Senior Financial Planning Analyst
The Kostelic Agency - Irving, TX
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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. They're redefining a fragmented market with a blend of organic momentum and strategic acquisitions"”driving an impressive arc: $2B in revenue two years ago, $2.5B last year, and a projected $3B this year. In this role, you'll dive into marketing analytics, craft financial models that shape the future, and collaborate with senior leaders to steer long-term growth. You'll join a team of A+ talent"”drawn from investment banking, private equity, and top public accounting firms"”under the guidance of an executive lineup with unmatched expertise. It's 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: Bachelor's 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 articulate"”able 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 you're 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: Info@Discover exclusive, unadvertised opportunities by following The Kostelic Agency - stay ahead in your career with our unique, nationwide openings.View all our active openings @ Follow us on LinkedIn to never miss an incredible opportunity!
Created: 2025-02-27