... activities to assist leadership in making informed business decisions. Supports financial ... Utilize ERP and reporting systems to extract, organize, and analyze financial and operational ...
... activities to assist leadership in making informed business decisions. Supports financial ... Utilize ERP and reporting systems to extract, organize, and analyze financial and operational ...
Financial Planning Coordinator
Scottsdale, AZ · On-site
... activities to assist leadership in making informed business decisions. Supports financial ... Utilize ERP and reporting systems to extract, organize, and analyze financial and operational ...
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Financial Planning Coordinator
Scottsdale, AZ · On-site
... activities to assist leadership in making informed business decisions. Supports financial ... Utilize ERP and reporting systems to extract, organize, and analyze financial and operational ...
FP&A Analyst
Prescott Valley, AZ · On-site
$85 - $105/hr
FP&A Analyst Full Time Professional Prescott Valley, AZ, US 8 days ago Requisition ID: 1623 ABOUT ... * Assist the Director of Revenue and Pricing with bid preparation, pricing analyses, and updates ...
FP&A Analyst
Prescott Valley, AZ · On-site
$85 - $105/hr
FP&A Analyst Full Time Professional Prescott Valley, AZ, US 8 days ago Requisition ID: 1623 ABOUT ... * Assist the Director of Revenue and Pricing with bid preparation, pricing analyses, and updates ...
Lead FP&A
Tucson, AZ · On-site +1
$80K - $100K/yr
The Lead FP&A role is responsible for driving the organization's short- and long-term financial ... assist in the execution of enhancements. Experience Knowledge, Skills, and Abilities: * Strong oral ...
Lead FP&A
Tucson, AZ · On-site +1
$80K - $100K/yr
The Lead FP&A role is responsible for driving the organization's short- and long-term financial ... assist in the execution of enhancements. Experience Knowledge, Skills, and Abilities: * Strong oral ...
Senior FP&A Analyst
$86K - $107K/yr
Prepare financial reports and present results and analysis to corporate function leaders and senior FP&A leadership * Assist with preparation of the Annual Operating Plan (AOP), including Income ...
Senior FP&A Analyst
$86K - $107K/yr
Prepare financial reports and present results and analysis to corporate function leaders and senior FP&A leadership * Assist with preparation of the Annual Operating Plan (AOP), including Income ...
Senior FP&A Analyst
Scottsdale, AZ · On-site
$86K - $107K/yr
Prepare financial reports and present results and analysis to corporate function leaders and senior FP&A leadership * Assist with preparation of the Annual Operating Plan (AOP), including Income ...
Senior FP&A Analyst
Scottsdale, AZ · On-site
$86K - $107K/yr
Prepare financial reports and present results and analysis to corporate function leaders and senior FP&A leadership * Assist with preparation of the Annual Operating Plan (AOP), including Income ...
Be Seen First
FP&A Analyst
Scottsdale, AZ · On-site
$90K - $110K/yr
Financial Analyst - Financial Planning & Analysis Department: Finance / Revenue Cycle / Operations ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Quick apply
Be Seen First
FP&A Analyst
Scottsdale, AZ · On-site
$90K - $110K/yr
Financial Analyst - Financial Planning & Analysis Department: Finance / Revenue Cycle / Operations ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
FP&A Analyst
Mesa, AZ · On-site
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
FP&A Analyst
Mesa, AZ · On-site
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
Quick apply
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Quick apply
Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and ... * Assist with audits, regulatory reporting, and compliance with internal controls * Use tools like ...
Manager of FP&A
Phoenix, AZ · On-site
$104K - $137K/yr
Beyond core FP&A responsibilities, this role will play a critical part in ad hoc analysis ... Participate in cross-functional projects and process improvement initiatives. * Assist in ...
Manager of FP&A
Phoenix, AZ · On-site
$104K - $137K/yr
Beyond core FP&A responsibilities, this role will play a critical part in ad hoc analysis ... Participate in cross-functional projects and process improvement initiatives. * Assist in ...
Senior Manager, FP&A
Scottsdale, AZ · On-site
$135 - $195/hr
Perform financial modeling, valuation analysis, ROI, IRR, and other investment analyses. * Assist in business planning, strategic reviews, and post-investment performance tracking. * Support ad hoc ...
