- Direct exposure to commercial operations and sales leadership.
- Hands‑on training and skill development in financial analysis, budgeting, and forecasting.
- A stable, supportive culture with excellent work/life balance.
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