Financial Planning and Analysis Lead Jobs
Financial Planning and Analysis Lead jobs are open across corporate finance, healthcare, technology, and manufacturing, with specializations in budgeting, forecasting, and variance analysis, at every level from senior analyst to FP&A lead and director. Scan the live roles below and apply to whichever ones fit.
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Open roles599+
Top stateCalifornia
Top employerRiveron
Top citySan Jose, CA
Work type56% Hybrid
Top industryInvestment
Showing 5 of 599+ Financial Planning and Analysis Lead jobs
Financial Planning and Analysis, Finance Technology Leader
We won't show you this job again
New 8h ago
Aon
Financial Planning and Analysis, Finance Technology Leader
Chicago, Illinois
New 8h ago
Specialist Manager, Financial Planning and Analysis
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New 10h ago
Deloitte
Specialist Manager, Financial Planning and Analysis
Pittsburgh, Pennsylvania
New 10h ago
Senior Financial Analyst, Financial Planning & Analysis (FP&A)
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New 12h ago
Victoria's Secret
Senior Financial Analyst, Financial Planning & Analysis (FP&A)
Reynoldsburg, Ohio
New 12h ago
Associate Director, Financial Planning & Analysis - Dean's Office
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New 16h ago
UCLA Health
Associate Director, Financial Planning & Analysis - Dean's Office
Los Angeles, California
New 16h ago
Senior Manager, Financial Planning and Analysis Commercial Rx
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New 17h ago
CVS Health
Senior Manager, Financial Planning and Analysis Commercial Rx
Hartford, Connecticut
New 17h ago
New 8h ago
Financial Planning and Analysis, Finance Technology Leader
Aon·Chicago, Illinois
Job functions:
$150k - $185k/yr
8+ yrs exp.
Master's degree in business administration
Full Time
10,000+ employees
Job Description
Posting Description:
Serve as the senior technology leader for FP&A, partnering with the Finance organization to define the strategy and roadmap for Aon's global planning, forecasting, performance management, cost transparency, and financial analytics technology ecosystem.
Technology Business Management & Cost Transparency: Apptio applications supporting technology financial management, cost allocation, planning, reporting, and business value insights.
Financial Data & Analytics: Finance data platforms, enterprise reporting, Power BI, executive dashboards, predictive analytics, and insights generated by technology.
Finance Operations & Workflow: Planning workflows, approvals, controls, automation, workflow orchestration, and process optimization.
Data Management & Governance: Financial hierarchies, master data, chart of accounts. Planning dimensions, organizational structures, allocation structures, and reference data management.
Integration & Enterprise Platforms: ERP, HR, financial data, reporting, and other enterprise platforms supporting end-to-end FP&A processes.
Lead and develop a team spanning product ownership, solution architecture, business analysis, development, integration, and platform administration.
Collaborate with peer Finance Technology leaders across the organization to align roadmaps, architecture, delivery priorities, data standards, support models, and shared business outcomes.
Define and maintain the governance model for the FP&A Technology portfolio, including demand intake, prioritization, change control, release management, testing, deployment, and collaborator communications.
Responsible for the evaluation, adoption, and rollout of new capabilities across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio, and supporting FP&A technologies; perform impact assessments and guide configuration, testing, deployment, and operational readiness.
Drive adoption and change management for new capabilities, ensuring FP&A and business finance teams are equipped to employ technology effectively to improve planning, forecasting, analysis, and decision-making.
Champion finance data quality, governance, standardization, security, and controls across the FP&A technology landscape; collaborate with Risk, Compliance, Audit, and Data Governance teams to meet internal requirements.
Ensure effective integration and data flows between FP&A platforms and adjacent ecosystems including ERP, HR, enterprise data warehouses, analytics platforms, collaboration tools, and corporate reporting solutions.
Lead FP&A Technology modernization initiatives including integrated business planning, connected planning, predictive forecasting, AI-enabled analysis, self-service reporting, and finance process automation.
Establish measurable product and service outcomes, including platform reliability, delivery performance, user adoption, data quality, control effectiveness, and business value realization.
Act as the technology leader responsible for ensuring Aon has the accurate financial data available.
Demonstrated commitment to continuous learning and knowing the latest with emerging finance technologies, AI capabilities, enterprise planning, technology financial management, and performance management standard processes.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
Are you an accomplished FP&A Finance Technology Leader? We are seeking talent in this position to implement the global strategy and roadmap for our enterprise planning, forecasting, performance management, cost transparency, and financial analytics platforms. This role has deep expertise across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio applications, finance data and analytics, AI enabled automation, and global finance operating models. They will be able to translate FP&A priorities into scalable, well-governed, insight driven technology solutions that improve planning agility, forecast accuracy, cost transparency, and executive decision-making.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world!
