What are the responsibilities and job description for the Operations Financial Analyst position at Marcone Supply?
About MSupply TM
mSupply is North America’s leading distributor of OEM repair parts and equipment, serving professionals in the appliance, HVAC, plumbing, commercial kitchen and pool/spa industries. Headquartered in St. Louis, MO, mSupply is a multi-billion-dollar enterprise offering an extensive product range, industry expertise and seamless service. With more than 2,000 associates across the U.S. and Canada, mSupply’s family of brands delivers with speed, reliability and precision through its branches, distribution centers and extensive fleet of delivery vehicles. Shipped orders reach 93% of U.S. customers via next-day ground delivery and 100% within two days. For more information, visit mSupply.com.
Summary: The Operations Financial Analyst is responsible for providing critical financial analysis, reporting, and support to optimize operational performance across the organization. This role involves tracking key operational metrics, analyzing financial and operational data, and delivering actionable insights to improve efficiency, cost management, and profitability. This analyst works closely with both Finance and Operations teams to align business objectives and data strategies, supporting decision-making at all levels. Responsibilities include creating and maintaining reports and dashboards, assisting in budgeting and forecasting, and identifying opportunities for operational improvements. This individual also ensures data accuracy, integrity, and compliance across all financial and operational activities.
Essential Job Duties
Financial Analysis
Develop and implement tracking metrics that provide visibility into key business operations
Consolidates and reports on operational data, ensuring accuracy and timely delivery of performance insights.
Conducts trending and forecasting analysis to identify opportunities, risks, and areas for improvement within operations.
Dissects complex data sets to provide clear, actionable insights for operational optimization.
Collaborates closely with both Finance and Operations teams to ensure alignment of business objectives and data strategies.
Supports decision-making processes by providing data-driven recommendations to stakeholders at all levels.
Creates and maintains regular reports on operational performance, including key performance indicators (KPIs).
Assists in identifying and addressing data gaps, inconsistencies, and opportunities for better data utilization.
Reporting and Dashboards
Develops and maintains financial and operational dashboards and key performance indicator (KPI) reports.
Prepares daily, weekly and monthly reports for management and stakeholders.
Budgeting and Forecasting
Supports the annual budgeting process by consolidating inputs and creating detailed financial plans (Branch P&Ls, CapEx budgets, etc.).
Assists in rolling forecasts to reflect current business conditions and priorities.
Cost and Revenue Analysis
Analyzes costs, margins, and profitability across branches, distribution centers, and fulfillment centers.
Identifies opportunities for revenue growth and cost reduction to enhance profitability.
Data Integrity and Compliance
Ensures accuracy of data by reconciling discrepancies and maintaining database integrity.
Other
Maintains proficiency with company computer systems in aspects related to job, such as data entry, messaging, call logs, data notations, queue updates, batching, or other job & office functions and requirements
Other duties as assigned. As with any evolving organization, the job description is not designed to cover or contain a comprehensive listing of work activities, duties, or responsibilities. Additional or other duties, responsibilities, assignments, and activities may change or be assigned at any time with or without notice.
Minimum Job Requirements
Bachelor’s degree in business, Finance, Economics, Accounting or related field.
3 or more years’ experience in financial analysis or related roles.
Proficiency in financial modeling, advanced Excel, with a keen focus on ETL (Extract, transform, Load) data processes to ensure seamless data integration and analysis.
Experience with data visualization tools (e.g., Power BI, Tableau). Familiarity with ERP systems (e.g. Epicor) is a plus.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to non-financial stakeholders.
Proficiency with Excel and other data analysis tools.
