Financial Planning Specialist

2 days ago


San Antonio, Texas, United States Creative Financial Staffing Full time
Job Title: Financial Analyst

Our client, a leading manufacturing and distribution company, is seeking a skilled Financial Analyst to join their team. With a national presence and a focus on quality products sold to over 2000+ customers, this company has a strong reputation for excellence.

The Financial Analyst will play a critical role in maintaining and optimizing inventory control procedures, collaborating with various departments to ensure efficient supply chain operations. This role involves close collaboration with customer service, purchasing, and warehouse teams to enhance inventory turns and identify discrepancies in inventory management processes.

Key Responsibilities:
  • Manage and maintain accurate inventory records to ensure availability and accuracy.
  • Complete month-end valuation and reporting using GAAP standards.
  • Assess and monitor inventory transactions within the warehouse.
  • Collaborate with internal teams to align inventory with supply chain objectives.
  • Calculate duty tax overheads for inventory valuation and approve duty tax invoices.
  • Identify and address usage and inventory issues.
  • Resolve discrepancies in inventory, including end-of-month reconciliation.
  • Generate and maintain monthly reports on inventory balances and shortages.
  • Collaborate with customer service and purchasing teams to predict future inventory needs and develop buying plans based on forecasts and sales data.
Requirements:
  • Bachelor's degree in a relevant field.
  • Minimum of 3 years of experience in accounting and/or financial analysis.
  • Experience in retail or inventory management is preferred.

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