Financial Planning Jobs in Indiana
Financial Planning jobs in Indiana are open across Brownsburg, Indianapolis, and Bloomington and other Indiana metros, with employers like Badger Daylighting, Carrier, and Jobot hiring at every experience level. Find a role that fits below and apply directly.
Find Financial Planning JobsOverview
Showing 5 of 6+ Financial Planning jobs
INTRODUCTION
New position with rapidly growing company!!! This Jobot Job is hosted by: Garrett Mathison. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
COMPENSATION
- Salary: $200,000 - $240,000 per year
About us
We are a well established technology company that has been serving Indiana for generations.
WHY JOIN US?
We offer full benefits, a generous HSA, 401k with company match, discounted products, and tuition reimbursement.
JOB DETAILS
We are seeking a dynamic and experienced Director of Financial Planning and Analysis to join our team. The successful candidate will be responsible for leading the financial planning, budgeting, and forecasting processes, providing strategic financial insights, and driving financial efficiencies. This is a high-visibility role that will require interaction with senior leadership and the ability to present and explain complex financial information in a clear and concise manner. This role offers a fantastic opportunity to make a significant impact on the company's growth and success.
Responsibilities:
- Lead the financial planning, budgeting, and forecasting processes, ensuring accuracy, timeliness, and consistency across all departments.
- Develop and maintain complex financial models to support strategic initiatives, decision making, and risk management.
- Provide insightful and actionable financial analysis to support operational and strategic decisions.
- Oversee the financial management of the company, including cash flow, capital expenditure, and investment analysis.
- Prepare and present monthly, quarterly, and annual financial reports to senior leadership, highlighting key trends, risks, and opportunities.
- Drive financial efficiencies through process improvement, automation, and systems enhancement.
- Work closely with other departments to understand their financial needs and provide appropriate support and guidance.
- Ensure compliance with financial regulations and standards.
QUALIFICATIONS
- Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred.
- Minimum of 8 years of experience in financial planning and analysis, financial management, or a related field.
- Strong experience with financial modeling, variance analysis, and financial reporting.
- Proven ability to develop annual budgets and forecasts.
- Exceptional analytical and problem-solving skills, with the ability to transform complex data into actionable insights.
- Strong leadership and team management skills, with the ability to motivate and develop a high-performing team.
- Excellent communication and presentation skills, with the ability to explain complex financial information to non-financial audiences.
- Proficient in financial software and systems, with a strong understanding of Excel.
- Strong attention to detail and accuracy.
- Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation is a plus.
This role offers a unique opportunity to join a dynamic and growing organization, where you can make a significant impact on our financial strategy and performance. If you are a strategic thinker, with a strong financial acumen and a passion for driving business success, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
INTRODUCTION
New position with rapidly growing company!!! This Jobot Job is hosted by: Garrett Mathison. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
COMPENSATION
- Salary: $200,000 - $240,000 per year
About us
We are a well established technology company that has been serving Indiana for generations.
WHY JOIN US?
We offer full benefits, a generous HSA, 401k with company match, discounted products, and tuition reimbursement.
JOB DETAILS
We are seeking a dynamic and experienced Director of Financial Planning and Analysis to join our team. The successful candidate will be responsible for leading the financial planning, budgeting, and forecasting processes, providing strategic financial insights, and driving financial efficiencies. This is a high-visibility role that will require interaction with senior leadership and the ability to present and explain complex financial information in a clear and concise manner. This role offers a fantastic opportunity to make a significant impact on the company's growth and success.
Responsibilities:
- Lead the financial planning, budgeting, and forecasting processes, ensuring accuracy, timeliness, and consistency across all departments.
- Develop and maintain complex financial models to support strategic initiatives, decision making, and risk management.
- Provide insightful and actionable financial analysis to support operational and strategic decisions.
- Oversee the financial management of the company, including cash flow, capital expenditure, and investment analysis.
- Prepare and present monthly, quarterly, and annual financial reports to senior leadership, highlighting key trends, risks, and opportunities.
- Drive financial efficiencies through process improvement, automation, and systems enhancement.
- Work closely with other departments to understand their financial needs and provide appropriate support and guidance.
- Ensure compliance with financial regulations and standards.
QUALIFICATIONS
- Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred.
- Minimum of 8 years of experience in financial planning and analysis, financial management, or a related field.
- Strong experience with financial modeling, variance analysis, and financial reporting.
- Proven ability to develop annual budgets and forecasts.
- Exceptional analytical and problem-solving skills, with the ability to transform complex data into actionable insights.
- Strong leadership and team management skills, with the ability to motivate and develop a high-performing team.
- Excellent communication and presentation skills, with the ability to explain complex financial information to non-financial audiences.
- Proficient in financial software and systems, with a strong understanding of Excel.
- Strong attention to detail and accuracy.
- Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation is a plus.
This role offers a unique opportunity to join a dynamic and growing organization, where you can make a significant impact on our financial strategy and performance. If you are a strategic thinker, with a strong financial acumen and a passion for driving business success, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy.
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
See All 6 Financial Planning Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Financial Planning Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
- Badger Daylighting2
- Carrier1
- Jobot1
- Lennox1
- Salesforce1
Top Industries Hiring
- Construction & Real Estate2
- Consumer Goods1
- Manufacturing1
- Staffing & Recruiting1
- Technology & Software1
What Indiana Employers Look For
The qualifications that appear most often in financial planning jobs across Indiana.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Financial Planning Jobs in Indiana: Frequently Asked Questions
How many financial planning jobs are there in Indiana?
There are 6+ financial planning openings in Indiana on Migrate Mate as of June 2026, with the most roles in Brownsburg, Indianapolis, and Bloomington. New positions post regularly as employers across Indiana hire.
How much do financial plannings make in Indiana?
Financial plannings in Indiana earn a median of about $87,710 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $44,150 for the lowest 10% to over $319,330 for the top 10%. Pay rises with experience, specialty, and employer.
Which Indiana cities have the most financial planning jobs?
Brownsburg, Indianapolis, and Bloomington have the most financial planning openings in Indiana right now, with additional roles spread across smaller metros statewide.
Which companies hire financial plannings in Indiana?
Employers hiring financial plannings in Indiana include Badger Daylighting, Carrier, and Jobot, based on current listings on Migrate Mate as of June 2026.
Are there remote financial planning jobs in Indiana?
Yes. About 33% of financial planning openings tied to Indiana are remote or hybrid as of June 2026. The rest are on-site roles based in Indiana metros.
How do I apply for financial planning jobs in Indiana?
You can apply to financial planning jobs in Indiana directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Indiana location, then apply to each one that fits.
See All 6 Financial Planning Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Financial Planning Jobs