Demonstrated knowledge of MS Office suite applications (Word, Excel, PowerPoint, Outlook)
Physical Requirements
Office / Administrative
7-10 hours worked per day; up to 40-43 hours worked per week
Bending 1-3 hours per day
Lifting / carrying up to 10 pounds 0-1 hours per day
Reviewing documents 1-5 hours per day
Sitting 3-8 hours per day
Standing 3-6 hours per day
Using close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Using fingers, hands, and arms to perform office / computer work 6-8 hours per day
Using hearing to talk, listen, and use phones 1-6 hours per day
Using office equipment - computers, phones, scanners, fax machines - 6-8 hours per day
Walking 3-6 hours per day
mSupply is North America’s leading distributor of OEM repair parts and equipment, serving professionals in the appliance, HVAC, plumbing, commercial kitchen and pool/spa industries. Headquartered in St. Louis, MO, mSupply is a multi-billion-dollar enterprise offering an extensive product range, industry expertise and seamless service. With more than 2,000 associates across the U.S. and Canada, mSupply’s family of brands delivers with speed, reliability and precision through its branches, distribution centers and extensive fleet of delivery vehicles. Shipped orders reach 93% of U.S. customers via next-day ground delivery and 100% within two days. For more information, visit mSupply.com.
Summary: The Operations Financial Analyst is responsible for providing critical financial analysis, reporting, and support to optimize operational performance across the organization. This role involves tracking key operational metrics, analyzing financial and operational data, and delivering actionable insights to improve efficiency, cost management, and profitability. This analyst works closely with both Finance and Operations teams to align business objectives and data strategies, supporting decision-making at all levels. Responsibilities include creating and maintaining reports and dashboards, assisting in budgeting and forecasting, and identifying opportunities for operational improvements. This individual also ensures data accuracy, integrity, and compliance across all financial and operational activities.
Essential Job Duties
Financial Analysis
Develop and implement tracking metrics that provide visibility into key business operations
Consolidates and reports on operational data, ensuring accuracy and timely delivery of performance insights.
Conducts trending and forecasting analysis to identify opportunities, risks, and areas for improvement within operations.
Dissects complex data sets to provide clear, actionable insights for operational optimization.
Collaborates closely with both Finance and Operations teams to ensure alignment of business objectives and data strategies.
Supports decision-making processes by providing data-driven recommendations to stakeholders at all levels.
Creates and maintains regular reports on operational performance, including key performance indicators (KPIs).
Assists in identifying and addressing data gaps, inconsistencies, and opportunities for better data utilization.
Reporting and Dashboards
Develops and maintains financial and operational dashboards and key performance indicator (KPI) reports.
Prepares daily, weekly and monthly reports for management and stakeholders.
Budgeting and Forecasting
Supports the annual budgeting process by consolidating inputs and creating detailed financial plans (Branch P&Ls, CapEx budgets, etc.).
Assists in rolling forecasts to reflect current business conditions and priorities.
Cost and Revenue Analysis
Analyzes costs, margins, and profitability across branches, distribution centers, and fulfillment centers.
Identifies opportunities for revenue growth and cost reduction to enhance profitability.
Data Integrity and Compliance
Ensures accuracy of data by reconciling discrepancies and maintaining database integrity.
Other
Maintains proficiency with company computer systems in aspects related to job, such as data entry, messaging, call logs, data notations, queue updates, batching, or other job & office functions and requirements
Other duties as assigned. As with any evolving organization, the job description is not designed to cover or contain a comprehensive listing of work activities, duties, or responsibilities. Additional or other duties, responsibilities, assignments, and activities may change or be assigned at any time with or without notice.
Minimum Job Requirements
Bachelor’s degree in business, Finance, Economics, Accounting or related field.
3 or more years’ experience in financial analysis or related roles.
Proficiency in financial modeling, advanced Excel, with a keen focus on ETL (Extract, transform, Load) data processes to ensure seamless data integration and analysis.
Experience with data visualization tools (e.g., Power BI, Tableau). Familiarity with ERP systems (e.g. Epicor) is a plus.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to non-financial stakeholders.
Proficiency with Excel and other data analysis tools.
Demonstrated knowledge of MS Office suite applications (Word, Excel, PowerPoint, Outlook)
Physical Requirements
Office / Administrative
7-10 hours worked per day; up to 40-43 hours worked per week
Bending 1-3 hours per day
Lifting / carrying up to 10 pounds 0-1 hours per day
Reviewing documents 1-5 hours per day
Sitting 3-8 hours per day
Standing 3-6 hours per day
Using close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Using fingers, hands, and arms to perform office / computer work 6-8 hours per day
Using hearing to talk, listen, and use phones 1-6 hours per day
Using office equipment - computers, phones, scanners, fax machines - 6-8 hours per day
Walking 3-6 hours per day
