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Manager Financial Planning And Analysis Jobs in Boca Raton, FL

US Claims Capital LLC

FP&A Analyst

Boca Raton, FL · On-site

As an FP&A Analyst, you will play a key role in supporting the Director of FP&A and senior ... Lead ad hoc financial analysis and special projects requested by senior management or executive ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

... (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role, you will take a ... Exceptional organizational and project management skills. * Strong analytical and problem-solving ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

... (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role, you will take a ... Exceptional organizational and project management skills. * Strong analytical and problem-solving ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

... (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role, you will take a ... Exceptional organizational and project management skills. * Strong analytical and problem-solving ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

... (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role, you will take a ... Exceptional organizational and project management skills. * Strong analytical and problem-solving ...

Titan America

Financial Analyst

Deerfield Beach, FL · On-site

... (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role, you will take a ... Exceptional organizational and project management skills. * Strong analytical and problem-solving ...

Prism Resources

FP&A Manager

Delray Beach, FL

... analyses. Prepare financial presentation materials for management Prepare and improve monthly ... Experience utilizing Workday Adaptive Planning Prism Resources is an equal opportunity employer.

Robert Half

Sr. FP&A Manager

Oakland Park, FL · On-site

$103K - $141K/yr

At least 7 years of progressive experience in financial planning and analysis or broader corporate finance roles. * Recent experience in an FP& A leadership position such as FP& A Manager, Senior FP ...

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All JobsFinancial Planning And Analysis JobsManager Financial Planning And Analysis JobsManager Financial Planning And Analysis Jobs in Boca Raton, FL

Manager Financial Planning And Analysis information

See Boca Raton, FL salary details

$57.9K

$114.8K

$149.5K

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

As of Aug 22, 2026, the average yearly pay for manager financial planning and analysis in Boca Raton, FL is $114,837.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,100.00 and $131,400.00 per year, depending on experience, location, and employer.

What does a manager financial planning and analysis do?

A Manager of Financial Planning and Analysis (FP&A) oversees the budgeting, forecasting, and financial analysis functions within an organization. They work closely with department heads to analyze financial data, develop strategic plans, and provide insights to support key business decisions. Their responsibilities often include preparing financial reports, monitoring performance against budgets, and identifying opportunities for cost savings or revenue growth. This role is essential for guiding the company's financial direction and ensuring informed decision-making at the executive level.

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

To thrive as a Manager, Financial Planning and Analysis, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor’s degree in finance, accounting, or a related field. Proficiency in financial modeling, advanced Excel, ERP systems (like SAP or Oracle), and often a CPA, CFA, or MBA is highly valued. Exceptional communication, leadership, and strategic thinking skills help you present insights and collaborate across departments. These abilities are crucial for driving accurate forecasting, informed business decisions, and effective financial management within an organization.

What are some common challenges faced by a manager financial planning and analysis, and how can they be addressed?

Managers in Financial Planning and Analysis (FP&A) often encounter challenges such as balancing multiple priorities during budgeting cycles, ensuring data accuracy across complex financial models, and effectively communicating insights to non-financial stakeholders. To address these challenges, strong organizational skills, attention to detail, and the ability to translate financial data into actionable business recommendations are essential. Additionally, collaborating closely with various departments and leveraging advanced analytics tools can help streamline processes and improve forecast reliability.

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

AspectManager Financial Planning And AnalysisFinancial Analyst
CredentialsBachelor's degree, often MBA or CPA preferredBachelor's degree in finance, accounting, or related field
Work EnvironmentLeads teams, strategic planning, cross-department collaborationAnalyzes data, prepares reports, supports decision-making
ResponsibilitiesOversees budgeting, forecasting, financial modeling, team managementData analysis, variance analysis, financial reporting

The Manager Financial Planning And Analysis typically has more strategic responsibilities and team leadership duties, while the Financial Analyst focuses on data analysis and reporting. Both roles require strong financial skills, but the manager position involves higher-level planning and oversight.

What are the most commonly searched types of Financial Planning And Analysis jobs in Boca Raton, FL?

The most popular types of Financial Planning And Analysis jobs in Boca Raton, FL are:

What are popular job titles related to Manager Financial Planning And Analysis jobs in Boca Raton, FL?

For Manager Financial Planning And Analysis jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Manager Financial Planning And Analysis jobs in Boca Raton, FL look for?

The top searched job categories for Manager Financial Planning And Analysis jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Manager Financial Planning And Analysis jobs?

Cities near Boca Raton, FL with the most Manager Financial Planning And Analysis job openings:

Manager Financial Planning And Analysis jobs near you
Infographic showing various Manager Financial Planning And Analysis job openings in Boca Raton, FL as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $114,837 per year, or $55.2 per hour.

Financial Planning Associate / Paraplanner

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

About Tobias Financial Advisors

Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visithttps://tobiasfinancial.com/who-we-are/careers/to learn more about careers at TFA.

Financial Planning Associate
Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You'll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.

This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.

What you will get to do

  • Assist advisory team on client research, meeting preparations and meeting follow-up.
  • Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
  • Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
  • Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
  • Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
  • Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
  • Support firm's tax planning process to include research and preparation of client income tax plans.
  • Learn and adapt to service needs of various clients in order to answer day-to-day questions.

What we seek in a candidate

  • 2+ years of client service or business-related experience
  • Bachelor's degree in business or related field; specialization or graduate from financial planning program highly preferred
  • Experience in wealth management, financial planning, or financial services highly preferred.
  • Demonstrated passion for the Financial Planning profession.
  • Foundations in Financial Planning: Registered Paraplanner designation a plus
  • Ability to identify, meet, and follow through with client needs and requirements.
  • Organized with a strong attention to detail and ethical standards.
  • Ability to think strategically to improve internal client service and planning processes or develop new ones.
  • Commitment to team culture, development, and personal professional growth

Benefits offered to you include

  • Competitive health insurance plan with 100% of the cost covered for the employee.
  • Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
  • Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
  • Unlimited PTO program
  • Paid parental leave available.
  • Paid learning and development opportunities, including tuition reimbursement.
  • Employee wellness program, which includes financial, emotional, physical and other wellness areas.
  • 401(k) retirement plan with employer contribution and profit sharing
  • Daily healthy snacks and frequent team building lunches, charitable and other activities.


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background and employment credit check.

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