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Senior Analyst Financial Planning & Analysis Jobs

Thermo Systems

$90K - $120K/yr

Senior Financial Planning & Analysis (FP&A) Analyst Location: Hybrid East Windsor, NJ (onsite weekly or as needed) Employment Type: Full Time Compensation: $90,000 $120,000 Salary + Annual Bonus Who ...

CFS

Senior FP&A Analyst

Houston, TX

$81K - $101K/yr

Senior Analyst, FP&A Salary: $120,000 + 15% bonus. Why This Opportunity Stands Out: * High visibility role -- partner directly with Operations, Supply Chain, Commercial, and executive leadership • ...

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How much do senior analyst financial planning & analysis jobs pay per year?

As of Jul 26, 2026, the average yearly pay for senior analyst financial planning & analysis in the United States is $96,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,500.00 and $106,500.00 per year, depending on experience, location, and employer.

What does a Senior Analyst Financial Planning & Analysis do?

A Senior Analyst in Financial Planning & Analysis (FP&A) is responsible for analyzing financial data, preparing reports, and providing insights to support business decision-making. They develop budgets, forecasts, and financial models, and work closely with various departments to monitor performance against targets. Their role often includes identifying trends, highlighting risks and opportunities, and presenting findings to senior management to guide strategic planning. This position requires strong analytical skills, attention to detail, and a deep understanding of financial principles.

What are some common challenges faced by a Senior Analyst in Financial Planning & Analysis, and how can they be overcome?

Senior Analysts in Financial Planning & Analysis often encounter challenges such as managing tight deadlines during forecasting cycles, ensuring data accuracy across multiple sources, and effectively communicating complex financial insights to non-financial stakeholders. Overcoming these challenges typically involves developing strong project management skills, leveraging advanced data analysis tools, and building collaborative relationships with other departments. Staying proactive in identifying potential issues and continuously improving reporting processes can also help streamline workflows and enhance the impact of financial analysis.

What is the difference between Senior Analyst Financial Planning & Analysis vs Financial Analyst?

AspectSenior Analyst Financial Planning & AnalysisFinancial Analyst
ResponsibilitiesAdvanced budgeting, forecasting, strategic analysis, and financial modelingData collection, basic analysis, reporting, and supporting financial operations
Experience & CredentialsTypically 3-5+ years, often with CPA or CFA certificationsEntry to mid-level, often with a bachelor's degree in finance or accounting
Work EnvironmentStrategic planning teams, senior management supportFinance departments, accounting teams, operational support
FocusLong-term financial planning and analysisShort-term data analysis and reporting

The main difference between a Senior Analyst Financial Planning & Analysis and a Financial Analyst lies in scope and experience. Senior Analysts handle complex financial modeling and strategic planning, often with more experience and certifications, while Financial Analysts focus on data gathering and basic analysis. Both roles are essential in finance teams but serve different levels of decision-making and strategic input.

What are the key skills and qualifications needed to thrive as a Senior Analyst Financial Planning & Analysis, and why are they important?

To thrive as a Senior Analyst Financial Planning & Analysis, you need strong analytical skills, advanced financial modeling abilities, and a solid grounding in accounting or finance, often supported by a bachelor's or master's degree in a related field. Proficiency with financial planning tools such as Excel, SAP, Hyperion, or Oracle, and relevant certifications like CFA or CPA are highly valued. Exceptional communication, attention to detail, and problem-solving skills help you translate complex data into actionable business insights. These skills and qualities are crucial for driving informed decision-making and supporting the organization's financial health.
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Senior Analyst Financial Planning Analysis jobs near you
Infographic showing various Senior Analyst Financial Planning & Analysis job openings in the United States as of July 2026, with employment types broken down into 79% Full Time, 12% Part Time, and 9% Contract. Highlights an 76% Physical, 4% Hybrid, and 20% Remote job distribution, with an average salary of $96,423 per year, or $46.4 per hour.
Senior Analyst, Financial Planning & Analysis

Senior Analyst, Financial Planning & Analysis

Keystone

Mechanicsburg, PA • On-site

$81K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

About Keystone

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/.

