Senior Investment Planning Analyst - Financial Consulting

Location: Richardson, Texas, United States

Salary: USD $94,700–$161,300 per year

Company

hirify.global provides software and SaaS solutions for the property management industry.

What you will do

• Own the end-to-end enterprise process for prioritizing Product and R&D investments, including planning calendars, milestones, submissions, review cycles, and deadlines.
• Collect, review, reconcile, and consolidate Business Unit investment data into a reliable enterprise planning model.
• Evaluate business cases with Product Management and Finance, including strategic alignment, revenue and profitability impacts, and incremental resource needs.
• Maintain the integrity and usability of the Excel-based planning model by auditing formulas, links, inputs, duplicate records, and performance.
• Develop scenario analyses, investment reporting, charts, reconciliations, and executive-ready PowerPoint materials to support prioritization and resource-allocation decisions.
• Improve planning through documentation, standardized templates, process controls, approved automation, AI-enabled tools, and business-intelligence capabilities.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
• Seven or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role, or 3–4 years in management or strategy consulting.
• Experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
• Experience driving execution in cross-functional environments with multiple stakeholders, competing priorities, and firm planning deadlines.
• Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and complex multi-source workbooks.
• Strong financial and business acumen, advanced analytical and problem-solving skills, data reconciliation, trend analysis, root-cause investigation, and interpretation of incomplete or inconsistent information.
• Ability to synthesize complex analysis into clear conclusions, recommendations, and executive-ready PowerPoint presentations.
• Strong written and verbal communication, confidence challenging assumptions, high attention to detail, data integrity, documentation, confidentiality, and repeatable process controls.
• Ability to manage multiple priorities, operate in ambiguity, meet deadlines, and responsibly use approved AI and automation tools while protecting confidential information.

Nice to have

• Three or more years of management, strategy, or financial consulting experience.
• Experience driving Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
• Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
• Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.

Culture & Benefits

• Full-time employee position with health, dental, and vision insurance.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development opportunities.
• Performance-based bonus may apply depending on the position and applicable plan.
• Work may require prolonged sitting or standing, computer operation, occasional movement, and lifting or moving 10+ pounds.