Financial Planning Analysis Jobs
Financial Planning Analysis jobs are open across corporate finance, healthcare, manufacturing, and financial services, at every level from analyst to FP&A 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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Job Description:
The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity.
This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making.
KEY RESPONSIBILITIES
Corporate FP&A & Planning
- Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.
- Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.
- Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.
- Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.
- Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.
- Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
Business Intelligence & Reporting
- Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.
- Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.
- Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities.
SG&A & Centralized Cost Accounting
- Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.
- Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.
- Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.
- Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.
Commercial Finance & Pricing
- Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews
- Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis.
Cash Flow Forecasting
- Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.
- Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets.
M&A Diligence & Integration
- Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.
- Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.
- Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.
- Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects.
Team & Stakeholder Leadership
- Develop the FP&A team through effective recruiting, coaching, training, and performance management.
- Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.
- Prepare Board and Senior Leadership materials.
QUALIFICATIONS & EXPERIENCE
- Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.
- 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.
- Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
- Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
- Experience with M&A due diligence and post-acquisition integration.
- Executive presence and interpersonal communication skills, with well-honed influencing skills.
- Effective written, oral, and executive presentation skills. Excellent time management and project management skills.
- Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
- Proven ability to partner across multiple business functions and influence decisions without direct authority.
- Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.
Job Description:
The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity.
This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making.
KEY RESPONSIBILITIES
Corporate FP&A & Planning
- Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.
- Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.
- Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.
- Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.
- Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.
- Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
Business Intelligence & Reporting
- Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.
- Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.
- Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities.
SG&A & Centralized Cost Accounting
- Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.
- Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.
- Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.
- Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.
Commercial Finance & Pricing
- Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews
- Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis.
Cash Flow Forecasting
- Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.
- Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets.
M&A Diligence & Integration
- Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.
- Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.
- Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.
- Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects.
Team & Stakeholder Leadership
- Develop the FP&A team through effective recruiting, coaching, training, and performance management.
- Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.
- Prepare Board and Senior Leadership materials.
QUALIFICATIONS & EXPERIENCE
- Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.
- 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.
- Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
- Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
- Experience with M&A due diligence and post-acquisition integration.
- Executive presence and interpersonal communication skills, with well-honed influencing skills.
- Effective written, oral, and executive presentation skills. Excellent time management and project management skills.
- Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
- Proven ability to partner across multiple business functions and influence decisions without direct authority.
- Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.
Financial Planning Analysis Jobs by Experience Level
Top Cities Hiring Financial Planning Analysiss
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Find JobsFinancial Planning Analysis Job Market
Who's Hiring
- Riveron11
- Capital One7
- Kaiser Permanente6
- Mizuho5
- Energy Infrastructure Partners5
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Healthcare & Medical Services
- Manufacturing
- Science & Research
What Employers Look For
The qualifications that appear most often in financial planning analysis jobs.
- Bachelor's degree in finance, accounting, or economics
- Advanced Excel skills including financial modeling and pivot tables
- Experience with budgeting, forecasting, and variance analysis
- Proficiency in FP&A software such as Adaptive Insights, Anaplan, or Hyperion
- Strong communication skills for presenting financial insights to leadership
- CPA or CFA designation preferred for senior financial planning analysis roles
Tips for Your Financial Planning Analysis Job Search
Tailor your resume to FP&A metrics
Quantify your impact using the language hiring managers scan for: forecast accuracy rates, budget cycle ownership, and variance percentages. Generic finance resumes get filtered out fast, so tie each bullet to a planning or analysis outcome you drove.
Highlight your financial modeling tools
List Excel modeling skills with specifics, such as three-statement models or driver-based forecasting, and name any planning software you've used, like Adaptive Insights, Anaplan, or Hyperion. Vague tool mentions won't pass an ATS built for FP&A roles.
Apply early to roles that fit
Migrate Mate lists financial planning analysis openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target companies in active planning cycles
Companies ramp up FP&A hiring before annual budget season and ahead of major strategic reviews. Applying when a team is mid-cycle makes your timing a practical fit, not just a credential match, which moves your application faster through review.
Prep a case study for your interview
FP&A interviews often include a take-home model or live Excel walkthrough. Practice narrating your assumptions out loud, because interviewers are testing whether you can defend your logic under pressure, not just whether you can build a spreadsheet.
Negotiate using total comp, not base alone
FP&A offers frequently include a short-term incentive tied to budget attainment or corporate performance. Ask for the target bonus percentage and historical payout history before accepting, so you're comparing full compensation across offers, not just base salary.
Financial Planning Analysis Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning analysiss?
The companies hiring the most financial planning analysiss right now include Riveron, Capital One, and Kaiser Permanente, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Large healthcare systems, Fortune 500 manufacturers, and high-growth tech companies consistently run the deepest FP&A teams.
How many financial planning analysis jobs are remote?
About 71% of financial planning analysis openings are fully remote or hybrid as of November 2026, making it one of the more flexible roles in corporate finance. Strategic planning and long-range forecasting positions tend to offer the most remote flexibility, while roles tied closely to operational finance or manufacturing sites more often require on-site presence.
How do you become a financial planning analysis?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on experience in budgeting or financial reporting through a junior analyst or accounting role. Develop proficiency in Excel-based financial modeling and learn at least one enterprise planning tool. Many professionals move into FP&A from accounting, investment banking, or corporate finance rotational programs, adding a CFA or CPA to accelerate advancement.
How do you get hired as a financial planning analysis with little experience?
Target entry-level FP&A analyst or financial analyst roles that emphasize modeling and reporting rather than requiring years of forecasting ownership. Build a sample budget model or three-statement forecast to show in interviews. Internships in corporate finance, rotational analyst programs at large companies, and accounting roles with a reporting component are all practical entry points that hiring managers in FP&A recognize as relevant preparation.
What does the financial planning analysis interview process look like?
Most FP&A interviews run three to four rounds, starting with a recruiter screen focused on your finance background and tool proficiency. A hiring manager round follows, covering your experience with budget cycles, variance analysis, and business partnering. Many companies include a technical exercise, such as a take-home model or a live Excel case, before a final round with senior finance leadership or a cross-functional stakeholder.
Where can I find and apply to financial planning analysis jobs?
You can find and apply to financial planning analysis jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and specialization, then apply directly to each listing from the page.
See All 534+ Financial Planning Analysis Jobs
Find roles that match your experience and apply in just a few clicks.
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