Lead Financial Planning Analyst
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Reladyne is hiring a Lead Financial Planning Analyst. We are 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 while delivering actionable insights that guide business decisions.
Key focus areas include Partner with senior leadership on financial analysis and strategic initiatives, Lead enterprise performance tracking and company‑wide initiative reporting, and Generate and distribute daily financial pulse reports forecasting monthly performance.
Important skills include Advanced Excel, Intermediate PowerPoint, Financial Modeling, Forecasting, Budgeting, and Variance Analysis. Preferred (not required): OneStream, Power Query, PowerPivot, and Power BI.
Skills & qualifications
Skills
Qualifications
Full job description
Experience Required
8 - 20 years
Minimum Education Required
Bachelor's Degree
Compensation
$7.25 / hourly
Hours Per Week
40
Number Of Positions
1
Work Schedule and Shift Requirements
First (Day)
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 (<10%)
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'llfind more than just a job-you'lldiscover a career with a company that valuespeople, 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 r ace, r eligion, color, national origin, ethnicity, s ex, age, gender identity, s exual 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.
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 r ace, r eligion, color, national origin, ethnicity, s ex, age, gender identity, s exual orientation or identity, genetic information, status as a protected veteran, status as a qualified individual with disability, or any other protected class status.
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Job Type
Full time
Benefits Offered
Not specified
Veteran Preference
No
Place of Work
On-site
Requisition ID
5001217344200
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