FP&A Analyst – Financial Planning and Analysis

The Tone:
This is a full-time, onsite role at Momentum, located in Dallas, TX. Momentum is a respected collection of independent companies, including PMG, Koddi, and Further, serving as a premier global business transformation partner for over 125 of the Fortune 500 brands. With 1,400 global employees and $5B in media spend under management, the company fosters a growing, values-driven, people-first environment.

This FP&A Analyst position, part of the Momentum Launch Program, is designed for recent graduates and plays a key role on the Finance team. It supports financial analysis, budgeting, forecasting, and other key projects, driving organizational initiatives and shaping the future of digital commerce.

• Role:
  Early Career
• Type:
  Full-time
• Location:
  
  In-person Dallas, TX
• Team:
  Part of the Finance team
• Mission:
  This person supports financial analysis, budgeting, and forecasting to drive organizational initiatives and strategic decision-making.
• Tech Stack:
  Microsoft Office Suite (Word, Excel, PowerPoint), Google Suite, AI tools (Claude, ChatGPT)

• Financial Support:
  Provide comprehensive financial analysis and support across various areas, including revenue and expense budgeting, detailed forecasting, analysis, and the consolidation and presentation of financial results.
• Model Development:
  Develop and maintain complex Excel financial models, continuously seeking ways to innovate processes and reduce the time required to complete key financial tasks.
• Report Generation:
  Produce frequent financial and key performance indicator reports, which include detailed variance analyses and trending reports to highlight performance.
• Close Process Assistance:
  Support the month-end financial close process by thoroughly analyzing financial data and identifying any potential errors or inconsistencies.
• Strategic Partnership:
  Partner with various teams across the organization to support strategic decision-making by modeling the financial impacts of business investments and client pricing scenarios.

• Background:
  Bachelor’s or Master’s degree in Finance or Accounting, graduating Winter 2026 or Spring 2027. Entry-Level.
• Experience:
  
  Proven leadership experience in extracurricular activities or previous roles, demonstrating the ability to drive project success; prior experience working with AI tools.
  
  Skills:
  
  Strong analytical and detail-oriented abilities, with the capacity to evaluate project performance and identify areas for improvement; able to quickly switch contexts and manage multiple projects simultaneously; proficient in Microsoft Office Suite and Google Suite; strong interpersonal skills.
• Bonus:
  Experience with ERPs or financial modeling software; embraces a growth mindset, continually seeking learning opportunities and tackling challenges with creative solutions; adaptability and agility to navigate ambiguity and welcome new challenges.