Financial Planner

Reladyne; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Reladyne in Houston, TX seeks a Financial Planner to provide analytical and financial support to senior leadership, guiding budgeting, forecasting, variance analysis, and reporting improvements.

The role involves collaborating with cross-functional teams, leading OneStream projects, and enhancing decision-making through data-driven insights. Strong Excel and analytics skills are essential.

Qualifications

• 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)

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 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 for analytical insights.
• Participate in special projects and ad hoc analyses as needed

Skills

Financial analysis

Budgeting

Variance analysis

Financial modeling

Excel

PowerPoint

Communication

Cross-functional

Education

Bachelor's degree in Finance

Tools

OneStream

Power BI

Tableau

Power Query

Job description

We're looking for a Financial Planner 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.

Onsite- Houston, TX

Key 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

Required Qualifications

• 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)

Preferred Qualifications

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

Why RelaDyne:

You’llfind more than just a job-you’lldiscover a career with a company that valuespeople, teamwork, and growth.

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Equal Opportunity Employer/Disability/Protected Veteran

RelaDyne and its affiliates are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ethnicity, sex, pregnancy, childbirth or related medical conditions, age, disability, genetic information, protected veteran status, sexual orientation, gender identity, or any other status protected by applicable federal, state, or local law.

RelaDyne is committed to providing reasonable accommodations to qualified individuals with disabilities (including pregnancy, childbirth or other related medical conditions) to enable them to perform the essential functions of a position and to participate in the application, interview, and hiring process. If you require a reasonable accommodation to participate in the application, interview, or hiring process, please contact Human Resources [e-mail].