ZipRecruiter

Log In

1

Financial Planning Analyst Jobs in Florida (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Planning Analyst JobsFinancial Planning Analyst Jobs in Florida

Financial Planning Analyst information

See Florida salary details

$34K

$68.1K

$108.7K

How much do financial planning analyst jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial planning analyst in Florida is $68,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,400.00 and $80,300.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a financial planning analyst?

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 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 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.

Is a financial planning analyst an entry-level job?

A financial planning analyst is often an entry-level position that requires a bachelor's degree in finance, accounting, or a related field. It typically involves tasks such as data analysis, financial modeling, and supporting senior analysts, with some roles requiring relevant internships or certifications like the CFP or CFA. Advancement usually depends on experience, skills, and additional certifications.
More about Financial Planning Analyst jobs

What are the most commonly searched types of Financial Planning Analyst jobs in Florida?

The most popular types of Financial Planning Analyst jobs in Florida are:

What are popular job titles related to Financial Planning Analyst jobs in Florida?

For Financial Planning Analyst jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Planning Analyst jobs in Florida look for?

The top searched job categories for Financial Planning Analyst jobs in Florida are:

What cities in Florida are hiring for Financial Planning Analyst jobs?

Cities in Florida with the most Financial Planning Analyst job openings:

What are popular job titles related to Financial Planning Analyst jobs in FL?

For Financial Planning Analyst jobs in FL, the most frequently searched job titles are:

Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $68,111 per year, or $32.7 per hour.

Financial Planning Analyst

Integrated Resources INC

Jacksonville, FL • On-site

Contractor

Re-posted 23 days ago

Job description

Company Description

A Few Words About Us
Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent service and integrity since its inception in 1996. Our mission centers on delivering only the best quality talent, the first time and every time. We provide quality resources in four specialty areas: Information Technology (IT), Clinical Research, Rehabilitation Therapy and Nursing.



Job Description

1. Provide predictive analytics support related to global demand forecasting activities in support of Global and Regional S&OP activities related to 28 markets across 5 major regions: USA/CAN, Japan, EMA, APAC, and Latin America.

  2. Analyze demand trends and NPI launch forecast projections, as well as projections related to product line extensions.

  3. Facilitate all BC/demand related requests associated with global and market level scenarios.

4. Support global inventory target setting processes, customer service level projections & trends, global metrics and reporting activities.

Minimum 2 years of experience in Financial Planning, Analysis and/or Forecasting is required.

Advanced programming and statistical modeling is preferred.

  Strong analytical skills (MS Excel) and demonstrated ability to gather, interpret data, and develop analysis/forecasts is required.

  Must be able to identify and communicate trends and opportunities to the Strategic Planning team.

  Strong interpersonal and communication skills to routinely interact with internal business partners are required. Individual must work well in a dynamic environment be able to handle multiple tasks simultaneously

Qualifications

B.S. or B.A. in Business, Supply Chain, Finance, Engineering, or Computer Science related degree

Additional Information

Please Feel Free to Forward your resume to [email protected] and You can directly contact me @ 732 429 1850

Integrated Resources logo

About Integrated Resources

Sourced by ZipRecruiter

Integrated Resources Inc (IRI), based in Edison, NJ, US, is an esteemed player in the staffing solutions industry with a credible presence on their official website irionline.com. Notably, IRI provides a range of professional staffing services including contract, contract-to-hire, and direct hire solutions to a wide spectrum of industries such as healthcare, life sciences, manufacturing, financial, insurance, and others. Since its inception, IRI has been committed to delivering top-talent and optimum solutions to meet its clients' diverse needs.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Edison, NJ, US

Year founded

1996

View All Integrated Resources Jobs

Apply