Senior Financial Planning Analyst Job at The Kostelic Agency, Irving, TX

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  • The Kostelic Agency
  • Irving, TX

Job Description

Job Description

Job Description

Job Title: SeniorFinancial Planning Analyst

Location: Irving, TX (Hybrid)

Compensation: ~$120,000 Base + Bonus + Benefits (medical, dental, vision, unlimited PTO, 401(k) matching)

Our client, a standout force in their industry, is seeking a Senior FP&A/Data Analyst with a marketing analytics edge to join their exceptional finance team. Theyre redefining a fragmented market with a blend of organic momentum and strategic acquisitionsdriving an impressive arc: $2B in revenue two years ago, $2.5B last year, and a projected $3B this year.

In this role, youll dive into marketing analytics, craft financial models that shape the future, and collaborate with senior leaders to steer long-term growth. Youll join a team of A+ talentdrawn from investment banking, private equity, and top public accounting firmsunder the guidance of an executive lineup with unmatched expertise. Its a rare chance to contribute to a sophisticated, high-growth operation while accelerating your career.

The ideal candidate pairs analytical precision with a talent for distilling complexity into clarity, thriving in a dynamic, entrepreneurial environment.

Responsibilities:

  • Marketing Analytics & Reporting:Link marketing and operations for timely, insightful reporting, delivering consolidated financial and KPI updates.
  • Budgeting and Forecasting:Guide forecasting and budgeting for marketing spend across multiple regions.
  • Strategic Partnership:Work alongside marketing and senior leaders as a thought partner on growth and strategy.
  • Financial Modeling:Build refined models to inform strategic decisions and capital allocation.
  • Board & Leadership Support:Prepare analyses and presentations for high-level discussions.
  • Special Projects:Drive impactful growth initiatives and ad-hoc analyses.
  • Team Impact:Foster collaboration and excellence within a top-tier crew.

Qualifications:

  • Education:Bachelors degree in finance, accounting, or a related field.
  • Experience:2+ years in strategic finance, investment banking, transaction advisory, or private equity.
  • Skills:Exceptional financial modeling, U.S. GAAP fluency, and marketing KPI familiarity.
  • Mindset:Analytical, resourceful, and articulateable to lead with independence.
  • Drive:A self-starter who excels in a lean, fast-paced setting.

This is a team shaping a business with ambition and finesse, offering a strong base, bonus, and benefits like medical, dental, vision, unlimited PTO, and 401(k) matching.

If youre looking for a team to learn from, constantly be challenged, and proud to be a part of, this could be a great opportunity for you!

Interested applicants can apply directly to this posting, or email us to arrange a confidential conversation: [email protected]

Discover exclusive, unadvertised opportunities by following The Kostelic Agency stay ahead in your career with our unique, nationwide openings.

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