Senior Level Financial Planning Assistant Jobs
Senior level financial planning assistant jobs place experienced professionals in charge of complex client portfolios, process improvement initiatives, and the junior staff who support daily financial operations. Hiring covers Insurance, Education, and Banking & Financial Services, with a mix of on-site, remote, and hybrid opportunities, and employers like Kestra Financial, Jobot, and CVS Health hiring at this level now.
Find JobsOverview
Open roles36
Top stateTexas
Top employerKestra Financial
Top cityKaty, TX
Work type74% On-site
Top industryInsurance
Showing 5 of 36+ Senior Level Financial Planning Assistant jobs
Financial Planning and Analysis, Finance Technology Leader
We won't show you this job again
New 7h ago
Aon
Financial Planning and Analysis, Finance Technology Leader
Chicago, Illinois
New 7h ago
Manager, Divisional Financial Planning & Analysis
We won't show you this job again
Added 3d ago
Alliant Insurance Services
Manager, Divisional Financial Planning & Analysis
San Diego, California
Added 3d ago
Director - Omnicare Financial Planning and Analysis
We won't show you this job again
Added 1w ago
CVS Health
Director - Omnicare Financial Planning and Analysis
Ohio
Added 1w ago
Senior Manager, Financial Planning & Analysis
We won't show you this job again
Added 1w ago
Salesforce
Senior Manager, Financial Planning & Analysis
Indianapolis, Indiana
Added 1w ago
Director - Financial Planning & Analysis
We won't show you this job again
Added 1w ago
Igloo Products Corp
Director - Financial Planning & Analysis
Katy, Texas
Added 1w ago
New 7h 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 7h 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
See All 36 Senior Level Financial Planning Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsSenior Level Financial Planning Assistant Job Market
Who's Hiring
Top Industries Hiring
- Insurance
- Education
- Banking & Financial Services
- Investment & Asset Management
- Consumer Goods
Senior Level Financial Planning Assistant Jobs: Frequently Asked Questions
How do I get a senior level financial planning assistant job?
Employers at this level look for demonstrated ownership of financial planning workflows, proficiency with planning software platforms, and a history of supporting advisors on complex, high-value client relationships. Candidates who can speak to process improvements they have led, compliance experience, and their ability to mentor junior staff consistently stand out in interviews for senior roles.
Which companies hire senior level financial planning assistants?
Companies hiring senior level financial planning assistants right now include Kestra Financial, Jobot, and CVS Health, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from established wealth management firms, regional banks, insurance companies, and independent financial advisory practices with the client volume to support a senior support role.
Are there remote senior level financial planning assistant jobs?
Yes, though availability varies by employer and client model. About 26% of senior level financial planning assistant openings are remote or hybrid as of November 2026, reflecting broader flexibility across the financial services sector. Firms with established virtual client service models are most likely to offer remote arrangements at this experience level.
What makes a financial planning assistant role senior level?
Senior level roles carry deeper ownership than mid-level positions: managing complex client files with minimal advisor oversight, leading onboarding for new clients, owning compliance and documentation standards, and training or reviewing the work of junior assistants. The scope expands from task execution to process stewardship, and senior candidates are expected to anticipate problems rather than simply respond to them.
Which industries hire the most senior level financial planning assistants?
Senior Level financial planning assistant roles concentrate in Insurance, Education, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because they manage large, ongoing client relationships that require experienced support staff who can handle sophisticated financial documents, regulatory requirements, and high-touch service standards.