As an organization, we are united through trust as one engaged team and we are passionate about helping our colleagues and clients succeed!
What the day will look like
Responsibilities:
Serve as the senior technology leader for FP&A, partnering with the Finance organization to define the strategy and roadmap for Aon's global planning, forecasting, performance management, cost transparency, and financial analytics technology ecosystem.
Manage the portfolio of FP&A technologies, including:
Enterprise Planning & Forecasting: Workday Adaptive Planning and IBM Planning Analytics (TM1), including budgeting, forecasting, scenario modeling, workforce planning, long-range planning, management reporting, and multidimensional analysis.
Technology Business Management & Cost Transparency: Apptio applications supporting technology financial management, cost allocation, planning, reporting, and business value insights.
Financial Data & Analytics: Finance data platforms, enterprise reporting, Power BI, executive dashboards, predictive analytics, and insights generated by technology.
Finance Operations & Workflow: Planning workflows, approvals, controls, automation, workflow orchestration, and process optimization.
Data Management & Governance: Financial hierarchies, master data, chart of accounts. Planning dimensions, organizational structures, allocation structures, and reference data management.
Integration & Enterprise Platforms: ERP, HR, financial data, reporting, and other enterprise platforms supporting end-to-end FP&A processes.
Ensure end-to-end process integrity and data consistency across annual planning, long-term planning, rolling forecasts, workforce planning, cost allocation, management reporting, variance analysis, and executive decision support.
Partner closely with senior leaders across FP&A, Corporate Finance, Operations Finance, Accounting, Data, Technology, and business functions. Align platform capabilities with enterprise financial objectives and transformation strategies.
Lead and develop a team spanning product ownership, solution architecture, business analysis, development, integration, and platform administration.
Clear accountability for delivery, operations, controls, and continuous improvement.
Collaborate with peer Finance Technology leaders across the organization to align roadmaps, architecture, delivery priorities, data standards, support models, and shared business outcomes.
Define and maintain the governance model for the FP&A Technology portfolio, including demand intake, prioritization, change control, release management, testing, deployment, and collaborator communications.
Responsible for the evaluation, adoption, and rollout of new capabilities across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio, and supporting FP&A technologies; perform impact assessments and guide configuration, testing, deployment, and operational readiness.
Drive adoption and change management for new capabilities, ensuring FP&A and business finance teams are equipped to employ technology effectively to improve planning, forecasting, analysis, and decision-making.
Champion finance data quality, governance, standardization, security, and controls across the FP&A technology landscape; collaborate with Risk, Compliance, Audit, and Data Governance teams to meet internal requirements.
Ensure effective integration and data flows between FP&A platforms and adjacent ecosystems including ERP, HR, enterprise data warehouses, analytics platforms, collaboration tools, and corporate reporting solutions.
Lead FP&A Technology modernization initiatives including integrated business planning, connected planning, predictive forecasting, AI-enabled analysis, self-service reporting, and finance process automation.
Establish measurable product and service outcomes, including platform reliability, delivery performance, user adoption, data quality, control effectiveness, and business value realization.
Act as the technology leader responsible for ensuring Aon has the accurate financial data available.
How this opportunity is different
This role goes well beyond maintaining current tools. You will:
- Drive the strategic vision for Aon's FP&A Technology ecosystem, including how enterprise planning, cost transparency, reporting, analytics, and finance data work together to provide a trusted performance management platform.
- Play a central role in enterprise-wide transformation programs, including:
- Global FP&A modernization and connected planning initiatives
- Workday Adaptive Planning and IBM Planning Analytics (TM1) platform optimization and rationalization
- Apptio-enabled cost transparency and technology financial management
- AI-enabled forecasting, variance analysis, scenario modeling, and decision support
- Enterprise finance data governance and reporting transformation
- Blend executive-level influence with hands-on leadership by driving multi-year roadmaps and major transformation programs while engaging in architecture reviews, vendor strategy discussions, and emerging technology evaluations.
- Shape the day-to-day experience of FP&A and business finance teams around the world by providing scalable, reliable, and innovative technology capabilities.
