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Manager Financial Planning Jobs in Minnesota (NOW HIRING)

Royal Bank of Canada

FP&A Manager

Minneapolis, MN · On-site

$70K - $130K/yr

Must have: * 5+ Years of progressive experience in Finance, FP&A, Accounting, Financial Reporting, or Performance Management * Demonstrated experience supporting monthly close, management reporting ...

Royal Bank of Canada

FP&A Manager

Minneapolis, MN · On-site

$70K - $130K/yr

Must have: * 5+ Years of progressive experience in Finance, FP&A, Accounting, Financial Reporting, or Performance Management * Demonstrated experience supporting monthly close, management reporting ...

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · 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

Oakdale, MN · On-site

$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

Oakdale, MN · 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 ...

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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 Minnesota?

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

Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in Minnesota as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Manager, FP&A & Sales Operations

KatRisk

Minneapolis, MN • On-site

Full-time

Posted 12 days ago

Job description

About KatRisk
KatRisk is a leading provider of catastrophe risk modeling solutions, dedicated to helping businesses and organizations understand, manage, and mitigate the risks associated with natural disasters. Our innovative technology and expertise enable clients to make informed decisions, optimize their risk management strategies, and safeguard their assets and operations against potential catastrophes.
Role Overview
We are looking for a sharp, analytically rigorous Manager of FP&A & Sales Operations to serve as the financial and operational backbone of a significant business unit. This is a high-impact individual contributor role sitting at the intersection of finance, go-to-market strategy, and operational execution.
You will own the business unit's financial model, drive annual and monthly forecast and planning cycles, and partner directly with sales and business unit leadership to translate pipeline data into decisions that accelerate growth. This role is ideal for someone who thrives in ambiguity, builds from scratch, and wants to be a genuine strategic partner - not just a scorekeeper.
Responsibilities
Financial Planning & Analysis
  • Own end-to-end financial planning for the business unit (BU): annual budget, rolling forecasts, monthly close variance analysis, and long-range plan.
  • Build and maintain the BU P&L model - revenue, bookings, headcount, and opex - and proactively surface drivers, risks, and opportunities.
  • Prepare monthly and quarterly business reviews for BU leadership and corporate finance with executive-ready commentary and variance bridges.
  • Partner with corporate level FP&A to ensure consistent reporting and goals across BUs, to provide one cohesive story on a consolidated basis
  • Partner with Accounting to ensure accurate month-end close; resolve accruals, reclasses, and reporting discrepancies.
  • Drive scenario and sensitivity analysis to support strategic decisions: pricing changes, market expansion, headcount investment, M&A diligence.
  • Develop and maintain KPI dashboards; translate financial data into clear narratives for both finance and non-finance audiences.

Sales Operations
  • Serve as the operational partner to BU sales leadership - partnering on territory design, quota setting, capacity planning, and coverage modeling.
  • Manage the sales forecasting process: maintain forecast hygiene, run weekly forecast calls, and work with sales leadership to deliver a reliable call to BU and corporate leadership each period.
  • Own pipeline analytics: track conversion rates, velocity, and coverage ratios across segments; flag risks and recommendations in real time.
  • Design and administer sales compensation plans in partnership with Sales, HR and Legal, as needed; calculate commissions and resolve disputes if arise.
  • Lead system data quality initiatives; ensure systems reflect accurate pipeline, opportunity stage, and close-date discipline.
  • Support deal desk activity for large or non-standard transactions - structuring, approvals, and bookings policy compliance.
  • Business Partnership & Strategic Support
  • Act as a trusted advisor to the BU GM and sales leadership - translating data into decisions and pushing back constructively when assumptions do not hold up.
  • Partner cross-functionally with Marketing, Product, Development, Customer Success, and HR to align operational plans with BU financial targets.
  • Represent the BU as subject-matter expert in company-wide FP&A and Sales Ops initiatives.

Requirements
  • 5-8 years of progressive experience in FP&A, Sales Finance, or Sales Operations, ideally within a SaaS or subscription-revenue business.
  • SaaS fluency: Deep understanding of ARR, GRR, NRR, churn, CAC, LTV, pipeline coverage, and quota attainment - and how they connect.
  • Financial modeling: You build clean, flexible, assumption-driven models and can defend every line. Advanced Excel required.
  • Systems: Hands-on CRM (preferably HubSpot) and FP&A platforms (preferably Adaptive) required.
  • Communication: Able to synthesize large datasets into crisp executive narratives and influence senior stakeholders without authority.
  • Business judgment: You understand how go-to-market decisions ripple through the P&L - and vice versa.
  • Self-direction: Highly organized and comfortable operating in a fast-moving environment where priorities shift and ambiguity is the norm.
  • Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CFA a plus, not required.

Apply