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Financial Planning Assistant Jobs in Indiana (NOW HIRING)

Lochmueller Group

Financial Analyst

Indianapolis, IN · On-site

Support long-range business planning. * Assist with acquisition due diligence and financial modeling when required. Business Intelligence & Reporting (15%) * Help develop executive dashboards using ...

Lochmueller Group

Financial Analyst

Indianapolis, IN · On-site +1

Support long-range business planning. * Assist with acquisition due diligence and financial modeling when required. Business Intelligence & Reporting (15%) * Help develop executive dashboards using ...

Lochmueller Group

Financial Analyst

Indianapolis, IN · On-site

Support long-range business planning. * Assist with acquisition due diligence and financial modeling when required. Business Intelligence & Reporting (15%) * Help develop executive dashboards using ...

Heartland Food Products Group

Manager, FP&A

Carmel, IN · On-site

$140 - $180/hr

Key Responsibilities Strategic Financial Leadership * Assist with the businesses' annual operating plan (AOP), forecasting, long‑range planning, and monthly financial review processes. * Partner ...

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 ...

Authenticx

FP&A Manager

Indianapolis, IN · On-site

... and assist in preparing materials for board meetings and other senior-level communications. • ... FP&A experience, ideally within a SaaS or subscription-revenue business. • Strong financial ...

Authenticx

FP&A Manager

Indianapolis, IN

Position Summary The FP&A Manager partners with the CFO and cross-functional leaders to build ... Build and maintain recurring management reporting packages and assist in preparing materials for ...

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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 Aug 30, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% 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 Analyst

Indianapolis, IN • On-site

Lochmueller Group
Civil Engineering Construction • 51 - 200 employees
Learn more about Lochmueller Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Lochmueller Group is seeking an experienced Financial Analyst to serve as a strategic business partner to operations, project managers, and executive leadership across the company. This role will be based out of our Indianapolis or Evansville, Indiana office, depending on the selected candidate's location.
In this highly visible role, you will combine financial planning and analysis, project profitability management, business intelligence, and strategic financial modeling to help drive informed decisions, improve operational performance, and support the long-term success of our growing engineering consulting practice. This position works closely with project managers and leaders across the organization to translate data into actionable insights that enhance project outcomes and company performance. This is a unique opportunity to join an employee-owned firm identified as a 2026 Indiana Best Place to Work and Indiana ESOP Company of the Year.
Lochmueller Group is an engineering consulting firm with an emphasis on infrastructure. We provide multi-disciplined services for a variety of public agencies and private entities, including environmental analysis and permitting; transportation design; traffic engineering and transportation planning; water resources design; construction engineering and inspection; surveying; and land acquisition & appraisal.
For over 40 years, Lochmueller Group has helped communities reinvent their future through thoughtful, actionable planning and design. What truly sets Lochmueller apart is our people and the values that guide how we work:
CARDIA: Creativity; Accountability; Respect; Dedication; Integrity; Achievement
Lochmueller Group is a 100% employee-owned firm where our people are invested in each other's success and the long-term success of the company. We offer a collaborative environment that supports professional growth, encourages innovation, and provides opportunities to make a meaningful impact through your work. It's a place where talented professionals can build rewarding careers while helping shape the future of the communities we serve.
Primary responsibilities will include:
Project Cost Analysis (40%)
  • Monitor financial performance of engineering projects from proposal through closeout.
  • Analyze project budgets, labor utilization, subcontractor costs, overhead allocation, and profitability.
  • Participate in monthly project financial reviews for Project Managers and Operations Leadership.
  • Identify cost overruns, budget variances, and margin risks.
  • Help develop project profitability dashboards and Key Performance Indicators (KPIs).
  • Work with project teams to improve forecasting accuracy.
  • Support project closeout financial analysis and lessons learned.

Financial Planning & Analysis (30%)
  • Help prepare monthly financial reporting packages.
  • Help develop annual financial plan and monthly forecasts.
  • Analyze revenue, EBITDA, cash flow, and operating expenses.
  • Build financial models supporting strategic initiatives.
  • Perform trend analysis and scenario modeling.
  • Support long-range business planning.
  • Assist with acquisition due diligence and financial modeling when required.

Business Intelligence & Reporting (15%)
  • Help develop executive dashboards using Power BI, Excel, or similar reporting tools.
  • Automate recurring financial reports.
  • Analyze operational trends and recommend improvements.

Budgeting & Cost Control (10%)
  • Assist department managers with annual financial planning.
  • Monitor departmental spending.
  • Recommend cost-saving opportunities.
  • Support capital expenditure planning.

Strategic Finance (5%)
  • Participate in strategic planning initiatives.
  • Support pricing analysis for new proposals.
  • Analyze return on investment for major capital expenditures.
  • Assist in M&A analysis and integration activities.
  • Support ESOP valuation and financial reporting, if applicable.

Qualifications for this role:
  • Bachelor's Degree in Accounting, Finance, or a closely related field
  • 3 - 5+ years of financial analysis, FP&A, cost accounting, or project accounting experience
  • Experience in Architecture, Engineering & Construction (AEC), Engineering Consulting, Construction, or Professional Services preferred
  • Advanced proficiency with Microsoft Excel, Financial Modeling, Power BI (preferred), ERP systems (Deltek Vantagepoint, Deltek Vision, BST, or similar preferred), Microsoft Power Query, SQL (preferred)

What we offer:
  • Health & Wellness: medical, dental, vision, disability, and basic life insurance w/ option for additional voluntary life insurance
  • Work/Life Balance: vacation, holidays, sick leave, maternity/paternity leave, flexible scheduling & telecommuting opportunities
  • Wealth-Building: 401k w/ company match, student loan repayment benefit, ESOP, competitive compensation package
  • Professional Benefits: professional membership dues, career & educational development

Lochmueller Group is an Equal Opportunity/Affirmative Action employer. Lochgroup fully supports and maintains compliance with all state, federal, and local regulations. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, protected veteran status, genetic information, or any other category protected by federal, state, and local laws.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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