Financial planning analyst jobs in Merrick, New YorkCreate job alerts

Job Description Sales and Inventory Analyst Location: Uniondale, NY (In-Office) About Inaba Foods (USA) Inc. Inaba Foods is a manufacturer of premium pet food, treats, toppers, and complements, deeply rooted in a family tradition of excellence that spans generations. Since 1958, pet parents have trusted Inaba to deliver products that are human-grade, nutrient-rich, and designed to bring joy to pets. Today, Inaba is the most popular brand of premium cat and dog dinners and treats in Japan, with growing distribution throughout the United States and globally. Inaba Foods (USA) Inc. continues to expand its footprint, invest in talent, and build long-term partnerships across the pet industry, supported by the stability and vision of our Japanese parent company. Position Summary The Sales and Inventory Analyst will play a key role in supporting sales operations through accurate forecasting, customer portal setup, sales and product analytics, and administrative support for the sales team. This individual will bring a strong understanding of the CPG retail landscape and contribute to improving operational efficiency, financial accuracy, and overall business performance. This is a full-time, in-office position based in Uniondale, NY as required by company leadership. Key Responsibilities: Sales & Forecasting Support: • Collaborate with sales staff to gather, validate, and consolidate product forecasts., • Analyze sales trends and inventory levels to support demand planning and replenishment., • Monitor customer chargebacks and deductions; forecast and report on trends to help minimize impact., • Create and maintain accurate sales and product performance reports using advanced Excel tools and other software. Customer Portal & Account Setup: • Set up and maintain customer portals, ensuring smooth access and integration for sales activities., • Support the onboarding and setup of new customer accounts, ensuring all necessary data and compliance documentation is complete. Operational & Financial Analysis: • Provide insights that drive profitability and cost efficiencies across sales channels., • Work closely with operations and finance teams to reconcile forecasts with inventory and financial goals., • Analyze the financial impact of sales strategies and promotional activities. Reporting & Data Management: • Develop and distribute regular reporting on KPIs, sales performance, and product trends., • Maintain clean and organized data across internal systems, ensuring accuracy for strategic decision-making. Administrative & Sales Team Support: • Assist sales staff with administrative tasks, including order tracking, documentation, meeting prep, and follow-ups., • Serve as a liaison between sales, operations, finance, and logistics teams to ensure alignment and efficiency., • Perform additional duties as assigned Minimum Qualifications: • Bachelor's degree in Business, Finance, Supply Chain, or related field., • 3–5 years of experience in sales operations, forecasting, or analytics in a CPG or retail environment., • Strong analytical and financial skills with a deep understanding of inventory dynamics., • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data modeling); experience with ERP systems and BI tools a plus., • Familiarity with customer portals and retail compliance systems., • Nielsen / IRI / Scintilla / Stackline or similar, • Excellent communication and organizational skills with a detail-oriented mindset., • Ability to manage multiple tasks in a fast-paced, collaborative environment., • Self-motivated with a strong sense of accountability and a focus on contributing to the bottom line. Why Join Inaba Foods • Growing U.S. business with expanding distribution and increasing market presence, • Long-term stability and leadership from a well-established Japanese parent company, • Opportunity to manage meaningful accounts and influence growth strategy, • Collaborative, professional environment with a strong brand reputation Inaba Foods is an Equal Opportunity Employer and complies with all applicable federal, state, and local fair employment laws, including California’s Fair Employment and Housing Act. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description Sales and Inventory Analyst Location: Uniondale, NY (In-Office) About Inaba Foods (USA) Inc. Inaba Foods is a manufacturer of premium pet food, treats, toppers, and complements, deeply rooted in a family tradition of excellence that spans generations. Since 1958, pet parents have trusted Inaba to deliver products that are human-grade, nutrient-rich, and designed to bring joy to pets. Today, Inaba is the most popular brand of premium cat and dog dinners and treats in Japan, with growing distribution throughout the United States and globally. Inaba Foods (USA) Inc. continues to expand its footprint, invest in talent, and build long-term partnerships across the pet industry, supported by the stability and vision of our Japanese parent company. Position Summary The Sales and Inventory Analyst will play a key role in supporting sales operations through accurate forecasting, customer portal setup, sales and product analytics, and administrative support for the sales team. This individual will bring a strong understanding of the CPG retail landscape and contribute to improving operational efficiency, financial accuracy, and overall business performance. This is a full-time, in-office position based in Uniondale, NY as required by company leadership. Key Responsibilities: Sales & Forecasting Support: • Collaborate with sales staff to gather, validate, and consolidate product forecasts., • Analyze sales trends and inventory levels to support demand planning and replenishment., • Monitor customer chargebacks and deductions; forecast and report on trends to help minimize impact., • Create and maintain accurate sales and product performance reports using advanced Excel tools and other software. Customer Portal & Account Setup: • Set up and maintain customer portals, ensuring smooth access and integration for sales activities., • Support the onboarding and setup of new customer accounts, ensuring all necessary data and compliance documentation is complete. Operational & Financial Analysis: • Provide insights that drive profitability and cost efficiencies across sales channels., • Work closely with operations and finance teams to reconcile forecasts with inventory and financial goals., • Analyze the financial impact of sales strategies and promotional activities. Reporting & Data Management: • Develop and distribute regular reporting on KPIs, sales performance, and product trends., • Maintain clean and organized data across internal systems, ensuring accuracy for strategic decision-making. Administrative & Sales Team Support: • Assist sales staff with administrative tasks, including order tracking, documentation, meeting prep, and follow-ups., • Serve as a liaison between sales, operations, finance, and logistics teams to ensure alignment and efficiency., • Perform additional duties as assigned Minimum Qualifications: • Bachelor's degree in Business, Finance, Supply Chain, or related field., • 3–5 years of experience in sales operations, forecasting, or analytics in a CPG or retail environment., • Strong analytical and financial skills with a deep understanding of inventory dynamics., • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data modeling); experience with ERP systems and BI tools a plus., • Familiarity with customer portals and retail compliance systems., • Nielsen / IRI / Scintilla / Stackline or similar, • Excellent communication and organizational skills with a detail-oriented mindset., • Ability to manage multiple tasks in a fast-paced, collaborative environment., • Self-motivated with a strong sense of accountability and a focus on contributing to the bottom line. Why Join Inaba Foods • Growing U.S. business with expanding distribution and increasing market presence, • Long-term stability and leadership from a well-established Japanese parent company, • Opportunity to manage meaningful accounts and influence growth strategy, • Collaborative, professional environment with a strong brand reputation Inaba Foods is an Equal Opportunity Employer and complies with all applicable federal, state, and local fair employment laws, including California’s Fair Employment and Housing Act. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description Position Summary Seeking a highly analytical, detail-oriented, and business-savvy Billing Operations Analyst to support billing operations, performance analytics, systems optimization, and workflow development. The ideal candidate will combine advanced analytical and Microsoft Excel skills with strong business acumen and the ability to evaluate existing systems, develop and monitor key performance indicators (KPIs), identify trends, and recommend practical solutions that improve operational efficiency and financial performance. This position extends beyond traditional billing analysis and reporting, requiring a strong understanding of business operations, systems optimization, and process improvement. The successful candidate will assess business processes, identify operational inefficiencies, develop effective workflows, and translate complex data into actionable insights that support informed decision-making. The Billing Operations Analyst will collaborate with billing leadership and cross-functional teams to enhance reporting capabilities, streamline processes, and drive measurable improvements in productivity, accuracy, and overall billing performance. Billing Analytics & KPI Management • Develop, implement, and monitor KPIs to evaluate billing productivity, accuracy, efficiency, and overall performance., • Analyze billing data to identify trends, discrepancies, operational gaps, and opportunities for improvement., • Create and maintain dashboards, scorecards, and management reports., • Evaluate billing activity, accounts receivable, payment trends, denials, and revenue cycle performance., • Establish reporting standards, performance benchmarks, and analytical tools to support operational accountability., • Translate complex data into meaningful insights and actionable recommendations for leadership. Systems Assessment & Optimization • Evaluate existing billing systems, reporting tools, and operational processes to identify inefficiencies and opportunities for improvement., • Assess system functionality, data integrity, and reporting capabilities., • Recommend system enhancements, automation opportunities, and improved reporting solutions., • Collaborate with internal stakeholders to implement system improvements and strengthen data accuracy., • Identify opportunities to leverage technology to improve efficiency and operational effectiveness. Workflow Development & Process Improvement • Assess and document existing billing workflows and operational processes., • Identify bottlenecks, redundancies, and manual processes that impact productivity and accuracy., • Develop and recommend streamlined workflows, standardized procedures, and process improvements., • Identify opportunities to reduce errors, improve turnaround times, and enhance operational efficiency., • Evaluate the effectiveness of implemented changes and recommend further enhancements as needed. Business Operations & Strategic Support • Partner with billing leadership to understand business objectives, operational challenges, and performance expectations., • Analyze operational and financial data to identify opportunities for improved productivity, cost efficiency, and revenue performance., • Provide analytical support for strategic planning and operational decision-making., • Prepare reports, presentations, and performance summaries for management., • Collaborate across departments to identify and resolve issues affecting billing operations.

