Financial Analyst
CFS
Stamford, CT
Financial Analyst
Location: Stamford, CT (Hybrid, 2–3 days onsite)
Compensation:$85,000–$95,000 + bonus
About the Company
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.
Role Overview
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.
Desired Qualifications
- 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%.
What This Role Offers
- 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.
MaxSalary: USD95000
MinSalary: USD85000
About the Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.