Mid Level Financial Planning Analysis Jobs
Mid level financial planning analysis jobs go to analysts ready to own forecasting models, lead variance deep-dives, and translate financial data into decisions with limited oversight. Roles are concentrated in Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, with 29% remote or hybrid, and employers like Riveron, PubMatic, and BNY actively hiring at this level now.
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Showing 5 of 59+ Mid Level Financial Planning Analysis jobs
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 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 Financial Planning Analysis Jobs: Frequently Asked Questions
How do I get a mid level financial planning analysis job?
Lead your application with concrete examples of analysis you have owned end to end, such as a budget build, a multi-year forecast, or a variance commentary you presented to leadership. Hiring managers at this level want to see that you can work with minimal guidance, communicate findings clearly to non-finance audiences, and have touched tools like Excel modeling, SQL, or a planning platform like Anaplan or Adaptive. Tailor each application to the specific business context in the job description.
Which companies hire mid level financial planning analysiss?
Companies hiring mid level financial planning analysiss right now include Riveron, PubMatic, and BNY, based on current listings on Migrate Mate as of August 2026. Hiring at this level covers large corporations with dedicated FP&A centers of excellence as well as fast-growing mid-size companies building out their finance function for the first time.
Are there remote mid level financial planning analysis jobs?
Yes, and the share is meaningful. About 29% of mid level financial planning analysis openings are remote or hybrid as of August 2026, reflecting how broadly finance teams have accepted distributed work for roles that do not require daily in-person collaboration. Fully on-site roles still exist, particularly at companies that prioritize close partnership between FP&A and business unit leaders.
How do I move up to a mid level financial planning analysis role?
The path from entry level into mid level financial planning analysis is built on progressively owning more of the analytical cycle. Early on, focus on executing assigned models accurately and meeting deadlines. Over time, take initiative on improving existing processes, volunteer to present findings directly to stakeholders, and deepen your fluency in at least one planning platform and one data tool. Demonstrable impact, such as a forecast that improved accuracy or a model that supported a business decision, is what separates mid level candidates from junior ones.
Which industries hire the most mid level financial planning analysiss?
Mid Level 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 tend to run complex annual planning cycles, require ongoing reforecasting as business conditions shift, and have enough financial complexity to justify dedicated FP&A headcount at the mid level rather than relying solely on senior analysts or controllers.