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Financial Planning Analyst Jobs (NOW HIRING)

RelaDyne

Financial Planning Analyst

Houston, TX · On-site

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 ...

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

Tampa, FL

$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 ...

RelaDyne LLC

Financial Planning Analyst

Houston, TX · On-site

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 ...

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

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

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 ...

SoFi

AI Financial Planning Analyst

Jacksonville, FL · On-site

The AI Financial Planning Analyst will support the AI Coach product by reviewing member interactions, ensuring quality, and driving improvements in chatbot performance. This role requires strong ...

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Financial Planning Analyst information

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$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
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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

Educate 360 LLC

West Lafayette, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Description:

About Educate 360

Educate 360 is a family of specialized training brands with a joint mission: to help individuals and organizations gain the skills needed to thrive in today’s technology-led and innovation-driven economy. Educate 360 develops integrated solutions across brands to achieve enterprise customers’ learning & development goals in Management & Leadership, Data Science, and IT skills through instructor-led training, coaching, consulting, and certification preparation.


Role Summary

The Financial and Planning analyst plays a critical role in supporting Educate 360’s go-to-market strategy by transforming data into insights that drive revenue growth and operational efficiency. This role is responsible for analyzing financial, sales and operational performance, maintaining data accuracy across systems, and developing dashboards and reports that enable leadership and teams to make informed, data-driven decisions. The ideal candidate combines strong analytical skills with a deep understanding of the financial statement process, the sales process and how to predict future revenue streams, and cross-functional collaboration.

Main Responsibilities

  • Monthly financial statement production including balance sheet, income statement and cash flow statement.
  • Budgeting and forecasting skills, including rolling 12-month forecast.
  • Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning.
  • Build and maintain dashboards and reports for senior leadership and others as required.
  • Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership.
  • Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts.
  • Support sales operations activities, including territory management, quota tracking, and process improvements.
  • Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey.
  • Other analytic exercises as required.
Requirements:

Qualifications

  • Bachelor’s degree in business, Finance, Data Analytics, or a related field.
  • 4–7 years of experience in FP&A.
  • Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
  • Advanced Excel skills; experience with SQL or Python a plus.
  • Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders.
  • Exceptional attention to detail, organizational skills, and analytical mindset.
  • Strong interpersonal skills and the ability to collaborate effectively across teams.
  • Proven ability to partner cross-functionally and influence without authority.

Why Educate 360?

We believe that great ideas emerge when people collaborate in an environment where thoughts and perspectives can be freely shared. Effective teamwork happens when every member feels empowered, valued, and respected. We are committed to fostering a culture where everyone is accepted, included, and encouraged to contribute in meaningful ways.


Benefits: We're committed to supporting our employees’ health, financial stability, and overall well-being. Our comprehensive benefits include competitive Paid Time Off (PTO), Medical, Dental, and Vision plans, 100% company-paid Life and Disability insurance, and a generous 401(k) matching program.


Equal Opportunity Employer: Educate 360 is committed to providing equal employment opportunity for all persons regardless of race, color, religion, sex, age, marital status, national origin, citizenship status, disability, or veteran status.