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Financial Planning Assistant Jobs in Alabama (NOW HIRING)

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$78K - $97K/yr

Support M&A activities including financial due diligence, synergy analysis, valuation support, and post-acquisition integration planning. * Assist with integration of acquired businesses into ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$78K - $97K/yr

Support M&A activities including financial due diligence, synergy analysis, valuation support, and post-acquisition integration planning. * Assist with integration of acquired businesses into ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$78K - $97K/yr

Support M&A activities including financial due diligence, synergy analysis, valuation support, and post-acquisition integration planning. * Assist with integration of acquired businesses into ...

Adtran

Senior FP&A Analyst

Huntsville, AL · On-site

$84K - $104K/yr

Partner with Finance leadership to streamline workflows and reduce manual processes. * Assist with implementation and adoption of new planning tools, reporting capabilities, and automation ...

Adtran

Senior FP&A Analyst

Huntsville, AL · On-site

$79K - $99K/yr

Partner with Finance leadership to streamline workflows and reduce manual processes. * Assist with implementation and adoption of new planning tools, reporting capabilities, and automation ...

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Financial Planning Assistant information

See Alabama salary details

$32.2K

$54.9K

$94.7K

How much do financial planning assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial planning assistant in Alabama is $54,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $62,100.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Alabama?

The most popular types of Financial Planning jobs in Alabama are:

What are popular job titles related to Financial Planning Assistant jobs in Alabama?

For Financial Planning Assistant jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Alabama look for?

The top searched job categories for Financial Planning Assistant jobs in Alabama are:

What cities in Alabama are hiring for Financial Planning Assistant jobs?

Cities in Alabama with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $54,942 per year, or $26.4 per hour.

Financial Planning Analyst

Ithaka Hospitality Partners, LLC

Auburn, AL • On-site

$75 - $105/hr

Other

Re-posted 4 days ago

Job description

About the Role

Ithaka Hospitality Partners is seeking an Financial Planning & Analysis Analyst to serve as a core contributor to financial planning, forecasting, business performance analysis, and investment underwriting across the company's growing portfolio of hotels, food halls, and related ventures.

The defining characteristic of this role is financial modeling sophistication. The successful candidate will build, maintain, and consolidate complex multi-driver financial models across multiple entity types, including management companies, subsidiaries, development projects, and joint ventures, into a unified view that supports executive decision-making.

This role will work closely with the CFO, CEO, and Development Team and will have exposure to both corporate Financial Planning & Analysis Analyst and real estate/hospitality investment analysis.

Key Responsibilities

Financial Modeling & Strategic Analysis

  • Build, maintain, and stress-test sophisticated multi-driver financial models across corporate entities, operating businesses, development projects, and joint ventures.
  • Consolidate multiple business units and ownership structures into integrated financial forecasts and reporting packages.
  • Develop five-year and ten-year pro forma models for hotel, resort, and food hall development opportunities.
  • Perform sensitivity analyses, scenario planning, and investment return modeling to support strategic decision-making.
  • Support acquisition, development, and management contract opportunities through financial underwriting and investment analysis.

Planning, Forecasting & Budgeting

  • Lead the annual budgeting process and rolling forecast cycles across business units.
  • Develop quarterly reforecasts and long-range strategic plans.
  • Partner with department leaders to gather assumptions, challenge forecasts, and improve financial accountability.
  • Evaluate labor, operating, and capital spending trends and identify opportunities for improved performance.

Reporting & Performance Management

  • Produce monthly management reporting packages and quarterly executive and board presentations.
  • Analyze actual performance against budget, forecast, and prior-year results.
  • Identify key business drivers and communicate meaningful insights and recommendations to leadership.
  • Build and maintain KPI dashboards focused on revenue growth, profitability, labor productivity, cash flow, and operational performance.

Accounting & Close Support

  • Partner with Accounting throughout the month-end closing process.
  • Validate actual results, reconcile financial data to the general ledger, and ensure reporting accuracy.
  • Maintain consistency between management reporting and financial statements.

Business Partnering

  • Serve as a finance partner to operations, development, and executive leadership teams.
  • Support resource allocation, headcount planning, capital investment decisions, and strategic initiatives.
  • Assist in preparing financial materials for lenders, investors, ownership groups, and joint venture partners.
Qualifications

Required

  • 3–5 years of experience in financial planning analysis, corporate finance, investment analysis, consulting, or a similarly analytical role.
  • Demonstrated ability to build sophisticated financial models from scratch and consolidate multiple entities into a unified reporting structure.
  • Experience supporting annual budgets, forecasts, month-end reporting, and management presentations.
  • Advanced Excel skills, including complex formulas, dynamic arrays, pivot tables, Power Query, and sound model architecture.
  • Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
  • Excellent communication skills and comfort interacting with senior leadership.
  • Exceptional attention to detail and commitment to accuracy.
  • Experience leveraging AI tools to improve analysis, reporting, and workflow efficiency.

Preferred

  • Hospitality, hotel, restaurant, food hall, real estate, or development industry experience.
  • Familiarity with USALI reporting standards and hospitality operating metrics.
  • Experience with STR reports, hotel performance benchmarking, and hotel owner reporting.
  • Experience with planning tools such as Adaptive Planning, Pigment, Anaplan, Planful, or similar platforms.
  • Experience with business intelligence tools including Power BI, Tableau, or Looker.
  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related discipline.
  • CPA, CFA, or MBA in progress or completed.
What Success Looks Like

Within the first year, the Financial Planning & Analysis Analyst will:

  • Establish a reliable, scalable forecasting process across all business units.
  • Deliver executive-quality monthly reporting and variance analysis.
  • Build institutional-grade underwriting models for hotel and food hall opportunities.
  • Improve visibility into business performance through enhanced KPI reporting and dashboards.
  • Become a trusted analytical partner to executive leadership and operating teams.
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