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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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
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 Jobs by Experience Level
Top Cities Hiring Financial Planning Analysiss
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Find JobsFinancial Planning Analysis Job Market
Who's Hiring
- CVS Health35
- Riveron19
- Kaiser Permanente11
- Capital One7
- CMI Media5C
Top Industries Hiring
- Insurance25
- Healthcare & Medical Services13
- Manufacturing12
- Consulting & Professional Services12
- Technology & Software10
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 CVS Health, Riveron, and Kaiser Permanente, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of August 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 59% of financial planning analysis openings are fully remote or hybrid as of August 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 604+ Financial Planning Analysis Jobs
Find roles that match your experience and apply in just a few clicks.
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