Financial Analyst - Demand Planner

Job Description

Job 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.• 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.