Senior Financial Planning Analyst

Irving, TX - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Job Title:SeniorFinancial Planning Analyst

Location:Irving TX (Hybrid)

Compensation:$120000 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:

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

View all ouractive openings@

Required Experience:

Senior IC

Job Title:SeniorFinancial Planning AnalystLocation:Irving TX (Hybrid)Compensation:$120000 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 excep...