Mid Level Financial Planning And Analysis Jobs
Mid level financial planning and analysis jobs go to professionals ready to own budgeting cycles, lead variance analysis independently, and shape forecasts that inform executive decisions. Roles run across Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like Riveron, PubMatic, and BNY hiring at this level now.
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Showing 5 of 59+ Mid Level Financial Planning And Analysis 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 And Analysis Job Market
Who's Hiring
- Riveron19
- PubMatic2
- BNY1
- NSF1
- Avant1
Top Industries Hiring
- Investment & Asset Management
- Staffing & Recruiting
- Consulting & Professional Services
- Education
- Insurance
Mid Level Financial Planning And Analysis Jobs: Frequently Asked Questions
How do I get a mid level financial planning and analysis job?
Highlight ownership over specific deliverables, such as a full budget cycle you managed, a forecast model you built, or a cost-reduction analysis you presented to leadership. Mid level roles reward demonstrated independence, so position your experience around outcomes you drove rather than tasks you supported. Strong proficiency in Excel or a planning platform like Adaptive Insights strengthens your application considerably.
Which companies hire mid level financial planning and analysiss?
Companies hiring mid level financial planning and analysiss right now include Riveron, PubMatic, and BNY, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from a broad range of organizations, including large corporations, regional mid-market firms, and high-growth companies that need professionals who can operate with real autonomy inside their finance functions.
Are there remote mid level financial planning and analysis jobs?
Yes, though availability varies by employer and industry. About 29% of mid level financial planning and analysis openings are remote or hybrid as of August 2026, reflecting the role's strong fit for distributed work given its reliance on modeling tools and shared dashboards. On-site roles remain common at companies that emphasize close collaboration between finance and operational teams.
How do I move up to a mid level financial planning and analysis role?
The path from entry level into mid level financial planning and analysis comes from deepening technical skills and progressively owning larger pieces of the planning process. Focus on building expertise in financial modeling, variance analysis, and reporting, and look for opportunities to take end-to-end ownership of a project. Demonstrating measurable impact, such as improving forecast accuracy or identifying a cost driver, signals readiness for mid level responsibility.
Which industries hire the most mid level financial planning and analysiss?
Mid Level financial planning and analysis roles concentrate in Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors generate high demand at the mid level because their planning cycles are complex enough to require experienced analysts who can translate financial data into operational decisions without heavy oversight.