Financial Planning Analyst

RelaDyne LLC • Houston, TX

10h

About The Position

We’re looking for a Financial Planning Analyst to provide analytical and
financial support to senior leadership. In this role, you’ll deliver insights
that improve operational performance, support strategic decision-making, and
enhance reporting accuracy. You will assist with budgeting, forecasting,
variance analysis, financial modeling, and enterprise reporting while partnering
with cross-functional teams to provide actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
• Minimum 2 years of experience in financial, business, or data analysis
• Intermediate Excel skills (lookups, pivot tables); beginner PowerPoint skills
• Understanding of P&L statements
• Highly motivated, self-starter with strong analytical and problem-solving skills
• Strong communication, organizational, and interpersonal skills
• Professional presence and effective team player
• Ability to travel domestically (<10% as needed)

Nice To Haves

• CFA and/or MBA
• Experience with OneStream
• Background in Finance, Accounting, Mathematics, Statistics, Economics, or Computer Science
• Experience with data analytics tools: Power Query, PowerPivot, Power BI, Tableau

Responsibilities

• Support senior leadership with financial analysis, operational performance improvement, and strategic projects
• Conduct variance analysis by comparing forecasts, budgets, and actual results
• Assist in the annual budget process and performance tracking of company-wide initiatives
• Prepare management reporting and presentations for leadership, Board of Directors, and external lenders
• Lead OneStream projects to improve team efficiency, reporting accuracy, and analytics
• Collect, validate, and manipulate data for reporting and analysis
• Maintain financial and business models and develop automated tools to enhance analytical insights
• Participate in special projects and ad hoc analyses as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level