Job Description Source One is a consulting services company and we’re currently looking for the following individual to work as a consultant with our direct client, a regional utility and energy client in Hicksville, NY. No Third-Party, No Corp to Corp, No Sponsorship Now or Future Title: Contract Analyst Location: Hicksville, NY Onsite (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: Up to $60.55 per hour (w2) This position will be remote or in-office as decided by our client - a candidate must be willing to work under both conditions. Responsibilities: The Contract Analyst is responsible for Contract Management and Procurement of services and materials consistent with the needs of our client's Procurement Group. Establishes and executes a strategy to source and manage storm and project contracts in compliance with our client's guidelines and federal regulations applicable to procurement using grant funds, such as those awarded by the Federal Emergency Management Agency (FEMA) (e.g., 2 CFR 200 et seq.). Work with a cross-functional team that involves Government Contracts and Capital projects. Develop, and implement RFPs, Purchase Orders, Contracts, Amendments, and Change Orders. Complete administrative tasks and projects related to Procurement and Contract Administration. Ensure accurate procurement planning, innovative sourcing, contract development, and contract administration while maintaining procurement policies and procedures compliance. Manage the day-to-day administration of Contracts, Purchase Orders, and Coordinate with Project Teams between Suppliers, Contractors, Consultants, and the Company. Additional responsibilities: Prequalify suppliers Conduct Pre-bid Meetings & Site Walk Promote cost savings Conduct market research and analysis Supplier Management/ Vendor Relations Supplier Diversity (MWBE & SDVOB) Monitor and expedite PO/Contract deliverables Monitor status via contact with customers and suppliers/contractors Identify opportunities for process improvement Additional most important attributes for candidates: Proven ability to issue RFPs, perform bid analytics and draft recommendations to award documents. Proven ability to negotiate contract terms/ amendments. Proven work experience in Executing FEMA Compliant Contracts. Advanced knowledge of Excel is essential and may be tested during the interview process (if selected for interview) Qualifications: Bachelor of Science in Business or a related degree Minimum of five years of relevant experience including with executing Construction Services Contracts. Excellent written and verbal communication skills; Working knowledge of SAP, Ariba and Power Advocate software experience is preferred. Strong negotiation, communication, organizational and team-building skills. \nCompany Description A WBENC (woman owned) certified company; Source One provides a full range of professionals to the Pharmaceutical & Healthcare, Defense, Technology, Financial Services, Retail & Manufacturing, and Energy & Transportation industries nationwide. A WBENC (woman owned) certified company; Source One provides a full range of professionals to the Pharmaceutical & Healthcare, Defense, Technology, Financial Services, Retail & Manufacturing, and Energy & Transportation industries nationwide.

