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.
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Showing 5 of 833+ Financial Planning Analyst jobs
Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
Financial Planning Analyst Jobs by Experience Level
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Find JobsFinancial Planning Analyst Job Market
Who's Hiring
- Mariner Wealth Advisors24
- Deloitte12
- Kaiser Permanente12
- Riveron9
- Fehr Graham7
Top Industries Hiring
- Healthcare & Medical Services16
- Investment & Asset Management11
- Consulting & Professional Services11
- Education7
- Staffing & Recruiting7
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 Mariner Wealth Advisors, Deloitte, and Kaiser Permanente, with the largest share of openings in Texas, California, and New York, based on current listings on Migrate Mate as of September 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 57% of financial planning analyst openings are fully remote or hybrid as of September 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.
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