Skills and experience that will lead to success
- Extensive experience (typically 8+ years) leading Finance Technology, FP&A Technology, Enterprise Performance Management (EPM), Technology Business Management, or Corporate Finance Systems portfolios within a global, matrixed organization.
- Deep hands-on and strategic experience with:
- Enterprise planning, budgeting, forecasting, and performance management platforms
- Financial analytics, reporting, and data platforms
- Financial data, integration, security, and control architectures
- Understanding of-Financial Planning & Analysis (FP&A), Budgeting and forecasting, Long-range planning. In addition, workforce planning, scenario modeling and variance analysis.
- Management reporting and performance analytics
- Proven success leading sophisticated, multi-year transformation programs across planning, performance management, reporting, cost transparency, data, and integration domains, including global deployments and process standardization.
- Experience driving adoption of AI, automation, and analytics within finance use cases including forecast recommendations, variance analysis, scenario modeling, planning optimization, and executive dashboards.
- Strong track record partnering with Finance executives to translate financial strategies, key performance indicators, and business objectives into scalable technology capabilities.
- Demonstrated ability to build, lead, and develop high-performing, global teams. Direct responsibility for people leadership, performance management, succession planning, mentoring, and capability development.
- Demonstrable ability to lead through influence across peer teams and matrixed organizations, aligning collaborators who do not directly collaborate with the role around shared roadmaps, standards, and outcomes.
- Excellent collaborator management and communication skills. Ability to influence and collaborate with senior leaders across FP&A, Finance, Accounting, Data, Risk, Audit, business functions, and Technology.
- Experience managing portfolio prioritization, budgeting, resource planning, and delivery capacity across multiple concurrent products, projects, and operational commitments.
- Strong vendor and partner leadership skills, including negotiating contracts, managing performance, supervising managed service providers, and aligning partner roadmaps with enterprise objectives.
- Experience operating within a product-centric delivery model and driving accountability through measurable business outcomes.
Strategy and Innovation
- Strategic problem solver who can connect FP&A technology, data, and process capabilities to business outcomes. This includes planning agility, forecast accuracy, cost transparency, financial insight, and operational efficiency.
- Proven track record of identifying and implementing automation, AI/ML, predictive analytics, and advanced reporting capabilities across planning and performance management processes.
- Experience establishing governance, operating models, architecture principles, and decision-making frameworks that balance innovation, risk management, standardization, and business agility.
- Comfortable operating in a matrixed, global environment, balancing enterprise standards with regional and business requirements.
- Finance Data Strategy and the role data governance plays in enabling trusted planning, reporting, analysis, and decision-making capabilities.
Education & credentials
Bachelor's degree or equivalent experience in Information Systems, Computer Science, Business, Finance, Accounting, or a related field.
MBA, CPA, CFA or equivalent experience, PMP, or other advanced certification preferred.
Workday Adaptive Planning, IBM Planning Analytics (TM1), and/or Apptio certifications preferred.
Demonstrated commitment to continuous learning and knowing the latest with emerging finance technologies, AI capabilities, enterprise planning, technology financial management, and performance management standard processes.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $150,000 to $185,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
#LI-KH1
Aon
Financial Planning and Analysis, Finance Technology Leader
Chicago, Illinois
New 8h ago10,000+ employees
Job functions:
$150k - $185k/yr
8+ yrs exp.
Master's degree in business administration
Full Time
Job Description
Posting Description:
Serve as the senior technology leader for FP&A, partnering with the Finance organization to define the strategy and roadmap for Aon's global planning, forecasting, performance management, cost transparency, and financial analytics technology ecosystem.
Technology Business Management & Cost Transparency: Apptio applications supporting technology financial management, cost allocation, planning, reporting, and business value insights.
Financial Data & Analytics: Finance data platforms, enterprise reporting, Power BI, executive dashboards, predictive analytics, and insights generated by technology.
Finance Operations & Workflow: Planning workflows, approvals, controls, automation, workflow orchestration, and process optimization.
Data Management & Governance: Financial hierarchies, master data, chart of accounts. Planning dimensions, organizational structures, allocation structures, and reference data management.
Integration & Enterprise Platforms: ERP, HR, financial data, reporting, and other enterprise platforms supporting end-to-end FP&A processes.
Lead and develop a team spanning product ownership, solution architecture, business analysis, development, integration, and platform administration.
Collaborate with peer Finance Technology leaders across the organization to align roadmaps, architecture, delivery priorities, data standards, support models, and shared business outcomes.
