Director of Financial Planning and Analysis

About Zachys Zachys is one of the pre-eminent wine retailers & auction houses in the United States and based in Port Chester, NY. Founded in 1944, Zachys is a business built around acquiring and selling fine, rare wines and spirits, and provides consumers, collectors and consignors with rewarding, first-class customer experienceOur mission is to offer unique experiences and access opportunities to our clients. We offer a comprehensive suite of services encompassing Retail, Storage, and Auction, expertly guiding clients through an extraordinary journey from discovery to curation, and even to consignment. Zachys is headquartered in Port Chester, NY.Our commitment to our employees is to offer an engaging, dynamic, rewarding workplace where we promote what we value: Teamwork, Respect, Knowledge, Service Excellence, Innovation, Community and Accountability.Are you the right candidate for this opportunity Make sure to read the full description below.About the JobThe Director, Financial Planning & Analysis (FP&A) will be a key strategic and operational leader within the finance organization who is responsible for guiding the Company's financial strategy through data driven analysis, reporting, and partnership. The role will work closely with the CFO and senior leaders to drive growth objectives, profitability targets, and operational priorities.About the RoleThe Director, FP&A will oversee all aspects of budgeting, forecasting, long-term planning and financial performance management across the organization (spanning all areas of the Company including strategy, product, operations, supply chain, marketing, finance, and sales).ResponsibilitiesLead annual budgeting, monthly forecasting, and long-range planning processes.Drive strategic initiatives and provide thought leadership to Business Leaders. Identify issues that impede business success and provide solutions/recommendations. Identify opportunities to create cross functional collaboration and synergies.Develop financial models and scenario analysis to support strategic decisions across all channels (driving revenue, maximizing profitability, minimizing cost).Manage the planning process ensuring coordination with Product and Business leaders, as well as planning integration across stakeholders. Participate as a valued member who can offer synthesized business perspectives relevant to influencing key strategic decisions.Work across the business to develop and optimize KPI reporting.Audit departmental spending and create standard procedures and tools to monitor activity and prevent overspending. Support leaders in financial management and decision-making best practices to maximize productivity.Prepare business cases (ROI) to support new investment, strategic and other business decisions.Develop, build, and maintain a cadence of management and Board reporting on a monthly, quarterly, annual basis.Provide insights to senior management around financial modeling, forecasts and profitability.Build, mentor, and lead high-performing FP&A team.Test ERP/System as needed by IT in relevant areas.Drive adoption of technology tools and change management best practices.Ad hoc reporting and requests.Oversee the importing/clearing of foreign purchases.Responsible for cash flow management and recording of purchases as well as senior level decision making regarding making payments and negotiating delays.Working effectively with other leaders to utilize the work product from the department to optimize their performance, as well as that of the overall Company.QualificationsBachelor's degree in Finance, Accounting, Economics, or a related field.Minimum of 8 years of relevant industry and analytical experience with at least 3 years in a management role.Required SkillsAdvanced computer software skills, with proficiency in Excel.Understanding and experience with ERPs, (Netsuite and Power BI).SQL Databases.Exceptional modeling and analytical skills.Strong quantitative abilities.Able to solve complex problems.Excellent communication skills with ability to build relationships.Strong influencing and interpersonal skills.High level of commercial acumen.Wine knowledge is a plus.Preferred SkillsDesk work, occasionally may be needed to observe something in warehouse.Home office and office, hybrid.Mon-Fri 8:30am - 5:30pm.Compensation 130K-155KZachys provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Created: 2025-09-23