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Financial Planning Jobs in Roy, UT (NOW HIRING)

Financial Planning and Analysis Manager

Ogden, UT · On-site

$103K - $135K/yr

The FP&A Manager will design and implement processes, systems, and reporting that improve visibility into performance and enhance long-term planning capabilities. Key Responsibilities Financial ...

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Lead, Finance - FP&A

Salt Lake City, UT · On-site

$82K - $102K/yr

Lead, Financial Planning & Analysis (FP&A) Job Code: 42652 Job Location: Salt Lake City, UT or Melbourne, FL Job Schedule: 9/80: Employees work 9 out of every 14 days- totaling 80 hours worked- and ...

Financial Advisor

Farmington, UT · On-site

$61 - $250/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

Financial Advisor

Farmington, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Farmington, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Farmington, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

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Financial Planning information

See Roy, UT salary details

$33.9K

$57.8K

$99.7K

How much do financial planning jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planning in Roy, UT is $57,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,400.00 and $65,300.00 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.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

What are popular job titles related to Financial Planning jobs in Roy, UT?

For Financial Planning jobs in Roy, UT, the most frequently searched job titles are:

What job categories do people searching Financial Planning jobs in Roy, UT look for?

The top searched job categories for Financial Planning jobs in Roy, UT are:

What cities near Roy, UT are hiring for Financial Planning jobs?

Cities near Roy, UT with the most Financial Planning job openings:

Infographic showing various Financial Planning job openings in Roy, UT as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $57,816 per year, or $27.8 per hour.

Financial Planning & Analysis Director

Galloway & Company

Farmington, UT • On-site

$170K - $180K/yr

Other

This job post has expired today. Applications are no longer accepted.


Job description

Job Description
Job Description
About the Company

Galloway & Company, Inc. is a people-first company where collaboration, innovation, and career growth are at the heart of everything we do. You will grow personally and professionally with a supportive culture, flexible work environment, and strong focus on leadership development. You'll also work on diverse, impactful projects alongside multidisciplinary professionals who are passionate about making a difference. At Galloway, you're not just building communities — you're building a fulfilling career.

Job Summary

The Financial Planning & Analysis (FP&A) Manager is responsible for leading financial planning, forecasting, reporting, and performance analysis to support executive decision-making. Reporting directly to the Chief Financial Officer (CFO), this role will build and maintain scalable financial processes, improve KPI visibility, and support acquisition integration as the organization continues to grow.

This role is initially an individual contributor position with a clear path to managing FP&A analyst resources as the function scales. The FP&A Manager will play a critical role in translating financial data into actionable insights and establishing a best-in-class FP&A infrastructure.

Duties & Responsibilities
  • Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes
  • Develop and maintain management reporting packages (MRP), including variance analysis and executive dashboards
  • Track and analyze key performance indicators (KPIs), including utilization, revenue drivers, and profit center performance
  • Partner with operational leaders to provide financial insights, identify risks and opportunities, and support decision-making
  • Support acquisition integration, including consolidated reporting, pro forma financials, and synergy tracking
  • Build and maintain financial models to evaluate business performance and strategic initiatives
  • Improve financial reporting processes, systems, and data integrity across ERP, BI, and Excel-based tools
  • Standardize reporting workflows to improve efficiency and scalability
  • Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation
  • Prepare materials for executive leadership, board reporting, and external stakeholders as needed
  • Collaborate with accounting to ensure alignment between financial reporting and planning processes
Required Skills & Abilities
  • Strong financial modeling, forecasting, and analytical skills
  • Ability to synthesize complex data into clear, actionable insights
  • Strong communication and presentation skills, including executive-level reporting
  • High attention to detail and accuracy
  • Strong organizational and project management capabilities
  • Ability to manage multiple priorities in a fast-paced, growth-oriented environment
  • Strong business acumen and cross-functional collaboration skills
  • Demonstrated ability to improve processes and build scalable systems
Technical Skills
  • Advanced Microsoft Excel and financial modeling
  • Experience with ERP systems (e.g., Deltek or similar project-based systems)
  • Experience with BI tools (e.g., Power BI)
  • Familiarity with EPM tools (e.g., Adaptive Planning) preferred
  • Exposure to data automation, reporting tools, or data warehousing is a plus
Competencies

Analytical Thinking – Applies strong critical thinking to evaluate financial data and identify trends

Initiative – Proactively identifies opportunities and drives improvements

Attention to Detail – Ensures accuracy and quality in all financial outputs

Collaboration – Builds effective partnerships across finance and operations

Adaptability – Thrives in a dynamic, high-growth environment

Accountability – Takes ownership of deliverables and outcomes

Integrity – Maintains high ethical standards and confidentiality

Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • MBA, CPA, or CFA preferred
  • 5–8 years of progressive experience in FP&A, corporate finance, or related roles
  • Experience in a professional services, AEC, or project-based environment preferred
  • Experience supporting high-growth or acquisition-driven organizations strongly preferred
  • Proven experience building or improving financial reporting processes
Supervision Given & Received

Reports directly to the Chief Financial Officer (CFO) and operates initially as an individual contributor. This role is expected to evolve to include management of FP&A analyst resources as the function grows, while working closely with accounting, operations, and executive leadership to support financial planning and decision-making.

Compensation

Base Salary: $170,000 – $180,000 annually; Bonus Opportunity

Beyond Base Salary

We’ve cultivated a culture rooted in collaboration, growth, and innovation. Here’s what you can expect:

  • 100% employer-paid benefits, setting a high standard in the industry

  • Opportunities for biannual performance bonuses and profit sharing

  • A workplace culture that emphasizes internal promotion, mentorship, and career advancement

  • Nationally recognized as a great place to work—thanks to our outstanding teams and commitment to quality

All applicants must be legally authorized to work in the United States. Galloway does not sponsor H1-B or other work visa petitions. Pre-employment and ongoing drug screening is required.

Galloway & Company Inc. is proud to be an Equal Opportunity Employer. We welcome applicants from all backgrounds, including protected veterans and individuals with disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities