Financial Planning Analyst – Houston, TX

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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.

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)</p>

Preferred Qualifications

• 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

Why RelaDyne:

You’ll find more than just a job-you’ll discover a career with a company that values people, teamwork, and growth. Apply today and join the team driving the future of reliability.

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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.