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

RllzTHFoYmtWbUZkR2pQU3NZZ0Z5c2JveEE9PQ==
  • The Kostelic Agency
  • Irving, TX

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

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

View all our active openings @ TheKostelicAgency.com

Follow us on LinkedIn to never miss an incredible opportunity!

Job Tags

Gangs,

Similar Jobs

Inland Family of Companies

Assistant Property Manager Job at Inland Family of Companies

 ...team needs a dependable, driven, and detail-oriented Assistant Property Manager. If youre passionate about people, love a good checklist,...  ...about supporting operationsits about shaping resident experiences, building relationships, and helping a well-established suburban... 

Monster Brewing Company

AM Packaging Operator - Oskar Blues Brewery Job at Monster Brewing Company

 ...Description Objective This position responsible for packaging beer at a world class level, ensuring it is ready for distribution....  ...climb, balance, stoop, kneel, crouch, crawl, bend, talk, hear, taste, smell, see, and operate objects, tools, and controls. May be... 

ABM Industries

Event Parking Attendant Job at ABM Industries

**Overview****Job Summary:**We are seeking reliable and customer-focused individuals to join our team as **Event Parking Attendants** . This role is perfect for those looking for flexible, part-time work during concerts, sports games, festivals, and other large-scale... 

Sutter Health

Nurse Manager, Pre and Post Op and PACU Job at Sutter Health

 ...an accredited school of nursing.**CERTIFICATION & LICENSURE:**RN-Registered Nurse of CaliforniaBLS-Basic Life Support Healthcare...  ...recent relevant experience with at least 3 years as a nurse in a PACU department**SKILLS AND KNOWLEDGE:**Solid understanding of operations... 

Fort Worth Mechanical Group

Dispatcher Job at Fort Worth Mechanical Group

 ...service, Fort Worth Mechanical Group delivers reliable results. Role Description This is a full-time on-site role for a Dispatcher located in Fort Worth, TX. The Dispatcher will be responsible for coordinating and dispatching service calls, scheduling...