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Sr Financial Planner Jobs in Boca Raton, FL (NOW HIRING)

Senior Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

Support monthly close, forecasting, quarterly planning, and annual operating plan processes while ensuring financial outputs are accurate, well-documented, and decision-ready. * Improve financial ...

Sr Financial Analyst

Weston, FL · On-site

$81K - $101K/yr

Ultimate Kronos Group is seeking a hardworking & dedicated Senior Financial Analyst - FP&A to join our Sales Finance team. The right candidate will thrive in a highly visible individual contributor ...

Senior Financial Analyst

Plantation, FL · On-site

$86K - $138K/yr

Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our ... Actively participate in the strategic planning, target setting, and annual/quarterly planning ...

Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our ... Actively participate in the strategic planning, target setting, and annual/quarterly planning ...

Sr Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

Senior Financial Analyst - Supply Chain Our Opportunity: Chewy seeks a highly motivated, analytical ... planning processes, while also innovating to refine financial models and strategic goals to ...

Sr Financial Analyst

Plantation, FL

$81K - $101K/yr

Senior Financial Analyst - Supply Chain Our Opportunity: Chewy seeks a highly motivated, analytical ... planning processes, while also innovating to refine financial models and strategic goals to ...

Senior Financial Analyst

Sunrise, FL · On-site

$101K - $154K/yr

Worker Type Regular Summary The Senior Financial Analyst is responsible for the development and ... Working knowledge of ERP, SCM, and CRM software/applications * Current expertise in MS Office Suite ...

Sr. FP&A Manager

Oakland Park, FL · On-site

$103K - $141K/yr

... financial data into actionable recommendations that support strategic planning, operational improvement and long-term growth. This is a hands-on leadership role with one direct report. The Senior FP ...

Senior Financial Analyst

Sunrise, FL · On-site

$101K - $154K/yr

Worker Type Regular Summary The Senior Financial Analyst is responsible for the development and ... Working knowledge of ERP, SCM, and CRM software/applications * Current expertise in MS Office Suite ...

Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In this role ...

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Overview Titan America LLC is looking for an experienced and driven Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team at our Deerfield Beach, FL location (On-site) . In ...

Showing results 21-40

Sr Financial Planner information

See Boca Raton, FL salary details

$47.9K

$91.7K

$132.4K

How much do sr financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for sr financial planner in Boca Raton, FL is $91,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $96,800.00 per year, depending on experience, location, and employer.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What cities near Boca Raton, FL are hiring for Sr Financial Planner jobs?

Cities near Boca Raton, FL with the most Sr Financial Planner job openings:

Senior Financial Analyst

Chewy

Plantation, FL • On-site

$84K - $105K/yr

Full-time

Re-posted 18 days ago


Chewy rating

6.8

Company rating: 6.8 out of 10

Based on 228 frontline employees who took The Breakroom Quiz

10th of 39 rated national retailers


Job description

Job Description:
We are hiring awesome humans, and we hope that includes you!
Are you looking for more than just a job? At Chewy, you'll find yourself on a career path with other awesome humans, like yourself. You'll be part of a culture that values everything that you do, who you are, and the goals you have set for your career. We want to give you the opportunity to grow, earn competitive pay, and be happy while you do it. Sounds simple, but we love it.
Your Opportunity:
Chewy is seeking a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our rapidly growing Commercial Finance Consumables Rebates team! Combining an understanding of finance with strong analytical and problem-solving skills, this candidate will own key rebates forecasting and reporting processes, partner cross-functionally with Merchandising and the Rebates Center of Excellence, and help drive Gross Margin performance through accurate financial analysis, forecasting, and business insights.
This role offers significant visibility across Finance and Merchandising and will play an important role in supporting vendor negotiations, forecasting processes, and strategic decision-making within one of Chewy's largest business units. The ideal candidate is intellectually curious, enjoys working with complex financial data, and demonstrates the ability to independently investigate issues, connect financial impacts across multiple business functions, and drive analyses from question through recommendation.
What You'll Do:
  • Own recurring Straight Pay and rebate forecasting processes, including variance analysis, forecast updates, and financial reporting supporting Gross Margin planning.
  • Perform financial modeling and analytics required to synthesize large data sets, identify key business drivers, and communicate concise recommendations and insights to Finance and business leadership.
  • Develop, maintain, and improve recurring reporting, forecasting tools, and financial mechanisms supporting vendor funding, rebates, and financial planning.
  • Partner closely with Merchandising, the Rebates Center of Excellence, Accounting, FP&A, and other Finance teams to understand rebate programs, vendor contracts, accounting impacts, and financial performance.
  • Analyze financial results, investigate variances across multiple data sources, and proactively identify risks, opportunities, and business trends impacting Gross Margin.
  • Support monthly close, forecasting, quarterly planning, and annual operating plan processes while ensuring financial outputs are accurate, well-documented, and decision-ready.
  • Improve financial processes through automation, documentation, and development of scalable reporting solutions.
  • Effectively manage multiple priorities while working independently in a fast-paced environment with evolving business needs.

What You'll Need:
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 3+ years of Finance, FP&A, Accounting, or analytical experience with a solid understanding of financial statements and forecasting processes.
  • Strong analytical and financial modeling skills, including forecasting, budgeting, variance analysis, and root-cause analysis.
  • Demonstrated ability to work independently, think critically, and connect detailed analyses to broader business implications.
  • Advanced Excel skills (Pivot Tables, INDEX/MATCH, XLOOKUP, SUMIFS, Power Query preferred) and strong PowerPoint skills.
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a dynamic environment.
  • Excellent written and verbal communication skills with the ability to present complex financial information clearly to cross-functional stakeholders.
  • Demonstrated curiosity, ownership, and attention to detail with the ability to independently investigate issues and drive solutions.

What You'll Get:
  • A place where you can be your authentic self and grow your career. Our pet parents and partners are from everywhere--different places and different walks of life. It is what makes them unique. Likewise, Chewtopians are encouraged to bring their perspectives to deliver on our mission!
  • Work in a culture that cares, with managers who value you and your career journey. Be empowered to think big, thrive on delivering results, and to become your best.
  • Development of meaningful connections with a diverse group of Chewtopians through Team Member Resource Groups and celebrate inclusivity with various company events, programs, and activities.

Chewy is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, citizenship, marital status, religion, age, disability, gender identity, results of genetic testing, veteran status, as well as any other legally-protected characteristic. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact CAAR@chewy.com.
To access Chewy's California CPRA Job Applicant Privacy Policy, please click here.

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About Chewy

Sourced by ZipRecruiter

Chewy is a prominent player in the e-commerce industry, specifically dedicated to pet owners. Based in Dania Beach, Florida, the company was founded in 2011 with the aim to make pet shopping easier and more convenient. Chewy offers a wide range of products including pet food, toys, and other pet-related essentials from over 1,000 trusted brands, along with prescription food and medications from certified veterinarians. The company stands out for its dedication to providing 24/7 customer service and shipping orders over $49 for free. Chewy's mission is to be the most trusted and convenient online destination for pet parents everywhere by committed to delivering pet happiness.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Plantation, FL, US

Year founded

2011