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Manager Financial Planning Jobs in Alabama (NOW HIRING)

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

Proficient in use of CRM system (i.e., Salesforce). Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

... management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

... management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet ...

Adtran

Senior FP&A Analyst

Huntsville, AL · On-site

$79K - $99K/yr

Produce recurring management reporting packages and financial analyses for Finance leadership and ... Support financial planning and reporting processes within SAP Analytics Cloud (SAC) and related ...

Adtran

Senior FP&A Analyst

Huntsville, AL · On-site

$84K - $104K/yr

Produce recurring management reporting packages and financial analyses for Finance leadership and ... Support financial planning and reporting processes within SAP Analytics Cloud (SAC) and related ...

Shipt

Senior FP&A Manager

Birmingham, AL

Impact As a Senior FP&A Manager at Shipt, you will play a critical role supporting the operations team in planning for new delivery markets and capabilities, conducting internal and external ...

GKN Aerospace

FP&A Financial Analyst, Sr.

Tallassee, AL · On-site

$72K - $89K/yr

Ensure managers are kept fully informed of their spending and financial results, while maintaining a firm and creditable relationships with all levels of management * Perform indirect cost and ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$78K - $97K/yr

Assists with other projects as assigned by management. Position Requirements: * Bachelor's degree ... Experience with modern FP&A and analytics tools such as: Planful, Adaptive Planning, Anaplan, Power ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$80 - $110/hr

Assists with other projects as assigned by management. Position Requirements * Bachelor's degree in ... Experience with modern FP&A and analytics tools such as: Planful, Adaptive Planning, Anaplan, Power ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL

$78K - $97K/yr

Assists with other projects as assigned by management. Position Requirements: * Bachelor's degree ... Experience with modern FP&A and analytics tools such as: Planful, Adaptive Planning, Anaplan, Power ...

The McPherson Companies

Senior Analyst FP&A

Trussville, AL · On-site

$78K - $97K/yr

Assists with other projects as assigned by management. Position Requirements: * Bachelor's degree ... Experience with modern FP&A and analytics tools such as: Planful, Adaptive Planning, Anaplan, Power ...

Exalta Group

Sr. FP&A Analyst

Athens, AL · On-site

$72K - $90K/yr

... financial planning, reporting, forecasting, and analytical support that drives operational ... costs, inventory management, capital expenditures, and manufacturing operations. Working ...

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Manager Financial Planning information

What does a manager financial planning do?

A Manager of Financial Planning oversees the budgeting, forecasting, and financial analysis processes within an organization. They are responsible for analyzing financial data, creating strategic financial plans, and providing recommendations to senior management to help guide business decisions. Additionally, they lead a team of financial analysts, ensure the accuracy of financial reports, and help set long-term financial goals for the company. This role requires strong analytical skills, attention to detail, and an understanding of business operations.

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

To thrive as a Manager Financial Planning, you need strong analytical skills, expertise in budgeting and forecasting, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP, and certifications such as CPA or CFA are typically required. Exceptional communication, leadership, and problem-solving abilities help you effectively guide teams and collaborate with stakeholders. These skills ensure accurate financial planning, enable sound decision-making, and drive organizational growth.

How does a manager financial planning typically interact with other departments within an organization?

A Manager Financial Planning frequently collaborates with various departments such as operations, sales, and human resources to gather financial data and align business strategies with financial goals. This role often involves leading cross-functional budgeting sessions, providing financial insights to support departmental decision-making, and ensuring that all teams remain within budgetary guidelines. Strong communication skills and the ability to translate complex financial concepts for non-financial teams are essential for success. Building strong relationships across departments helps drive organizational alignment and effective financial planning.

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

AspectManager Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often CPA or CFA, managerial experienceBachelor's or master's degree, CFA or CPA preferred
Work EnvironmentLeads teams, strategic planning, high-level decision makingAnalyzes data, prepares reports, supports decision-making
Employer & Industry UsageFinancial services, corporate finance, large organizationsInvestment firms, corporate finance, banking

The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.

What are the most commonly searched types of Financial Planning jobs in Alabama?

The most popular types of Financial Planning jobs in Alabama are:

Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in Alabama as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 2% Contract, and 1% Nights. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Certified Financial Planner

Talon Hiring Solutions

Birmingham, AL • On-site

Full-time

Re-posted 21 days ago

Job description

Talon Hiring Solutions has a client in the Hoover, AL that is looking for a Certified Financial Planner (CFP) to join a fast-paced, independent wealth management and financial planning firm. This role is responsible for delivering comprehensive financial planning services to high-net-worth individuals and families, helping clients define and achieve their long-term financial goals.

What you will do:

  • Conduct detailed client interviews to assess full financial situations, goals, and risk tolerance
  • Develop, implement, and monitor comprehensive financial plans
  • Create tailored strategies for wealth accumulation, income planning, tax optimization, and risk management
  • Utilize financial planning software (e.g., eMoney, MoneyGuidePro) to build and maintain accurate plans
  • Prepare and present client-ready reports, recommendations, and financial narratives
  • Maintain accurate client data and engagement through CRM tools (e.g., Salesforce)
  • Collaborate with internal team members to ensure high-quality client service and plan execution

What you will bring:

  • CERTIFIED FINANCIAL PLANNER (CFP) designation required
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Experience in tax strategy
  • Advanced certifications (CPA, CLU, ChFC, CEPA, MBA) are a plus
  • Experience working with high-net-worth clients preferred
  • Knowledge of life, health, disability, and long-term care insurance products
  • Strong analytical and quantitative skills
  • Excellent communication and presentation abilities
  • Proficiency in Microsoft Excel, PowerPoint, and financial planning software
  • Strong organizational skills with the ability to manage multiple priorities