Financial Planning And Analysis Jobs
Financial Planning And Analysis jobs are open across healthcare, manufacturing, technology, financial services, and consumer goods, at levels from analyst to director, with specializations in budgeting, forecasting, and business partnering. Find a role that fits from the openings below and apply directly.
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The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
8XkL0ofMZa
The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
8XkL0ofMZa
Financial Planning And Analysis Jobs by Experience Level
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Find JobsFinancial Planning And Analysis Job Market
Who's Hiring
- CVS Health35
- Riveron19
- Kaiser Permanente11
- Capital One7
- CMI Media5
Top Industries Hiring
- Insurance25
- Healthcare & Medical Services13
- Manufacturing12
- Consulting & Professional Services12
- Technology & Software10
What Employers Look For
The qualifications that appear most often in financial planning and analysis jobs.
- Bachelor's degree in finance, accounting, or economics
- Advanced Excel and financial modeling skills
- Experience with FP&A planning tools such as Anaplan, Adaptive Insights, or Hyperion
- Proficiency in data visualization tools such as Tableau or Power BI
- Three or more years of financial planning, budgeting, or forecasting experience
- CFA, CPA, or MBA preferred for senior and director-level roles
Tips for Your Financial Planning And Analysis Job Search
Quantify your forecast accuracy on your resume
FP&A hiring managers look for evidence of analytical rigor, so replace vague statements with metrics: how far your forecasts landed from actuals, the budget size you modeled, or the revenue your variance analysis helped recover.
Highlight your financial modeling tool stack
List the specific tools you've built models in, whether Excel, Adaptive Insights, Anaplan, or Tableau. Recruiters and ATS systems filter hard on these names, and generic terms like 'spreadsheet software' will cost you interviews.
Target openings by business partnering scope
Some FP&A roles sit inside a shared-services center doing enterprise-wide reporting, while others are embedded in a single business unit. Identify which structure fits your experience before applying, and tailor your cover letter to match.
Apply early to roles that fit
Migrate Mate lists financial planning and analysis openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a walk-through of one full planning cycle
Interviewers commonly ask you to describe the annual budgeting and forecasting process end to end. Rehearse a concise narrative covering data gathering, driver-based modeling, management review, and final sign-off so you can answer fluently under pressure.
Negotiate around the full compensation structure
FP&A offers often include a short-term incentive tied to company or individual performance targets. Ask how the bonus is calculated, what the historical payout rate has been, and when the next performance cycle begins before accepting.
Financial Planning And Analysis Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning and analysiss?
The companies hiring the most financial planning and analysiss right now include CVS Health, Riveron, and Kaiser Permanente, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of August 2026. Demand is particularly strong in healthcare systems, large technology firms, and diversified industrial companies.
How many financial planning and analysis jobs are remote?
About 59% of financial planning and analysis openings are fully remote or hybrid as of August 2026, reflecting how broadly the function shifted to distributed work. Business partnering roles embedded in a single unit tend to require more in-office presence, while enterprise reporting and consolidation roles are most likely to stay fully remote.
How do you become a financial planning and analysis?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on modeling experience in Excel and at least one planning platform. Move into an entry-level financial analyst role to learn the budgeting and forecasting cycle, earn a CFA or CPA to strengthen your candidacy, and progress toward FP&A-specific titles by demonstrating business partnering and variance analysis skills.
How do you get hired in financial planning and analysis with little experience?
Target analyst rotational programs or junior financial analyst roles that expose you to the planning cycle rather than applying directly to FP&A titles. Build a portfolio of self-made financial models, practice driver-based forecasting on public company data, and emphasize any internship or co-op work that involved budgeting, reporting, or cost analysis to distinguish yourself from other entry-level candidates.
What does the financial planning and analysis interview process look like?
Most FP&A interview processes run three to four rounds. The first is typically a recruiter screen focused on your background and tool proficiency. A hiring manager then conducts a behavioral interview covering how you've handled forecast misses, tight deadlines, and cross-functional stakeholder requests. Later rounds often include a case study or take-home model, followed by a final panel with finance leadership or a business unit head.
Where can I find and apply to financial planning and analysis jobs?
You can find and apply to financial planning and analysis jobs on Migrate Mate, which lists current openings from employers across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing from the same page.
See All 604+ Financial Planning And Analysis Jobs
Find roles that match your experience and apply in just a few clicks.
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