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Director Of Financial Planner Jobs (NOW HIRING)

HealthPoint

Director of Financial Planning

Renton, WA · On-site

$137K - $234K/yr

The Director of Financial Planning is a strategic leadership role responsible for shaping and advancing the financial direction of the organization. Reporting directly to the Vice President of ...

Packaging Exchange Inc.

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Director of Financial Planning & Analysis

Houston, TX · Remote

$110K - $130K/yr

Director of Financial Planning & Analysis Department: Finance Reports to: Chief Financial Officer Position Summary The Director of Financial Planning & Analysis (FP&A) is responsible for leading the ...

CFS

Director of FP&A

Orlando, FL · Hybrid

Director of FP&A Compensation: $170,000 - $180,000 + 20% Bonus + Equity Location: Orlando, FL | Hybrid (Must be based in or within commuting distance of the Greater Orlando area) Why This Director of ...

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$143.6K

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How much do director of financial planner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for director of financial planner in the United States is $143,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $122,500.00 and $161,000.00 per year, depending on experience, location, and employer.

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

For a Director of Financial Planning, a $200,000 income can provide a solid foundation for working with a financial advisor, as many advisors recommend a minimum investment or net worth to access comprehensive services. The suitability depends on individual financial goals, assets, and the complexity of planning needed, as well as the advisor's fee structure and required minimums. Typically, higher income levels allow for more extensive financial planning and investment options.

What does a director of financial planning do?

A director of financial planning oversees the development and implementation of financial strategies for an organization or clients, ensuring financial goals are met. They analyze financial data, manage teams of financial planners, and use tools like financial modeling and forecasting to guide decision-making. This role often requires certifications such as CFP or CFA and strong leadership and analytical skills.

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

Financial advisors, including those in senior or specialized roles, can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and strong performance. Such earnings are typically achieved through a combination of salary, commissions, and bonuses, often requiring advanced certifications like the CFP or CFA and a robust client base.

What pays more, CPA or CFP?

For a Director of Financial Planning, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs), especially in roles involving accounting, auditing, or tax expertise. However, salaries vary based on experience, location, and industry, with CPAs often earning more due to their technical accounting skills and regulatory responsibilities.
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Director of Financial Planning

Director of Financial Planning

HealthPoint

Renton, WA • On-site

$137K - $234K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Salary Range: $137,370 to $234,900 annually. Compensation is determined based on job requirements, relevant skills, experience, and internal equity.
Would you like to have a career that makes a daily difference in people's lives? Do you want to be part of a caring, respectful, diverse community? If you answered yes to these questions, keep reading!
At HealthPoint, you'll join a mission-driven organization committed to improving community health through compassionate, equitable care. This role offers the opportunity to contribute at a strategic level, influence organizational direction, and help strengthen the financial foundation that supports care delivery across our communities.
The Director of Financial Planning is a strategic leadership role responsible for shaping and advancing the financial direction of the organization. Reporting directly to the Vice President of Finance, this position partners closely with executive and operational leaders to drive sustainable growth, strengthen financial performance, and support operational excellence within a dynamic healthcare environment.
This leader oversees enterprise-wide financial planning and analysis (FP&A), long-range strategic planning, financial modeling, forecasting, and risk management initiatives. Serving as a trusted advisor to the Vice President of Finance, Chief Finance and Administrative Officer (CFAO), and other key stakeholders, the Director of Financial Planning delivers actionable insights that support informed decision-making and organizational success.
At HealthPoint, leadership extends beyond financial stewardship. The Director of Financial Planning plays an important role in fostering a culture grounded in inclusivity, collaboration, compassion, and accountability - supporting the well-being of our patients, communities, and employees.
Your Impact at HealthPoint
  • Partner with executive leadership to develop and execute multi-year financial strategies that support organizational growth, sustainability, and operational priorities.
  • Lead the organization's FP&A function, including budgeting, forecasting, financial modeling, strategic analysis, and performance reporting.
  • Provide strategic financial guidance and recommendations related to ROI analysis, cost comparisons, clinical proformas, and other key business initiatives.
  • Collaborate with Finance leadership to support financial and strategic planning efforts, including implementation of financial systems, policies, and operational processes.
  • Facilitate enterprise strategic planning initiatives and align financial targets with long-term organizational goals.
  • Direct the annual budgeting process and monthly forecasting cycles, including variance analysis and gap-closure planning.
  • Lead monthly financial review meetings with business leaders to evaluate trends, identify risks and opportunities, and inform forecasting decisions.
  • Prepare executive-level financial presentations and materials that translate complex data into meaningful insights and recommendations.
  • Partner cross-functionally to improve financial visibility, analytics, reporting capabilities, and operational decision-making.
  • Support regulatory and compliance reporting activities, including cost reports and Uniform Data System (UDS) submissions, in partnership with Accounting leadership.
  • Provide oversight and support for grants administration and reporting to ensure compliance with funding requirements and timely reconciliations.
  • Support treasury and balance sheet strategies, including cash planning, debt analysis, and net asset optimization.
  • Identify, assess, and monitor enterprise financial risks while supporting broader organizational risk management initiatives.
  • Oversee assigned contract, insurance, and procurement-related financial activities to ensure compliance, operational alignment, and risk mitigation.
  • Champion process improvement initiatives through financial analytics, automation, and digital tools that enhance planning and reporting capabilities.
  • Apply HealthPoint's Lean Management System methodologies to improve operational efficiency, streamline processes, and drive measurable impact.
  • Lead, mentor, and develop FP&A team members through effective coaching, performance management, talent development, and employee engagement.
What You'll Bring:
  • Bachelor's degree (BA/BS) in Finance or Business Administration from a four-year college or university; eight (8) to ten (10) years related experience and at least two (2) years of which should be in a non-profit organization and mid to large size healthcare environment; and at least five (5) years' experience managing a financial function; at least five (5) years in a senior leaders experience; or equivalent combination of education and experience. CPA/MBA strongly preferred.
  • Strong knowledge of financial planning, forecasting, strategic analysis, budgeting, and healthcare finance operations.
  • Demonstrated ability to influence and partner effectively with executive leadership and cross-functional stakeholders.
  • Advanced analytical, strategic thinking, and problem-solving skills with the ability to navigate complex and evolving business challenges.
  • Exceptional communication and presentation skills with experience translating financial data into actionable business insights.
  • Advanced proficiency with Microsoft Office applications, including Excel, Word, and Outlook, along with budgeting and financial systems. Experience with Oracle preferred.

