Financial Analyst - Demand Planner

Robert Half • Calabasas, CA • 3h ago

Description We are looking for a Financial Analyst - Demand Planner to join our team in Calabasas, California in a contract capacity with the potential to become permanent. This position focuses on combining financial insight with demand planning expertise to support accurate forecasting, healthy inventory levels, and informed business decisions. The role works closely with account management and supply chain partners to evaluate sales patterns, interpret performance trends, and improve planning outcomes across key customer groups.

Responsibilities:

Collaborate with account leaders to build and maintain reliable demand forecasts for domestic and Canadian customer business.

Review prior sales performance, inventory movement, and market activity to uncover trends that influence short- and long-term demand expectations.

Lead the monthly sales and operations planning cycle, ensuring cross-functional alignment on forecast assumptions and supply needs.

Track forecast performance and planning metrics, then communicate results, gaps, and corrective actions to relevant stakeholders.

Develop practical recommendations that improve inventory positioning, minimize shortages, and reduce surplus product exposure.

Monitor material shifts in customer demand and escalate risks or opportunities that may affect finished goods planning.

Coordinate with global supply chain partners, including teams in the UK, to share forecast updates and support accountability across planning activities.

Identify excess and obsolete finished goods risk on a regular basis and partner with internal teams on mitigation and prevention strategies. Requirements - 3+ years of experience in financial analysis, demand planning, forecasting, or a related analytical role.

Strong capability in financial analysis and financial modeling to support planning decisions and business recommendations.

Experience performing ad hoc analysis and variance analysis in a fast-paced business environment.

Proficiency in data mining techniques and working with large data sets to generate meaningful insights.

Ability to interpret sales, inventory, and market data to support forecast development and inventory optimization.

Strong communication skills with the ability to work effectively across account management, operations, and supply chain teams.

Detail-oriented approach with proven ability to identify risk, quantify impact, and recommend practical actions.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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