Senior Manager, FP&A
Scottsdale, AZ · On-site
$135 - $195/hr
Perform financial modeling, valuation analysis, ROI, IRR, and other investment analyses. * Assist in business planning, strategic reviews, and post-investment performance tracking. * Support ad hoc ...
Finance Business Partner
Phoenix, AZ · On-site
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Quick apply
Finance Business Partner
Phoenix, AZ · On-site
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Finance Business Partner
Phoenix, AZ · On-site
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Finance Business Partner
Phoenix, AZ · On-site
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Lead FP&A process related to the business unit(s) resulting from profit forecasts and monthly cost updates * Work directly with business unit(s) leader, VP Ops and directors to assist in annual ...
Financial Planner (Sun Lakes, AZ)
$120K - $150K/yr
Conduct client presentations regarding financial and tax planning options and opportunities as needed * Assist leadership team with plan analysis, plan design and development of a client strategy to ...
Quick apply
Financial Planner (Sun Lakes, AZ)
$120K - $150K/yr
Conduct client presentations regarding financial and tax planning options and opportunities as needed * Assist leadership team with plan analysis, plan design and development of a client strategy to ...
Financial Planner (Sun Lakes, AZ)
$120K - $150K/yr
Conduct client presentations regarding financial and tax planning options and opportunities as needed * Assist leadership team with plan analysis, plan design and development of a client strategy to ...
Quick apply
Financial Planner (Sun Lakes, AZ)
$120K - $150K/yr
Conduct client presentations regarding financial and tax planning options and opportunities as needed * Assist leadership team with plan analysis, plan design and development of a client strategy to ...
Wealth Planner
Phoenix, AZ · On-site
$49K - $67K/yr
Duties include entering client information into financial planning software, producing analytical ... process. * Assist with departmental projects and priorities such as training and supporting ...
Quick apply
Wealth Planner
Phoenix, AZ · On-site
$49K - $67K/yr
Duties include entering client information into financial planning software, producing analytical ... process. * Assist with departmental projects and priorities such as training and supporting ...
Associate Financial Advisor
Phoenix, AZ · On-site
Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or ...
Associate Financial Advisor
Phoenix, AZ · On-site
Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or ...
Financial Planning Assistant information
See Arizona salary details
$33.1K - $38.9K
14% of jobs
$43.5K is the 25th percentile. Wages below this are outliers.
$38.9K - $44.8K
15% of jobs
The median wage is $50.1K / yr.
$44.8K - $50.6K
24% of jobs
$50.6K - $56.5K
17% of jobs
$60.4K is the 75th percentile. Wages above this are outliers.
$56.5K - $62.3K
9% of jobs
$62.3K - $68.2K
6% of jobs
$68.2K - $74K
3% of jobs
$74K - $79.8K
3% of jobs
$79.8K - $85.7K
3% of jobs
$85.7K - $91.5K
3% of jobs
$91.5K - $97.4K
3% of jobs
$33.1K
$56.5K
$97.4K
How much do financial planning assistant jobs pay per year?
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?
What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?
What is the difference between Financial Planning Assistant vs Financial Advisor?
| Aspect | Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatory | Often requires a bachelor's degree; CFP certification is common and preferred |
| Work Environment | Supports financial planners in an office setting, handling administrative and client support tasks | Works directly with clients to develop and implement financial plans |
| Employer & Industry Usage | Employed by financial planning firms, banks, or investment companies | Employed 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.
What are the most commonly searched types of Financial Planning jobs in Arizona?
The most popular types of Financial Planning jobs in Arizona are:
What are popular job titles related to Financial Planning Assistant jobs in Arizona?
For Financial Planning Assistant jobs in Arizona, the most frequently searched job titles are:
- Senior Financial Analyst Spanish
- Remote Microsoft Financial Analyst
- Corporate Financial Analyst
- No Experience Financial Analyst
- Hourly Financial Analyst
- Internship Remote Financial Planning Analyst
- Remote Senior Financial Analyst
- Regional Financial Analyst
- Senior Finance Analyst
- Director Financial Planning Cfp
What job categories do people searching Financial Planning Assistant jobs in Arizona look for?
