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Data/Financial Operations Analyst - Careers at Robert Half

Robert Half

Data/Financial Operations Analyst - Careers at Robert Half

full-timePosted: Feb 3, 2026

Job Description

Data & Financial Operations Analyst - Santa Fe Springs, CA

Join Robert Half in partnering with a nationwide leader in the distribution industry seeking a talented Data & Financial Operations Analyst. Located in Santa Fe Springs, California, this full-time role offers a competitive salary of $100,000 and the chance to drive strategic decisions through advanced analytics. If you're a data-savvy professional who excels in sales forecasting, financial auditing, and business intelligence, this position at the intersection of data and operations is your next career move. Robert Half specializes in placing top talent in high-impact roles like this Data Analyst job in Santa Fe Springs, CA.

About the Role

As a Data & Financial Operations Analyst, you'll be the analytical backbone of a dynamic distribution company, transforming raw data into actionable insights that fuel growth and efficiency. This role combines financial precision with sales analytics, requiring expertise in tools like Excel, Power BI, and Tableau. You'll work closely with sales, finance, and operations teams to deliver weekly forecasts, monthly reports, and strategic recommendations. Ideal for professionals passionate about data-driven decision-making, this position offers stability, growth, and the opportunity to impact a national leader. With Robert Half's expertise in finance and analytics recruitment, we're connecting skilled candidates to opportunities like this Data Analyst career in California.

Key Responsibilities

Your day-to-day will involve owning critical data processes that ensure precision and profitability:

  • Master Sales Projections: Build and update weekly sales forecast models in Excel, providing leadership with real-time, accurate insights to guide business growth and resource allocation.
  • Create Impactful Dashboards: Design visually compelling, interactive dashboards using Excel, Power BI, or Tableau to highlight key performance trends and metrics for instant decision-making.
  • Produce High-Impact Reports: Extract data from large databases, cleanse it for accuracy, analyze trends, and deliver polished monthly performance reports with executive presentations.
  • Uncover Opportunities: Leverage data mining techniques to identify untapped sales potential, operational improvements, and revenue leakage, driving bottom-line results.
  • Maintain Financial Accuracy: Scrutinize credit card statements, general ledger (GL) entries, and reconciliations to enforce compliance, control costs, and mitigate risks.
  • Audit for Profitability: Review billing systems, pricing structures, and contract terms to verify alignment with agreements and protect profit margins.
  • Foster Cross-Team Collaboration: Partner with sales, finance, and operations stakeholders to convert complex data into clear, actionable business strategies that propel the organization forward.

These responsibilities demand a proactive analyst who thrives in fast-paced environments, ensuring every dataset tells a story that influences strategy.

Required Qualifications

To succeed in this Data/Financial Operations Analyst role, bring the following expertise:

  • Bachelor's degree in Finance, Business Analytics, Data Science, Accounting, or a related discipline.
  • 3-5 years of progressive experience in data analysis, financial operations, sales analytics, or business intelligence.
  • Advanced Microsoft Excel skills, including pivot tables, advanced formulas, macros, and data modeling.
  • Hands-on experience with BI platforms such as Power BI, Tableau, or equivalent for dashboarding and visualization.
  • Proficiency in SQL or similar for querying large databases; familiarity with data cleansing and mining techniques.
  • Solid knowledge of financial processes, including GL coding, credit card reconciliation, billing audits, and contract compliance.
  • Exceptional analytical mindset with the ability to translate data into compelling narratives for non-technical audiences.
  • Strong communication and presentation skills; experience collaborating across departments.
  • Detail-oriented, with a commitment to accuracy, deadlines, and continuous improvement.

Robert Half prioritizes candidates with proven track records in similar roles. Keywords for your search: Data Analyst jobs Santa Fe Springs, Financial Analyst California, Power BI Tableau careers.

Why Join Us?

