Financial Planner
RelaDyne LLC · Houston, TX · 1 mo ago
SalesFull-time
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 (
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.