Financial Planning And Analysis Manager Jobs
Financial Planning And Analysis Manager jobs are open across healthcare, manufacturing, technology, and financial services, at every level from senior analyst to director, with specializations in strategic forecasting, budgeting, 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.
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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
Financial Planning And Analysis Manager Jobs by Experience Level
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Find JobsFinancial Planning And Analysis Manager 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 manager jobs.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Advanced Excel and financial modeling skills, including scenario and sensitivity analysis
- Experience building and managing annual budgets and multi-year financial forecasts
- Proficiency in FP&A planning software such as Anaplan, Adaptive Insights, or Workday Financials
- Ability to translate financial data into executive-level presentations and strategic recommendations
- CPA, CFA, or MBA credential preferred for senior or leadership-track positions
Tips for Your Financial Planning And Analysis Manager Job Search
Quantify your forecast accuracy on your resume
FP&A hiring managers want to see numbers behind your planning work. Call out specific variances you reduced, forecast cycles you shortened, or budget sizes you managed. Generic claims about 'improving processes' don't stand out the way concrete metrics do.
Highlight your financial modeling tool stack
List the specific tools you've built models in, whether that's Excel with advanced VBA, Anaplan, Adaptive Insights, or Power BI. Many postings screen by tool, so burying your stack in a skills section at the bottom costs you interviews you'd otherwise get.
Apply early to roles that fit
Migrate Mate lists financial planning and analysis manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target industries where your vertical expertise transfers
FP&A managers hired from a matching industry vertical start faster and negotiate better. If you've done healthcare margin analysis, lead with that when targeting health systems. Cross-industry applications are harder without a clear bridge in your cover letter.
Prepare a case walk-through for your interview
Most FP&A manager interviews include a modeling test or a business case you present live. Practice narrating your analytical logic out loud, not just building the model. Interviewers are evaluating whether you can translate numbers into recommendations a non-finance leader can act on.
Negotiate scope before you negotiate compensation
Before the offer conversation, clarify which business units you'll support and whether you'll have direct reports. FP&A manager roles vary from solo analyst work to leading a team of four, and that scope difference affects your leverage and your long-term trajectory.
Financial Planning And Analysis Manager Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning and analysis managers?
The companies hiring the most financial planning and analysis managers 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 strongest in companies undergoing growth, restructuring, or digital transformation initiatives.
How many financial planning and analysis manager jobs are remote?
About 59% of financial planning and analysis manager openings are fully remote or hybrid as of August 2026, making it one of the more flexible finance leadership roles available. Strategic forecasting and reporting work tends to be the most remote-compatible, while roles with heavy business-partnering or executive-presentation responsibilities more often require an on-site presence.
How do you become a financial planning and analysis manager?
Most financial planning and analysis managers start in analyst or senior analyst roles, building expertise in financial modeling, budgeting, and variance analysis. From there, demonstrating cross-functional business-partnering skills and the ability to present insights to senior leadership is what drives promotion. A finance or accounting degree is the typical foundation, and an MBA or CFA can accelerate the path to manager-level roles at larger organizations.
Can you get hired as a financial planning and analysis manager without direct management experience?
Yes, many financial planning and analysis manager roles at mid-size companies are individual contributor positions despite the title, so direct management experience isn't always required. What matters most is your ability to own the full planning cycle independently. If you've led a forecast process, coordinated cross-functional inputs, or acted as the finance point of contact for a business unit, you can make a credible case even without people management on your resume.
What does the financial planning and analysis manager interview process look like?
The process typically runs three to four stages. An initial recruiter screen is followed by a hiring manager conversation focused on your FP&A experience and how you've influenced business decisions. Most companies then include a technical assessment, either a take-home modeling exercise or a live case, before a final round with finance leadership or cross-functional stakeholders. Be ready to walk through a forecast you built and explain the assumptions behind it.
Where can I find and apply to financial planning and analysis manager jobs?
You can find and apply to financial planning and analysis manager jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and apply directly to each listing from the results page.
See All 604+ Financial Planning And Analysis Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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