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Lead Financial Planning Analyst - Houston, TX
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-02-22
Listing for:
Reladyne
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Manager -
Business
Financial Analyst, Financial Manager
Job Description & How to Apply Below
Lead Financial Planning Analyst
#26-0134
Houston, Texas, United States
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 One Stream 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
- 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 (
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