Partner with Robert Half to launch your career with a distribution industry powerhouse offering unparalleled stability and innovation. Enjoy a $100,000 salary, comprehensive benefits including health insurance, 401(k) matching, PTO, and professional development. Work in a modern Santa Fe Springs office with collaborative teams and flexible options. This role provides exposure to nationwide operations, honing skills in sales analytics, financial ops, and BI that accelerate your career. As an SEO-optimized opportunity, discover why top Data Financial Operations Analyst professionals choose Robert Half for Santa Fe Springs jobs. Apply today to transform data into success! (Word count: 852)

Locations

  • Santa Fe Springs, California, United States

Salary

100,000 - 100,000 USD / yearly

Estimated Salary Rangehigh confidence

95,000 - 110,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Excel proficiencyintermediate
  • Power BIintermediate
  • Tableauintermediate
  • Sales forecastingintermediate
  • Data analysisintermediate
  • Data miningintermediate
  • Financial auditingintermediate
  • Dashboard creationintermediate
  • SQL or database queryingintermediate
  • Business intelligenceintermediate

Required Qualifications

  • Bachelor's degree in Finance, Business Analytics, Data Science, or related field (experience)
  • 3+ years of experience in data analysis, financial operations, or sales analytics (experience)
  • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, macros) (experience)
  • Experience with BI tools like Power BI, Tableau, or similar (experience)
  • Strong understanding of financial statements, GL coding, and billing systems (experience)
  • Proven ability to extract, clean, and analyze large datasets (experience)
  • Excellent communication skills for presenting insights to leadership (experience)
  • Detail-oriented with a track record of ensuring data accuracy and compliance (experience)

Responsibilities

  • Develop and maintain weekly sales projection models in Excel for accurate forecasting
  • Design and build dynamic dashboards using Excel, Power BI, or Tableau for performance visualization
  • Create and present monthly performance reports by analyzing data from large databases
  • Apply data mining techniques to uncover sales opportunities, efficiencies, and revenue gaps
  • Review credit card statements and GL-coded entries for accuracy, compliance, and cost control
  • Audit billing systems and pricing terms to ensure alignment with contracts and margins
  • Collaborate with sales, finance, and operations teams to translate data into strategic actions
  • Monitor key performance indicators (KPIs) and provide actionable insights to leadership

Benefits

  • general: Competitive salary range of $100,000 annually
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) matching and retirement savings plan
  • general: Generous paid time off and holiday schedule
  • general: Professional development opportunities and training programs
  • general: Collaborative and innovative work environment
  • general: Career growth potential within a nationwide industry leader
  • general: Flexible work arrangements and modern office in Santa Fe Springs

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Robert Half logo

Data/Financial Operations Analyst - Careers at Robert Half

Robert Half

Data/Financial Operations Analyst - Careers at Robert Half

full-timePosted: Feb 3, 2026

Job Description

Data & Financial Operations Analyst - Santa Fe Springs, CA

Join Robert Half in partnering with a nationwide leader in the distribution industry seeking a talented Data & Financial Operations Analyst. Located in Santa Fe Springs, California, this full-time role offers a competitive salary of $100,000 and the chance to drive strategic decisions through advanced analytics. If you're a data-savvy professional who excels in sales forecasting, financial auditing, and business intelligence, this position at the intersection of data and operations is your next career move. Robert Half specializes in placing top talent in high-impact roles like this Data Analyst job in Santa Fe Springs, CA.

About the Role

As a Data & Financial Operations Analyst, you'll be the analytical backbone of a dynamic distribution company, transforming raw data into actionable insights that fuel growth and efficiency. This role combines financial precision with sales analytics, requiring expertise in tools like Excel, Power BI, and Tableau. You'll work closely with sales, finance, and operations teams to deliver weekly forecasts, monthly reports, and strategic recommendations. Ideal for professionals passionate about data-driven decision-making, this position offers stability, growth, and the opportunity to impact a national leader. With Robert Half's expertise in finance and analytics recruitment, we're connecting skilled candidates to opportunities like this Data Analyst career in California.

Key Responsibilities

Your day-to-day will involve owning critical data processes that ensure precision and profitability:

  • Master Sales Projections: Build and update weekly sales forecast models in Excel, providing leadership with real-time, accurate insights to guide business growth and resource allocation.
  • Create Impactful Dashboards: Design visually compelling, interactive dashboards using Excel, Power BI, or Tableau to highlight key performance trends and metrics for instant decision-making.
  • Produce High-Impact Reports: Extract data from large databases, cleanse it for accuracy, analyze trends, and deliver polished monthly performance reports with executive presentations.
  • Uncover Opportunities: Leverage data mining techniques to identify untapped sales potential, operational improvements, and revenue leakage, driving bottom-line results.
  • Maintain Financial Accuracy: Scrutinize credit card statements, general ledger (GL) entries, and reconciliations to enforce compliance, control costs, and mitigate risks.
  • Audit for Profitability: Review billing systems, pricing structures, and contract terms to verify alignment with agreements and protect profit margins.
  • Foster Cross-Team Collaboration: Partner with sales, finance, and operations stakeholders to convert complex data into clear, actionable business strategies that propel the organization forward.

