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Director Of Financial Planner Jobs (NOW HIRING)

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...

Financial Planner

Denver, CO · On-site

$78K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...

Financial Planner

Minneapolis, MN · On-site

$79K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...

Director of FP&A Location: Dallas, TX Compensation: $165,000 - $215,000 base salary + performance incentives + full benefits About the Role We are partnering with a rapidly growing, operationally ...

Director of FP&A

Manhattan, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Director of FP&A Location: New York, NY Employment Type: Full-Time About the Role We are looking for a Director of FP&A to own financial planning, forecasting, and reporting for a fast-growing ...

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Director Of Financial Planner information

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$45.5K

$143.6K

$210K

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

As of Aug 13, 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.
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Director of Financial Planning and Analysis

PLTFRM Companies LLC

Los Angeles, CA • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 24 days ago


Job description

Director of Financial Planning and Analysis

About the Company:

PLTFRM is an industry-leading omnichannel commerce growth accelerator. The Company owns and operates a portfolio of specialized sales agencies that drive revenue for its brand partners via digital and brick-and-mortar retail channels, including Walmart, Target, Costco, Amazon, Tik Tok, Sam’s Club, Best Buy, Walgreens, Grocery, and numerous additional online marketplaces. The Company’s best-of-breed, mission-critical managed services include omnichannel sales strategy, E-commerce optimization, supply chain and logistics management, digital marketing, content services, demand forecasting, retail analytics, and category management. Across our client base we manage over $12 billion in annual retail sales for our 800+ clients. Established in 2005 and privately held, the company has a long history of accelerating brand growth for consumer brands of all sizes, stages, and industry verticals.

About the Role:

We are seeking a highly analytical and business-savvy FP&A professional to join our growing finance team. In this role, you will serve as a key partner to senior leadership for budgeting, forecasting, reporting, and providing financial insights that support strategic decision-making across the organization. You will partner closely with functional leaders to drive financial discipline and operational efficiency in a company with 700+ team members.


Key Responsibilities:

  • Lead the annual budgeting and quarterly forecasting processes, collaborating with department heads and executive leadership.
  • Support and maintain dynamic financial models to support scenario planning, profitability analysis, and cash flow forecasting.
  • Deliver monthly variance analyses, KPI dashboards, and business performance reports with actionable insights.
  • Serve as a strategic partner to cross-functional teams including Sales, Marketing, and Operations, providing financial guidance and decision support.
  • Support investor reporting with high-quality materials and data-backed narratives.
  • Identify and implement process improvements to streamline reporting, forecasting, and planning operations.
  • Assist in evaluating business cases for capital expenditures, new product launches, pricing changes, or market expansion.
  • Partner with Accounting to ensure alignment between financial planning and actuals.

Qualifications & Experience:

Experience:

  • Bachelor’s degree in Finance, Accounting, or Business; MBA or CPA preferred.
  • 5+ years of progressive experience in FP&A, preferably in retail services, consumer goods, sales agencies, or commission-based businesses.
  • Proficient in Excel and financial modeling; experience with NetSuite, Power BI, or FP&A tools like Planful or Adaptive Planning is a plus.
  • Strong interpersonal skills to work across sales, client, and executive teams.
  • Ability to manage multiple priorities and meet tight deadlines in a dynamic, client-driven environment.

Compensation:

  • Competitive salary and bonus structure depending on experience
  • Benefits package (health, dental, retirement plans, etc.).
  • Unlimited PTO

Equal Opportunity Employer: We are an equal opportunity employer and encourage applicants from diverse backgrounds to apply. We are committed to fostering an inclusive workplace where all employees can thrive.