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Manager Financial Planning Analysis Jobs in Appleton, WI

Plant P&L management and forecasting General Accounting * Finance reporting * Account ... Financial Planning & Analysis (FP&A) * Treasury * Internal Audit * Tax * Cost Accounting * Accounts ...

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

... analysis, improving financial acumen of the business, building models, and strategic planning. The ... Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property ...

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

You will proactively participate in key operations analysis and continuous improvement. WHAT YOU ... Our principal office is in London and our management office in the United States is in Minneapolis.

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

You will proactively participate in key operations analysis and continuous improvement. WHAT YOU ... Our principal office is in London and our management office in the United States is in Minneapolis.

Financial Advisor

De Pere, WI · On-site

$150 - $200/hr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Financial Advisor

Appleton, WI · On-site

$150 - $200/hr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Financial Advisor

Oshkosh, WI · On-site

$150 - $200/hr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Financial Advisor

Appleton, WI · On-site

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Financial Advisor

Oshkosh, WI · On-site

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Showing results 41-60

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 Sep 8, 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 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 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 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 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 job categories do people searching Manager Financial Planning Analysis jobs in Appleton, WI look for?

The top searched job categories for Manager Financial Planning Analysis jobs in Appleton, WI 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 79% In-person, 14% Hybrid, and 7% Remote job distribution, with an average salary of $118,075 per year, or $56.8 per hour.

Financial Consultant

Allouez, WI • On-site

WealthBridge Financial Group
Finance and Insurance • 51 - 200 employees

Other

Medical, Dental, Vision, Life, Retirement

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


Job description

Job Description
Job Description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support