Senior Analyst, Financial Planning & Analysis

Position Overview:

The Senior Analyst, FP&A is a high-visibility role reporting directly to the SVP of Strategic Finance. The Senior Analyst will own monthly and quarterly financial analysis for an assigned cluster of platform agencies, partner with platform leadership on operating decisions, and contribute meaningfully to investor relations materials and executive-level reporting. This role is designed for an analytical finance professional who thrives in a fast-paced, acquisitive environment.

Key Responsibilities:

Monthly Performance Analysis (Platform Cluster Ownership)

  • Own the end-to-end monthly analysis for an assigned cluster of platform agencies, including variance commentary versus plan, prior year, and prior forecast.
  • Lead detailed revenue decomposition analyses, isolating the drivers of performance across organic new business, retention, rate and exposure, contingent and supplemental commissions, and acquired revenue from tuck-ins and bolt-ons.
  • Review personnel plans and headcount actuals against plan, including producer hiring cadence, support staff ratios, and timing of integration-related hires.
  • Analyze producer investment activity, including new producer ramp curves, validation progress, draws and guarantees, book purchases, and return on producer investment.
  • Conduct operating expense reviews across major categories, identifying run-rate trends, integration synergies, and areas of leakage or upside.
  • Prepare clear, executive-ready monthly reporting packages that translate platform-level results into actionable insight for both platform leadership and corporate stakeholders.

Annual Planning, Quarterly Reforecast, and Operating Partnership

  • Lead the annual budgeting process for the assigned platform cluster, working directly with platform CEOs, agency leadership, and corporate FP&A to create a meaningful operating plan for the next fiscal year.
  • Lead the quarterly reforecast process with the same stakeholders to refresh the full P&L, headcount, and producer investment outlook.
  • Pressure-test platform assumptions on retention, new business pipeline, hiring plans, and tuck-in / bolt-on contribution; surface risks and opportunities for SVP review.
  • Serve as a trusted finance partner to platform leaders, providing analytical support on operating decisions including pricing, producer compensation, organizational design, vendor spend, and integration prioritization.

Investor Relations & Executive Reporting

  • Develop board-quality presentations and slide content for KAP senior and executive leadership, the board of directors, lender meetings, and investor communications.
  • Translate complex financial analysis into clean, narrative-driven storylines suitable for a board, sponsor, and lender audience.
  • Support quarterly board reporting cycles, lender reporting requirements, and ad-hoc investor diligence requests.

Ad-Hoc Strategic Analysis

  • Execute ad-hoc analyses for the SVP of Strategic Finance, CFO, and other executive stakeholders, including profitability deep-dives, scenario modeling, capital allocation studies, and cross-platform benchmarking.
  • Partner with corporate development, accounting, and operations on cross-functional initiatives, including integration tracking and synergy realization for recently acquired platforms and tuck-ins.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline.
  • 3 to 5 years of progressive experience in FP&A specifically. Corporate FP&A experience preferred, but a mix of investment banking, transaction advisory, private equity, or corporate development is also suitable.
  • Prior experience in insurance distribution, insurance brokerage, or another commission-based services business preferred.
  • Exposure to private equity-backed, acquisitive operating models, including familiarity with platform / tuck-in M&A structures, integration workstreams, and synergy reporting preferred.
  • Advanced Excel and financial modeling skills required.
  • Demonstrated experience preparing executive- and board-level presentations in PowerPoint, with strong attention to narrative flow, formatting, and visual clarity.
  • Strong written and verbal communication skills, with the ability to engage credibly with senior leaders and translate financial analysis into clear business insight.
  • Ability to manage multiple workstreams simultaneously in a deadline-driven environment with a high degree of accuracy and ownership.
  • Ability to pass a criminal background check, as permitted by law.

Office Location: 1215 Manor Drive, Suite 208, Mechanicsburg, PA 17055

Benefits:

  • Competitive Compensation Package
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

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