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Financial Planning Analyst Jobs (NOW HIRING)

Morgan Stanley

Financial Planning Analyst

Deerfield, IL · On-site

$68K - $120K/yr

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service ...

Morgan Stanley

Financial Planning Analyst

Deerfield, IL · On-site

$68K - $120K/yr

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service ...

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Financial Planning Analyst information

See salary details

$45.5K

$91.1K

$145.5K

How much do financial planning analyst jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial planning analyst in the United States is $91,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $107,500.00 per year, depending on experience, location, and employer.

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

AspectFinancial Planning AnalystFinancial Analyst
Primary FocusBudgeting, forecasting, financial planning, and strategic analysisFinancial data analysis, investment evaluation, and reporting
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are commonBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentCorporate finance departments, financial planning firms, or consultingInvestment firms, banks, corporate finance teams, or asset management

While both roles involve financial analysis, the Financial Planning Analyst primarily focuses on budgeting, forecasting, and strategic financial planning within organizations. The Financial Analyst tends to concentrate on analyzing financial data, evaluating investments, and preparing reports. Both roles often require similar credentials and work in related environments, but their core responsibilities differ in scope and purpose.

What Does a Financial Planning Analyst Do?

A financial planning analyst looks at economic trends, relevant laws, and other factors, and uses the data to create a viable financial model for a client. Usually, you work to help a company decide how best to invest its money. In this position, your job duties include working with the accounting department to keep track of finances. You need strong analytical skills, the ability to sift through a large amount of data, and strong mathematical skills. The educational qualifications vary, but often involve a bachelor’s degree in finance planning or statistics. Prior experience with the stock market as a private broker also helps.

Is FP&A an entry level job?

Financial Planning Analyst roles can be entry-level, but many require some prior experience or internships in finance or accounting. Entry-level positions typically focus on data analysis, financial modeling, and supporting senior analysts, often requiring a bachelor's degree in finance, accounting, or related fields.

What are some common challenges Financial Planning Analysts face when working with cross-functional teams?

Financial Planning Analysts often collaborate with departments like sales, marketing, and operations to gather data and create accurate forecasts. One common challenge is aligning financial goals with differing departmental priorities and ensuring clear communication of complex financial concepts to non-financial colleagues. Successful analysts develop strong interpersonal skills and proactively seek input from various stakeholders to create realistic and actionable plans. Overcoming these challenges fosters teamwork and leads to more effective business strategies.

What are the key skills and qualifications needed to thrive as a Financial Planning Analyst, and why are they important?

To thrive as a Financial Planning Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and finance, typically supported by a bachelor's degree in finance or a related field. Proficiency with Excel, financial planning software (such as Hyperion or Adaptive Insights), and familiarity with ERP systems are commonly required, and certifications like CFA or CPA can be advantageous. Exceptional attention to detail, effective communication, and the ability to work collaboratively make candidates stand out in this role. These skills and qualities are crucial for producing accurate financial forecasts, supporting strategic business decisions, and ensuring effective cross-functional collaboration.

What does a Financial Planning Analyst do?

A Financial Planning Analyst is responsible for analyzing a company's financial data and performance to help guide business decisions. They create budgets, forecasts, and financial models, and provide insights on how to improve financial health and achieve strategic goals. Their work often involves collaborating with different departments, preparing reports for management, and identifying trends or potential risks. By interpreting complex financial information, they support organizations in making informed, data-driven decisions.
More about Financial Planning Analyst jobs
What cities are hiring for Financial Planning Analyst jobs? Cities with the most Financial Planning Analyst job openings:
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What are popular job titles related to Financial Planning Analyst jobs? For Financial Planning Analyst jobs, the most frequently searched job titles are:
Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $91,143 per year, or $43.8 per hour.

Financial Planning Analyst

Peter Cremer North America LP

Cincinnati, OH • On-site

Full-time

Posted 19 days ago

Job description

Financial Planning Analyst

Job Description


  1. IDENTIFICATION


Position Title: Financial Planning Analyst

Supervisor: FP&A Manager Date Completed: 10/01/2024

Department: FINACCT FLSA Classification: Exempt

Location(s): River Road Status: Full-time



II. PRINCIPAL ACCOUNTABILITIES (SUMMARY)


Reporting directly to the Financial Planning & Analysis Manager, the Financial Planning Analyst will support finance, operations, and sales with financial and profitability analysis. The position will take a lead role in compilation and review of annual budget and recurring forecasts. They will be responsible for timely completion of activities related to monthly financial close and will support accounting functions, as required. They will interface with the sales team on developing pricing for new programs and ensuring the organization has accurate costing information for decision making. They will familiarize themselves with the company ERP and BI software, supporting the operations and sales teams, while continuously identifying areas for improvement. The Financial Planning Analyst will support the corporate development team in evaluating and integrating potential acquisition candidates.


III. POSITION REQUIREMENTS


Education, Credentials, Licenses:


A.S degree in Finance or Accounting or equivalent combination of experience and education.


Kind & Length of Experience:


  • 1-2 years of experience in accounting/financial analysis role is required
  • Experience with Finance or Accounting is preferred
  • Experience with Microsoft Excel is required
  • Must have excellent verbal skills
  • Experience in a manufacturing environment is preferred
  • Internediate skills in Microsoft Excel preferred
  • Experience with Business intelligence software is preferred

IV. PERFORMANCE MEASURES AND STANDARDS

  • Coordinate with Accounting, Plant and Business Managers to complete FP&A analysis on monthly financials.
  • Perform regular reviews of product costs and profitability.
  • Work with sales teams to support quoting activities.
  • Work with operations team to identify and capitalize on cost improvement initiatives.
  • Support month end accounting close and annual audit, as required.
  • Help to support ERP and BI systems.
  • Work with teams throughout the organization in compiling information required for annual budgets and forecasts.
  • Coordinate monthly forecasting and regular updates with business and operations managers.
  • Coordinate with accounting to implement processes related to accounting/finance.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Safeguard Confidential information regarding all company affairs.
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • In your absence you are to ensure that the tasks assigned to you are adequately covered by trained personnel. You are responsible to communicate and work with your manager to ensure your workload is covered when you are out.
  • Adhere to all Environmental, Health, Safety, Security Requirements covered under Local State and Federal Regulations.
  • Maintain Hazardous waste in accordance to all Local, State, and Federal Regulations;
  • Other duties as required


Peter Cremer Training Required


  • We will follow the company written training program for this position.


Customer Service, Teamwork & Code of Conduct


  • Maintain a safe, legal and environmentally protective operation
  • Listen to our customers, suppliers and employees
  • Respond quickly to customer concerns
  • Follow set guidelines for GMP, quality and food safety requirements
  • Maintain training on applicable procedures in quality, GMP, and food safety
  • Report any food safety, security, and / or quality issues to management or the HACCP team to initiate action
  • Provide flexible and innovative strategies to support new business opportunities
  • Be cost effective in the utilization of our resources, thereby contributing to the profitability of Peter Cremer North America, LP and our customers
  • Strive for continued improvement
  • Willing and eagerness to learn
  • Maintain positive “Can Do” attitude