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 Investment & Asset Management, Healthcare & Medical Services, and Consulting & Professional Services, with 34% of openings remote or hybrid, and employers like Riveron, Gemini, and Mizuho competing for financial planners at this level now.
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Job Overview:
Sr. FP&A Analyst
Must have manufacturing experience.
The Senior FP&A Analyst delivers advanced financial analysis, business insights, and financial reporting support to guide strategic and operational decisions. This role leads reporting cycles, variance analysis, forecasting support, job cost oversight, audit readiness, and process improvements across corporate and operational stakeholders.
COMPANY OVERVIEW:
Premier PV is a leading manufacturer of solar electrical balance of systems solutions and renewable energy products, dedicated to advancing sustainable energy technologies. Our mission is to provide innovative, efficient, and reliable products that enhance solar energy systems.
KEY RESPONSIBILITIES:
- Lead monthly, quarterly and annual consolidated financial reporting
- Support and produce detailed variance, trend, analysis and financial summaries for management review
- Partner with corporate FP&A, Financial Operations, Segment CFO, operations, project accounting and shared services to drive performance
- Support quarterly reporting packages and provide audit support
- Research financial and accounting inquiries with clear, data-driven responses
- Support, maintain and enhance process documentation for financial and system workflows
- Support and monitor consolidated P&L performance against budget, financial walks, and highlight variances to leadership and project teams
- Attend FP&A in weekly, monthly, and executive leadership meetings
- May at times travel to support periodic corporate FP&A or Segment CFO initiatives, including potential travel as needed
- It is also an expectation that the Sr. FP&A Analyst will look after and operate in the best interest of PSC, protecting financial integrity and company objectives
QUALIFICATIONS
- Bachelor’s degree in accounting or global equivalent in Business, Accounting/Finance, Project Management
- 3–6+ years in FP&A or corporate finance. Preference given for experience in Solar, Renewable Energy or Power Generation
- CPA or equivalent professional certification is a strong asset
- Proficient in Excel, MS Office, Viewpoint, PVault, and document control platforms
- Comfortable learning new software and financial systems
- Strong understanding of basic accounting principles and job costing fundamentals
- Strong communication skills with ability to engage employees and stakeholders
- Good organizational and time-management skills; meets deliverable deadlines
- Self-motivated, detail oriented, and adaptable to shifting priorities
- Travel tolerance: 0–25%, including field/office mobility and variable site conditions
Company Overview:
Empowering Progress: Premier PV leads in eBOS manufacturing, prioritizing innovation and quality. Committed to transparent practices, we deliver cutting-edge solutions that exceed client expectations, shaping a sustainable future in the energy industry.
Benefits:
- Paid Company Holidays
- Paid Time Off
- Medical, Dental, Vision, FSA/HSA, Short Term/Long Term Disability
- 401K with matching contribution.
EEO Statement
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Agency Statement
We are not accepting resumes from Third Party Recruiting Firms for this position. If you are an Agency or Search firm representative, contact the Primoris Talent Acquisition Manager directly for consideration. Primoris or its subsidiaries will not be responsible for any fees arising from the use of resumes and online response forms through this source. In addition, Primoris or its subsidiaries will not be responsible for any fees on unsolicited resumes that are submitted to any member of the Staffing or Operations team. Primoris has established an approved vendor program for this service and will only consider accepting submissions from those approved firms. For consideration in becoming an approved vendor, contact HR.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Top Industries Hiring
- Investment & Asset Management
- Healthcare & Medical Services
- Consulting & Professional Services
- Retail
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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, Gemini, and Mizuho, based on current listings on Migrate Mate as of September 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 34% of mid level financial planning openings are remote or hybrid as of September 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 Investment & Asset Management, Healthcare & Medical Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of September 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.