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Financial Planning Jobs in Raleigh, NC (NOW HIRING)

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

This role is ideal for someone with 3-5 years of progressive FP&A or corporate finance experience within a mid-sized, multi-unit retail, consumer, or omnichannel organization . This is a hybrid ...

CData Software, Inc.

Senior FP&A Analyst

Chapel Hill, NC · On-site

$72K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior FP&A Analyst Job Summary The Sr. FP&A Analyst will play a critical role in driving financial visibility, rigorous analysis, and data-driven decision-making across the business. This is a high ...

Heelstone Renewable Energy

Sr. FP&A Analyst

Durham, NC · On-site

$82K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION TITLE: Sr. FP&A Analyst WHO WE ARE Heelstone Renewable Energy is a utility-scale solar, wind, and storage developer headquartered in Durham, NC, with expertise in developing, originating ...

Heelstone Renewable Energy

Sr. FP&A Analyst

Durham, NC · Hybrid

$82K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION TITLE: Sr. FP&A Analyst WHO WE ARE Heelstone Renewable Energy is a utility-scale solar, wind, and storage developer headquartered in Durham, NC, with expertise in developing, originating ...

Xylem

Manager, MCS FP&A

Morrisville, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Manager, MCS FP&A will lead the core financial planning and analysis activities for the Measurement & Control Solutions (MCS) segment, including forecasting, budgeting, long-range planning, and ...

Heelstone Renewable Energy

Sr. FP&A Analyst

Durham, NC · On-site

$82K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION TITLE: Sr. FP&A Analyst WHO WE ARE Heelstone Renewable Energy is a utility-scale solar, wind, and storage developer headquartered in Durham, NC, with expertise in developing, originating ...

Deloitte

FP&A Advise Senior Consultant

Raleigh, NC

$113K/yr

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed ...

Xylem

Manager, MCS FP&A

Morrisville, NC · On-site

$120K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Manager, MCS FP&A will lead the core financial planning and analysis activities for theMeasurement & Control Solutions (MCS)segment, including forecasting, budgeting, long-range planning, and ...

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · On-site

$72K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

This role is ideal for someone with 3-5 years of progressive FP&A or corporate finance experience within a mid-sized, multi-unit retail, consumer, or omnichannel organization . This is a hybrid ...

Fleet Feet

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

This role is ideal for someone with 3-5 years of progressive FP&A or corporate finance experience within a mid-sized, multi-unit retail, consumer, or omnichannel organization . This is a hybrid ...

Teleflex

Manager, FP&A

Morrisville, NC

Position Summary The Manager, Financial Planning & Analysis, is a hands-on role that oversees ongoing analysis of the Company's business operations. Responsibilities include annual budgeting ...

Ipas

Financial Analyst, FP&A

Chapel Hill, NC · On-site

Promptly identify, provide preliminary analysis of, and escalate financial compliance and ERP issues for resolution. * Support the upload and maintenance of donor-approved budgets for projects and ...

Teleflex

Manager, FP&A

Morrisville, NC · On-site

Position Summary The Manager, Financial Planning & Analysis, is a hands-on role that oversees ongoing analysis of the Company's business operations. Responsibilities include annual budgeting ...

Ipas

Financial Analyst, FP&A

Chapel Hill, NC · Remote

Promptly identify, provide preliminary analysis of, and escalate financial compliance and ERP issues for resolution. * Support the upload and maintenance of donor-approved budgets for projects and ...

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Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Jobs in Raleigh, NC

Financial Planning information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do financial planning jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial planning in Raleigh, NC is $58,921.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $66,600.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

What are the most commonly searched types of Financial Planning jobs in Raleigh, NC?

The most popular types of Financial Planning jobs in Raleigh, NC are:

What are popular job titles related to Financial Planning jobs in Raleigh, NC?

For Financial Planning jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Planning jobs in Raleigh, NC look for?

The top searched job categories for Financial Planning jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Planning jobs?

Cities near Raleigh, NC with the most Financial Planning job openings:

Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $58,921 per year, or $28.3 per hour.

Director of Financial Planning & Analysis

Investors Title Company and Affiliates

Morrisville, NC • Hybrid

Full-time

Re-posted 24 days ago

Job description

Director of Financial Planning & Analysis
Investors Title Insurance Company
Morrisville, NC (hybrid or remote in NC)
Step into a high-impact leadership role where you'll be a strategic partner for a fast-moving managed agency operation. You'll work directly with Marketing and Operations, steer planning and reporting, and build scalable controls that keep a growing business on track. If you enjoy owning the full finance stack-from budgeting and cash to SOX-level controls and M&A-this may be the opportunity for you.
Why You'll Love This Role:
  • Strategic seat at the table as Finance's partner to Marketing and Operations, with direct influence on profitability, value creation, and growth.
  • Ownership across planning, accounting, reporting, and financial operations; real scope to modernize processes and tools.
  • Opportunity to design and enforce SOX-level internal controls across a multi-entity environment.
  • Visibility into capital planning and transactions (acquisitions, divestitures, mergers).
  • A platform to leverage modern systems and build data-driven decisioning at scale.
What You'll Do:
  • Lead Planning & Forecasting
    • Own annual operating and capital budgets; deliver two in-year projections.
    • Drive executive cash and capital planning for agency start-ups, wind-downs, and ongoing sufficiency.
  • Own Accounting & Reporting
    • Oversee revenue and expense accounting for all agencies; certify accuracy.
    • Analyze and explain monthly results in clear written and verbal narratives.
  • Oversee Financial Operations (Matrixed)
    • Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
  • Build Controls & Standards
    • Partner with the VP-Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
  • Finance for Growth & Change
    • Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
  • Lead Admin & Risk Basics
    • Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.
What We're Looking For:
  • Education
    • Bachelor's in Accounting, Finance, or related field (required); CPA preferred.
  • Experience
    • 8+ years progressively responsible in accounting/finance with 3+ years leading teams.
    • Background in financial services or other white-collar services; multi-entity/divisional exposure.
    • Hands-on with NetSuite, Blackline, Power BI, and Excel-based reporting tools.
    • Proven workflow design and process improvement experience; track record building scalable operations for growth.
  • Skills & Attributes
    • Leader-coach with high integrity, strong communication, and analytical acumen.
    • Change-ready, proactive, and energized by continuous improvement.
    • Advanced Excel proficiency.
Recognized as an industry leader, Investors Title Insurance Company provides residential and commercial title insurance and innovative business solutions for our partners. The company's financial strength is consistently recognized by rating agencies such as A.M. Best as being among the highest rated in the industry.
The Company is an equal-opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, and other protected class characteristics.
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