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Financial Planning Analyst Jobs (NOW HIRING)

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 ...

We're looking for a Financial Planning Analyst to provide analytical and financial support to senior leadership. In this role, you'll deliver insights that improve operational performance, support ...

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 ...

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 ...

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 ...

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 ...

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 ...

We're looking for a Financial Planning Analyst to provide analytical and financial support to senior leadership. In this role, you'll deliver insights that improve operational performance, support ...

A brief overview As a Financial Planning Analyst, you will play a pivotal role in financial management and planning. You will oversee financial reporting, budgeting, and forecasting processes ...

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 ...

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 ...

Financial Planning Analyst

Vista, CA · On-site

$72K - $99K/yr

A brief overview As a Financial Planning Analyst, you will play a pivotal role in financial management and planning. You will oversee financial reporting, budgeting, and forecasting processes ...

Showing results 41-60

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 25, 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.
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:
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

$68K - $118K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 hours ago


Wolters Kluwer rating

9.0

Company rating: 9.0 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

28th of 217 rated software companies


Job description

About the Role:
Job Description: Wolters Kluwer is a global provider of professional information, software solutions, and services for the finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors. Within our Enterprise Finance division, we apply domain expertise to support Wolters Kluwer's Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery.

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 analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.
Responsibilities:

  • Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
  • Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
  • Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
  • Support ongoing development and optimization of financial models
  • Partner Finance Manager & other Senior Analysts to shape strategic financial decisions.


Skills:

  • Advanced Data Entry: Proficient in detailed financial data entry.
  • Financial Analysis: Capable of conducting financial analyses with oversight
  • Modeling Support: Skillful in maintaining and updating financial models.
  • Report Generation: Ability to prepare thorough financial reports.
  • Trend Analysis: Skilled at analyzing and summarizing financial trends.
  • Budget Assistance: Assisting in budget preparation and documentation.
  • Research Support: Contributing to economic and financial research activities.
  • Collaboration: Effective in collaborating on team financial projects.

Qualifications:

  • A minimum of one to two years of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred
  • Bachelor's degree from an accredited college or university
  • Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
  • Strong analytical and communication skills
  • Advanced Excel formula knowledge with the ability to handle large datasets
  • Variance analysis of project results and actual results
  • Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
  • Domestic and international travel as needed
Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$68,900.00 - $118,050.00 USDThis role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.


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