At HealthPoint, you'll find more than a job - you'll find meaningful work that strengthens the health of the communities we serve across King County. We're proud to invest in our employees by offering a comprehensive benefits package that supports your health, financial well-being, work-life balance, and professional growth.
Benefits-eligible employees enjoy:
Comprehensive health coverage - Medical, dental, and vision insurance for employees and eligible dependents, plus HSA and FSA options.
  • Financial wellbeing - Employer-paid life insurance, AD&D, disability coverage, and a 401(k)-retirement plan with employer match.
  • Time to recharge - Generous Paid Time Off (PTO), Extended Illness Time Away, eight (8) paid holidays, three (3) floating holidays, Compassion Time Away, and Opportunity Time Off for extended personal time away to rest and recharge.
  • Well-being resources - Employee Assistance Program (EAP), employee wellness program, and access to voluntary benefits including supplemental life, critical illness, accident, identity theft, and pet insurance.
  • Career development - Professional development, ongoing learning, and opportunities for career growth within a mission-driven organization.

Join a team that is committed to improving health equity while making a lasting difference in the lives of our patients, our communities, and one another.
Immunization Requirements
Proof of COVID-19 vaccination is required prior to starting at HealthPoint. HealthPoint does not accept the Johnson & Johnson COVID-19 vaccine as proof of vaccination. Individuals who received the Johnson & Johnson vaccine must provide documentation of an alternate COVID-19 vaccine or vaccine series.
As a condition of employment, all new hires must provide proof of required immunizations and/or immunity for:
  • COVID-19
  • MMR (Measles, Mumps, Rubella)
  • Varicella
  • Annual Influenza
  • TB QuantiFERON Gold titer draw

Employees working in a HealthPoint clinic must also provide proof of:
  • Tdap vaccination (within the last 10 years)
  • Hepatitis B vaccination (for clinical positions with potential exposure to blood or bloodborne pathogens)

Documentation must be provided before your start date or no later than your fifth (5th) business day of employment. If you are unable to provide documentation, HealthPoint can provide required vaccinations or immunity titers at no cost.
To learn more about HealthPoint, go to www.healthpointchc.org! #practiceyourpassion
It is the policy of HealthPoint to afford equal opportunity for employment to all individuals regardless of race, color, religion, sex (including pregnancy), age, national origin, marital status, military status, sexual orientation, because of sensory, physical, or mental disability, genetic information, gender identity or any other factor protected by local, state or federal law, and to prohibit harassment or retaliation based on any of these factors.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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