The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
Firm Enterprise Solutions Associate Director, Financial Planning and Analysis
Grand Rapids, MI · On-site
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
Firm Enterprise Solutions Associate Director, Financial Planning and Analysis
Grand Rapids, MI · On-site
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This ...
Financial Associate
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.
Quick apply
Financial Associate
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.
Financial Associate
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.
Quick apply
Financial Associate
Farmington Hills, MI · On-site
$80K - $100K/yr
The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.
... FP&A processes and operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex ...
... FP&A processes and operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex ...
Minimum 2 years of financial services or relevant experience * Attainment of CFP Certification is ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ...
Minimum 2 years of financial services or relevant experience * Attainment of CFP Certification is ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ...
Minimum 2 years of financial services or relevant experience * Attainment of CFP ® Certification ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits ...
Minimum 2 years of financial services or relevant experience * Attainment of CFP ® Certification ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits ...
Associate Wealth Advisor
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Associate Wealth Advisor
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Sr. Financial Analyst, Margin Planning & Attainment
Dearborn, MI · On-site
$78K - $98K/yr
Title: Sr. Financial Analyst - Margin Planning and Attainment Department: Finance Reports to ... Associate Responsibilities * Lead and own forecasts of key margin drivers impacting cash flow, COGS ...
Sr. Financial Analyst, Margin Planning & Attainment
Dearborn, MI · On-site
$78K - $98K/yr
Title: Sr. Financial Analyst - Margin Planning and Attainment Department: Finance Reports to ... Associate Responsibilities * Lead and own forecasts of key margin drivers impacting cash flow, COGS ...
Financial Advisor (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Quick apply
Financial Advisor (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Financial Advisor (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Quick apply
Financial Advisor (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Associate Wealth Advisor
Southfield, MI · On-site
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Associate Wealth Advisor
Southfield, MI · On-site
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Financial Planner (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Quick apply
Financial Planner (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Financial Planner (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Quick apply
Financial Planner (Traverse City, MI)
Traverse City, MI · On-site
$90K - $130K/yr
Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.) * 3+ years of Financial Services experience in a professional office environment * Current FINRA Series ...
Associate Advisor - Plymouth, MI
Plymouth, MI · Hybrid
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Plymouth, MI
Plymouth, MI · Hybrid
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Plymouth, MI
Plymouth, MI · On-site
$60K - $75K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Plymouth, MI
Plymouth, MI · On-site
$60K - $75K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Wealth Advisor
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Associate Wealth Advisor
$85K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Ability to create and ...
Direct and oversee departmental budgeting, forecasting, and financial planning activities. * Monitor revenues, expenditures, grants, and funding allocations to ensure fiscal accountability. * Prepare ...
Quick apply
Direct and oversee departmental budgeting, forecasting, and financial planning activities. * Monitor revenues, expenditures, grants, and funding allocations to ensure fiscal accountability. * Prepare ...
Direct and oversee departmental budgeting, forecasting, and financial planning activities. * Monitor revenues, expenditures, grants, and funding allocations to ensure fiscal accountability. * Prepare ...
Quick apply
Direct and oversee departmental budgeting, forecasting, and financial planning activities. * Monitor revenues, expenditures, grants, and funding allocations to ensure fiscal accountability. * Prepare ...
Financial Planning Associate information
See Michigan salary details
$12.15 - $16.42
13% of jobs
$18.17 is the 25th percentile. Wages below this are outliers.
$16.42 - $20.69
30% of jobs
The median wage is $21.98 / hr.
$20.69 - $24.95
24% of jobs
$27.41 is the 75th percentile. Wages above this are outliers.
$24.95 - $29.22
14% of jobs
$29.22 - $33.48
4% of jobs
$33.48 - $37.75
3% of jobs
$37.75 - $42.02
2% of jobs
$42.02 - $46.28
3% of jobs
$46.28 - $50.55
2% of jobs
$50.55 - $54.82
2% of jobs
$54.82 - $59.08
2% of jobs
$12
$27
$59
How much do financial planning associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?
What is the difference between Financial Planning Associate vs Financial Advisor?
| Aspect | Financial Planning Associate | Financial Advisor |
|---|---|---|
| Certifications | Typically requires a Series 7, Series 66, or CFP coursework | Often holds CFP certification, Series 7, Series 66, or other licenses |
| Work Environment | Supports financial advisors, works in financial firms or banks | Provides personalized financial advice to clients, works independently or in firms |
| Primary Responsibilities | Assists in preparing financial plans, research, client support | Creates financial plans, recommends investments, manages client portfolios |
Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.
