Edtech.com's Summary

Really Great Reading is hiring a Financial Analyst & Inventory Demand Planner. This role manages purchasing operations, maintains inventory records, and ensures accurate setup of new items in ERP systems while supporting the finance team with financial analysis, budgeting, and reporting. The position collaborates across departments to optimize inventory, drive financial insights, and support sales and operational decision-making.

Highlights

Manage vendor relationships and procurement aligned with budget and quality requirements
Create and track purchase orders, optimizing inventory via demand planning and SKU management
Perform budget-to-actual variance analysis, cash forecasting, and financial reporting
Analyze sales commissions, prepare custom quotes, and support sales reporting and CRM data
Maintain integrated system data hygiene across ERP, CRM, and pricing platforms
Bachelor’s degree preferred plus 2+ years experience in purchasing, inventory, or item setup
Proficient in Microsoft Office, especially Excel; experienced with ERP, CRM, or pricing software
Provide audit support and contribute to process improvements in financial operations
Assist with corporate credit card setups and cross-functional communication
Competitive benefits including 401(k) match, medical/dental/vision coverage, and PTO

Financial Analyst & Inventory Demand Planner Full Description

The Financial Analyst & Inventory Demand Planner plays a critical role in managing the company’s purchasing operations, maintaining accurate inventory records, and ensuring new items are correctly set up in the inventory and ERP system. This role also supports the finance team by performing essential financial analysis, including budget-to-actual variance analysis, cash forecasting, commissions reporting, and other financial tasks. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work with large sets of data to assist in driving key business decisions. This role is critical in ensuring that the organization meets its financial objectives through sound financial reporting and analysis. This position handles multiple responsibilities such as sourcing, purchasing, inventory management, In-house customer service and collaboration to ensure that all new products are properly configured for sales and distribution.

Responsibilities

Inventory Planning and Management:

Vendor Management:Identify and maintain relationships with suppliers and manage vendor issues.
Procurement:Source products and services in line with company needs and budget constraints, ensuring quality and timely delivery.
Purchase Order Creation:Create and issue purchase orders based on inventory needs, sales forecasts, and production schedules.
Order Tracking:Monitor and track the status of purchase orders to ensure timely delivery and resolve any supply chain issues.
Demand Planning:Ensure timely replenishment of inventory by reviewing sales trends and coordinating with sales and production teams to determine materials requisitions. Optimize stock levels to minimize costs.
SKU Management:Maintenance of ISBNs, Labels, and barcoding. Setting up and discontinuing new SKUs in systems (ERP, Quoting), including product descriptions, SKUs, pricing, accounts, classifications, weights, dimensions, and supplier details.

Financial Analysis & Reporting:

Analyze Financial Performance: Compare actual financial results to the budget and provide detailed variance analysis, explaining key drivers behind variances in revenue, expenses, and margins. Collaborate with departments.
Monthly and Quarterly Financial Reporting: Assists with the preparation of financial reports, including income statements, balance sheets, and cash flow statements for management review.
Cash flow Management: Assist in creating short-term and long-term cash flow forecasts to ensure liquidity and help the organization manage its working capital effectively.
Ad-Hoc Analysis: Provide ad-hoc financial analysis as required by the finance team or other departments to support business decision-making.
Financial Modeling: Develop and maintain simple financial models to support forecasting, budgeting, and scenario planning.
Trend Analysis: Analyze financial trends and key metrics, identifying areas for cost savings, revenue growth, or improved financial performance.

Sales Analysis, Reporting and Support:

Sales Commission Calculations: Prepare and analyze commission reports based on sales performance, ensuring that commissions are calculated accurately and paid in a timely manner.
Custom Quote Creation: Develop tailored pricing quotes for internal customers based on the requirements of their customers and company custom pricing and discount guidelines.
Approval of Quotes: Review and approve pricing quotes created by other team members or junior staff, ensuring accuracy, compliance, and profitability.
Sales Reporting: Prepare the Great Minds opportunity pipeline for Really Great Reading’s CRM and other sales reporting as needed.

General Support:

Audit Support: Provide necessary financial data and documentation during internal or external audits.
Process Improvement: Assist in identifying opportunities to improve financial processes, systems, and reporting accuracy.
Integrated Systems Data Hygiene: Ensure consistency, and reliability of customer data across multiple integrated systems. This role focuses on maintaining data integrity of customer records within enterprise systems (such as CRM, ERP, and other databases) through regular audits and data cleansing. Collaborating with multiple departments to ensure data is entered, stored, and utilized properly across all systems.
Credit Cards: Sets up corporate credit cards for eligible employees.

This is a non-exhaustive list of role responsibilities. Additional duties may be required from time to time to support the business.

Qualifications & Skills

Bachelor’s degree in supply chain management, Business, Logistics, or a related field preferred.
At least 2 years of experience in purchasing, inventory management, or item setup, preferably in a manufacturing, distribution, or retail environment.
Excellent organizational and multitasking skills with a high level of attention to details while keeping an eye on the bigger financial picture.
Strong communication skills for both internal collaboration and customer interaction to effectively work with cross-functional teams and be able to communicate financial information effectively.
Proficient in Microsoft Office Suite, especially Excel, and experience with CRM, ERP, or pricing software.
Analytical thinker who is skilled at breaking down complex data into actionable insights to analyze and optimize purchasing and inventory decisions.
Proactive team member who can take initiative in identifying financial trends, variances, and potential areas for improvement.

Benefits at RGR

At Really Great Reading, our benefits are intentionally designed to support the whole person, professionally, personally, and financially. We continuously evolve our offerings in response to team member feedback, changing life needs, and our commitment to building a high-performance, people-first culture.

