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Financial Planning Assistant Jobs in Indiana (NOW HIRING)

... * 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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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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 Aug 9, 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 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 are the most commonly searched types of Financial Planning jobs in Indiana? The most popular types of Financial Planning 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:
Infographic showing various Financial Planning Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,681 per year, or $27.7 per hour.

Financial Planning & Analysis (FP&A) Manager

GT Independence

South Bend, IN

$90K - $120K/hr

Full-time

Posted 10 days ago


GT Independence rating

6.4

Company rating: 6.4 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

87th of 239 rated social care providers


Job description

Financial Planning & Analysis (FP&A) Manager

Location: Hybrid. Headquarters is located in Sturgis, MI
Department: Finance
Reports to: Head of Finance

About GT Independence

GT Independence is a national, missiondriven Financial Management Services (FMS) organization supporting more than 55,000 people across the country in selfdirecting their longterm services and supports. We help individuals hire the caregivers they trust while we handle payroll, taxes, billing, enrollment, and compliance—ensuring people of all ages and abilities can live the life they choose.

Rooted in values of selfdetermination, integrity, respect, community, and professionalism, GT combines personcentered service with innovative technology to make selfdirection simple and empowering.

Position Summary

The FP&A Manager is a key strategic partner responsible for driving financial clarity, performance, and insight across GT Independence. You will lead budgeting, forecasting, modeling, and reporting efforts that support decisionmaking in a multistate, multiprogram environment.

This role blends analytical depth with strong business partnership, helping teams across GT from operations to technology to enrollment understand financial impacts, identify opportunities, and drive scalable, sustainable growth. It’s an ideal role for someone who thrives in a missiondriven, highgrowth environment and enjoys transforming data into meaningful action.

Key Responsibilities

Financial Planning & Forecasting

  • Lead GT's annual budgeting process and quarterly forecasting while supporting multi-year financial planning.
  • Build and maintain driverbased forecast models aligned with enrollment, caregiver activity, wage trends, and operational realities.
  • Partner with business leaders across the organization to align assumptions and develop accurate, data-driven forecasts.

Reporting & Business Insights

  • Prepare monthly and quarterly reporting packages, including KPI dashboards, variance analysis, and narrative insights for leadership.
  • Analyze revenue, margins, cost trends, and statespecific program performance to highlight risks, opportunities, and operational improvements.
  • Monitor and interpret financial outcomes tied to program transitions, state launches, and organizational initiatives.

Financial Modeling & Strategic Support

  • Develop and refine financial models that support scenario analysis, pricing strategy, program economics, and longterm planning.
  • Provide financial analysis and modeling to support new initiatives, technology investments, and market expansion decisions.

CrossFunctional Partnership

  • Work closely with operations, customer support, enrollment teams, technology, and government relations to translate financial data into actionable guidance.
  • Support state transition efforts and organizational rollouts with performance monitoring and financial insights.

Process, Systems & Data Improvement

  • Improve financial reporting processes, automate recurring analyses, and enhance data accuracy and availability.
  • Assist with optimizing financial tools, systems, and workflows to support a scalable, technologyenabled FP&A function.

Qualifications

Required

  • Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
  • 5-7+ years of FP&A, financial modeling, budgeting, or similar analytical experience.
  • Advanced Excel skills with demonstrated modeling expertise.
  • Strong ability to interpret financial results and communicate insights to nonfinancial teams.
  • Experience working crossfunctionally and managing multiple priorities in a fastpaced environment.

Preferred

  • Background in healthcare services, Medicaid LTSS, FMS, or other regulated service environments.
  • Experience supporting multistate or multientity operations.
  • Familiarity with FP&A or ERP systems and reporting tools (e.g., Adaptive, Anaplan, Power BI, NetSuite).
  • Passion for missiondriven, personcentered work.

Core Competencies

  • Analytical & Financial Rigor
  • Strategic Problem Solving
  • Modeling & Forecasting Expertise
  • Clear Communication & Data Storytelling
  • Collaboration & Influence
  • Process Improvement
  • Integrity & Accountability
  • MissionDriven Mindset

Why Join GT Independence?

At GT, you’ll contribute to work that truly matters helping individuals across the country live independently and on their own terms. You’ll join a collaborative, valuesdriven organization known for exceptional service, innovative technology, and a deep commitment to community. As FP&A Manager, you’ll have a direct influence on GT’s growth and impact while shaping the financial visibility and operational performance of a rapidly expanding national organization.

Qualifications
Education
Required

Bachelors or better in Accounting or related field.

Bachelors or better in Business Administration or related field.

 
Experience
Required
5-7+ years of FP&A, financial modeling, budgeting, or similar analytical experience

What GT Independence employees say

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Benefits

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