Lead Financial Planning Analyst

RelaDyne
Houston, TX
Category Finance
Job Description
Role Overview

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.

What You Will Do

Key responsibilities include partnering with senior leadership on financial analysis and strategic initiatives, leading enterprise performance tracking and company-wide initiative reporting, and generating and distributing daily financial pulse reports forecasting monthly performance.

Why It Might Be a Fit

The ideal candidate is highly analytical, proactive, and comfortable presenting to executive leadership, including Board-level audiences. A strong understanding of the three financial statements, with deep expertise in P&L analysis, is required.

Requirements

  • 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 (<10%)

Benefits

  • Equal Opportunity Employer/Disability/Veterans
  • Paid holidays
  • Unknown benefits
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