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Financial Planning Analyst Jobs (NOW HIRING)

100x Recruiting

Financial Planning Analyst

Atlanta, GA · On-site

Financial Planning Analyst Department: Finance FTE: Full-time Location: Dunwoody, GA Position Summary The Financial Planning Analyst is a pivotal contributor to the company's financial health and ...

Pavago

Financial Planning Analyst

Work with FP&A teams to refine planning assumptions. Process Improvement: * Identify inefficiencies in forecasting workflows. * Implement new FP&A software or improve data integrations (Adaptive ...

Belmont Village

Financial Planning Analyst

Houston, TX · On-site

Belmont Village Senior Living is hiring a Financial Analyst (FP&A) to join our Corporate Finance team in Houston, Texas. This highly visible role supports financial planning and analysis, budgeting ...

Endeavor Health

Financial Planning Analyst

Warrenville, IL · On-site

$32.60 - $48.90/hr

Financial Planning Analyst * Location: Warrenville, IL/Arlington Heights, IL * Full Time/Part Time: Full Time * Hours: Monday-Friday, 8am - 4:30pm * Required Travel: NA Job Summary: Builds strong ...

NorthShore

Financial Planning Analyst

Arlington Heights, IL · On-site

$32.60 - $48.90/hr

Financial Planning Analyst * Location: Warrenville, IL/Arlington Heights, IL * Full Time/Part Time: Full Time * Hours: Monday-Friday, 8am - 4:30pm * Required Travel: NA Job Summary: Builds strong ...

Wolters Kluwer

Financial Planning Analyst

Chicago, IL · On-site

$68K - $118K/yr

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and ...

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Financial Planning Analyst information

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How much do financial planning analyst jobs pay per year?

As of Jul 23, 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

100x Recruiting

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Financial Planning Analyst Department: Finance FTE: Full-time Location: Dunwoody, GA Position Summary The Financial Planning Analyst is a pivotal contributor to the company's financial health and strategic decision-making processes. This role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The Analyst collaborates directly with C-level leadership to lead the budgeting process, including meticulous preparation, forecasting, and variance analysis. Additionally, this position works cross-functionally to identify key trends, optimize resource allocation, and ensure alignment with organizational objectives. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels. Key Responsibilities Bachelor's degree in Finance, Accounting, Economics, or a related field 3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant Healthcare sector experience is advantageous but not required Proficiency with three-statement modeling, budgeting, and data management Advanced Excel skills; experience with financial analysis software or BI tools is a plus Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy Excellent communication skills, capable of presenting complex data clearly to various stakeholders About Committed to exceeding expectations by delivering exceptional patient outcomes, optimizing care efficiency, and providing unmatched access to the highest quality healthcare. Join our team and contribute your skills and dedication to our mission of delivering outstanding care to those who need it most. Critical Care Advanced Life Support Basic Life Support Medical transportation And much more Value Based Services & Equipment Paramedic Advanced Life Support Ambulances New Quick Response Units State-of-the-art equipment Zoll X Series cardiac monitors Zoll EMV+ ventilators Sapphire transport infusion pump LUCAS devices on 911 units Compensation and Benefits Competitive compensation (above market rates) Paid Time Off Benefits package: (Medical; Dental; Vision; short-term disability; Life, Accident and Cancer insurance policies, and more) 401(k) retirement plan with a company match Paid uniforms Tuition reimbursement Employee Referral Bonuses Opportunities for overtime Professional development & opportunities for advancement Flexible scheduling options Employee assistance programs (EAP) We foster a positive work environment Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field 3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant Healthcare sector experience is advantageous but not required Proficiency with three-statement modeling, budgeting, and data management Advanced Excel skills; experience with financial analysis software or BI tools is a plus Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy Excellent communication skills, capable of presenting complex data clearly to various stakeholders #J-18808-Ljbffr

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