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Financial Planning Analyst Jobs (NOW HIRING)

AssetMark

Financial Planning Analyst

Charlotte, NC · Hybrid

$80K - $90K/yr

As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research. This role is ...

Techmer

Financial Planning Analyst

Clinton, TN

$60K - $70K/yr

We are currently seeking a Financial Planning Analyst for our Headquarters in Clinton, TN. This position will be on the 1st Shift, (Monday - Friday 8 a.m. - 5:30 p.m.) This is a salary position with ...

Techmer

Financial Planning Analyst

Clinton, TN · On-site

$60K - $70K/yr

We are currently seeking a Financial Planning Analyst for our Headquarters in Clinton, TN. This position will be on the 1st Shift, (Monday - Friday 8 a.m. - 5:30 p.m.) This is a salary position with ...

ITS Logistics, LLC

Financial Planning Analyst

Reno, NV · On-site

Financial Planning Analyst Location: 50 W. Liberty Street, Reno, NV 89501 Responsibilities: Participate in the FP&A function, including budgeting, forecasting, financial modeling and ad-hoc analytics ...

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Financial Planning Analyst information

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$45.5K

$91.1K

$145.5K

How much do financial planning analyst jobs pay per year?

As of Jul 22, 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.

Is FP&A a high paying career?

Financial Planning Analysts typically earn competitive salaries that increase with experience, certifications, and the size of the organization. Entry-level roles may start around average wages, while experienced analysts or those in senior positions can earn significantly higher salaries, often supplemented by bonuses and benefits. Overall, FP&A is considered a well-paying career path within finance.

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 (FP&A) roles can be entry-level, but many positions require some prior experience in finance, accounting, or data analysis. Entry-level FP&A jobs typically focus on supporting budgeting, forecasting, and financial reporting, often requiring proficiency in Excel and financial modeling. Advancement usually involves gaining experience and developing skills in financial analysis and business strategy.

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.

Is AI replacing financial analysts?

AI is transforming the role of financial planning analysts by automating data analysis and routine tasks, allowing analysts to focus on strategic decision-making. While AI tools can enhance efficiency and accuracy, human expertise remains essential for interpreting complex financial data and providing personalized advice. The role continues to evolve with a focus on combining technical skills with financial knowledge.

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 evaluates clients' financial situations, develops strategies to meet their financial goals, and prepares reports to support decision-making. They often use financial modeling tools and require strong analytical skills, typically working in an office environment with certifications like CFP or CFA being advantageous.
More about Financial Planning Analyst jobs
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Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in the United States as of July 2026, with employment types broken down into 66% Full Time, 4% Part Time, and 30% Contract. Highlights an 61% Physical, 5% Hybrid, and 34% Remote job distribution, with an average salary of $91,143 per year, or $43.8 per hour.
Financial Planning Analyst

Financial Planning Analyst

Saint Mary's College

Notre Dame, IN

Full-time

Posted 16 days ago

Job description

Description

The Financial Planning Analyst leads budgeting and forecasting activities for the College. While the position's primary focus is the College's operating budget, the Analyst works closely with managers of grants, capital projects, and restricted funds to support comprehensive financial planning across all College funds.

The Financial Planning Analyst is responsible for maintaining the College's multi-year financial plan and, in collaboration with Institutional Research and Student Engagement, the College's net tuition forecasting model. The position partners closely with Human Resources and the Provost's Office to support staffing planning and ensure personnel costs are accurately reflected in the budget.

As a key member of the Finance and Operations team, the Financial Planning Analyst provides strategic financial analysis, forecasting, and decision support to senior leadership and contributes to presentations and reporting for the Board of Trustees' Financial Stewardship Committee. The successful candidate will possess strong analytical skills, budgeting expertise, financial systems knowledge, and the ability to communicate complex financial information to a variety of audiences.

Job Responsibilities

  • Maintain and update the College's multi-year financial model to reflect changing assumptions, priorities, and institutional needs.
  • Collaborate with the Office of Institutional Research and the Office of Student Engagement to maintain and enhance the College's net tuition forecasting model.
  • Partner with Human Resources to maintain staffing plans and ensure budget projections accurately reflect approved staffing needs.
  • Lead and oversee the College's annual budget development process.
  • Chair the Budget Advisory Committee and participate in other committees and initiatives as assigned by the Vice President for Finance and Operations.
  • Prepare and present major revenue and expense forecasts throughout the fiscal year, including variance analyses and recommendations for revenue enhancement and cost optimization.
  • Support the Vice President and Controller in preparing financial reports, forecasts, and presentations for the Board of Trustees' Financial Stewardship Committee.
  • Provide financial analysis and decision support to the Executive Team, including evaluating the financial viability of new initiatives and strategic investments.
  • Serve as the functional lead for the College's budgeting and planning systems, including Oracle Enterprise Performance Management (EPM), Oracle Workforce Planning, and Oracle SmartView.
  • Ensure data integrity, version control, testing, system enhancements, and ongoing optimization of budgeting and forecasting tools.
  • Develop and maintain management reports, dashboards, and financial analytics to support informed decision-making.
  • Collaborate with stakeholders across the College to promote sound financial planning and budgeting practices.
  • Perform other duties as assigned.

Minimum Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Five to seven years of progressively responsible experience in budgeting, financial planning, accounting, or related financial management functions, including at least three years of direct budgeting and forecasting experience.
  • Higher education budgeting and financial planning experience strongly preferred.
  • Demonstrated expertise in financial analysis, forecasting, budgeting, and quantitative modeling.
  • Excellent written, verbal, and presentation communication skills.
  • Strong interpersonal skills with the ability to build collaborative relationships across all levels of the organization.
  • Ability to communicate financial and technology concepts effectively to both technical and non-technical audiences.
  • Experience presenting financial analyses and recommendations to executive leadership.
  • Strong project management and organizational skills with the ability to work independently and manage multiple priorities.
  • Demonstrated leadership, critical thinking, and problem-solving abilities.
  • Advanced proficiency in Microsoft Office, particularly Excel, and experience leveraging AI-enabled productivity tools such as Microsoft Copilot.
  • Experience implementing, integrating, managing, or supporting ERP and/or budgeting systems.
  • Strong sense of ownership, accountability, and continuous process improvement.

Preferred Qualifications

  • Master of Business Administration (MBA), Master of Public Administration (MPA), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), or related advanced credential.
  • Exceptional time management and organizational skills.
  • Experience with Oracle Cloud ERP.
  • Experience with Oracle Cloud EPM Budgeting and Planning.
  • Experience supporting financial planning and budgeting processes within a higher education environment.

Eligibility to Work

Applicants must be legally authorized to work in the United States at the time of hire and must not require visa sponsorship from the College, either now or in the future.

Schedule

40 Hours per Week / 12 Months / Monday-Friday

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