Define and maintain the governance model for the FP&A Technology portfolio, including demand intake, prioritization, change control, release management, testing, deployment, and collaborator communications.
Responsible for the evaluation, adoption, and rollout of new capabilities across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio, and supporting FP&A technologies; perform impact assessments and guide configuration, testing, deployment, and operational readiness.
Drive adoption and change management for new capabilities, ensuring FP&A and business finance teams are equipped to employ technology effectively to improve planning, forecasting, analysis, and decision-making.
Champion finance data quality, governance, standardization, security, and controls across the FP&A technology landscape; collaborate with Risk, Compliance, Audit, and Data Governance teams to meet internal requirements.
Ensure effective integration and data flows between FP&A platforms and adjacent ecosystems including ERP, HR, enterprise data warehouses, analytics platforms, collaboration tools, and corporate reporting solutions.
Lead FP&A Technology modernization initiatives including integrated business planning, connected planning, predictive forecasting, AI-enabled analysis, self-service reporting, and finance process automation.
Establish measurable product and service outcomes, including platform reliability, delivery performance, user adoption, data quality, control effectiveness, and business value realization.
Act as the technology leader responsible for ensuring Aon has the accurate financial data available.
Demonstrated commitment to continuous learning and knowing the latest with emerging finance technologies, AI capabilities, enterprise planning, technology financial management, and performance management standard processes.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
Are you an accomplished FP&A Finance Technology Leader? We are seeking talent in this position to implement the global strategy and roadmap for our enterprise planning, forecasting, performance management, cost transparency, and financial analytics platforms. This role has deep expertise across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio applications, finance data and analytics, AI enabled automation, and global finance operating models. They will be able to translate FP&A priorities into scalable, well-governed, insight driven technology solutions that improve planning agility, forecast accuracy, cost transparency, and executive decision-making.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world!
As an organization, we are united through trust as one engaged team and we are passionate about helping our colleagues and clients succeed!
What the day will look like
Responsibilities:
Serve as the senior technology leader for FP&A, partnering with the Finance organization to define the strategy and roadmap for Aon's global planning, forecasting, performance management, cost transparency, and financial analytics technology ecosystem.
Manage the portfolio of FP&A technologies, including:
Enterprise Planning & Forecasting: Workday Adaptive Planning and IBM Planning Analytics (TM1), including budgeting, forecasting, scenario modeling, workforce planning, long-range planning, management reporting, and multidimensional analysis.
Technology Business Management & Cost Transparency: Apptio applications supporting technology financial management, cost allocation, planning, reporting, and business value insights.
Financial Data & Analytics: Finance data platforms, enterprise reporting, Power BI, executive dashboards, predictive analytics, and insights generated by technology.
Finance Operations & Workflow: Planning workflows, approvals, controls, automation, workflow orchestration, and process optimization.
Data Management & Governance: Financial hierarchies, master data, chart of accounts. Planning dimensions, organizational structures, allocation structures, and reference data management.
Integration & Enterprise Platforms: ERP, HR, financial data, reporting, and other enterprise platforms supporting end-to-end FP&A processes.
Ensure end-to-end process integrity and data consistency across annual planning, long-term planning, rolling forecasts, workforce planning, cost allocation, management reporting, variance analysis, and executive decision support.
Partner closely with senior leaders across FP&A, Corporate Finance, Operations Finance, Accounting, Data, Technology, and business functions. Align platform capabilities with enterprise financial objectives and transformation strategies.
Lead and develop a team spanning product ownership, solution architecture, business analysis, development, integration, and platform administration.
Clear accountability for delivery, operations, controls, and continuous improvement.
Collaborate with peer Finance Technology leaders across the organization to align roadmaps, architecture, delivery priorities, data standards, support models, and shared business outcomes.
Define and maintain the governance model for the FP&A Technology portfolio, including demand intake, prioritization, change control, release management, testing, deployment, and collaborator communications.
Responsible for the evaluation, adoption, and rollout of new capabilities across Workday Adaptive Planning, IBM Planning Analytics (TM1), Apptio, and supporting FP&A technologies; perform impact assessments and guide configuration, testing, deployment, and operational readiness.
Drive adoption and change management for new capabilities, ensuring FP&A and business finance teams are equipped to employ technology effectively to improve planning, forecasting, analysis, and decision-making.
Champion finance data quality, governance, standardization, security, and controls across the FP&A technology landscape; collaborate with Risk, Compliance, Audit, and Data Governance teams to meet internal requirements.
