Financial Planning Analyst Jobs
Financial Planning Analyst jobs are open across corporate finance, banking, healthcare, insurance, and tech, from entry-level to senior and FP&A manager, with specializations in budgeting, forecasting, and strategic financial modeling. Find a role that fits from the openings below and apply directly.
Find JobsOverview
Showing 5 of 243+ Financial Planning Analyst jobs
INTRODUCTION
The person in this position will support the Financial Planning & Analysis function for the ACT division. This person will develop, create, and drive FP&A strategy for the organization. Defining FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget development, and ensuring financial accuracy and compliance. This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role defines and develops KPIs, dashboards, and performance insights for senior leadership, is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service.
At ZOLL, you won't just have a job. You'll have a career—and a purpose.
Join our team. It's a great time to be a part of ZOLL!
JOB SUMMARY
This position supports the Financial Planning & Analysis function for the ACT division and develops, creates, and drives FP&A strategy for the organization. The Senior Financial Planning Analyst defines FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The Senior Financial Planning Analyst partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. The role forecasts and analyzes orders, revenue, margin, as well as sales and marketing costs and is responsible for defining and developing KPIs, dashboards, and performance insights for senior leadership. This role is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
ESSENTIAL FUNCTIONS
- Lead the development and standardization of financial reporting frameworks, defining approaches adopted across the division.
- Prepare, analyze, and distribute revenue and margin reporting and analytics.
- Prepare and deliver executive-level financial insights and materials, framing complex data into clear, actionable recommendations.
- Act as a liaison across the finance team to define and evolve FP&A methodologies and forecasting frameworks while leading the financial planning deliverables such as forecasts, actuals reporting, variance analysis and long-range planning.
- Partner with Sales, Business Unit Leadership, and Finance to shape multi-year business planning, including defining financial narratives, assumptions, and key drivers of performance.
- Lead the preparation and completion of end-to-end financial planning cycles (monthly, quarterly, annual), determining approaches and adapting methodologies based on evolving business needs.
- Establish, prepare, and refine reporting frameworks for orders, shipments, and backlog analysis ensuring consistency and clarity across stakeholders.
- Influence decision-making through development of KPIs, dashboards, and performance insights, ensuring alignment to evolving business priorities and strategic objectives.
- Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results.
- Act as a key liaison with IT and data/analytics teams to influence reporting capabilities and ensure FP&A requirements are translated into scalable solutions.
- Develop cross functional relationships and network outside of finance to help support the business in defining and achieving its strategic goals.
- Lead high-complexity ad hoc analyses and special projects, often requiring development of new frameworks or approaches to address evolving business questions.
- Continuously assess and enhance FP&A processes and tools, driving improvements that elevate how financial planning and analysis is performed across the function.
REQUIRED/PREFERRED EDUCATION AND EXPERIENCE
- Bachelor's Degree in Business Administration required
- 8+ years of related experience required
- Experience working in a multi-org, multi-site environment required
- Experience with Oracle 11i or greater preferred
- Experience with Tableau and/or Tableau Prep preferred
KNOWLEDGE, SKILLS AND ABILITIES
- Proficiency in Excel
- Presentation experience preferred
- Excellent written and verbal communication
- Strong organizational skills
- Strong analytical skills and attention to detail
- Proven ability to visualize, document, and improve processes
- Knowledge of database and data warehouse architecture preferred
TRAVEL REQUIREMENTS
- Occasional travel required
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- Standing - Occasionally
- Walking - Occasionally
- Sitting - Frequently
- Talking - Occasionally
- Hearing - Occasionally
- Repetitive Motions - Frequently
ZOLL is a fast-growing company that operates in more than 140 countries around the world. Our employees are inspired by a commitment to make a difference in patients' lives, and our culture values innovation, self-motivation and an entrepreneurial spirit. Join us in our efforts to improve outcomes for underserved patients suffering from critical cardiopulmonary conditions and help save more lives.
All qualified candidates are urged to apply, however a strong internal candidate has been identified.
The annual salary for this position is:
$112,800.00 to $169,200.00
This position is eligible for an annual bonus in accordance with the company's bonus plan. Factors which may affect starting salary include geography, skills, education, experience, and other qualifications of the successful candidate. Details of ZOLL's comprehensive benefits plans can be found at www.zollbenefits.com.
