Strategic Financial Planner - Budgeting & Analytics

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

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.