Data Specialist

Data Specialist (Finance)

Summary:

The Data Specialist (Finance) supports multi-entity financial planning and reporting by preparing budgets, forecasts, and cash flow analyses. They develop dashboards, executive reports, and presentations that translate complex financial data into clear insights for leadership. The role involves analyzing sales, margin, and expense trends to identify risks, opportunities, and operational improvements. This position partners closely with cross-functional teams while helping maintain data accuracy, financial controls, and system integrity.

The specialist also contributes to process enhancements and assists in adopting new ERP and reporting tools to improve financial efficiency.

• Prepare and maintain budgets, forecasts, and cash flow reports across multiple business entities.
• Produce monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
• Create and maintain interactive dashboards and executive reports using Tableau and Excel.
• Support board and management presentations with clear, accurate financial summaries.
• Analyze sales, margin, and expense trends to identify risks, opportunities, and areas for improvement.
• Partner with cross-functional teams (e.g., Merchandising, Operations) to interpret data and resolve business issues.
• Assist in preparing capital expenditure analyses and supporting documentation for leadership approval.
• Ensure accuracy and integrity of actual and forecast data by helping maintain financial controls and systems.
• Contribute to ongoing process improvements by understanding business workflows across the company.
• Assist with adoption of new ERP and reporting systems to enhance financial efficiency.
• Perform other duties as assigned by management.

• An Associate's degree in Business Administration, Data Analytics, or a related field is required; a Bachelor’s degree is preferred.
• Bilingual in English and Mandarin is preferred.
• Familiarity with Asian grocery products, cultural preferences, and market trends is a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and advanced Excel skills (e.g., VLOOKUP, Pivot Tables, Macros).
• Experience with data analysis tools like Power BI or Tableau is highly preferred.
• Experience with SQL for managing and querying product data is a plus.
• Strong programming skills in Python or VBA for automating data processing are highly desirable.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines effectively.
• Effective communication and interpersonal skills to collaborate with cross-functional teams and vendors.
• Strong analytical and problem-solving abilities to interpret data and make data-driven decisions.
• Strong attention to detail skills with a keen eye for visual presentation and product placement.
• Ability to adapt to a fast-paced retail environment and work well under pressure.
• Authorized to work in the United States without sponsorship.

• Prolonged periods sitting at a desk and working on a computer.

• Employment Type:
  
  Full Time.
• Location:
  
  6338 Regio Ave, Buena Park, CA 90620.
• Available to work on weekends and holidays as necessary.

• Medical, Dental, Vision, and Life Insurance.
• 401 (k) Retirement Saving Plan with 4% Company Match.
• Long-Term Services Award.
• Employee Discount.
• P aid Time Off.

The pay range for this job is at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.

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Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel.

All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.