Mid Level Financial Planning And Analysis Manager Jobs
Mid level financial planning and analysis manager jobs go to professionals ready to own budgeting cycles, model complex scenarios independently, and guide cross-functional decisions with limited oversight. Openings run across Investment & Asset Management, Staffing & Recruiting, and Consulting & Professional Services, with Riveron, PubMatic, and BNY among the employers hiring at this level now.
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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 Manager 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 Manager Jobs: Frequently Asked Questions
How do I get a mid level financial planning and analysis manager job?
Position your existing experience around ownership rather than support. Highlight forecasting models you built, budget variances you explained to leadership, and analyses that directly influenced a business decision. Tailor your resume to show you operated independently, not just assisted. Recruiters at this level want to see that your work shaped outcomes, so lead with specific deliverables rather than responsibilities.
Which companies hire mid level financial planning and analysis managers?
Companies hiring mid level financial planning and analysis managers 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 mix of large enterprises with established FP&A teams and growth-stage companies building out their finance function for the first time.
Are there remote mid level financial planning and analysis manager jobs?
Yes, though availability varies by company and industry. About 29% of mid level financial planning and analysis manager openings are remote or hybrid as of August 2026, making it one of the more flexible finance roles at this experience level. Companies that rely heavily on financial modeling and reporting tools tend to be the most open to distributed arrangements.
How do I move up to a mid level financial planning and analysis manager role?
Moving into a mid level role requires demonstrating that you can own a process, not just contribute to one. That means taking on full responsibility for a forecast cycle, presenting findings directly to business partners, and spotting variances without being prompted. Building comfort with financial modeling tools and earning a reputation for accuracy and clear communication over your first few years creates the foundation employers look for.
Which industries hire the most mid level financial planning and analysis managers?
Mid Level financial planning and analysis manager 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 tend to drive demand at this level because their planning cycles are complex enough to require dedicated analytical ownership rather than generalist finance support.