What are the responsibilities and job description for the Senior Financial Planning Analyst position at The Kostelic Agency?

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 : Info@TheKostelicAgency.com

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

View all ouractive openings@TheKostelicAgency.com

Salary : $2 - $120,000

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Senior Financial Planning Analyst

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