Applications will be accepted on an ongoing basis until this position is filled. For fully remote positions, compensation will comply with all applicable federal, state, and local wage laws, including minimum wage requirements, based on the employee’s primary work location.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or status as a protected veteran.
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
INTRODUCTION
The person in this position will support the Financial Planning & Analysis function for the ACT division. This person will develop, create, and drive FP&A strategy for the organization. Defining FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget development, and ensuring financial accuracy and compliance. This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role defines and develops KPIs, dashboards, and performance insights for senior leadership, is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service.
At ZOLL, you won't just have a job. You'll have a career—and a purpose.
Join our team. It's a great time to be a part of ZOLL!
JOB SUMMARY
This position supports the Financial Planning & Analysis function for the ACT division and develops, creates, and drives FP&A strategy for the organization. The Senior Financial Planning Analyst defines FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. They have a proven ability to understand technical concepts and communicate with all areas of the business. They can manage multiple projects at once and reprioritize as business requirements change.
The position oversees the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The Senior Financial Planning Analyst partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. The role forecasts and analyzes orders, revenue, margin, as well as sales and marketing costs and is responsible for defining and developing KPIs, dashboards, and performance insights for senior leadership. This role is an essential part of strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
ESSENTIAL FUNCTIONS
- Lead the development and standardization of financial reporting frameworks, defining approaches adopted across the division.
- Prepare, analyze, and distribute revenue and margin reporting and analytics.
- Prepare and deliver executive-level financial insights and materials, framing complex data into clear, actionable recommendations.
- Act as a liaison across the finance team to define and evolve FP&A methodologies and forecasting frameworks while leading the financial planning deliverables such as forecasts, actuals reporting, variance analysis and long-range planning.
- Partner with Sales, Business Unit Leadership, and Finance to shape multi-year business planning, including defining financial narratives, assumptions, and key drivers of performance.
- Lead the preparation and completion of end-to-end financial planning cycles (monthly, quarterly, annual), determining approaches and adapting methodologies based on evolving business needs.
- Establish, prepare, and refine reporting frameworks for orders, shipments, and backlog analysis ensuring consistency and clarity across stakeholders.
- Influence decision-making through development of KPIs, dashboards, and performance insights, ensuring alignment to evolving business priorities and strategic objectives.
- Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results.
- Act as a key liaison with IT and data/analytics teams to influence reporting capabilities and ensure FP&A requirements are translated into scalable solutions.
- Develop cross functional relationships and network outside of finance to help support the business in defining and achieving its strategic goals.
- Lead high-complexity ad hoc analyses and special projects, often requiring development of new frameworks or approaches to address evolving business questions.
- Continuously assess and enhance FP&A processes and tools, driving improvements that elevate how financial planning and analysis is performed across the function.
REQUIRED/PREFERRED EDUCATION AND EXPERIENCE
- Bachelor's Degree in Business Administration required
- 8+ years of related experience required
- Experience working in a multi-org, multi-site environment required
- Experience with Oracle 11i or greater preferred
- Experience with Tableau and/or Tableau Prep preferred
KNOWLEDGE, SKILLS AND ABILITIES
- Proficiency in Excel
- Presentation experience preferred
- Excellent written and verbal communication
- Strong organizational skills
- Strong analytical skills and attention to detail
- Proven ability to visualize, document, and improve processes
- Knowledge of database and data warehouse architecture preferred
TRAVEL REQUIREMENTS
- Occasional travel required
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- Standing - Occasionally
- Walking - Occasionally
- Sitting - Frequently
- Talking - Occasionally
- Hearing - Occasionally
- Repetitive Motions - Frequently
ZOLL is a fast-growing company that operates in more than 140 countries around the world. Our employees are inspired by a commitment to make a difference in patients' lives, and our culture values innovation, self-motivation and an entrepreneurial spirit. Join us in our efforts to improve outcomes for underserved patients suffering from critical cardiopulmonary conditions and help save more lives.
All qualified candidates are urged to apply, however a strong internal candidate has been identified.
The annual salary for this position is:
$112,800.00 to $169,200.00
This position is eligible for an annual bonus in accordance with the company's bonus plan. Factors which may affect starting salary include geography, skills, education, experience, and other qualifications of the successful candidate. Details of ZOLL's comprehensive benefits plans can be found at www.zollbenefits.com.
