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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Job Description:
The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity.
This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making.
KEY RESPONSIBILITIES
Corporate FP&A & Planning
- Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.
- Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.
- Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.
- Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.
- Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.
- Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
Business Intelligence & Reporting
- Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.
- Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.
- Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities.
SG&A & Centralized Cost Accounting
- Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.
- Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.
- Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.
- Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.
Commercial Finance & Pricing
- Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews
- Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis.
Cash Flow Forecasting
- Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.
- Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets.
M&A Diligence & Integration
- Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.
- Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.
- Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.
- Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects.
Team & Stakeholder Leadership
- Develop the FP&A team through effective recruiting, coaching, training, and performance management.
- Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.
- Prepare Board and Senior Leadership materials.
QUALIFICATIONS & EXPERIENCE
- Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.
- 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.
- Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
- Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
- Experience with M&A due diligence and post-acquisition integration.
- Executive presence and interpersonal communication skills, with well-honed influencing skills.
- Effective written, oral, and executive presentation skills. Excellent time management and project management skills.
- Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
- Proven ability to partner across multiple business functions and influence decisions without direct authority.
- Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.
Job Description:
The Director, FP&A leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity.
This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making.
KEY RESPONSIBILITIES
Corporate FP&A & Planning
- Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.
- Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.
- Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.
- Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.
- Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.
- Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor.
Business Intelligence & Reporting
- Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.
- Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.
- Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities.
SG&A & Centralized Cost Accounting
- Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.
- Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.
- Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.
- Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.
Commercial Finance & Pricing
- Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews
- Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis.
Cash Flow Forecasting
- Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.
- Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets.
M&A Diligence & Integration
- Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.
- Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.
- Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.
- Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects.
Team & Stakeholder Leadership
- Develop the FP&A team through effective recruiting, coaching, training, and performance management.
- Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.
- Prepare Board and Senior Leadership materials.
QUALIFICATIONS & EXPERIENCE
- Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.
- 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.
- Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
- Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
- Experience with M&A due diligence and post-acquisition integration.
- Executive presence and interpersonal communication skills, with well-honed influencing skills.
- Effective written, oral, and executive presentation skills. Excellent time management and project management skills.
- Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.
- Proven ability to partner across multiple business functions and influence decisions without direct authority.
- Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.
Financial Planning And Analysis Jobs by Experience Level
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Find JobsFinancial Planning And Analysis Job Market
Who's Hiring
- Riveron11
- Capital One7
- Kaiser Permanente6
- Mizuho5
- Energy Infrastructure Partners5
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Healthcare & Medical Services
- Manufacturing
- Science & Research
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 Riveron, Capital One, and Kaiser Permanente, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of November 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 71% of financial planning and analysis openings are fully remote or hybrid as of November 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.
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