The top searched job categories for Financial Planning Assistant jobs in Arizona are:
- Contract Financial Budgeting Forecasting
- Financial Analyst Financial Planning And Analysis
- Senior Financial Modeling Freelance
- Manager Of Financial Planning And Analysis
- Full Time Invoice Processing Analyst
- Finance
- Manager Financial Planning Analysis
- Vp Financial Planning & Analysis
- Cash Reconciliation Analyst
- Day Shift Samsung Financial Analyst
What cities in Arizona are hiring for Financial Planning Assistant jobs?
Cities in Arizona with the most Financial Planning Assistant job openings:

Full-time
Re-posted 4 days ago
Job description
Financial Planning Coordinator
Work location: Scottsdale, AZ
Reports to: Financial Planning Manager
Role Summary
Provides analytical and financial planning support across UNACEM North America operations. Responsible for supporting budgeting, forecasting, financial modeling, reporting, and operational analysis activities to assist leadership in making informed business decisions. Supports financial visibility across plant and corporate operations through accurate reporting, performance analysis, and continuous improvement initiatives.
Purpose
Support operational and financial decision-making by delivering accurate financial analysis, forecasting, reporting, and planning support aligned with business objectives, operational performance, and strategic initiatives.
Key Accountabilities
Support the preparation of annual budgets, forecasts, and long-range financial plans across plant and corporate operations.
Analyze financial and operational results, identifying trends, risks, and opportunities impacting business performance.
Prepare monthly, quarterly, and annual financial reports and variance analyses for leadership review.
Develop and maintain financial models to support operational planning, capital projects, and strategic initiatives.
Partner with operations, maintenance, supply chain, and corporate teams to support financial planning activities and cost analysis.
Assist with preparation and analysis of production costs, operational KPIs, and plant performance metrics.
Support capital expenditure tracking, project forecasting, and investment analysis activities.
Compile and validate financial data from multiple systems to ensure reporting accuracy and consistency.
Utilize ERP and reporting systems to extract, organize, and analyze financial and operational information.
Prepare presentations, dashboards, and reporting materials for management and leadership teams.
Support continuous improvement initiatives related to financial reporting, planning processes, and operational efficiency.
Collaborate with cross-functional teams to support business initiatives and operational decision-making.
Maintain compliance with internal controls, financial policies, and reporting standards.
Perform other duties as assigned.
Knowledge
Understanding of financial planning, forecasting, budgeting, and variance analysis principles.
Knowledge of financial modeling, reporting, and operational performance analysis.
Familiarity with ERP systems, financial reporting platforms, and data analysis tools.
Strong proficiency in power point and Microsoft Excel including pivot tables, lookups, and financial modeling functions.
Understanding of accounting principles and financial statements.
Knowledge of manufacturing, industrial, or operational business environments preferred.
Problem Solving
Identifies financial trends, reporting inconsistencies, and operational cost drivers.
Develops data-driven recommendations to support operational and financial performance improvements.
Balances multiple priorities and reporting deadlines in fast-paced business environments.
Supports leadership decision-making through analytical problem solving and financial insight.
Interactions and Influence
Regular interaction with Finance, Operations, Maintenance, Supply Chain, and Leadership teams.
Collaborates with plant and corporate stakeholders to support planning and reporting initiatives.
Supports leadership through preparation of financial analysis, presentations, and reporting materials.
Impact
Direct: Supports accurate financial planning, reporting, and operational analysis activities.
Indirect: Contributes to improved business decision-making, operational efficiency, and financial performance across the organization.
Experience and Education
Bachelor?s degree in Finance, Accounting, Business, Economics, or related field required.
Two to five years of experience in financial analysis, FP&A, accounting, or related finance functions preferred.
Experience in manufacturing, industrial, mining, cement, or heavy operational environments preferred.
Experience with SAP, Oracle, or similar ERP platforms preferred.
Advanced Excel proficiency required.
Experience with Power BI or financial reporting tools considered a plus.
Success Profile
Strong analytical and financial problem-solving mindset.
High attention to detail and accuracy.
Effective communication and presentation skills.
Ability to work independently and manage multiple priorities.
Collaborative and team-oriented approach.
Comfortable working in dynamic operational environments.
Role model of UNA Culture values.