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Financial Planning Analysis Leader Jobs (NOW HIRING)

Socket.dev

Financial Planning & Analysis Manager

Tampa, FL · On-site

$96K - $126K/yr

The FP&A Manager will work closely with Sales, Operations, FP&A, Executive Leadership, and other cross-functional teams to improve reporting, strengthen pipeline visibility, optimize CRM processes ...

Gradiant

Financial Planning & Analysis Manager

Woburn, MA · On-site

$115K - $151K/yr

Financial Planning & Analysis Manager Gradiant Corporation Woburn, United States Posting Start Date ... Partner with functional leaders to validate assumptions and improve forecast accuracy. * Work with ...

Ccfs

Financial Planning & Analysis Manager

Bismarck, ND · On-site

$80K - $90K/yr

Bismarck, ND JOB SUMMARY CrossCountry Freight Solutions is looking for a Financial Planning & Analysis Manager to be a key strategic partner to our leadership team. In this role, you'll go beyond the ...

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Financial Planning Analysis Leader information

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$50.5K

$96.7K

$139.5K

How much do financial planning analysis leader jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial planning analysis leader in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is a financial planning analysis leader?

A Financial Planning Analysis (FP&A) Leader is a senior professional responsible for overseeing a company’s financial planning, budgeting, forecasting, and analysis functions. They work closely with executive leadership to provide insights that drive business strategy and decision-making. FP&A Leaders analyze financial data, identify trends, and recommend actions to improve financial performance and achieve organizational goals. Their role is crucial in ensuring the company maintains financial health and meets its long-term objectives.

What are the key skills and qualifications needed to thrive as a financial planning analysis leader, and why are they important?

To thrive as a Financial Planning Analysis Leader, you need advanced financial modeling, analytical expertise, and a strong understanding of accounting principles, typically supported by a bachelor’s or master’s degree in finance, accounting, or a related field. Proficiency with ERP systems, financial planning software like Hyperion or SAP, and certifications such as CFA or CPA are often required. Strategic thinking, leadership, and effective communication are essential soft skills for guiding teams and influencing business decisions. These competencies ensure accurate forecasting, data-driven strategies, and overall financial health for the organization.

What are some common challenges faced by a financial planning analysis leader and how can they be addressed?

One common challenge for Financial Planning Analysis Leaders is balancing the need for accurate forecasting with rapidly changing business environments. To address this, leaders often implement agile financial modeling techniques and foster close collaboration with cross-functional teams to quickly gather and interpret data. Additionally, managing stakeholder expectations and effectively communicating complex financial insights to non-financial leaders is crucial. Regular training, strong analytical tools, and open lines of communication can help overcome these obstacles and lead to more effective decision-making.

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

AspectFinancial Planning Analysis LeaderFinancial Analyst
CertificationsCPA, CFA, or CMA often preferredGenerally CPA or CFA preferred
Work EnvironmentLeads teams, strategic planning, higher-level decision makingAnalyzes data, prepares reports, supports decision making
Employer & Industry UsageUsed in corporate finance, large organizations, and strategic rolesCommon in finance departments across industries

The Financial Planning Analysis Leader focuses on strategic financial planning, leading teams, and high-level analysis, while the Financial Analyst primarily conducts data analysis and reporting to support financial decisions. Both roles require strong analytical skills and relevant certifications, but the leader role involves more leadership and strategic responsibilities.

What cities are hiring for Financial Planning Analysis Leader jobs?

Cities with the most Financial Planning Analysis Leader job openings:

What states have the most Financial Planning Analysis Leader jobs?

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

What are popular job titles related to Financial Planning Analysis Leader jobs?

For Financial Planning Analysis Leader jobs, the most frequently searched job titles are:

Financial Planning & Analysis Manager

Tampa, FL • On-site

Socket.dev
Network Security • 1 - 10 employees
Learn more about Socket.devexternal

$96K - $126K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

At Mobile Air & Power Rentals, we provide innovative cooling, heating, dehumidification, and power solutions for our customers nationwide. We rent out a vast array of equipment, including portable air conditioners, chillers, heaters, and generators, helping clients save time and money while enhancing their operations and memorable events.

We are immediately hiring a Financial Planning & Analysis Manager to join our dynamic team.

Why Mobile Air? Here are some of the perks & rewards:

  • Competitive pay with quarterly bonus opportunities
  • Health, Vision, and Dental Insurance
  • Life Insurance
  • 401k with company match
  • Paid time off (vacation, sick days, holidays)
  • Career development and advancement potential
  • Employee discount programs

What you’ll do:

This highly visible role will serve as a strategic business partner across the organization, with a particular focus on identifying opportunities to drive revenue growth, improve EBITDA, enhance sales performance, and increase operational efficiency.

Reporting directly to the Vice President of Financial Planning & Analysis, this position will leverage financial, sales, and operational data to develop actionable insights and help business leaders make informed decisions. The FP&A Manager will work closely with Sales, Operations, FP&A, Executive Leadership, and other cross-functional teams to improve reporting, strengthen pipeline visibility, optimize CRM processes, and lead strategic initiatives that positively impact business performance.

Key Responsibilities

  • Lead recurring sales and business performance reviews with Regional Sales Directors and sales teams, using data and KPIs to evaluate performance, identify opportunities, and establish actionable improvement plans.
  • Analyze performance by customer, product line, market, sales activity, and other key business drivers to identify revenue growth and cost-recovery opportunities.
  • Develop and enhance executive dashboards, graphs, and reporting to provide greater visibility into sales, revenue, business trends, and EBITDA improvement opportunities.
  • Support month-end close, monthly business reviews, forecasting, budgeting, and strategic planning through analytical reporting.
  • Lead cross-functional projects focused on revenue growth, cost efficiencies, operational improvements, and overall business performance.
  • Serve as the Finance lead for enterprise-wide initiatives, including revenue optimization, cost recovery, customer pricing reviews, and operational standardization.
  • Partner with Sales leadership to improve CRM utilization, data quality, dashboards, reporting, and user adoption.
  • Develop and maintain reporting around pipeline, secured revenue, opportunity tracking, and other key sales metrics.
  • Translate complex financial and operational data into clear, actionable recommendations for business leaders.
  • Drive accountability and continuous improvement by identifying trends, opportunities, and performance gaps across the organization.
  • Support additional strategic and financial initiatives as assigned.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, Analytics, or a related field preferred.
  • MBA or CPA preferred.
  • 10+ years of relevant experience in FP&A, forecasting, sales analytics, business analytics, consulting, CRM systems/KPI dashboards, month-end close, financial reporting, SOX, or related financial functions.
  • Advanced Microsoft Excel skills required.
  • Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
  • Demonstrated ability to lead cross-functional projects involving Sales, Operations, Finance, and Executive Leadership and influence business decisions.
  • Excellent presentation and verbal communication skills, including the ability to effectively communicate analytical findings to business leaders.
  • Strong organizational and project-management skills with the ability to manage multiple priorities and deadlines.
  • Strong leadership and supervisory capabilities.
  • Ability to travel approximately 10–20%.

Work Location & Travel

This position is primarily based at ourTampa headquarters and requires approximately 10–20% travel.

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