Jackie Koelsch

IDR is seeking a Senior Budget & Planning Analyst to join one of our top clients for an opportunity in Irving, Texas. This role is within a dynamic organization focused on strategic financial planning and data-driven decision-making. The position involves leading budgeting processes and developing advanced forecasting models to support business growth.

Position Overview for the Senior Budget & Planning Analyst:

• Lead the development of comprehensive marketing transaction and budget forecasts through collaboration with channel partners and strong financial discipline
• Design advanced data models and forecasting simulations utilizing tools like Python, Tableau, and Power BI to identify trends and automate processes
• Support leadership by preparing insightful presentations on performance drivers and strategic recommendations
• Drive automation and efficiency in planning processes to enhance decision-making capabilities

Requirements for the Senior Budget & Planning Analyst:

• 4+ years of work experience in quantitative business functions including financial analysis, executive reporting, accounting entries, and data analysis
• 2+ years of experience in data modeling (Excel)
• Proficiency in SQL programming and statistical software, such as Snowflake, Python, and data visualization tools (Tableau/Power BI)
• Ability to collaborate effectively across teams and communicate complex data insights clearly

What's in it for you?

• Competitive compensation package
• Full Benefits; Medical, Vision, Dental, and more!
• Opportunity to get in with an industry leading organization.

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets
• Employee Stock Ownership Program
• Dedicated Engagement Manager who is committed to you and your success
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row