ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Indiana (NOW HIRING)

Lids

FP&A Analyst

Indianapolis, IN · On-site

... * Assist with the preparation and analysis of monthly financial statements. * Aid in the ... wage planning, sales budgets, and store bonus calculations/payouts. * Perform other duties and ...

Robert Half

FP&A Manager

West Lafayette, IN · On-site

$130K - $145K/yr

Lead financial planning, budgeting, forecasting, and performance reporting processes * Build and ... making * Assist leadership in identifying risks, opportunities, and areas for continuous ...

Lids

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Description Sr. FP&A Analyst About Our Company Lids Sports Group is the largest licensed sports ... * Assist with the preparation and analysis of monthly financial statements. * Aid in the ...

Martin Marietta

Sr. FP&A Analyst

Indianapolis, IN

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Martin Marietta

Sr. FP&A Analyst

Indianapolis, IN

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

Martin Marietta Materials

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Build scalable, standardized models and analysis. * Assist in administration of the recurring ... financial planning, modeling, and variance analysis. * You've acquired a minimum of 5 years in an ...

CFS

Financial Analyst

Indianapolis, IN

... planning and select general accounting functions • Assist leadership with performance tracking, reporting, and forward-looking analysis Qualifications for the Financial Analyst: • Bachelor ...

next page

Showing results 1-20

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Indiana

Financial Planning Assistant information

See Indiana salary details

$33.8K

$57.7K

$99.4K

How much do financial planning assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial planning assistant in Indiana is $57,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,200.00 per year, depending on experience, location, and employer.

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 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 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.

What is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

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 does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Indiana? The most popular types of Financial Planning jobs in Indiana are:
What are popular job titles related to Financial Planning Assistant jobs in Indiana? For Financial Planning Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Indiana look for? The top searched job categories for Financial Planning Assistant jobs in Indiana are:
What cities in Indiana are hiring for Financial Planning Assistant jobs? Cities in Indiana with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,681 per year, or $27.7 per hour.
AmeriQual Foods - Director Financial Planning and Analysis

AmeriQual Foods - Director Financial Planning and Analysis

AMERIQUAL

Evansville, IN • On-site

Other

Posted 6 days ago

AmeriQual rating

5.2

Company rating: 5.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

381st of 432 rated food and drinks producers

Job description

Description
Position Overview
The Director of FP&A serves as a strategic finance leader responsible for driving financial planning, performance analysis, and value creation across the organization. This role partners closely with the CFO, executive leadership team, private equity sponsors, lenders, and the Board of Directors to deliver actionable insights that support EBITDA growth, cash flow optimization, and strategic decision-making.
This individual will lead the company's forecasting, budgeting, and long-range planning processes while building scalable financial models and enhancing reporting capabilities in a fast-paced, PE-backed environment.
Key Responsibilities
Strategic Finance & Business Partnership
  • Act as a key advisor to the CFO and executive team on financial performance, risks, and opportunities
  • Translate operational drivers (volume, pricing, labor, plant efficiency, commodity costs) into financial outcomes
  • Provide scenario modeling and sensitivity analysis to support pricing strategy, margin expansion, and capital allocation
  • Partner with operations, sales, and supply chain to drive accountability against financial targets
  • Partner with CFO on lender reporting, covenant tracking, and liquidity forecasting
  • Support interactions with banks and lenders, including borrowing base support and refinancing efforts
  • Develop cash flow projections and working capital analysis to optimize liquidity and capital structure

Planning, Forecasting & Reporting
  • Lead the annual budget, monthly reforecast, and long-range planning (LRP) processes
  • Develop and maintain integrated 3-statement financial models (P&L, cash flow, balance sheet)
  • Own weekly, monthly, and quarterly reporting packages with variance analysis and actionable insights
  • Establish KPIs and dashboards to monitor performance (
  • Leverage Prophix (or similar FP&A tools) for budgeting, forecasting, and reporting automation
  • Utilize Sage X3 ERP data to drive accurate, real-time financial insights and operational analytics

Private Equity & Board Engagement
  • Prepare and deliver board-level materials, including performance reviews, variance analysis, and forward-looking projections
  • Build investor-ready presentations highlighting EBITDA drivers, working capital trends, and strategic initiatives
  • Support ad hoc requests from private equity sponsors, including deep-dive analyses and value creation tracking
  • Assist in preparation of investment theses, strategic reviews, and exit readiness materials

Performance Improvement & Value Creation
  • Identify and drive EBITDA improvement opportunities across pricing, cost structure, and operational efficiency
  • Lead analysis on cost drivers including labor, commodities, freight, and overhead
  • Support M&A activity including financial modeling, diligence, and integration planning
  • Implement best-in-class FP&A processes and tools to improve speed and accuracy of insights
  • Build and lead a high-performing FP&A team
  • Standardize reporting processes and improve financial systems and data integrity
  • Drive adoption of data-driven decision-making across the organization

Qualifications
  • 8-12+ years of progressive finance experience, including FP&A leadership roles
  • Experience in food manufacturing, CPG, or industrial manufacturing strongly preferred
  • Prior experience in a private equity-backed environment highly preferred
  • Demonstrated exposure to board presentations, investor relations, and lender interactions
  • Strong background in financial modeling, forecasting, and operational finance
  • Advanced financial modeling and analytical capabilities
  • Deep understanding of cost accounting, margin drivers, and plant operations
  • Proficiency with Sage X3 ERP and/or similar enterprise systems
  • Experience with Prophix or comparable FP&A / corporate performance management tools
  • Ability to synthesize complex data into clear executive-level insights
  • Strong communication skills with ability to present to CFO, CEO, Board, and investors
  • High sense of ownership, urgency, and accountability

Physical Requirements
While performing the duties of this job, employees are regularly required to: Sit or stand for extended periods of time; Use a computer, keyboard, and mouse regularly; Lift and carry light items (commonly 10-20 lbs, such as files, laptops, or office supplies); Read, interpret, and respond to written and digital information (documents, screens, reports); Communicate clearly in person, over the phone, and via email; Have normal or corrected vision and hearing sufficient for typical office tasks; Maintain focus and perform repetitive tasks. Work is completed in a facility where nuts, fruits, and other allergens are present.

What AmeriQual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply