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Manager Financial Planning Analysis Jobs in Appleton, WI

Financial Planner

Appleton, WI

$74K - $99K/yr

Analyze outside portfolios and develop recommendations with limited Advisor oversight. * Contribute to improving financial planning processes. * Manage new client onboarding. * Mentor Paraplanners ...

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Analyze outside portfolios and develop recommendations with limited Advisor oversight. * Contribute to improving financial planning processes. * Manage new client onboarding. * Mentor Paraplanners ...

... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ... financial modeling, data analysis, and other reasoning exercises related to finance management * A ...

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Showing results 1-20

Manager Financial Planning Analysis information

See Appleton, WI salary details

$59.5K

$118.1K

$153.7K

How much do manager financial planning analysis jobs pay per year?

As of Aug 10, 2026, the average yearly pay for manager financial planning analysis in Appleton, WI is $118,075.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,900.00 and $135,100.00 per year, depending on experience, location, and employer.

What is the difference between Manager Financial Planning Analysis vs Financial Analyst?

AspectManager Financial Planning AnalysisFinancial Analyst
ResponsibilitiesOversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial modelsPerforms data analysis, prepares reports, and supports budgeting processes
Required CredentialsBachelor's degree in finance, accounting, or related field; often MBA or CPA preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentCorporate finance departments, often in larger organizationsFinancial services firms, corporations, or consulting firms

While both roles require strong financial analysis skills and relevant credentials, the Manager Financial Planning Analysis typically leads teams and handles strategic planning, whereas the Financial Analyst focuses on data analysis and reporting to support decision-making.

What are the key skills and qualifications needed to thrive as a manager financial planning analysis, and why are they important?

To thrive as a Manager Financial Planning Analysis, you need strong analytical skills, advanced knowledge of financial modeling, and a background in finance or accounting, typically supported by a bachelor’s or master’s degree and often a CPA or CFA certification. Expertise in financial planning software such as Hyperion, SAP, or Oracle, and advanced proficiency in Excel, are essential technical requirements. Excellent leadership, communication, and problem-solving skills help build effective teams and convey complex financial insights to stakeholders. These skills and qualities are crucial for driving strategic decision-making, ensuring accurate forecasting, and supporting organizational financial health.

What is a manager financial planning analysis?

A Manager of Financial Planning and Analysis (FP&A) is responsible for overseeing a company's budgeting, forecasting, and financial analysis processes. They work closely with senior management to provide insights that drive business decisions, improve financial performance, and support strategic planning. This role typically involves analyzing financial data, preparing reports, and presenting recommendations to leadership. FP&A managers also help identify trends, risks, and opportunities to ensure the organization's financial health.

How does a manager financial planning analysis typically collaborate with other departments to support business decision-making?

A Manager of Financial Planning and Analysis (FP&A) works closely with various departments such as operations, sales, and marketing to gather data and insights that inform financial forecasts and budgets. They facilitate cross-functional meetings to understand business needs, align financial strategies, and provide actionable recommendations. Effective communication with department heads ensures that financial plans are realistic and support overall organizational goals. This collaborative approach helps drive informed business decisions and strengthens the company’s financial performance.
What are popular job titles related to Manager Financial Planning Analysis jobs in Appleton, WI? For Manager Financial Planning Analysis jobs in Appleton, WI, the most frequently searched job titles are:
What cities near Appleton, WI are hiring for Manager Financial Planning Analysis jobs? Cities near Appleton, WI with the most Manager Financial Planning Analysis job openings:
Infographic showing various Manager Financial Planning Analysis job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution, with an average salary of $118,075 per year, or $56.8 per hour.

Finance Profitability Manager FP&A

Associatedbank

Green Bay, WI • On-site

Full-time

Retirement, PTO

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


Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

The Profitability Manager - FP&A leads enterprise profitability analytics and owns the methodologies that govern revenue, cost, capital, and risk-adjusted return attribution across the bank. This role serves as a key finance partner and subject matter expert on profitability analytics, collaborating with Treasury, Accounting, and business leaders to deliver actionable insights that support pricing, capital allocation, and strategic decision-making.

Key Accountabilities

  • Oversee and improve profitability methodologies (capital allocation, cost allocation, revenue attribution, FTP) ensuring consistency, transparency, and documentation
  • Produce management financials and segment report
  • Lead enterprise profitability reporting and analytics (NIM, fees, expenses, capital usage, RAROC/ROE/ROA) with clear executive insights
  • Partner with Treasury to manage FTP and evaluate spreads, margin dynamics, funding mix, and rate sensitivity
  • Oversee cost allocation and activity-based costing; maintain capital attribution aligned with RWA frameworks
  • Deliver customer, product, and segment profitability analysis; explain results and drivers to senior leadership
  • Provide decision support for pricing, new products, M&A, and strategic initiatives through scenario and stress analysis
  • Integrate profitability into budgeting, forecasting, and long-range planning; enhance forward-looking models
  • Maintain governance and controls, including model validation support, regulatory alignment, and methodology change management

Education and Experience

Required

  • Bachelor's in Finance, Accounting, Economics, or related (required)
  • 7-10+ years in Bank FP&A, Treasury, or Profitability Analytics
  • Direct experience with banking profitability methodologies
  • Strong knowledge of NII, FTP, capital frameworks, and cost allocation
  • Strong governance, documentation, and communication skills

Preferred

  • MBA/CMA/CPA
  • SQL and BI tools (Power BI, Tableau)
  • ALM/FTP systems (QRM, Empyrean, Moody's)
  • Regional bank experience

Why You'll Love Working Here

At Associated Bank, you'll have the opportunity to make a meaningful impact while collaborating with talented colleagues across the organization. We foster a culture of continuous learning, leadership development, and career growth, empowering employees to bring new ideas and drive results. Join a team where your expertise will help shape business decisions and contribute to long-term success. Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$78,680.00 - $134,880.00 per year