Lead Financial Planning Analyst

RelaDyne LLC; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

RelaDyne LLC in Houston seeks a Lead Financial Analyst to partner with senior leadership, driving enterprise performance visibility and strategic decision support. You will lead forecasting, budgeting, and financial modeling while delivering actionable insights for Board-level audiences.

Ideal candidates are highly analytical, proactive, and comfortable presenting to executives. Domestic travel may be required as part of business initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field.
• Minimum 8 years of experience in financial, business, or data analysis.
• Advanced Excel skills (complex modeling, pivot tables, lookups).
• Intermediate PowerPoint skills.
• Strong understanding of the three financial statements, with deep P&L expertise.
• Proven ability to influence and communicate effectively with senior leadership.
• Strong analytical, problem-solving, and organizational skills.
• Ability to travel domestically as needed.

Responsibilities

• Partner with senior leadership on financial analysis and strategic initiatives.
• Lead enterprise performance tracking and company-wide initiative reporting.
• Generate and distribute daily financial pulse reports forecasting monthly performance.
• Lead the annual budgeting process and steward monthly financial results.
• Conduct variance analysis (actual vs. forecast vs. budget).
• Track and analyze performance of large national customer accounts.
• Develop and distribute monthly headcount reporting.
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders.
• Lead OneStream optimization projects to improve reporting efficiency and analytical insight.
• Maintain and enhance financial models; develop standardized and automated reporting tools.
• Research financial variances and present findings with clear recommendations.
• Support ad hoc analysis and strategic projects.

Skills

Advanced Excel

P&L analysis

Financial modeling

Variance analysis

Executive communication

Strategic partnering

Travel readiness

Senior leadership influence

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

OneStream

Power BI

Tableau

Power Query

PowerPivot

Job description

We’re looking for a Lead Financial Analyst to serve as a key financial partner to senior leadership, driving enterprise-wide performance visibility, operational improvement, and strategic decision support. This role leads forecasting, budgeting, financial modeling, and performance tracking efforts while delivering actionable insights that guide business decisions.

The ideal candidate is highly analytical, proactive, and comfortable presenting to executive leadership, including Board-level audiences.

Key Responsibilities

• Partner with senior leadership on financial analysis and strategic initiatives
• Lead enterprise performance tracking and company-wide initiative reporting
• Generate and distribute daily financial pulse reports forecasting monthly performance
• Lead the annual budgeting process and steward monthly financial results
• Conduct variance analysis (actual vs. forecast vs. budget)
• Track and analyze performance of large national customer accounts
• Develop and distribute monthly headcount reporting
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders
• Lead OneStream optimization projects to improve reporting efficiency and analytical insight
• Maintain and enhance financial models; develop standardized and automated reporting tools
• Research financial variances and present findings with clear recommendations
• Support ad hoc analysis and strategic projects

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
• Minimum 8 years of experience in financial, business, or data analysis
• Advanced Excel skills (complex modeling, advanced analysis techniques, pivot tables, lookups)
• Intermediate PowerPoint skills
• Strong understanding of the three financial statements, with deep expertise in P&L analysis
• Proven ability to influence and communicate effectively with senior leadership
• Strong analytical, problem-solving, and organizational skills
• Ability to travel domestically as needed

Preferred Qualifications

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

Why RelaDyne

You’ll find more than just a job-you’ll discover a career with a company that values people, teamwork, and growth.

Equal Opportunity Employer/Disability/Veterans

RelaDyne, and its affiliates, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ethnicity, sex, age, gender identity, sexual orientation or identity, genetic information, status as a protected veteran, status as a qualified individual with disability, or any other protected class status. RelaDyne regrets that it is unable to sponsor employment Visas or consider individuals on time-limited Visa status for this position.