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Associate Financial Planning Analysis Jobs (NOW HIRING)

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... Key Responsibilities Support Wealth Managers in preparing comprehensive financial planning analysis ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... Key Responsibilities Support Wealth Managers in preparing comprehensive financial planning analysis ...

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How much do associate financial planning analysis jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate financial planning analysis in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Planning Analysis vs Financial Analyst?

AspectAssociate Financial Planning AnalysisFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's degree; CFA or CPA certifications often valued
Work EnvironmentEntry-level, team-focused, often within finance or corporate planning departmentsAnalytical, research-focused, may work in finance, investment firms, or corporate settings
Employer & Industry UsageCommon in corporate finance, banking, and investment firmsWidespread across finance, investment banking, and consulting

The Associate Financial Planning Analysis role typically involves supporting financial planning and analysis tasks, working closely with senior analysts. A Financial Analyst often has a broader scope, including investment analysis and market research. Both roles require similar educational backgrounds and certifications, but the Associate role is more entry-level and focused on internal planning processes, while the Financial Analyst may handle more complex financial modeling and external analysis.

Is an associate financial planning analysis analyst an entry-level job?

An associate financial planning analysis role is typically considered an entry-level position that requires basic knowledge of finance, accounting, or related fields. It often involves supporting senior analysts with data analysis, financial modeling, and reporting, and may require familiarity with tools like Excel or financial software. Advancement usually depends on experience and skill development.

What cities are hiring for Associate Financial Planning Analysis jobs?

Cities with the most Associate Financial Planning Analysis job openings:

What are the most commonly searched types of Financial Planning Analysis jobs?

The most popular types of Financial Planning Analysis jobs are:

What states have the most Associate Financial Planning Analysis jobs?

States with the most job openings for Associate Financial Planning Analysis jobs include:

Associate Financial Planning Analysis jobs near you

Senior Associate, Financial Planning & Analysis

San Francisco, CA • On-site

GoodLeap
Finance and Insurance • 1 - 5K employees

8.3

Company rating: 8.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

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Learn more about GoodLeapexternal

$125K - $150K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting - working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision-making.
The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.
Essential Job Duties and Responsibilities:
  • Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
  • Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
  • Ad Hoc Analysis: Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
  • Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.

Required Skills, Knowledge and Abilities:
  • Bachelor's degree in finance, accounting, economics, or related field required
  • 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
  • Fintech or banking industry experience preferred
  • MBA, CPA, or CFA a plus
  • Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
  • Experience with Workday Financials and/or Adaptive Planning is a plus
  • Strong understanding of corporate finance, GAAP, and management reporting concepts
  • Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
  • Familiarity with BI tools such as Tableau or Power BI a plus
  • Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
  • Ability to synthesize financial results into clear written narratives and leadership-ready summaries
  • Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
  • Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team

Compensation: $125,000 - $150,000 annually, plus bonus
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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