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Financial Planning Analyst Jobs in Schaumburg, IL

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

The Scion Group

FP&A Analyst

Chicago, IL · On-site

IND-B #wearehiring #werehiring Financial Planning / Financial Analyst / Financial Planning and Analysis / Financial Planning and Analysis Analyst / FP&A

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Financial Planning Analyst information

See Schaumburg, IL salary details

$44.7K

$89.5K

$142.9K

How much do financial planning analyst jobs pay per year?

As of May 28, 2026, the average yearly pay for financial planning analyst in Schaumburg, IL is $89,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $105,600.00 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, 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 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 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 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.

More about Financial Planning Analyst jobs
What are popular job titles related to Financial Planning Analyst jobs in Schaumburg, IL? For Financial Planning Analyst jobs in Schaumburg, IL, the most frequently searched job titles are:
What job categories do people searching Financial Planning Analyst jobs in Schaumburg, IL look for? The top searched job categories for Financial Planning Analyst jobs in Schaumburg, IL are:
What cities near Schaumburg, IL are hiring for Financial Planning Analyst jobs? Cities near Schaumburg, IL with the most Financial Planning Analyst job openings:
Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in Schaumburg, IL as of May 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 78% In-person, 9% Hybrid, and 13% Remote job distribution, with an average salary of $89,500 per year, or $43 per hour.
Financial Planning Analyst

Financial Planning Analyst

Duly Health and Care

Downers Grove, IL • On-site

$58K - $87K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago

Duly Health and Care rating

6.6

Company rating: 6.6 out of 10

Based on 107 frontline employees who took The Breakroom Quiz

554th of 864 rated healthcare providers

Job description

Overview
Hours: Full-time; Monday-Friday, 8:30am-5pm
Location: Downers Grove, IL
Holistic benefits designed to help our team members flourish in all aspects of their lives, including:
  • Comprehensive medical, dental, and vision benefits that include healthcare navigation assistance and medical coverage at 100% (after deductible) when utilizing a Duly provider.
  • Employer provided life and disability insurance.
  • $5,250 Tuition Reimbursement per year.
  • Immediate 401(k) match.
  • 40 hours paid volunteer time off.
  • A culture committed to Diversity, Equity, and Inclusion (DEI) and Social Impact
  • Up to 12 weeks parental leave at 100% pay and a financial benefit for adoption and surrogacy for non-physician team members once eligibility requirements are met.

This position reports to the Director of Finance with the primary functions as following: Analyze financial data by collecting, monitoring and creating financial reporting for decision support. Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Assist with annual and quarterly forecasting/ budget.
Responsibilities
  • Variance analysis by comparing and analyzing actual results with plans and forecasts.
  • Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
  • Reconciles transactions by comparing and correcting data
  • Report generation on monthly qtrly basis for various internal customers
  • Partner with operational leaders to identify opportunities for financial improvement, optimize resource utilization, and drive value within service lines.
  • Assist Director of Finance in Ad Hoc requests

Qualifications
  • Intermediate to advanced level of knowledge with Microsoft Excel, Intermediate level of knowledge with Microsoft PowerPoint, and basic level of knowledge with Microsoft Outlook and Word.
  • A good working knowledge of computerized accounting systems.
  • Attention to detail, ability to work independently, and ability to make progress with projects assigned and bring them towards successful completion.
  • A bachelor's degree in Accounting, Finance or Economics
  • CPA certification helpful, but not required
  • 2-4 years relevant work experience
  • Healthcare experience desirable

The compensation for this role includes a base pay range of $58K-$87K, with the actual pay determined by factors such as skills, experience, education, certifications, geographic location, and internal equity. Additional compensation may be available through shift differentials, bonuses, and other incentives. Base pay is only a portion of the total rewards package.

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