ZipRecruiter

Log In

1

Financial Planning Analyst Jobs (NOW HIRING)

AARP

Financial Planning Analyst

Washington, DC · On-site

$92K/yr

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the ...

WEC Energy Group

Financial Planning Analyst

Milwaukee, WI · On-site

$135K/yr

WBS, a subsidiary of WEC Energy Group, is seeking a Financial Planning Analyst in our Milwaukee, Wisconsin location. About Us WEC Energy Group is one of the nation's largest electric generation and ...

WEC Energy Group

Financial Planning Analyst

Milwaukee, WI · On-site

$135K/yr

WBS, a subsidiary of WEC Energy Group, is seeking a Financial Planning Analyst in our Milwaukee, Wisconsin location. About Us WEC Energy Group is one of the nation's largest electric generation and ...

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

Tampa, FL · 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 ...

LarraStaff

Financial Planning Analyst

Framingham, MA · On-site

Proactively assists business users in the financial planning process. * Develops ad hoc and on ... Creates complex management reports and associated analyses that explain financial results or ...

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 ...

Wolters Kluwer

Financial Planning Analyst

Kennesaw, GA · 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 ...

Wolters Kluwer

Financial Planning Analyst

New York, NY · 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 ...

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 ...

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 ...

Wolters Kluwer

Financial Planning Analyst

New York, NY

$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 ...

next page

Showing results 1-20

All JobsFinancial Planning Analyst Jobs

Financial Planning Analyst information

See salary details

$45.5K

$91.1K

$145.5K

How much do financial planning analyst jobs pay per year?

As of Jul 1, 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
What cities are hiring for Financial Planning Analyst jobs? Cities with the most Financial Planning Analyst job openings:
What are the most commonly searched types of Financial Planning Analyst jobs? The most popular types of Financial Planning Analyst jobs are:
Who are the top companies hiring for Financial Planning Analyst jobs? The top employers for Financial Planning Analyst jobs are:
What states have the most Financial Planning Analyst jobs? States with the most job openings for Financial Planning Analyst jobs include:
What job categories do people searching Financial Planning Analyst jobs look for? The top searched job categories for Financial Planning Analyst jobs are:
What are popular job titles related to Financial Planning Analyst jobs? For Financial Planning Analyst jobs, the most frequently searched job titles are:
Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 44% Full Time, 39% Part Time, 4% Temporary, and 9% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $91,143 per year, or $43.8 per hour.
Financial Planning Analyst

Financial Planning Analyst

AARP

Washington, DC • On-site

$92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

AARP rating

7.9

Company rating: 7.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

112th of 690 rated non-profit organizations

Job description

Overview
AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin.
Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.
The Financial Planning Analyst role supports the generation of financial forecasts, revenues, expenses, and other aspects of the business. Analyzes financial data and interprets financial statements to identify trends, patterns, and potential risks. Supports and partners with management in a variety of ways, including developing analyses and reports for use in decision-making. Collaborates with management to identify opportunities to streamline finance processes and to develop new procedures that support the overall organization.
Responsibilities
  • Analyzes financial data and makes recommendations based on the analysis.
  • Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
  • With guidance from manager and/or senior financial analysts, compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
  • Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
  • With guidance from manager and other financial leadership, provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
  • Leverages state of the art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
  • 0-2 years of experience in financial analysis, accounting, FP&A, or a similar area
  • Comfortable working with Microsoft Office tools, especially Excel and PowerPoint

AARP will not sponsor an employment visa for this position at this time.
Additional Requirements
  • Regular and reliable job attendance
  • Effective verbal and written communication skills
  • Exhibit respect and understanding of others to maintain professional relationships
  • Independent judgement in evaluation options to make sound decisions
  • In office/open office environment with the ability to work effectively surrounded by moderate noise

Hybrid Work Environment
AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.
Compensation and Benefits
AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.
Equal Employment Opportunity
AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.

Apply