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The Kostelic Agency

Senior Financial Planning Analyst

The Kostelic Agency, Dallas, Texas, United States, 75215

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Get AI-powered advice on this job and more exclusive features. This range is provided by The Kostelic Agency. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$120,000.00/yr - $140,000.00/yr Note:

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strong

formatting converted to bold as needed in refinement. Additional compensation types

Annual Bonus Location & employment

Location:

Irving, TX (Hybrid) Employment type:

Full-time Compensation

Up to ~$140,000 Base + Bonus + Benefits (medical, dental, vision, unlimited PTO, 401(k) matching) Role

Senior FP&A Analyst What You’ll Do

Lead financial reporting, forecasting, and budgeting processes to drive strategic decision-making Prepare consolidated financial reporting materials and quarterly lender compliance reports Partner with leadership on M&A financial modeling and growth initiatives Develop financial models to support capital allocation and Board-level presentations Provide analytical insights to guide long-term strategic planning and operational performance Collaborate with senior executives from investment banking, private equity, and top public accounting firms What We’re Looking For

Background:

2+ years in Transaction Advisory Services, Financial Due Diligence, Investment Banking, or Private Equity Credentials:

Big4 or Top 10 Public Accounting firm experience strongly preferred Skills:

Advanced financial modeling, U.S. GAAP fluency, and the ability to translate complex analyses into actionable insights Mindset:

Analytical, resourceful, and entrepreneurial—thriving in a fast-paced, growth-oriented environment Why Join

Collaborate with an A+ executive team and colleagues with Big4, IB, and PE experience Work in a high-visibility role with exposure to M&A strategy and executive leadership Competitive compensation with bonus potential and comprehensive benefits Hybrid flexibility If you’re ready to leverage your TAS or financial due diligence experience into a strategic FP&A role with tremendous growth potential, apply today or reach out for a confidential conversation at

Natalie@TheKostelicAgency.com . Follow

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