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Planning And Analysis Jobs in Florida (NOW HIRING)

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Planning And Analysis information

What is a planning and analysis professional?

Planning and Analysis professionals are responsible for evaluating business performance, forecasting future trends, and supporting strategic decision-making within an organization. They often analyze financial and operational data to provide insights, prepare reports, and develop budgets or forecasts. Their work helps organizations allocate resources efficiently, identify risks and opportunities, and achieve their long-term goals. Planning and Analysis roles are critical in ensuring that businesses make informed decisions based on accurate and timely information.

What are the key skills and qualifications needed to thrive as a planning and analysis professional?

To thrive as a Planning and Analysis professional, you need strong analytical skills, financial modeling expertise, and a background in finance, accounting, or business, often requiring a relevant degree. Familiarity with tools such as Microsoft Excel, SAP, Oracle, and business intelligence software, as well as certifications like CFA or CPA, is highly beneficial. Excellent problem-solving, critical thinking, and communication skills help professionals present insights and collaborate effectively across departments. These competencies ensure accurate forecasting, informed decision-making, and strategic guidance critical for organizational success.

What are some common challenges faced in a planning and analysis role, and how can they be addressed?

Professionals in Planning and Analysis often encounter challenges such as managing tight deadlines during budget cycles, ensuring data accuracy across multiple sources, and effectively communicating complex financial insights to non-finance stakeholders. To address these, it's important to develop strong time management and prioritization skills, leverage robust data validation tools, and focus on clear, concise reporting. Collaborating closely with cross-functional teams and maintaining open lines of communication can also help streamline processes and improve overall outcomes.

What is the difference between Planning And Analysis vs Financial Analyst?

AspectPlanning And AnalysisFinancial Analyst
Primary FocusStrategic planning, budgeting, forecastingFinancial data analysis, reporting, investment evaluation
Required SkillsForecasting, budgeting, data analysis, strategic thinkingFinancial modeling, data analysis, accounting principles
Work EnvironmentCorporate finance, business units, cross-departmental teamsFinance departments, investment firms, corporate finance
Common CertificationsCFA, CPA, CMA often beneficialCFA, CPA, CFA Institute certifications common

Planning And Analysis roles focus on strategic financial planning, budgeting, and forecasting to guide business decisions. Financial Analysts primarily analyze financial data, prepare reports, and evaluate investments. While both roles require strong analytical skills and financial knowledge, Planning And Analysis emphasizes strategic planning, whereas Financial Analysts concentrate on detailed financial data analysis and reporting.

What does a planning and analysis do?

A planning and analysis professional is responsible for developing strategies, forecasting future needs, and analyzing data to support decision-making within an organization. They often use tools like spreadsheets and data analysis software to identify trends, improve processes, and ensure projects align with business goals.

What is the job description of planning and analysis?

Planning and analysis roles involve developing strategies, forecasting future needs, and evaluating data to support decision-making within an organization. These jobs typically require strong analytical skills, proficiency with data tools like Excel or specialized software, and the ability to interpret complex information to improve business performance.

What are the most commonly searched types of Planning And Analysis jobs in Florida?

The most popular types of Planning And Analysis jobs in Florida are:

Infographic showing various Planning And Analysis job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Associate, Financial Planning & Analysis

Miami, FL

Santander
Banking and Credit Intermediation • 10K+ employees

$75K - $125K/yr

Full-time

Posted 17 days ago


Job description

Associate, Financial Planning & AnalysisCountry: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:
The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.


  • Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
  • Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
  • Influences others regarding FP&A process policies, procedures, and practices.
  • Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.
  • Coaches and reviews the work of lower level professional to help execute the financial management function.
  • Implements solutions to existing problems.
  • Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
  • Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.
  • Acts as subject matter expert providing functional and technical guidance to team.
  • Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education:

  • Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
  • Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred


Qualifications:

  • 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.
  • Excellent verbal and written communication skills.
  • Ability to convey a sense of urgency and drive issues/projects to closure.
  • Ability to prioritize and manage multiple projects simultaneously.
  • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
  • Strong financial analysis, modeling, and problem-solving.
  • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
  • Excellent interpersonal skills with ability to build relationships at all levels of management.
  • Excellent leadership skills.
  • Strong Proficiency in PowerPoint, Excel, Word.
  • Strong experience in and knowledge of financial planning and analysis.
  • Ability to multi-task and meet strict deadlines.
  • Ability to effectively communicate complex financial transactions and strategies.
  • Ability to effectively interact with the market, executive management and vendors.
  • Detail oriented with the ability to research, organize and analyze financial data.

Certifications:

  • No Certifications listed for this job.

It Would Be Nice For You To Have:

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$75,000.00 USD

Maximum:

$125,000.00 USD

We Value Your Impact:

Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:

Frequent minimal physical effort such as sitting, standingand walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.