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)
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.
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
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.
Top Skills
What We Do
RelaDyne, headquartered in Cincinnati, OH, combines many years of expertise with our valued associates to serve more than 10,000 clients in the automotive, commercial and industrial industries. We strive to deliver valuable, dependable service and effective solutions as a trusted partner to our customers. Our core business, focused on lubrication excellence, is accomplished through offering unmatched products and services in which we improve the reliability and efficiency of our customer’s equipment for increased profitability of their business. Through an understanding of each customer’s specific needs, our team of dedicated associates becomes a valued extension of their operations.
