What are the responsibilities and job description for the Senior Financial Planning Analyst position at The Kostelic Agency?
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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Salary : $90,000 - $120,000
