Job Description

Job Title: Senior Financial Planning Analyst

Location: Irving, TX (Hybrid)

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

Ideal profile: Candidates with strategic FP&A, Investment Banking, or Private Equity (as most employees here also have)

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@TheKostelicAgency.com

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