Our benefits currently include:

Competitive 401(k) with company match
Comprehensive Medical, Dental, and Vision coverage
Generous PTO that supports real rest and renewal
Professional development investment
Wellness and work-life balance initiatives
A collaborative, people-first culture where ideas move fast and voices matter

This is a remote role typically performed on a computer and requires regular use of a laptop or PC, and telephone. Physical requirements include, but are not limited to:

Sitting or standing for extended periods of time
Regular use of a keyboard, and mouse or trackpad
Frequent viewing of a computer screen
Frequent scrolling and typing

Really Great Reading is committed to providing reasonable accommodations to qualified individuals with disabilities and to supporting flexible, accessible work environments that enable every team member to do their best work.

Equal Opportunity Employer

Really Great Reading is an EOE and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Ready to Bring Your Energy?

If you’re excited by the idea of building something meaningful and want your work to directly support literacy outcomes across the country, we’d love to meet you.

Want to apply for this role? Please submit your cover letter and resume by emailing us. Include the title of the position being applied for in the subject line of the email.

Original Job Description

Responsibilities

Inventory Planning and Management:

Vendor Management:Identify and maintain relationships with suppliers and manage vendor issues.
Procurement:Source products and services in line with company needs and budget constraints, ensuring quality and timely delivery.
Purchase Order Creation:Create and issue purchase orders based on inventory needs, sales forecasts, and production schedules.
Order Tracking:Monitor and track the status of purchase orders to ensure timely delivery and resolve any supply chain issues.
Demand Planning:Ensure timely replenishment of inventory by reviewing sales trends and coordinating with sales and production teams to determine materials requisitions. Optimize stock levels to minimize costs.
SKU Management:Maintenance of ISBNs, Labels, and barcoding. Setting up and discontinuing new SKUs in systems (ERP, Quoting), including product descriptions, SKUs, pricing, accounts, classifications, weights, dimensions, and supplier details.

Financial Analysis & Reporting:

Analyze Financial Performance: Compare actual financial results to the budget and provide detailed variance analysis, explaining key drivers behind variances in revenue, expenses, and margins. Collaborate with departments.
Monthly and Quarterly Financial Reporting: Assists with the preparation of financial reports, including income statements, balance sheets, and cash flow statements for management review.
Cash flow Management: Assist in creating short-term and long-term cash flow forecasts to ensure liquidity and help the organization manage its working capital effectively.
Ad-Hoc Analysis: Provide ad-hoc financial analysis as required by the finance team or other departments to support business decision-making.
Financial Modeling: Develop and maintain simple financial models to support forecasting, budgeting, and scenario planning.
Trend Analysis: Analyze financial trends and key metrics, identifying areas for cost savings, revenue growth, or improved financial performance.

Sales Analysis, Reporting and Support:

Sales Commission Calculations: Prepare and analyze commission reports based on sales performance, ensuring that commissions are calculated accurately and paid in a timely manner.
Custom Quote Creation: Develop tailored pricing quotes for internal customers based on the requirements of their customers and company custom pricing and discount guidelines.
Approval of Quotes: Review and approve pricing quotes created by other team members or junior staff, ensuring accuracy, compliance, and profitability.
Sales Reporting: Prepare the Great Minds opportunity pipeline for Really Great Reading’s CRM and other sales reporting as needed.

General Support:

Audit Support: Provide necessary financial data and documentation during internal or external audits.
Process Improvement: Assist in identifying opportunities to improve financial processes, systems, and reporting accuracy.
Integrated Systems Data Hygiene: Ensure consistency, and reliability of customer data across multiple integrated systems. This role focuses on maintaining data integrity of customer records within enterprise systems (such as CRM, ERP, and other databases) through regular audits and data cleansing. Collaborating with multiple departments to ensure data is entered, stored, and utilized properly across all systems.
Credit Cards: Sets up corporate credit cards for eligible employees.

This is a non-exhaustive list of role responsibilities. Additional duties may be required from time to time to support the business.

Qualifications & Skills

Bachelor’s degree in supply chain management, Business, Logistics, or a related field preferred.
At least 2 years of experience in purchasing, inventory management, or item setup, preferably in a manufacturing, distribution, or retail environment.
Excellent organizational and multitasking skills with a high level of attention to details while keeping an eye on the bigger financial picture.
Strong communication skills for both internal collaboration and customer interaction to effectively work with cross-functional teams and be able to communicate financial information effectively.
Proficient in Microsoft Office Suite, especially Excel, and experience with CRM, ERP, or pricing software.
Analytical thinker who is skilled at breaking down complex data into actionable insights to analyze and optimize purchasing and inventory decisions.
Proactive team member who can take initiative in identifying financial trends, variances, and potential areas for improvement.

Benefits at RGR

Our benefits currently include:

Competitive 401(k) with company match
Comprehensive Medical, Dental, and Vision coverage
Generous PTO that supports real rest and renewal
Professional development investment
Wellness and work-life balance initiatives
A collaborative, people-first culture where ideas move fast and voices matter

This is a remote role typically performed on a computer and requires regular use of a laptop or PC, and telephone. Physical requirements include, but are not limited to:

Sitting or standing for extended periods of time
Regular use of a keyboard, and mouse or trackpad
Frequent viewing of a computer screen
Frequent scrolling and typing

Equal Opportunity Employer

Ready to Bring Your Energy?

If you’re excited by the idea of building something meaningful and want your work to directly support literacy outcomes across the country, we’d love to meet you.

Want to apply for this role? Please submit your cover letter and resume by emailing us. Include the title of the position being applied for in the subject line of the email.

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Financial Analyst & Inventory Demand Planner

Edtech.com's Summary

Financial Analyst & Inventory Demand Planner Full Description

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