Full-Time

Financial Planning and Analysis Analyst

Launch Graduate Program

Updated on 8/21/2026

Momentum

Momentum

51-200 employees

Cloud-based adtech for data-driven marketing

No salary listed

Dallas, TX, USA

In Person

Full-time, onsite role based at the Dallas headquarters.

Bachelor's, Master's

Category
Finance & Banking (1)
Required Skills
Claude
Microsoft Office
ERP
Forecasting
Financial analysis
Word/Pages/Docs
Google Workspace
Data Analysis
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

Get referred to Momentum

See people who can refer or advise you

Requirements
  • Graduating in Winter 2026 or Spring 2027 with a Bachelor's or Master's degree, ideally in Finance or Accounting.
  • Having leadership experience in extracurricular activities or previous roles that demonstrates the ability to drive project success.
  • Having prior experience working with artificial intelligence tools such as Claude or ChatGPT.
  • Demonstrating strong interpersonal skills and the ability to work effectively with varied personality types and work styles.
  • Being able to switch contexts quickly and manage multiple projects simultaneously in a fast-paced environment.
  • Demonstrating strong analytical and detail-oriented skills, including the ability to evaluate project performance and identify areas for improvement.
  • Being proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint, and Google Suite.
  • Being adaptable and agile, with readiness to navigate ambiguity and take on new challenges.
Responsibilities
  • Providing financial analysis and support across revenue and expense budgeting, forecasting and analysis, consolidation and presentation of financial results, profitability analysis, and ad hoc analysis projects.
  • Developing and maintaining complex Excel financial models while finding ways to innovate and reduce completion time for key tasks.
  • Producing frequent financial and key performance indicator reports, including variance analyses and trending reports.
  • Supporting the month-end financial close process by analyzing data and identifying errors and inconsistencies.
  • Partnering with teams across the organization to support strategic decision-making by modeling the financial impacts of business investments and client pricing.
  • Coordinating with department owners and the accounting department to track expected expenditures against the forecast and ensure proper coding for expense reporting.
  • Attending training sessions for professional growth and development.
Desired Qualifications
  • Having experience with enterprise resource planning systems or financial modeling software.
  • Having a passion for building, continuous improvement, and making a positive impact.
  • Embracing a growth mindset, seeking learning opportunities, and proactively tackling challenges with creative solutions.

Momentum is an adtech company that designs software and services to improve data-driven marketing and monetize digital marketplaces for brands and publishers. Its cloud-based solutions help clients launch, monitor, and scale workflow automation across channels. Momentum provides omnichannel insights, strategy, media, and creative services, with revenue coming from software licenses, service fees, and performance-based models. Unlike some competitors that focus on a single aspect of advertising tech, Momentum combines technology with data-driven services to guide brands through digital marketplaces, including Fortune 500 clients. The company aims for profitable growth by helping brands and publishers maximize marketplace monetization and marketing efficiency through scalable, integrated solutions.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Fort Worth, Texas

Founded

2000

Get referred to Momentum

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Ad Age said Momentum retained 100% of clients in 2025.
  • Momentum won 70% of new business pitches in 2025.
  • GEICO, Arby's, and Hyatt joined the roster in 2026.

What critics are saying

  • Client concentration stays dangerous after 2026 recognition and roster wins.
  • Agency work faces commoditization from in-house creative teams and low-cost networks.
  • A single major client loss would hit utilization and revenue immediately.

What makes Momentum unique

  • Momentum Worldwide won Ad Age 2026 Experiential Agency of the Year.
  • Grace Wright joined May 2026 to scale Europe growth leadership.
  • The firm pairs creative, technology, strategy, and design across global offices.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Short-term Disability Insurance

Long-term Disability Insurance

Life Insurance

Wellness Program

Growth & Insights and Company News

Headcount

6 month growth

8%

1 year growth

8%

2 year growth

8%
Sarpy Chamber
Jun 29th, 2026
Local Organizations Partner to Help Families Stretch Their Grocery Budgets

Local Organizations Partner to Help Families Stretch Their Grocery Budgets. * Local Organizations Partner to Help Families Stretch Their Grocery Budgets June 29, 2026 Community Village Roots was grateful to partner with Union Bank & Trust, Yates Illuminates, MOMentum, Innocence Freed, and Sweet Circle to host a Stretching Your Grocery Budget workshop for local families and individuals. The event welcomed participants from both Sarpy and Douglas Counties. Led by Molly Christenson from Union Bank & Trust, the class focused on simple, realistic ways to make grocery dollars go further through meal planning, smart shopping strategies, and reducing food waste. After the workshop, participants were invited to shop Yates Illuminates' pantry before it opened to the public. Families were able to select fresh produce, dairy products, bread, and other food essentials based on their own household needs, as well as clothes from their clothing closet. This kind of collaboration matters. Families often need more than one resource at a time, and partnerships like this help connect people to practical information and support all in one place. Village Roots serves families in both Douglas and Sarpy Counties and is grateful for opportunities to work alongside partners who care about helping families build stability. Local Organizations Partner to Help F... Village Roots * Janece Ferris Executive Director * June 29, 2026 * (402) 525-6470 * Send Email Business Directory Events Calendar Job Postings Contact Us * Refunds for credit card payments will be issued as a check paid to the company under which the registration was made. A 10% processing fee will be deducted from the refund amount.

Campaign
May 22nd, 2026
Momentum appoints Grace Wright as head of growth for Europe.

Momentum appoints Grace Wright as head of growth for Europe. Wright joins from Imagination. by Charlotte Rawlings * Limited free articles a month * Free email bulletins Subscribe. * Unrestricted access to its most popular content including the School Reports, Power 100 and Best Places to Work * Essential round-ups such as Movers and Shakers, Pitch Update and the Question of the Week * Leading insights from Campaign's award-winning editors

Solar Industry
Nov 7th, 2024
Glint Solar Closes Funding Round to Accelerate SaaS Platform Adoption

Glint Solar has closed on an $8 million Series A funding round, led by Smedvig Ventures with participation from Momentum, Futurum Ventures and Antler.

Jewish News Syndicate
Jun 20th, 2024
Jewish women's movement Momentum appoints Orit Mizner as COO

The Jewish women's group Momentum, which empowers mothers around the world to connect to Israel and their Jewish heritage, has named Orit Mizner as its new chief operating officer.

TWICE
May 20th, 2024
Momentum Group Announced As New Rocky Mountain Region For K-array USA

K-array USA recently announced a new partnership with Momentum Group, a nationally recognized, award-winning manufacturer's representative firm specializing in the Lighting, Residential, and Commercial AV channels.