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Manager Financial Planning Jobs in Indiana (NOW HIRING)

LG Seeds

FP&A Specialist I

Westfield, IN

Manage operating expense (OPEX) planning, tracking, forecasting, and reporting. * Develop, maintain, and enhance financial reporting packages, dashboards, and key performance indicators (KPIs)

AgReliant Genetics

FP&A Specialist I

Westfield, IN · On-site

Manage operating expense (OPEX) planning, tracking, forecasting, and reporting. * Develop, maintain, and enhance financial reporting packages, dashboards, and key performance indicators (KPIs)

Lids

FP&A Analyst

Indianapolis, IN · On-site

Description FP&A Analyst About Our Company At Lids Sports Group, we don't just sell hats - we fuel ... Partner closely with department leaders (Marketing, Operations, IT, etc.) to manage and optimize ...

OPENLANE

Director, FP&A

Carmel, IN · On-site

The Director of FP&A, OPENLANE Marketplace will serve as a strategic financial partner to the ... Eliminating process bottlenecks, managing dependencies, and maintaining accurate financial data ...

OPENLANE

Director, FP&A

Carmel, IN · On-site

The Director of FP&A, OPENLANE Marketplace will serve as a strategic financial partner to the ... Eliminating process bottlenecks, managing dependencies, and maintaining accurate financial data ...

Allegion

Director, FP&A - Americas

Carmel, IN

Collaborate with management and cross-functional teams to drive financial planning and analysis initiatives, ensuring alignment with business objectives and aid in decision making processes.

Allegion

Director, FP&A - Americas

Carmel, IN · On-site

Collaborate with management and cross-functional teams to drive financial planning and analysis initiatives, ensuring alignment with business objectives and aid in decision making processes.

Lids

Sr. FP&A Analyst

Indianapolis, IN · On-site

$81K - $101K/yr

Education Bachelor's Level Degree in Finance or Accounting Reports To FP&A Manager Additional ... Information Employment Requirements Candidates must possess the experience, skills, physical ...

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All JobsFinancial Planning JobsManager Financial Planning JobsManager Financial Planning Jobs in Indiana

Manager Financial Planning information

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.

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.

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 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

FINANCIAL PLANNER

Springs Valley Bank & Trust Company

Jasper, IN • On-site

$67K - $91K/yr

Full-time

Re-posted 9 days ago

Job description

JOB DESCRIPTION: Financial Planner


DEPARTMENT: Financial Advisory Group

LOCATION: Jasper, Indiana

CLASSIFICATION: Exempt

REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager

SUPERVISES: No supervisory responsibility

SUMMARY: Work directly with clients and businesses to navigate their financial goals.


MAJOR DUTIES & RESPONSIBILITIES:

  • Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
  • Manage, monitor and evaluate financial plans.
  • Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
  • Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
  • Gather, organize and maintain client personal and financial wealth plan profile data.
  • Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
  • Meet with participants to answer any personal questions about the plan or possible other financial matters.
  • Development of new business relationships and management of an existing book of business.

EDUCATION & EXPERIENCE:

  • Bachelor's degree in finance or related field.
  • Master's degree in business, finance or related area preferred.
  • CFP designation or similar preferred.
  • Four to eight years of experience in financial services.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
  • Comprehensive knowledge of investments, securities market structure and portfolio management.

EOE, including disability/vets

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