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Robert Half is supporting a high-growth retail/distribution company in San Marcos seeking a sharp, analytical Financial Operations Analyst to strengthen their FP& A and operational performance tracking. This role blends traditional financial analysis with inventory analytics, margin reviews, forecasting, and cross-functional partnership. Ideal for someone who enjoys fast-changing environments and making data meaningful for business leaders.
Job Responsibility:
Analyze sales, margin, inventory, and operational performance across multiple product categories
Prepare weekly and monthly KPI dashboards with insights for leadership
Support budgeting/forecasting cycles with models, scenarios, and variance commentary
Partner with Purchasing, Supply Chain, and Operations to validate cost and volume data
Evaluate pricing changes, promotions, and product performance trends
Work with Accounting to reconcile inventory variances, landed cost, COGS, and shrink
Assist with monthly close support: accruals, reconciliations, journal entries, and reporting
Develop and refine models for demand forecasting, revenue planning, and operational efficiency
Prepare presentations for senior leadership, highlighting risks, trends, and opportunities
Requirements:
Bachelor’s in Finance, Accounting, or related field
2–5+ years financial analysis experience (distribution/retail a plus)
Advanced Excel (pivots, lookups, modeling)
Experience with BI tools (Power BI, Tableau, or Looker)
Strong analytical thinking and comfort with large data sets