Ensure effective integration and data flows between FP&A platforms and adjacent ecosystems including ERP, HR, enterprise data warehouses, analytics platforms, collaboration tools, and corporate reporting solutions.
Lead FP&A Technology modernization initiatives including integrated business planning, connected planning, predictive forecasting, AI-enabled analysis, self-service reporting, and finance process automation.
Establish measurable product and service outcomes, including platform reliability, delivery performance, user adoption, data quality, control effectiveness, and business value realization.
Act as the technology leader responsible for ensuring Aon has the accurate financial data available.
How this opportunity is different
This role goes well beyond maintaining current tools. You will:
- Drive the strategic vision for Aon's FP&A Technology ecosystem, including how enterprise planning, cost transparency, reporting, analytics, and finance data work together to provide a trusted performance management platform.
- Play a central role in enterprise-wide transformation programs, including:
- Global FP&A modernization and connected planning initiatives
- Workday Adaptive Planning and IBM Planning Analytics (TM1) platform optimization and rationalization
- Apptio-enabled cost transparency and technology financial management
- AI-enabled forecasting, variance analysis, scenario modeling, and decision support
- Enterprise finance data governance and reporting transformation
- Blend executive-level influence with hands-on leadership by driving multi-year roadmaps and major transformation programs while engaging in architecture reviews, vendor strategy discussions, and emerging technology evaluations.
- Shape the day-to-day experience of FP&A and business finance teams around the world by providing scalable, reliable, and innovative technology capabilities.
Skills and experience that will lead to success
- Extensive experience (typically 8+ years) leading Finance Technology, FP&A Technology, Enterprise Performance Management (EPM), Technology Business Management, or Corporate Finance Systems portfolios within a global, matrixed organization.
- Deep hands-on and strategic experience with:
- Enterprise planning, budgeting, forecasting, and performance management platforms
- Financial analytics, reporting, and data platforms
- Financial data, integration, security, and control architectures
- Understanding of-Financial Planning & Analysis (FP&A), Budgeting and forecasting, Long-range planning. In addition, workforce planning, scenario modeling and variance analysis.
- Management reporting and performance analytics
- Proven success leading sophisticated, multi-year transformation programs across planning, performance management, reporting, cost transparency, data, and integration domains, including global deployments and process standardization.
- Experience driving adoption of AI, automation, and analytics within finance use cases including forecast recommendations, variance analysis, scenario modeling, planning optimization, and executive dashboards.
- Strong track record partnering with Finance executives to translate financial strategies, key performance indicators, and business objectives into scalable technology capabilities.
- Demonstrated ability to build, lead, and develop high-performing, global teams. Direct responsibility for people leadership, performance management, succession planning, mentoring, and capability development.
- Demonstrable ability to lead through influence across peer teams and matrixed organizations, aligning collaborators who do not directly collaborate with the role around shared roadmaps, standards, and outcomes.
- Excellent collaborator management and communication skills. Ability to influence and collaborate with senior leaders across FP&A, Finance, Accounting, Data, Risk, Audit, business functions, and Technology.
- Experience managing portfolio prioritization, budgeting, resource planning, and delivery capacity across multiple concurrent products, projects, and operational commitments.
- Strong vendor and partner leadership skills, including negotiating contracts, managing performance, supervising managed service providers, and aligning partner roadmaps with enterprise objectives.
- Experience operating within a product-centric delivery model and driving accountability through measurable business outcomes.
Strategy and Innovation
- Strategic problem solver who can connect FP&A technology, data, and process capabilities to business outcomes. This includes planning agility, forecast accuracy, cost transparency, financial insight, and operational efficiency.
- Proven track record of identifying and implementing automation, AI/ML, predictive analytics, and advanced reporting capabilities across planning and performance management processes.
- Experience establishing governance, operating models, architecture principles, and decision-making frameworks that balance innovation, risk management, standardization, and business agility.
- Comfortable operating in a matrixed, global environment, balancing enterprise standards with regional and business requirements.
- Finance Data Strategy and the role data governance plays in enabling trusted planning, reporting, analysis, and decision-making capabilities.
Education & credentials
Bachelor's degree or equivalent experience in Information Systems, Computer Science, Business, Finance, Accounting, or a related field.
MBA, CPA, CFA or equivalent experience, PMP, or other advanced certification preferred.
Workday Adaptive Planning, IBM Planning Analytics (TM1), and/or Apptio certifications preferred.
