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Budget Planner Jobs (NOW HIRING)

New York State

Budget Director

Manhattan, NY · Hybrid

$100K - $110K/yr

Oversee annual operating and capital budget planning, monitoring, and quarterly variance analysis for corporate departments and subsidiaries, including the evaluation of expense requests, develop ...

Montclair State

Budget Analyst

Montclair, NJ

$88K - $93K/yr

Reporting to the Assistant Vice President of Budget and Planning, the Budget Analyst is responsible for assisting in the implementation of resource planning and allocation practice, and assisting ...

Montclair State University

Budget Analyst

Montclair, NJ · On-site

$88K - $93K/yr

Reporting to the Assistant Vice President of Budget and Planning, the Budget Analyst is responsible for assisting in the implementation of resource planning and allocation practice, and assisting ...

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How much do budget planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for budget planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What is a budget planner?

A Budget Planner is responsible for creating, managing, and monitoring financial plans for individuals, businesses, or organizations. They analyze income, expenses, and financial goals to develop budgets that ensure financial stability and efficiency. Their role includes tracking spending, forecasting future financial needs, and providing advice on cost-saving strategies. Budget Planners often work in corporate finance, government agencies, or as personal financial advisors. Their expertise helps maintain financial health and achieve long-term financial objectives.

What are the key skills and qualifications needed to thrive as a budget planner?

To thrive as a Budget Planner, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supplemented by a bachelor's degree. Familiarity with budgeting software such as Microsoft Excel, SAP, or Oracle, as well as relevant certifications like Certified Government Financial Manager (CGFM) or Certified Management Accountant (CMA), is commonly expected. Excellent communication, problem-solving skills, and the ability to collaborate with various departments help distinguish outstanding professionals in this role. These skills are crucial for developing accurate budgets, facilitating informed financial decisions, and ensuring organizations effectively allocate resources.

What are typical challenges faced by budget planners and how do they address them?

One of the most common challenges Budget Planners face is balancing limited resources against competing departmental needs and unforeseen expenses. This often requires prioritizing projects, negotiating with stakeholders, and adjusting budgets in real time to reflect organizational changes. Effective Budget Planners regularly communicate with team members and management to gather accurate data and develop flexible, realistic financial plans. Problem-solving and adaptability are key to managing unexpected financial developments while keeping the organization on track to meet its goals.

How much do budget planners make?

Budget planners typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and industry. Those with certifications or advanced skills in financial software may earn higher wages, and many work full-time in office environments or remotely.

What does a budget planner do?

A budget planner is responsible for creating, analyzing, and managing financial plans to help individuals or organizations allocate resources effectively. They track income and expenses, develop budgets, and use tools like spreadsheets or budgeting software to ensure financial goals are met. Strong analytical skills and attention to detail are essential for this role.
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Budget Planner jobs near you
Infographic showing various Budget Planner job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Director of Budget Planning and Analysis

University of Iowa Hospitals & Clinics

Iowa City, IA • On-site

Full-time

Posted 15 days ago

University Of Iowa Health Care rating

7.1

Company rating: 7.1 out of 10

Based on 63 frontline employees who took The Breakroom Quiz

382nd of 891 rated healthcare providers

Job description

Description
This position is responsible for the development and administration of all aspects of the University's annual operating budget and multi-year financial plan; coordination and refinement of the University's budget model; continual analyses and reporting of budget-to-actual results; maintenance of related policies and procedures; implementation and maintenance of budget and other related systems; training of budget users; and analytical leadership in coordinating activities for the University Budget Office. Specific job duties and tasks include:
• Financial oversight and budgeting (Provide leadership in the analysis and preparation of University annual operating budgets, forecasts, and long-range financial plans in collaboration with senior management and university business officers; Identify, analyze and resolve problems by recognizing patterns, trends or missing pieces of information; Review and prepare budget requests, preliminary information and final budgets for submission to the Board of Regents; Prepare required financial reports and information for the Board Office; Oversee the analytical components of the University's budget model and contribute to related policies and procedures; Serve as the lead analytical resource for assigned budget units; and Represent the University Budget Office on standing and ad-hoc committees as requested.)
• Financial reporting (Provide analytical direction and coordinate efforts with functional and technical staff to maintain and enhance systems and other tools utilized for budget development, forecasting and reporting; Create budget reports and forecasts using the budget system and/or other specialized software products; Develop budget and financial reports, and prepare various financial analyses.)
• Financial analysis and planning (Work collaboratively with university collegiate and administrative units to lead analytical activities that support coordination of the university budget, long-range budget planning, policy development, and reporting; Analyze data from the Planning & Budget System (Oracle PBCS), General Ledger (PeopleSoft), Student Information System (MAUI), and/or other systems used in the development of university budgets.)
• Compliance with policies, regulations and laws, and operational oversight (Ensure adherence to all State of Iowa, Board of Regents and university requirements and methodologies governing university budget development, monitoring and reporting; Provide leadership in updating budget policies, procedures, internal budgetary controls, and reporting mechanisms.)
• Transaction processing (Process journal entries related to the General Education Fund year-end closeout, recurring and non-recurring budget adjustments, and other miscellaneous ad hoc requests, as needed; Review and validate workflow transactions for university general commitments.)
• Leadership and training (Coordinate and provide day-to-day functional guidance for the Budget Office; Participate in establishing and prioritizing short- and long-range goals and objectives for the unit; Provide administrative oversight to employees, including participating in interviewing, selection recommendations, onboarding, training, performance feedback, and making recommendations regarding salary administration, promotions, and disciplinary actions, as appropriate.)
A hybrid/remote work schedule is permitted as long as the incumbent will work within the state of Iowa and is able to come to campus as needed. Hybrid/remote schedules must comply with the remote work program and related policies and employee travel policy when working at a remote location .
Qualifications
Position Requirements:
• Master's degree in Business Administration, Accounting, Finance, or closely related field, or equivalent combination of education and experience
• Minimum 84 months (7 years) of progressive experience in budgeting, accounting, and/or financial analysis
• Demonstrated ability to develop and lead a high-performing and collaborative team
• Demonstrated excellent written and verbal communication skills, strong critical thinking skills, problem solving skills, and experience presenting to large groups and providing training
• Demonstrated extensive proficiency with Microsoft Office Suite (Excel, Access, Word, and PowerPoint)
• Demonstrated ability to foster a welcoming and respectful environment and work effectively with individuals from a variety of backgrounds, perspectives, and experiences.
Application details:
In order to be considered for an interview, applicants must upload the following documents and mark them as a "Relevant File" to the submission:
  • Resume
  • Cover Letter

Position details:
  • Hybrid within Iowa: A hybrid/remote work schedule is permitted as long as the incumbent will work within the state of Iowa and is able to come to campus as needed. Hybrid/remote schedules must comply with the remote work program and related policies and employee travel policy when working at a remote location .
  • Job openings are posted for a minimum of 30 calendar days and may be removed from posting and filled any time after the original posting period has ended. Successful candidates will be required to self-disclose any conviction history and will be subject to a criminal background check and credential/education verification.
  • For additional questions, please contact Jessica Voelker (jessica-voelker@uiowa.edu).

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