Data / Financial Operations Analyst

Robert HalfSanta Fe Springs, CA, US

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Job Description

Job Title : Data & Financial Operations Analyst

Location : Santa Fe Springs

About Our Client : Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions.

What You’ll Do :

Master the Numbers : Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth.
Build Powerful Dashboards : Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends.
Deliver High-Impact Reports : Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases.
Dig Deep : Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps.
Ensure Financial Precision : Review credit card statements and GL-coded entries for accuracy, compliance, and cost control.
Protect Profitability : Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations.
Elevate Insights : Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.

What We’re Looking For :

Bachelor’s degree in finance, Accounting, Data Analytics, Economics, or related field. Excel expert — advanced formulas, pivot tables, nested functions, macros, and complex modeling are second nature to you.

Proven experience building dashboards that transform raw data into clear, actionable insights.

Familiarity with ERP and billing systems; SQL, Power BI, or Tableau experience a plus.

Strong analytical thinking, attention to detail, and ability to communicate complex findings simply.

Experience in large-scale data extraction and cross-functional collaboration.

Why You’ll Love It Here : Be part of a market-dominating brand that shapes the distribution industry. Work on high-visibility projects that influence company-wide decisions. Collaborate with talented teams in a fast-paced, results-driven environment. Competitive compensation, full benefits, and strong career growth opportunities.

Your Next Move If you’re a numbers-driven problem solver who can bring data to life and loves building tools that teams rely on; this role is your opportunity to shine.

For confidential consideration, please send resume to Brittany.Chapman@RobertHalf.c0m or apply directly. If you are already working with a recruiter from Robert Half, please contact him or her directly to expedite your candidacy for this role.

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Analyst • Santa Fe Springs, CA, US