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Financial Planning Analyst Jobs in Michigan (NOW HIRING)

Roles within Financial Planning in Energy Efficiency are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also ...

New

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Traverse City, MI · On-site

$15.25 - $19.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Traverse City, MI · On-site

$15.25 - $19.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

3 plus years of Financial Planning & Analysis experience Venteon Finance is currently seeking an FP&A Analyst for a leading manufacturing company located in the metro Detroit area. The ideal ...

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Financial Planning Analyst information

See Michigan salary details

$39.7K

$79.4K

$126.8K

How much do financial planning analyst jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial planning analyst in Michigan is $79,440.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $93,700.00 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.

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

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

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

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

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

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

Infographic showing various Financial Planning Analyst job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $79,440 per year, or $38.2 per hour.

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


San Juan Regional Medical Center rating

6.4

Company rating: 6.4 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

755th of 1,061 rated hospitals


Job description

About Us

South Jersey Industries (SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in New Jersey. As part of our core values, SJI is dedicated to being a community partner and developing innovative clean energy solutions to meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us deliver safe, reliable, affordable clean energy for a better today and tomorrow.

At SJI, we believe that our employees are our most valuable asset. Whether you’re a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, andleadership development and training programs will provide you with the tools you need to either kickstart your career or bring it to new heights.

Position Summary

A career in Financial Planning in Energy Efficiency will provide the opportunity to participate in the budget process, track, and report on performance relative to the Energy Efficiency plan and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision-making regarding the Energy Efficiency program portfolio and budget. Additionally, it includes establishing, tracking, and monitoring key operating metrics used to drive the Energy Efficiency program targets as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize customer participation and energy savings.
Roles within Financial Planning in Energy Efficiency are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as interpreting business trends, changes, and new initiatives.

Essential Functions:

  • Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review.
  • Coordinates and compiles the monthly and annual budgets.  Provides deviation analysis of performance metrics.
  • Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience. 
  • Utilizes data to generate standard or custom reports summarizing energy efficiency program performance.
  • Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions.  Synthesizes current business intelligence or trend data to support recommendations for action.
  • Compiles and prepares information in response to data requests.
  • Manage key vendor contracts and relationships.
  • Responsible for regulatory report coordination and fulfillment.
  • Manage internal process for loan program application approval.
  • Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects.
  • Receive and log vendor invoices, and update vendor billing information as needed.
  • Responsible for performing special projects to improve process efficiency and performance.

Qualifications

Required Background:

  • Bachelor’s degree with a minimum of 2+ years of relevant experience.
  • Master’s degree with 0 years of relevant experience.
  • Equivalent work may be considered in lieu of degree.

Required Skills:

  • Strong communication (written and verbal) and presentation skills
  • Detail-oriented with strong time-management skills
  • Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint,)
  • Demonstrated work experience using Excel functions such as VLOOKUP, SUMIFS, SUBTOTAL, Pivot Tables, and other data summarization features.
  • Demonstrated work experience regularly forecasting or reporting numerical data.
  • Ability to prioritize and organize work in a multi-tasked environment

Preferred Skills:

  • Energy efficiency experience
  • Utility experience
  • PowerBI experience

Explore the Possibilities

South Jersey Industries employs a diverse range of talent – from construction contractors to environmental specialists. Regardless of the position, mentoring and networking, hands-on experience, gaining industry knowledge and the opportunity to make a meaningful impact on our business and in our communities are all exciting ways that we welcome our employees at SJI. And as a company committed to creating an engaging culture built on inclusion and diversity, you’re sure to find an opportunity that makes you feel included, empowered, and ready to “bring your whole self to work” every day.

Benefits Package Overview

SJI offers a competitive and comprehensive benefits package to eligible employees.

The SJI “Total Rewards” Benefits Package include:

  • Flexible vacation, Paid Time Off, and Sick Leave package
  • Comprehensive Health, Dental, and Vision Insurance
  • Short-term and Long-term Disability Insurance
  • 401(k), with generous company match
  • Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.

Equal Opportunity/Affirmative Action Employer

At this time, SJI is only considering applicants authorized to work in the United States currently and in the future without the need for visa sponsorship.

Compensation Range:

$59,250 - 94,800

We are committed to pay transparency and ensuring equitability compensation for all employees. The pay range for this position reflects the base salary only and does not include benefits, bonuses, or other forms of compensation that might be part of the total compensation package. The specific salary offered will be based on a candidate’s qualifications, education, and experience.


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