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 843+ Financial Planning Analyst jobs
Financial Planning Analyst (FP& A) - SG&A Analysis
We need someone with 3 – 5 years of experience and who has a good understanding of general accounting as well.
Salary: $86K - $105k/Annum + Benefits
Candidates must live 30 to 45 minutes commute
Hybrid Onsite in Montvale, NJ (4 days a week, remote Friday’s)
Job Summary
The Financial Planning Analyst – SG&A will have the opportunity to gain broad experience and engage with cost center owners. This individual will assist with operational planning, forecasting, and monthly Accounting close processes, drive unbiased financial reporting, provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals.
Responsibilities
- Provide financial support to various SG&A functional groups
- Assist with preparing the annual operating cost center plans, with transition to the rolling forecast, and collaborate with senior management for relevant input
- Assist with preparing financial analysis monthly, determining key budget variances, make recommendations, and identify potential risks/opportunities
- Facilitate monthly financial review meetings with senior management to review actual results compared to plan and projected spending for the rolling forecast period
- Support accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis
- Review and track approved project spending and seek proper accounting treatment for capital versus operating expenditure impact, ensuring alignment of spend
- Prepare ad-hoc analysis upon request
- Review contracts/SOW's for financial implications, including terms and conditions
- Ensure accounting and corporate-wide guidelines and policies are met
- Assist the Planning Team with ad-hoc projects and provide support where needed
Qualifications
- Bachelor's degree required, preferably in Accounting or Finance.
- Preferred 2+ years of relevant experience in Accounting, and financial and business analysis, including budgeting and forecasting
- Must be analytical and inquisitive with strong business acumen, problem-solving skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals
- Competency in Excel and experience using other Microsoft Office applications, such as Word, PowerPoint, etc., and the ability to quickly master new applications and systems
- Organizational, interpersonal, and communication (written/oral) skills, with the ability to develop effective business partner relationships
- Ability to work in a team-based continuous improvement environment
- Knowledge of SAP, EPM, SAC, and Business Objects preferred
- Minimal travel on an as-needed basis
Competencies:
- Strong customer focus dedicated to meeting expectations and requirements of internal and external customers
- Seen as a team player who encourages collaboration and quickly gains the trust and support of peers. Finds common ground and solves problems for the benefit of all
- Manage multiple tasks and projects with the ability to prioritize and respond quickly to customer requests based on shifting priorities
- Analyze, investigate, and resolve issues related to daily work by applying knowledge of policies, procedures, and internal processes
- Ability to drive for results to complete goals successfully
- Align and operate within the company's core ethics and values
Financial Planning Analyst (FP& A) - SG&A Analysis
We need someone with 3 – 5 years of experience and who has a good understanding of general accounting as well.
Salary: $86K - $105k/Annum + Benefits
Candidates must live 30 to 45 minutes commute
Hybrid Onsite in Montvale, NJ (4 days a week, remote Friday’s)
Job Summary
The Financial Planning Analyst – SG&A will have the opportunity to gain broad experience and engage with cost center owners. This individual will assist with operational planning, forecasting, and monthly Accounting close processes, drive unbiased financial reporting, provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals.
Responsibilities
- Provide financial support to various SG&A functional groups
- Assist with preparing the annual operating cost center plans, with transition to the rolling forecast, and collaborate with senior management for relevant input
- Assist with preparing financial analysis monthly, determining key budget variances, make recommendations, and identify potential risks/opportunities
- Facilitate monthly financial review meetings with senior management to review actual results compared to plan and projected spending for the rolling forecast period
- Support accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis
- Review and track approved project spending and seek proper accounting treatment for capital versus operating expenditure impact, ensuring alignment of spend
- Prepare ad-hoc analysis upon request
- Review contracts/SOW's for financial implications, including terms and conditions
- Ensure accounting and corporate-wide guidelines and policies are met
- Assist the Planning Team with ad-hoc projects and provide support where needed
Qualifications
- Bachelor's degree required, preferably in Accounting or Finance.
- Preferred 2+ years of relevant experience in Accounting, and financial and business analysis, including budgeting and forecasting
- Must be analytical and inquisitive with strong business acumen, problem-solving skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals
- Competency in Excel and experience using other Microsoft Office applications, such as Word, PowerPoint, etc., and the ability to quickly master new applications and systems
- Organizational, interpersonal, and communication (written/oral) skills, with the ability to develop effective business partner relationships
- Ability to work in a team-based continuous improvement environment
- Knowledge of SAP, EPM, SAC, and Business Objects preferred
- Minimal travel on an as-needed basis
Competencies:
- Strong customer focus dedicated to meeting expectations and requirements of internal and external customers
- Seen as a team player who encourages collaboration and quickly gains the trust and support of peers. Finds common ground and solves problems for the benefit of all
- Manage multiple tasks and projects with the ability to prioritize and respond quickly to customer requests based on shifting priorities
- Analyze, investigate, and resolve issues related to daily work by applying knowledge of policies, procedures, and internal processes
- Ability to drive for results to complete goals successfully
- Align and operate within the company's core ethics and values
Financial Planning Analyst Jobs by Experience Level
Top Cities Hiring Financial Planning Analysts
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Find JobsFinancial Planning Analyst Job Market
Who's Hiring
- CVS Health35
- Riveron19
- Kaiser Permanente11
- Edelman Financial Engines9
- Capital One7
Top Industries Hiring
- Insurance30
- Healthcare & Medical Services20
- Education18
- Manufacturing17
- Investment & Asset Management17
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 CVS Health, Riveron, and Kaiser Permanente, with the largest share of openings in Texas, California, and New York, based on current listings on Migrate Mate as of August 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 56% of financial planning analyst openings are fully remote or hybrid as of August 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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