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Manager Financial Planning Jobs (NOW HIRING)

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Manager, Financial Planning & Analysis

Purchase, NY · Remote

$112K - $147K/yr

Title and Summary Manager, Financial Planning & Analysis Overview We are seeking a key contributor to join the Americas Financial Planning & Analysis (FP&A) team-supporting both the North America ...

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Manager, Financial Planning and Analysis

Ewing, NJ

$90K - $110K/yr

The Manager, Financial Planning and Analysis role will be a critical part of North America's FP&A Team, and the larger North America Finance Team, driving financial and operational performance ...

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Manager Financial Planning information

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$39K

$106.2K

$148.5K

How much do manager financial planning jobs pay per year?

As of Jul 22, 2026, the average yearly pay for manager financial planning in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

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 of 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 does a financial planning manager do?

A financial planning manager oversees the development and implementation of financial strategies to help clients or organizations achieve their financial goals. They analyze financial data, create budgets, and provide advice on investments, risk management, and long-term planning, often using tools like financial modeling software. Strong analytical skills, certifications such as CFP or CFA, and the ability to communicate complex information are essential in this role.

Is $200,000 enough to work with a financial advisor?

For a Manager of Financial Planning, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and services needed. Many advisors require a minimum investment or fee, which can range from a few thousand dollars to higher amounts. It's important to consider the advisor's fee model (hourly, flat fee, or percentage of assets) and your financial goals when determining if this amount is adequate for professional guidance.

What pays more, CPA or CFP?

For a Manager in Financial Planning, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs) due to their accounting expertise and broader scope of work. CPAs often hold senior roles in accounting firms or corporate finance, which tend to offer higher salaries compared to CFPs, who focus on personal financial planning. Salary differences can also depend on experience, certifications, and the specific industry or employer.

How many financial advisors make $500,000 a year?

Financial advisors, including those with managerial roles in financial planning, typically earn high incomes based on experience, client base, and assets under management. While some top-tier advisors and managers can earn $500,000 or more annually, this level of income is achieved by a small percentage of professionals in the field, often requiring advanced certifications like the CFP and a strong network of high-net-worth clients.
What cities are hiring for Manager Financial Planning jobs? Cities with the most Manager Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Manager Financial Planning jobs? States with the most job openings for Manager Financial Planning jobs include:
Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.

Manager - Financial Planning & Analysis

Goosehead

Westlake, OH • On-site

$97K - $128K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

About Goosehead
Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we're more than just a bit selective when it comes to hiring new team members.


Job Summary
The Manager, Financial Planning & Analysis (FP&A) plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful expense forecasts, operational analyses, and investment evaluations. This role is responsible for building scalable planning processes and financial frameworks to support core business functions, including Technology, Servicing, and General & Administrative (G&A) teams.


Reporting to the Director, FP&A, this position will lead budgeting and forecasting for operating/capital expenses and headcount, provide visibility into cost drivers and efficiency opportunities, and establish governance around business cases and capital allocation. The role offers frequent exposure to senior leadership and requires strong collaboration across operational, technology, and accounting teams.


Principal Duties and Responsibilities

  • Lead the development, maintenance, and refinement of operating expense forecasts, budgets, and long-term projections, including headcount and vendor-related spend

  • Partner with Technology, Servicing, and G&A leaders to understand cost drivers, resource needs, and investment priorities

  • Analyze departmental spend, headcount trends, and productivity metrics to identify risks, inefficiencies, and optimization opportunities

  • Establish and enforce business case governance frameworks, including ROI analysis, payback tracking, and post-investment reviews

  • Support capital allocation decisions by evaluating strategic initiatives, projects, and vendor investments

  • Prepare and deliver recurring and ad-hoc reporting packages with actionable insights for executive leadership

  • Conduct variance analysis of actual results against budget, forecast, and prior periods, with clear identification of underlying drivers

  • Oversee and improve headcount planning processes, including workforce modeling and alignment with business strategy

  • Monitor and analyze vendor spend trends, including contract evaluation, cost optimization opportunities, and long-term commitments

  • Partner cross-functionally with Accounting, Procurement, and Operations to ensure alignment between financial plans and actual results

  • Drive continuous improvement in financial modeling, forecasting tools, and planning processes to increase efficiency and scalability

  • Act as a strategic advisor by proactively identifying cost-saving opportunities and areas for operational improvement

  • Provide coaching, guidance, and support to FP&A analysts, including reviewing work products and developing analytical capabilities

Experience and Education

  • Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree preferred

  • 4-7+ years of experience in financial planning and analysis, corporate finance, or related roles

  • Experience supporting operating expense planning, headcount modeling, or business case evaluation preferred

  • Prior experience in a high-growth or operationally complex environment preferred

  • Strong experience in financial modeling, variance analysis, and budgeting processes

  • Advanced Excel and financial modeling skills required

  • Proficiency in SQL and experience working with large datasets

  • Experience with financial planning tools strongly preferred

  • Experience with cloud data platforms (e.g., Snowflake) and BI/reporting tools (e.g., Power BI or similar)

Required Skills and Abilities

  • Strong analytical and problem-solving skills with the ability to translate data into actionable insights

  • Ability to connect financial results to operational drivers and business outcomes

  • Excellent communication and presentation skills, with the ability to influence non-finance stakeholders

  • High attention to detail and commitment to process improvement

  • Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment

  • Strong cross-functional collaboration skills, particularly with operational and technology teams

Benefits Summary

  • High quality voluntary health, vision, disability, life, and dental insurance programs

  • 401K Matching Plan

  • Employee Stock Purchase Plan

  • Paid holidays, vacation, and sick leave

  • Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness

  • Financial Solution Program

Equal Employment Opportunity:

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

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