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Financial Planning Assistant Jobs in Virginia (NOW HIRING)

INDEVCO North America

FP&A Analyst

Doswell, VA · On-site

Support continuous improvement and Lean Manufacturing initiatives with financial insights * Assist ... Ensure data integrity across ERP systems (currently using AX) * Support implementation of planning ...

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

[solidcore]

FP&A Analyst

Arlington, VA · On-site

$85K - $97K/yr

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

Cesna Group

Sr. FP&A Analyst

Reston, VA · On-site

$50K - $100K/yr

... packages. * - Assist in developing dashboards and reporting tools to improve decision-making ... improve FP&A processes, reporting accuracy, and operational efficiencies. * - Support ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an active part of a collaborative team and share best practices * Assist our engineering and product teams ...

Range

Financial Planner

Mclean, VA · On-site

$80 - $120/hr

Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an active part of a collaborative team and share best practices * Assist our engineering and product teams ...

KBR, Inc.

Corporate FP&A Analyst

Arlington, VA · On-site

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Markon

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

KBR

Corporate FP&A Analyst

Arlington, VA · On-site

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Markon

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

Markon

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Markon is building a talent pool of FP&A Analysts to support future Intelligence Community customer ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Virginia

Financial Planning Assistant information

See Virginia salary details

$35.2K

$60.1K

$103.6K

How much do financial planning assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planning assistant in Virginia is $60,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $67,900.00 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 Virginia?

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

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

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

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

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

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

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

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,097 per year, or $28.9 per hour.

FP&A Analyst

INDEVCO North America

Doswell, VA • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Description

Position Overview

The FP&A Analyst supports financial planning, forecasting, and performance analysis across manufacturing operations. This role partners closely with plant leadership, operations, supply chain, and senior finance to provide insights on cost structure, productivity, and profitability drivers. The ideal candidate combines strong financial acumen with an understanding of manufacturing processes and cost behavior.

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Key Responsibilities

Financial Planning & Forecasting

  • Develop and maintain Annual Operating Plans, forecasts, and long-range plans for manufacturing operations
  • Partner with plant managers and controllers to align financial targets with operational plans
  • Monitor key cost drivers including labor, materials, overhead, and production volumes

Performance Analysis

  • Analyze monthly financial results versus plans, forecast, and prior periods
  • Identify variances in cost of goods sold (COGS), gross margin, and manufacturing expenses
  • Provide actionable insights to improve efficiency, reduce costs, and increase profitability

Cost & Operational Analysis

  • Support standard costing processes, including updates to labor and overhead rates
  • Analyze manufacturing variances (material usage, labor efficiency, scrap, yield, absorption)
  • Evaluate production performance, capacity utilization, and productivity metrics
  • Partner with supply chain to assess inventory levels, obsolescence, and working capital

Reporting & Decision Support

  • Prepare monthly management reports and dashboards for plant and corporate leadership
  • Build financial models to support capital investments, new product launches, and process improvements
  • Conduct scenario and sensitivity analyses (e.g., volume changes, input cost fluctuations)
  • Support business cases for capital expenditures (CapEx) and operational initiatives

Cross-Functional Collaboration

  • Partner with operations, engineering, and procurement teams to understand cost drivers
  • Support continuous improvement and Lean Manufacturing initiatives with financial insights
  • Assist in pricing analysis by evaluating cost structures and margin requirements

Process Improvement & Systems

  • Improve financial reporting tools and automate processes where possible
  • Ensure data integrity across ERP systems (currently using AX)
  • Support implementation of planning tools and dashboards

At INDEVCO, we provide our employees with a highly competitive benefits package, including life, medical, and dental insurance coverage, a 401(k) matching plan, paid vacation, and an Employee Tuition Reimbursement benefit for professional certifications and degree programs.


INDEVCO North America, Inc. is an equal opportunity employer. We embrace diversity and are dedicated to fostering an inclusive environment for all our employees.

Requirements

Education & Experience

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 2-5+ years of FP&A, cost accounting, or manufacturing finance experience
  • Experience in a manufacturing or industrial environment strongly preferred

Technical Skills

  • Strong financial modeling and analytical skills
  • Advanced Excel (pivot tables, modeling, data analysis)
  • Familiarity with ERP systems
  • Experience with BI tools is a plus

Business Skills

  • Solid understanding of cost accounting and manufacturing processes
  • Ability to translate complex data into clear business insights
  • Strong communication skills and business partnering mindset

Personal Attributes

  • Detail-oriented with strong problem-solving skills
  • Proactive and results-driven
  • Ability to work in a fast-paced, cross-functional environment

Apply