Mid Level Financial Planning Jobs
Mid level financial planning jobs go to professionals ready to own client portfolios, lead planning engagements with limited oversight, and deepen specialization across investment, retirement, or tax strategies. Hiring runs across Education, Healthcare & Medical Services, and Investment & Asset Management, with 29% of openings remote or hybrid, and employers like Riveron, PubMatic, and 24 Seven Talent competing for financial planners at this level now.
Find JobsOverview
Showing 5 of 80+ Mid Level Financial Planning jobs
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.
See All 80 Mid Level Financial Planning Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Financial Planning Job Market
Who's Hiring
- Riveron19
- PubMatic2
- 24 Seven Talent2
- Hillwood Development Company2
- EY1
Top Industries Hiring
- Education
- Healthcare & Medical Services
- Investment & Asset Management
- Staffing & Recruiting
- Retail
Mid Level Financial Planning Jobs: Frequently Asked Questions
How do I get a mid level financial planning job?
Position your existing experience around client ownership and planning outcomes you drove independently. Highlight certifications like CFP or CFA, the complexity of plans you have built, and any specialization in retirement, estate, or investment strategy. Applications that demonstrate measurable client impact, such as assets under management or planning volume, stand out more than those listing general responsibilities.
Which companies hire mid level financial plannings?
Companies hiring mid level financial plannings right now include Riveron, PubMatic, and 24 Seven Talent, based on current listings on Migrate Mate as of August 2026. Both large wealth management firms and regional financial services companies actively compete for planners at this level who can manage client relationships with limited supervision.
Are there remote mid level financial planning jobs?
Yes, though availability varies by employer and client model. About 29% of mid level financial planning openings are remote or hybrid as of August 2026, with hybrid arrangements being common at firms that require periodic in-person client meetings. Fully remote roles tend to concentrate at larger wealth management platforms and fintech-adjacent financial services companies.
How do I move up to a mid level financial planning role?
Moving into a mid level financial planning role takes deliberate skill-building over your first few years. Pursue your CFP designation, take on progressively complex client cases, and seek opportunities to own a planning engagement from discovery through implementation. Employers look for planners who have demonstrated the ability to work independently, produce measurable client outcomes, and contribute beyond basic plan preparation.
Which industries hire the most mid level financial plannings?
Mid Level financial planning roles concentrate in Education, Healthcare & Medical Services, and Investment & Asset Management, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring because they serve large client bases with ongoing planning needs, including retirement transitions, business succession, and investment management, all of which require experienced planners who can manage complexity independently.