Financial Operations Analyst

Epitec, Inc

Plano, TX

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JOB DETAILS
LOCATION
Plano, TX
POSTED
6 days ago

Financial Operations Analyst 

Plano, TX | Onsite
12?Month Contract 
Schedule:

  • Through March: 4 days onsite + Friday WFH
  • April onward: Fully onsite

About the Role

We are seeking a highly detail?oriented Financial Operations Analyst to support backend operations for our clients Marketing team. This role plays a critical part in keeping marketing programs running smoothly, from program approvals to POs, inventory requests, contracts, and final invoice validation.

You’ll join a collaborative team of three, with extensive training and mentorship provided. This is not a marketing or creative role, it's an operations and finance?focused support position within the marketing organization.


What You’ll Do

Core Responsibilities (60–70% Invoice Management)

  • Validate, process, and track vendor invoices
  • Review Proof of Performance (PoP) to ensure accuracy, logic, and compliance
  • Confirm spend matches approved budgets and aligns with program plans

Marketing Program Support

  • Submit marketing program approvals through internal systems
  • Work with legal to route contracts and obtain signatures
  • Maintain accurate documentation for all marketing activities

Purchasing & Inventory

  • Create purchase orders
  • Coordinate with procurement, marketing leads, and supply chain
  • Submit inventory requests and enter forecast data
    • Higher volume during product launches

General Operations

  • Ensure all processes, policies, and financial guidelines are followed
  • Provide problem?solving support for discrepancies, vendor questions, and system issues
  • Collaborate closely with internal teams and vendors

Required Qualifications

  • Bachelor’s degree 
  • 2+ years of experience processing invoices in an operations or finance environment
  • Strong attention to detail and accuracy
  • Basic proficiency with Microsoft Excel
    • (Updating documents, entering data; no pivot tables or advanced formulas needed)
  • Ability to work cross?functionally within a large organization
  • Strong problem?solving skills and the ability to validate data logically

Preferred Qualifications

  • Background in Finance or Accounting
  • Experience supporting operations within marketing or a similar fast?paced team
  • Familiarity with purchase order systems or inventory tools

 

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About the Company

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Epitec, Inc

Epitec is a leading staffing and recruiting services company with a mission to make staffing personal. We go beyond traditional hiring by truly understanding our candidates and matching them with the perfect opportunities. We offer competitive compensation, career growth, and support throughout the entire process. Working with top Fortune 500 companies, we are recognized for our excellence with numerous awards, including Best & Brightest and diversity recognitions. At Epitec, we're redefining the future of employment. 

COMPANY SIZE
2,500 to 4,999 employees
INDUSTRY
Staffing/Employment Agencies
EMPLOYEE BENEFITS
Professional Development, 401K, Employee Referral Program, Life Insurance
FOUNDED
1978
WEBSITE
https://epitec.com/