Applications will be accepted on an ongoing basis until this position is filled. For fully remote positions, compensation will comply with all applicable federal, state, and local wage laws, including minimum wage requirements, based on the employee’s primary work location.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or status as a protected veteran.
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
See All 243+ Financial Planning Analyst Jobs
Jump back to the full list of openings and apply to any financial planning analyst role that fits.
Find JobsFinancial Planning Analyst Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Riveron26
- KBR11
- Ralph Lauren8
- Deloitte6
- Mastercard5
Top Industries Hiring
- Technology & Software32
- Consulting & Professional Services29
- Healthcare & Medical Services18
- Manufacturing18
- Retail14
What Employers Look For
The qualifications that appear most often in financial planning analyst jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Advanced Excel skills including financial modeling, pivot tables, and complex formulas
- Experience with FP&A or business intelligence tools such as Adaptive Insights, Anaplan, or Hyperion
- Proficiency in building and maintaining three-statement financial models and variance analyses
- Two to five years of experience in a corporate finance, accounting, or analytical role
- CFA, CPA, or MBA credential preferred for senior-level financial planning analyst positions
Tips for Your Financial Planning Analyst Job Search
Quantify your forecasting model impact
Hiring managers for financial planning analyst roles expect numbers on your resume. Replace vague claims with specifics: how much revenue your forecast model covered, the variance percentage you reduced, or the cycle time you cut from the planning process.
Highlight the tools you actually use
Financial planning analyst postings filter heavily on software. Call out your proficiency with Excel, Adaptive Insights, Anaplan, Hyperion, or Power BI in a dedicated skills section so applicant tracking systems surface your resume before a human even reads it.
Target openings by planning cycle stage
Companies post FP&A roles heaviest in Q4 and Q1 as they stand up annual planning teams. Search for openings from October through February to catch the highest volume of new requisitions and get your application in before roles are filled internally.
Apply early to roles that fit
Migrate Mate lists financial planning analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a case-based interview answer
FP&A interviews routinely include a take-home or live case where you build or stress-test a three-statement model. Practice narrating your assumptions out loud, because interviewers care as much about your analytical reasoning as the final output.
Negotiate using comp benchmarks not gut feel
When an offer arrives, cite external benchmarks from Bureau of Labor Statistics occupational data or industry surveys for your specific sector and geography. Anchoring your counteroffer to a named source gives you a credible position that is harder to dismiss.
Financial Planning Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning analysts?
The companies hiring the most financial planning analysts right now include Riveron, KBR, and Ralph Lauren, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of June 2026. Demand is concentrated in large enterprises with dedicated FP&A teams, particularly in financial services, healthcare systems, and technology companies.
How many financial planning analyst jobs are remote?
About 28% of financial planning analyst openings are fully remote or hybrid as of June 2026, making it one of the more flexible corporate finance roles available. Sub-disciplines focused on financial modeling and reporting tend to skew most remote, while roles with heavy cross-functional collaboration or business partnering are more likely to require in-office presence.
How do you become a financial planning analyst?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on modeling skills through internships, rotational programs, or entry-level accounting or analyst roles. Learn the planning tools common in your target industry, develop a working understanding of the three financial statements, and pursue a CFA or CPA if you want to move toward senior FP&A or finance manager positions.
Can you get a financial planning analyst job with little experience?
Yes, entry-level financial planning analyst roles exist specifically for candidates with internship experience or one to two years in accounting, audit, or a related analytical function. Demonstrating proficiency in Excel-based financial modeling, showing comfort with budgeting concepts, and targeting companies with structured finance rotational programs gives candidates with limited experience a realistic path into FP&A.
What does the financial planning analyst interview process look like?
Most financial planning analyst interviews run three to four rounds, starting with a recruiter screen, followed by a hiring manager conversation focused on your analytical background and communication style. Later rounds typically include a technical or modeling assessment, sometimes a take-home case, and a final panel with finance leadership or business partners who evaluate how well you translate data into business recommendations.
Where can I find and apply to financial planning analyst jobs?
You can find and apply to financial planning analyst jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience, industry preference, and location, then apply directly to each opening that fits.
See All 243+ Financial Planning Analyst Jobs
Jump back to the full list of openings and apply to any financial planning analyst role that fits.
Find Jobs