These responsibilities demand a proactive analyst who thrives in fast-paced environments, ensuring every dataset tells a story that influences strategy.

Required Qualifications

To succeed in this Data/Financial Operations Analyst role, bring the following expertise:

  • Bachelor's degree in Finance, Business Analytics, Data Science, Accounting, or a related discipline.
  • 3-5 years of progressive experience in data analysis, financial operations, sales analytics, or business intelligence.
  • Advanced Microsoft Excel skills, including pivot tables, advanced formulas, macros, and data modeling.
  • Hands-on experience with BI platforms such as Power BI, Tableau, or equivalent for dashboarding and visualization.
  • Proficiency in SQL or similar for querying large databases; familiarity with data cleansing and mining techniques.
  • Solid knowledge of financial processes, including GL coding, credit card reconciliation, billing audits, and contract compliance.
  • Exceptional analytical mindset with the ability to translate data into compelling narratives for non-technical audiences.
  • Strong communication and presentation skills; experience collaborating across departments.
  • Detail-oriented, with a commitment to accuracy, deadlines, and continuous improvement.

Robert Half prioritizes candidates with proven track records in similar roles. Keywords for your search: Data Analyst jobs Santa Fe Springs, Financial Analyst California, Power BI Tableau careers.

Why Join Us?

Partner with Robert Half to launch your career with a distribution industry powerhouse offering unparalleled stability and innovation. Enjoy a $100,000 salary, comprehensive benefits including health insurance, 401(k) matching, PTO, and professional development. Work in a modern Santa Fe Springs office with collaborative teams and flexible options. This role provides exposure to nationwide operations, honing skills in sales analytics, financial ops, and BI that accelerate your career. As an SEO-optimized opportunity, discover why top Data Financial Operations Analyst professionals choose Robert Half for Santa Fe Springs jobs. Apply today to transform data into success! (Word count: 852)

Locations

  • Santa Fe Springs, California, United States

Salary

100,000 - 100,000 USD / yearly

Estimated Salary Rangehigh confidence

95,000 - 110,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Excel proficiencyintermediate
  • Power BIintermediate
  • Tableauintermediate
  • Sales forecastingintermediate
  • Data analysisintermediate
  • Data miningintermediate
  • Financial auditingintermediate
  • Dashboard creationintermediate
  • SQL or database queryingintermediate
  • Business intelligenceintermediate

Required Qualifications

  • Bachelor's degree in Finance, Business Analytics, Data Science, or related field (experience)
  • 3+ years of experience in data analysis, financial operations, or sales analytics (experience)
  • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, macros) (experience)
  • Experience with BI tools like Power BI, Tableau, or similar (experience)
  • Strong understanding of financial statements, GL coding, and billing systems (experience)
  • Proven ability to extract, clean, and analyze large datasets (experience)
  • Excellent communication skills for presenting insights to leadership (experience)
  • Detail-oriented with a track record of ensuring data accuracy and compliance (experience)

Responsibilities

  • Develop and maintain weekly sales projection models in Excel for accurate forecasting
  • Design and build dynamic dashboards using Excel, Power BI, or Tableau for performance visualization
  • Create and present monthly performance reports by analyzing data from large databases
  • Apply data mining techniques to uncover sales opportunities, efficiencies, and revenue gaps
  • Review credit card statements and GL-coded entries for accuracy, compliance, and cost control
  • Audit billing systems and pricing terms to ensure alignment with contracts and margins
  • Collaborate with sales, finance, and operations teams to translate data into strategic actions
  • Monitor key performance indicators (KPIs) and provide actionable insights to leadership

Benefits

  • general: Competitive salary range of $100,000 annually
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) matching and retirement savings plan
  • general: Generous paid time off and holiday schedule
  • general: Professional development opportunities and training programs
  • general: Collaborative and innovative work environment
  • general: Career growth potential within a nationwide industry leader
  • general: Flexible work arrangements and modern office in Santa Fe Springs

Target Your Resume for "Data/Financial Operations Analyst - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Data/Financial Operations Analyst - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Data/Financial Operations Analyst - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Santa Fe Springs, CAData Analyst JobsFinancial OperationsPower BI JobsSales Analytics CaliforniaFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Data/Financial Operations Analyst - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.