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Manager Financial Planning Jobs in Indiana (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · Hybrid

$140K - $160K/yr

Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e ...

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · On-site +1

$140K - $160K/yr

Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e ...

OneAmerica

FP&A Systems Director

Indianapolis, IN · On-site

Oversee finance data management, integrations, and control frameworks across Workday Financials, Adaptive Planning, reporting tools, and related systems, ensuring data quality, reconciliation ...

Braunability

Manager, Financial Systems & Reporting

Carmel, IN · On-site

$101K - $138K/yr

The Manager, Financial Systems & Reporting is responsible for advancing BraunAbility's financial reporting, planning, analytics, and business performance capabilities. This role serves as the Finance ...

Authenticx

FP&A Manager

Indianapolis, IN · On-site

Position Summary The FP&A Manager partners with the CFO and cross-functional leaders to build forecasts, manage the budget cycle, and produce management reporting that drives decisions. This role is ...

Authenticx

FP&A Manager

Indianapolis, IN · On-site

Position Summary The FP&A Manager partners with the CFO and cross-functional leaders to build forecasts, manage the budget cycle, and produce management reporting that drives decisions. This role is ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$73K - $98K/yr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the ...

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Showing results 21-40

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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 Indiana?

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

What cities in Indiana are hiring for Manager Financial Planning jobs?

Cities in Indiana with the most Manager Financial Planning job openings:

Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in Indiana as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution.

Sr. Financial Planning Strategist

Osaic

Indianapolis, IN • Hybrid

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 16 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements:

Bachelor's degree required.

Responsibilities:

  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).

  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.

  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)

  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.

  • Serve as a mentor to colleagues to develop their financial planning skills.

  • All other duties as assigned.

Basic Requirements:

  • 10+ years of financial planning experience in a client- or advisor-facing capacity

  • CFP Designation

  • Experience delivering educational content and presenting to diverse audiences

  • Demonstrated ability to influence and collaborate across organizational levels

  • Strong communication skills, both written and verbal

  • Ability to manage multiple complex cases simultaneously

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:

  • Proficiency in financial planning software (e.g., eMoney)

  • CPA

  • FINRA Series 7, 63, and 65 licenses

  • J.D.

  • LL.M

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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