Financial Planning and Analysis Manager

Hybrid | Westchester County/ Home Office About the Role

We are seeking an FP&A Analyst to support company-wide budgeting, forecasting, and financial analysis. Reporting to the FP&A Manager, this role will partner closely with leaders across the business to deliver actionable insights, improve performance, and support strategic decision-making.

This is a highly visible role within the finance organization, working cross-functionally with Marketing, Sales, Operations, Buying, and Senior Management to drive efficiency, profitability, and growth.

• Support annual budgeting, monthly forecasting, and long-range planning processes
• Own operating expense variance analysis and partner with business leaders on monthly results
• Analyze financial and operational performance; summarize insights and provide recommendations
• Build financial models and conduct “what-if” scenario analyses
• Support inventory, OTB planning, and inventory turn analysis
• Develop customer, sales, and marketing analytics
• Prepare and maintain KPI reporting and operational dashboards
• Participate in monthly and year-end close with Accounting
• Deliver ad hoc financial analysis and business planning support as needed

• 2+ years of experience in finance, accounting, or strategic analysis
• Experience building financial models and analytical tools
• Background in retail, auction, luxury consumer goods, hospitality, CPG, or wine & spirits preferred

• Advanced Excel, PowerPoint, and Power BI
• Experience with ERP systems;
  Net Suite a plus
• Interest in or exposure to AI tools is a plus

• Strong analytical and problem‑solving skills
• Data‑driven and solutions‑oriented mindset
• Collaborative with excellent interpersonal skills
• Strong written, verbal, and presentation skills
• Highly organized and able to work independently
• Hybrid: 2 days home office
• Standard Monday–Friday business hours
• Primarily desk‑based; occasional warehouse observation or lifting up to 40 lbs