Financial Planning Analyst
$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 ...
$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 ...
$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 ...
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 ...
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 ...
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 ...
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 ...
$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 ...
$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 ...
$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 ...
$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 ...
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 ...
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 ...
$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 ...
$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 ...
$86K - $110K/yr
Job Summary The Financial Planning Analyst will have the opportunity to gain broad experience and lead financial discussions with cost center owners. This individual will be a key resource in ...
$86K - $110K/yr
Job Summary The Financial Planning Analyst will have the opportunity to gain broad experience and lead financial discussions with cost center owners. This individual will be a key resource in ...
$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 ...
$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 ...
Garland, TX · On-site
Experience * 3-5+ years of progressive experience in FP&A, Corporate Finance, or Financial Analysis. * Experience supporting operational business units and executive leadership preferred.
New
Garland, TX · On-site
Experience * 3-5+ years of progressive experience in FP&A, Corporate Finance, or Financial Analysis. * Experience supporting operational business units and executive leadership preferred.
New
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 ...
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 ...
$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 ...
$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 ...
Baltimore, MD · Hybrid
$70K - $80K/yr
-Develop and maintain financial models for forecasting, budgeting, and long-term planning -Log ... modeling and analytical skills -Ability to synthesize complex data into clear, concise insights ...
Quick apply
Baltimore, MD · Hybrid
$70K - $80K/yr
-Develop and maintain financial models for forecasting, budgeting, and long-term planning -Log ... modeling and analytical skills -Ability to synthesize complex data into clear, concise insights ...
$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 ...
$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 ...
$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 ...
$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 ...
Baltimore, MD · On-site
-Develop and maintain financial models for forecasting, budgeting, and long-term planning -Log ... modeling and analytical skills -Ability to synthesize complex data into clear, concise insights ...
Baltimore, MD · On-site
-Develop and maintain financial models for forecasting, budgeting, and long-term planning -Log ... modeling and analytical skills -Ability to synthesize complex data into clear, concise insights ...
Montvale, NJ · On-site
Job Summary The Financial Planning Analyst will have the opportunity to gain broad experience and lead financial discussions with cost center owners. This individual will be a key resource in ...
Montvale, NJ · On-site
Job Summary The Financial Planning Analyst will have the opportunity to gain broad experience and lead financial discussions with cost center owners. This individual will be a key resource in ...
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 ...
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 ...
Work with the Director of FP&A in developing and refining processes to improve financial analysis and reporting across Colonial's subsidiary companies. * Partner with the leaders and operations teams ...
Work with the Director of FP&A in developing and refining processes to improve financial analysis and reporting across Colonial's subsidiary companies. * Partner with the leaders and operations teams ...
West Chester, PA · On-site
$50/hr
Job Summary Th e Financial Planning Analyst (FPA) supports clinical trial planning through comprehensive budgeting, benchmarking, and financial analysis. This role is responsible for developing ...
Quick apply
West Chester, PA · On-site
$50/hr
Job Summary Th e Financial Planning Analyst (FPA) supports clinical trial planning through comprehensive budgeting, benchmarking, and financial analysis. This role is responsible for developing ...
$45.5K - $54.6K
2% of jobs
$54.6K - $63.7K
7% of jobs
$71K is the 25th percentile. Wages below this are outliers.
$63.7K - $72.8K
19% of jobs
The median wage is $81.9K / yr.
$72.8K - $81.9K
21% of jobs
$81.9K - $91K
15% of jobs
$91K - $100K
10% of jobs
$100.8K is the 75th percentile. Wages above this are outliers.
$100K - $109.1K
6% of jobs
$109.1K - $118.2K
6% of jobs
$118.2K - $127.3K
6% of jobs
$127.3K - $136.4K
4% of jobs
$136.4K - $145.5K
2% of jobs
$45.5K
$91.1K
$145.5K
| Aspect | Financial Planning Analyst | Financial Analyst |
|---|---|---|
| Primary Focus | Budgeting, forecasting, financial planning, and strategic analysis | Financial data analysis, investment evaluation, and reporting |
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are common | Bachelor's degree in finance, economics, or related; CFA certification often preferred |
| Work Environment | Corporate finance departments, financial planning firms, or consulting | Investment 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.
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.

$68K - $118K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 8 hours ago
9.0
Based on 28 frontline employees who took The Breakroom Quiz
28th of 217 rated software companies
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:
Skills:
Qualifications:
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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