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Contract Financial Planner Jobs in Boca Raton, FL

Monitor cash flow and support budgeting, forecasting, and financial planning * Supervise and ... Ensure alignment between contract terms, billing practices, and project financial performance

Monitor cash flow and support budgeting, forecasting, and financial planning * Supervise and ... Ensure alignment between contract terms, billing practices, and project financial performance

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Contract Financial Planner information

See Boca Raton, FL salary details

$48.1K

$92.1K

$132.8K

How much do contract financial planner jobs pay per year?

As of Jul 24, 2026, the average yearly pay for contract financial planner in Boca Raton, FL is $92,068.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $97,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Contract Financial Planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

Who makes more money, CFP or CPA?

Contract Financial Planners (CFPs) generally earn higher median salaries than Certified Public Accountants (CPAs), especially when specializing in financial planning, investment management, or estate planning. However, CPA salaries can be higher in accounting firms or corporate finance roles, and both certifications can lead to high earning potential depending on experience, location, and client base.

What are the typical types of clients and projects a Contract Financial Planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

How many financial advisors make $500,000 a year?

Contract financial planners and other financial advisors can earn $500,000 or more annually, especially those with extensive client bases, specialized expertise, or working in high-net-worth markets. Achieving this level typically requires advanced certifications, strong sales skills, and a significant amount of experience in the industry.

What is a Contract Financial Planner job?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

Is $200,000 enough to work with a financial advisor?

For a Contract Financial Planner, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the level of service and planning options available will vary accordingly.

Can you be a freelance financial planner?

A contract financial planner can work independently as a freelancer, providing financial planning services to clients on a project or hourly basis. Freelance financial planners often need relevant certifications, such as CFP, and must comply with industry regulations and licensing requirements. They typically operate with flexible schedules and may use financial planning software to deliver services remotely or in person.
What are popular job titles related to Contract Financial Planner jobs in Boca Raton, FL? For Contract Financial Planner jobs in Boca Raton, FL, the most frequently searched job titles are:
What cities near Boca Raton, FL are hiring for Contract Financial Planner jobs? Cities near Boca Raton, FL with the most Contract Financial Planner job openings:
Infographic showing various Contract Financial Planner job openings in Boca Raton, FL as of July 2026, with employment types broken down into 61% Full Time, 21% Part Time, 1% Temporary, and 17% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $92,068 per year, or $44.3 per hour.
Financial Planning & Analysis - FP&A

Financial Planning & Analysis - FP&A

GA Telesis

Fort Lauderdale, FL • On-site

Full-time

Posted 2 days ago


Job description

GA Telesis is a global leader providing integrated solutions to the aviation and aerospace industries, with a continuously expanding presence in new countries worldwide. We serve over 2,000 customers, including airlines, original equipment manufacturers, maintenance, repair, and overhaul (MRO) providers. GA Telesis Ecosystem™ is a vast global network spanning 54 locations in 30 countries on six continents. At GA Telesis, our core business is integrated aviation solutions, and our mission is customer success.
The FP&A Analyst is responsible for supporting financial planning, forecasting, budgeting, and performance analysis across all GA Telesis business units. This role plays a critical part in driving financial visibility, operational efficiency, margin optimization, and strategic decision-making within a fast-paced and dynamic aviation environment. The ideal candidate combines strong financial modeling and analytical skills with experience supporting inventory-intensive operations, labor-driven cost structures, capital investments, and enterprise-wide forecasting in a for-profit setting. This role is based on-site in Fort Lauderdale, FL.
**Important Notice:
Eligibility Requirement: Applicants must be legally authorized to work in the U.S. The company does not provide visa sponsorship or accept candidates requiring sponsorship.
Responsibilities:
Budgeting & Forecasting
  • Lead the annual budgeting process for aviation parts sales, aircraft leasing divisions and corporate functions work closely with repair station divisions (MRO) and drive more efficient and complete consolidated budget process
  • In advance of budgeting process, partner with business unit leaders to build detailed revenue and cost projections (parts, labor, materials, overhead, warranty, logistics).
  • Maintain and refine corporate cost center budget file and manage global corporate allocations methodology and process

Financial Analysis & Reporting
  • Prepare monthly budget vs. actual variance analyses with actionable insights.
  • Focus on gross margin, EBITDA and net performance across product lines
  • Develop dashboards and KPI reporting for executive leadership
  • Analyze direct and indirect cost allocations.
  • Support capital expenditure planning
  • Identify cost-saving initiatives while maintaining regulatory and quality standards.
  • Ensure budget processes align with financial policies, audit standards, and industry regulations.
  • Support internal and external audits with financial documentation and analysis.

Cross-Functional Collaboration
  • Partner with Supply Chain, Operations, Sales, and Program Management teams.
  • Provide financial insights to support contract negotiations and long-term service agreements.
  • Assist leadership in strategic decision-making through scenario and sensitivity analysis.

Qualifications & Experience
  • Bachelor's degree in Finance, Accounting, Economics, or related field required
  • MBA, CPA, CMA, or similar certification preferred
  • 7+ years of budgeting, financial planning & analysis (FP&A), or cost accounting experience
  • Experience in aviation, aerospace, manufacturing, distribution, or MRO environment strongly preferred
  • Experience in inventory-heavy, project-based, or service-based operations is highly desirable
  • Advanced proficiency in Excel (financial modeling, pivot tables, scenario analysis)
  • Experience with ERP systems (e.g., Quantum, SAP, Oracle, NetSuite, or aviation-specific platforms)

Strong understanding of:
  • Cost accounting principles
  • Revenue recognition
  • Inventory valuation
  • Lease accounting
  • Standard vs. actual costing
  • Contribution margin analysis
Soft Skills
  • Strong analytical and problem-solving abilities
  • Excellent communication skills with ability to translate financial data into business insights
  • Detail-oriented with strong organizational skills
  • Ability to manage multiple deadlines in a fast-paced operational environment

Check out how GA Telesis is "Intelligently Defining the FUTURE of Aviation and Aerospace" by following us on LinkedIn, Instagram, Facebook!