Demonstrated commitment to continuous learning and knowing the latest with emerging finance technologies, AI capabilities, enterprise planning, technology financial management, and performance management standard processes.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $150,000 to $185,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
#LI-KH1
Financial Planning and Analysis Lead Jobs by Experience Level
See All 599+ Financial Planning and Analysis Lead Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsFinancial Planning and Analysis Lead Job Market
Who's Hiring
- Riveron12
- CVS Health9
- Capital One8
- Kaiser Permanente7
- BNY6
Top Industries Hiring
- Investment & Asset Management
- Insurance
- Healthcare & Medical Services
- Manufacturing
- Staffing & Recruiting
What Employers Look For
The qualifications that appear most often in financial planning and analysis lead jobs.
- Bachelor's degree in finance, accounting, or economics with five or more years of FP&A experience
- Advanced proficiency in Excel financial modeling, including three-statement models and scenario analysis
- Experience with planning and reporting platforms such as Anaplan, Adaptive Insights, or Hyperion
- Demonstrated ability to build and present financial reports to senior leadership and business partners
- CPA or CFA designation preferred, particularly in public company or investment-intensive environments
- Familiarity with ERP systems such as SAP, Oracle Financials, or Workday for data extraction and reporting
Tips for Your Financial Planning and Analysis Lead Job Search
Quantify your forecasting impact on your resume
FP&A hiring managers care about accuracy and business influence, so replace vague bullets with specifics like forecast cycle time reduced, model complexity managed, or how many business units your planning covered. Concrete outcomes separate you from generalists.
Highlight your financial modeling toolkit prominently
Many postings screen for Excel, Hyperion, Anaplan, or Adaptive Insights proficiency before the resume reaches a human. List your tools in a dedicated skills section near the top so automated screening systems catch them before filtering you out.
Target postings that name the ERP system you know
FP&A lead roles often require hands-on experience with SAP, Oracle, or Workday Financials. Filtering your search by the system your current employer uses narrows the field to companies where your institutional knowledge translates immediately.
Apply early to roles that fit
Migrate Mate lists financial planning and analysis lead openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a business partnering story for interviews
FP&A lead interviews frequently include behavioral questions about influencing non-finance stakeholders. Have a ready example of a time your analysis changed an operational or investment decision, with the outcome and your specific role in it.
Negotiate by anchoring to total compensation structure
FP&A lead packages often include bonus targets tied to company or individual performance. Before your final conversation, understand whether the bonus is discretionary or formulaic, so your negotiation addresses base and incentive together rather than base alone.
Financial Planning and Analysis Lead Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning and analysis leads?
The most active employers for financial planning and analysis leads right now are Riveron, CVS Health, and Capital One, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is highest in industries with complex, multi-segment revenue structures such as healthcare systems, technology platforms, and large consumer brands.
How many financial planning and analysis lead jobs are remote?
About 74% of financial planning and analysis lead openings are fully remote or hybrid as of November 2026, reflecting the analytical nature of the role. Sub-specializations focused on reporting, model building, and variance commentary tend to be the most remote-friendly, while roles requiring weekly face time with operations or commercial leadership are more likely to require on-site presence.
How do you become a financial planning and analysis lead?
Most financial planning and analysis leads start in financial analyst or senior analyst roles, spending several years building proficiency in budgeting cycles, forecasting, and variance analysis. Progressing into the lead role typically requires demonstrated ownership of a planning process end to end, strong business partnering skills, and comfort presenting financial results to non-finance audiences. Earning a CPA or CFA and gaining ERP and planning tool experience accelerates the path.
Can you get hired as a financial planning and analysis lead with limited experience?
Moving directly into a financial planning and analysis lead role with limited experience is uncommon, but smaller companies and high-growth startups sometimes title senior analysts as leads when the team is lean. The most practical path is to take ownership of a full planning cycle in your current role, volunteer to present to leadership, and frame your resume around the scope of your model and the decisions it informed rather than your years on the job.
What does the financial planning and analysis lead interview process look like?
The process typically starts with a recruiter screen focused on your background and tool familiarity, followed by a hiring manager conversation about your forecasting methodology and stakeholder relationships. Many companies then include a modeling or case exercise where you build or critique a financial model under time constraints. Final rounds usually involve a panel with finance leadership and sometimes the CFO, with questions centered on your ability to translate data into business decisions.
Where can I find and apply to financial planning and analysis lead jobs?
You can find and apply to financial planning and analysis lead jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your industry background, tool experience, and seniority level, then apply directly to each listing that fits your profile.
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