Summary/Objective This position is responsible for TYR Sport and Swimwear Anywhere's Financial, Planning, and Analysis (FP&A) activities. This position will be responsible for executing a wide range of finance activities, including overseeing financial reporting to various stakeholders, organizing and leading the financial planning and budgeting process, implementing rolling forecasts, and providing financial analysis and support for various initiatives to improve operating efficiency and increase profitability. Qualified candidates should have strong quantitative skills, the ability to solve complex problems via analytics, and excellent communication and relationship-building skills. Position Responsibilities and Accountabilities • Work with management and ownership across the organization to develop the annual budget., • Create a monthly forecast based on current business conditions and input from across the business., • Analyzes financial results monthly and report variance analysis and commentary to the executive team., • Generate monthly sales, gross profit, operating expense and capital expenditure reporting with narratives and communication to cost center owners and senior management., • Produce models to predict various financial outcomes and determine the impact on the business., • Utilize business intelligence or AI tools to deliver insights into business performance., • Identifies and implements process improvements in the reporting, forecasting, budgeting, and analysis process., • Support internal and external financial and management reporting., • Create analysis and presentations for executive leadership., • Compile key metrics to provide transparency and insight to drive effective and efficient allocation of company investments. Qualifications and Competencies • Ability to use confidential information professionally to achieve departmental targets/goals, • Experience working with accounting principles and accounting/financial systems and databases, • Strong quantitative skills and ability to problem-solve via analytics, • Ability to learn other financial systems, • Strong PC and Microsoft Office skills with advanced Excel skills, • Microsoft Dynamics 365 Business Central, Sage 300 and AS400 (Application System) knowledge is a plus, • Excellent verbal and written communication skills with the ability to communicate across all levels of the organization, including peers, management, and outside departments, • Outstanding interpersonal skills and relationship building, • Demonstrates a strong sense of urgency, flexibility in changing situations, understanding of priorities, and ability to follow through to completion, • Excellent organizational, time management, and problem-solving skills, detail-oriented, execution-driven, and passionate about providing exceptional customer service, • Strong commitment to the company with a dedication to driving and achieving results, • Effectively multitask to meet tight deadlines, • Ability to work in a fast-paced environment Education and Experience • Bachelor's degree in Accounting, Finance or Business Management, • CPA or MBA preferred, • 5-7 years of progressive, relevant FP&A experience, • Strong analytical skills with great attention to detail, • Comfort working with large data sets, • Prior experience with business intelligence or AR tools and planning platforms

Compile key metrics to provide transparency and insight to drive effective and efficient allocation of company investments.

Compile key metrics to provide transparency and insight to drive effective and efficient allocation of company investments.

Budget preparation and analysis, forecasting, cost control, performance measurement, benchmarking, operational metrics and financial Ensure that the financial functions performed in the business unit are properly aligned and comply with corporate strategic plans, policies, procedures and internal co

The Financial Analyst also provides Workday support and training and contributes to the institution's long-term financial sustainability. Reporting to the Director of Budget & Planning, the Financial Analyst supports financial planning and decision-making through budgeting, forecasting, reporting, a

Analyst III, Financial Planning and Analysis. Analyst III, Financial Planning and Analysis. Purpose As an Analyst III, you will be a part a professional team responsible for the development of key financial targets including the 5 year business plan, annual budget and periodic forecasts, quarterly p