Mid Level Director Of Financial Planning Analysis Jobs
Mid level director of financial planning analysis jobs go to professionals ready to own planning cycles end to end, synthesize complex data into executive-level recommendations, and guide junior analysts with limited oversight. Openings are concentrated across Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like Riveron, PubMatic, and BNY hiring at this level now.
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JOB SUMMARY
Our client is seeking an experienced FP&A Manager to lead financial planning, forecasting, budgeting, reporting, and analysis. This role will partner closely with business leaders to provide actionable financial insights, identify opportunities and risks, and support strategic decision-making. The ideal candidate is a highly analytical, detail-oriented finance professional with strong business acumen and the ability to communicate complex financial information clearly.
KEY RESPONSIBILITIES
- Lead the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain financial models, forecasts, and scenario analyses to support business planning.
- Analyze financial performance, including revenue, expenses, profitability, and key business metrics.
- Prepare monthly and quarterly financial reporting and management presentations.
- Partner with cross-functional leaders to understand business performance, explain variances, and provide financial recommendations.
- Develop and track KPIs and operating metrics to evaluate business performance.
- Identify trends, risks, and opportunities and communicate insights to senior leadership.
- Support headcount planning, expense management, and resource allocation.
- Prepare ad hoc financial analyses and business cases to support strategic initiatives.
- Improve financial planning and reporting processes, systems, and tools.
- Collaborate with Accounting to ensure alignment between financial reporting and FP&A activities.
- Support senior leadership with financial analysis for investments, initiatives, and other strategic decisions.
- Mentor and develop junior members of the finance team, as applicable.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.
- Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, and financial modeling.
- Experience working with financial planning, ERP, or reporting systems.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to translate financial data into clear business insights and recommendations.
- Proven ability to manage multiple priorities and work effectively in a fast-paced, cross-functional environment.
PREFERRED QUALIFICATIONS
- MBA, CPA, or other advanced finance/accounting credential.
- Experience with FP&A platforms such as Adaptive Planning, Anaplan, Planful, or similar systems.
- Experience with BI and reporting tools such as Power BI or Tableau.
- Experience supporting a multi-business-unit, retail, e-commerce, technology, or high-growth environment.
JOB SUMMARY
Our client is seeking an experienced FP&A Manager to lead financial planning, forecasting, budgeting, reporting, and analysis. This role will partner closely with business leaders to provide actionable financial insights, identify opportunities and risks, and support strategic decision-making. The ideal candidate is a highly analytical, detail-oriented finance professional with strong business acumen and the ability to communicate complex financial information clearly.
KEY RESPONSIBILITIES
- Lead the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain financial models, forecasts, and scenario analyses to support business planning.
- Analyze financial performance, including revenue, expenses, profitability, and key business metrics.
- Prepare monthly and quarterly financial reporting and management presentations.
- Partner with cross-functional leaders to understand business performance, explain variances, and provide financial recommendations.
- Develop and track KPIs and operating metrics to evaluate business performance.
- Identify trends, risks, and opportunities and communicate insights to senior leadership.
- Support headcount planning, expense management, and resource allocation.
- Prepare ad hoc financial analyses and business cases to support strategic initiatives.
- Improve financial planning and reporting processes, systems, and tools.
- Collaborate with Accounting to ensure alignment between financial reporting and FP&A activities.
- Support senior leadership with financial analysis for investments, initiatives, and other strategic decisions.
- Mentor and develop junior members of the finance team, as applicable.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.
- Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, and financial modeling.
- Experience working with financial planning, ERP, or reporting systems.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to translate financial data into clear business insights and recommendations.
- Proven ability to manage multiple priorities and work effectively in a fast-paced, cross-functional environment.
PREFERRED QUALIFICATIONS
- MBA, CPA, or other advanced finance/accounting credential.
- Experience with FP&A platforms such as Adaptive Planning, Anaplan, Planful, or similar systems.
- Experience with BI and reporting tools such as Power BI or Tableau.
- Experience supporting a multi-business-unit, retail, e-commerce, technology, or high-growth environment.
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Find JobsMid Level Director Of Financial Planning Analysis Job Market
Who's Hiring
- Riveron19
- PubMatic2
- BNY1
- NSF1
- Avant1
Top Industries Hiring
- Investment & Asset Management
- Staffing & Recruiting
- Consulting & Professional Services
- Education
- Insurance
Mid Level Director Of Financial Planning Analysis Jobs: Frequently Asked Questions
How do I get a mid level director of financial planning analysis job?
Position yourself around ownership, not just execution. Highlight experience leading budgeting cycles, building financial models from scratch, or presenting variance analysis directly to senior leadership. Tailor your resume to show decisions you drove, not just tasks you completed. Roles at this level expect you to operate with minimal direction, so your application should make that independence visible and specific.
Which companies hire mid level director of financial planning analysis professionals?
Companies hiring mid level director of financial planning analysis professionals right now include Riveron, PubMatic, and BNY, based on current listings on Migrate Mate as of August 2026. Hiring at this level tends to come from mid-size and large organizations that need experienced practitioners who can lead planning processes without heavy supervision.
Are there remote mid level director of financial planning analysis jobs?
Yes, though availability varies by employer and industry. About 30% of mid level director of financial planning analysis openings are remote or hybrid as of August 2026, reflecting broad adoption of flexible work in finance functions. Fully remote roles are more common at technology and financial services companies, while on-site expectations are more frequent in manufacturing and healthcare.
How do I move up to a mid level director of financial planning analysis role?
Build a foundation of hands-on FP&A work, including forecasting, variance analysis, and financial modeling, then pursue projects that require you to own outcomes rather than support them. Demonstrating measurable impact, such as improving forecast accuracy or contributing to a strategic planning process, signals readiness for mid level responsibilities. Gaining comfort with executive audiences and cross-functional collaboration accelerates the progression.
Which industries hire the most mid level director of financial planning analysis professionals?
Mid Level director of financial planning analysis roles concentrate in Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors drive demand at the mid level because they operate at a scale that requires dedicated financial planning infrastructure and professionals who can translate data into strategic decisions.