Mid Level Financial Planning Analyst Jobs
Mid level financial planning analyst jobs go to professionals ready to own forecasting models, lead budget cycles, and deliver actionable insights with minimal oversight. Openings are concentrated across Education, Healthcare & Medical Services, and Investment & Asset Management, with a strong mix of on-site, remote, and hybrid arrangements, and employers like Riveron, PubMatic, and 24 Seven Talent hiring at this level now.
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Showing 5 of 80+ Mid Level Financial Planning Analyst 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 Analyst Job Market
Who's Hiring
- Riveron19
- PubMatic2
- 24 Seven Talent2
- Hillwood Development Company2
- EY1
Top Industries Hiring
- Education
- Healthcare & Medical Services
- Investment & Asset Management
- Staffing & Recruiting
- Retail
Mid Level Financial Planning Analyst Jobs: Frequently Asked Questions
How do I get a mid level financial planning analyst job?
Lead with ownership. Hiring managers at this level want to see that you have run a process, not just supported one, so highlight forecasts you built, variance analyses you owned, or cross-functional projects you drove. Tailor your resume to show business impact rather than task lists, and make sure your application reflects the specific planning cycle or software stack the employer uses.
Which companies hire mid level financial planning analysts?
Companies hiring mid level financial planning analysts right now include Riveron, PubMatic, and 24 Seven Talent, based on current listings on Migrate Mate as of August 2026. Hiring at this level covers large enterprises with dedicated FP&A teams, high-growth mid-market companies scaling their finance functions, and financial services firms that need analysts who can work independently on planning deliverables.
Are there remote mid level financial planning analyst jobs?
Yes, though availability varies by employer and industry. About 29% of mid level financial planning analyst openings are remote or hybrid as of August 2026, reflecting the broad adoption of cloud-based planning tools that make distributed FP&A work practical. Hybrid arrangements are especially common at larger organizations that still value in-person collaboration for budget season and leadership presentations.
How do I move up to a mid level financial planning analyst role?
The progression from entry level to mid level is built on demonstrated ownership. Analysts who advance take on increasingly complex models, ask to lead portions of the annual budget or reforecast, and start connecting their outputs to business decisions rather than just producing reports. Building proficiency in tools like Adaptive Insights, Anaplan, or advanced Excel, while developing relationships with business partners, signals readiness for greater responsibility.
Which industries hire the most mid level financial planning analysts?
Mid Level financial planning analyst roles concentrate in Education, Healthcare & Medical Services, and Investment & Asset Management, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring at this level because their planning cycles are complex enough to require analysts who can work independently, synthesize data across business units, and translate financial results into strategic recommendations for leadership.