Financial Planning Analysis Fp A Jobs
Financial Planning Analysis Fp A jobs are open across corporate finance, healthcare, manufacturing, and technology, from analyst to senior manager and director, with specializations in budgeting, forecasting, and variance analysis. Find a role that fits from the openings below and apply directly.
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The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
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The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
8XkL0ofMZa
Financial Planning Analysis Fp A Jobs by Experience Level
See All 88 Financial Planning Analysis Fp A Jobs
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Find JobsFinancial Planning Analysis Fp A Job Market
Who's Hiring
- Riveron19
- Delta Dental Ins.4
- Galloway & Company3
- GT Independence2
- Medidata Solutions2
Top Industries Hiring
- Manufacturing
- Insurance
- Technology & Software
- Education
- Chemicals & Materials
What Employers Look For
The qualifications that appear most often in financial planning analysis fp A jobs.
- Advanced Excel proficiency including financial modeling, pivot tables, and complex formula construction
- Experience with FP&A software such as Anaplan, Adaptive Insights, Hyperion, or Workday Adaptive
- Bachelor's degree in finance, accounting, or economics with three or more years of relevant experience
- Demonstrated ability to build and maintain rolling forecasts, annual budgets, and variance analyses
- Strong data visualization skills using Power BI, Tableau, or similar business intelligence tools
- CPA or CFA designation preferred for senior or director-level financial planning analysis fp a roles
Tips for Your Financial Planning Analysis Fp A Job Search
Quantify your forecasting accuracy on resumes
FP&A hiring managers want to see model precision, not just responsibilities. Add specifics like forecast cycle lengths, the number of cost centers you supported, or how your variance analysis informed a budget decision. Vague descriptions of 'financial modeling' get filtered out fast.
Apply early to roles that fit
Migrate Mate lists financial planning analysis fp a openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Match your tools to each job description
FP&A postings often specify Anaplan, Adaptive Insights, Hyperion, or Power BI alongside Excel. Tailor your resume to mirror the exact tools listed, since many applicant tracking systems screen for these terms before a recruiter reads the file.
Target industry verticals where your experience transfers
FP&A skills carry across sectors, but your actual experience in SaaS metrics, healthcare cost accounting, or manufacturing variance analysis is a filter employers use. Search by industry as well as job title to find postings where your background is directly relevant.
Prepare a case study answer for the modeling interview
Most FP&A interview processes include a take-home or live modeling exercise. Practice building a three-statement model or a rolling forecast from a blank sheet. Interviewers look for how you structure assumptions, not just whether your numbers tie out.
Negotiate using total compensation benchmarks
FP&A offers frequently include bonus targets tied to company or individual performance. When you reach the offer stage, ask for the target bonus percentage and historical payout rates so you can compare total compensation across offers, not just base figures.
Financial Planning Analysis Fp A Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning analysis fp as?
The companies hiring the most financial planning analysis fp as right now include Riveron, Delta Dental Ins., and Galloway & Company, with the largest share of openings in Texas, Florida, and California, based on current listings on Migrate Mate as of August 2026. Large enterprises in healthcare, technology, and consumer goods tend to maintain the highest ongoing demand for FP&A professionals.
How many financial planning analysis fp a jobs are remote?
About 45% of financial planning analysis fp a openings are fully remote or hybrid as of August 2026, reflecting the spreadsheet- and software-driven nature of the work. Roles focused on corporate reporting, budgeting model maintenance, and financial systems administration tend to have the highest remote availability, while positions requiring frequent cross-functional collaboration or executive-level presentations are more likely to require on-site presence.
How do you become a financial planning analysis fp a?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on experience in financial reporting or accounting before moving into FP&A. Develop proficiency in Excel modeling and at least one enterprise planning tool. Pursuing a CFA or CPA credential strengthens your candidacy for senior roles. Many FP&A professionals enter through accounting or financial analyst positions and move into dedicated planning and analysis functions over time.
Can you get a financial planning analysis fp a job with little experience?
Entry-level FP&A roles do exist, typically titled financial analyst or junior FP&A analyst, and they are most accessible to candidates who can demonstrate strong Excel modeling skills and some exposure to budgeting or reporting through internships, coursework projects, or adjacent roles in accounting. Building a sample financial model or variance analysis to share during interviews helps compensate for limited professional history and signals readiness for the analytical demands of the role.
What does the financial planning analysis fp a interview process look like?
The FP&A interview process typically begins with a recruiter or HR screen focused on your background and tools experience, followed by a hiring manager conversation covering your analytical approach and past forecasting or budgeting work. Most processes then include a technical assessment, either a take-home modeling exercise or a live Excel or case study session. Final rounds often involve presentations to finance leadership or cross-functional stakeholders to evaluate communication and business judgment alongside technical skills.
Where can I find and apply to financial planning analysis fp a jobs?
You can find and apply to financial planning analysis fp a jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing without leaving the platform.
See All 88 Financial Planning Analysis Fp A Jobs
Find roles that match your experience and apply in just a few clicks.
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