What does a Financial Planning Associate do?
How does a Financial Planning Associate typically collaborate with senior advisors and clients?

Firm Enterprise Solutions Associate Director, Financial Planning and Analysis
Midland, MI • On-site
Other
This job post has expired today. Applications are no longer accepted.
Deloitte rating
8.1
Based on 90 frontline employees who took The Breakroom Quiz
59th of 148 rated financial services
Job description
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This role partners with finance and business leaders to translate strategy into financial plans, deliver actionable insights, and support business performance through analysis and reporting. The role is suited for a finance professional who can lead planning processes, connect financial results to business priorities, and coordinate effectively across stakeholder groups.
Recruiting for this role ends on 07/30/2026.
Work you'll do
As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning & Analysis team, you will be responsible for:
- Leading planning, forecasting, and financial reporting activities in support of business and finance leadership
- Translating business strategy into financial plans, outlooks, and performance analyses
- Analyzing financial results, identifying drivers of variance, and presenting insights to stakeholders
- Coordinating with business leaders and finance partners to support annual planning cycles and in-year forecast updates
- Developing materials, reporting, and analyses that support decision-making, resource planning, and business performance management
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The team and the role
The Financial Planning & Analysis (FP&A) organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes.
Within FP&A, the FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Senior Manager I role supports planning & forecasting processes on behalf of the business area and coordinates closely with Consulting Services business leaders as well as the OP and National FBPs across Consulting Services, and specific responsibilities and qualifications for this role are outlined below.
Qualifications
Required:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
- 8+ years of experience in financial planning and analysis, budgeting, forecasting, or finance business partnering
- Experience leading annual planning, monthly forecasting, variance analysis, and management reporting processes
- Experience supporting business leaders with financial analysis, performance reporting, and decision support
- Experience using Microsoft Excel, Microsoft PowerPoint, and financial planning or enterprise resource planning tools
- Experience leading teams, projects, or workstreams across finance and business stakeholders
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Master's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
- Experience supporting consulting or professional services organizations
- Experience with scenario modeling and long-range planning
- Experience with SAP, Hyperion, or Anaplan
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
- Experience preparing presentations and reporting for executive leadership
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
EA_ExpHire
EA_FA_ExpHire
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This role partners with finance and business leaders to translate strategy into financial plans, deliver actionable insights, and support business performance through analysis and reporting. The role is suited for a finance professional who can lead planning processes, connect financial results to business priorities, and coordinate effectively across stakeholder groups.
Recruiting for this role ends on 07/30/2026.
Work you'll do
As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning & Analysis team, you will be responsible for:
- Leading planning, forecasting, and financial reporting activities in support of business and finance leadership
- Translating business strategy into financial plans, outlooks, and performance analyses
- Analyzing financial results, identifying drivers of variance, and presenting insights to stakeholders
- Coordinating with business leaders and finance partners to support annual planning cycles and in-year forecast updates
- Developing materials, reporting, and analyses that support decision-making, resource planning, and business performance management
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The team and the role
The Financial Planning & Analysis (FP&A) organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes.
Within FP&A, the FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Senior Manager I role supports planning & forecasting processes on behalf of the business area and coordinates closely with Consulting Services business leaders as well as the OP and National FBPs across Consulting Services, and specific responsibilities and qualifications for this role are outlined below.
Qualifications
Required:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
- 8+ years of experience in financial planning and analysis, budgeting, forecasting, or finance business partnering
- Experience leading annual planning, monthly forecasting, variance analysis, and management reporting processes
- Experience supporting business leaders with financial analysis, performance reporting, and decision support
- Experience using Microsoft Excel, Microsoft PowerPoint, and financial planning or enterprise resource planning tools
- Experience leading teams, projects, or workstreams across finance and business stakeholders
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Master's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
- Experience supporting consulting or professional services organizations
- Experience with scenario modeling and long-range planning
- Experience with SAP, Hyperion, or Anaplan
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
- Experience preparing presentations and reporting for executive leadership
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
EA_ExpHire
EA_FA_ExpHire