Senior Level Financial Planning Jobs
Senior level financial planning jobs put experienced professionals in charge of long-range forecasting, capital allocation strategy, and the teams or cross-functional initiatives that translate financial plans into business outcomes. Openings are 27% remote or hybrid, concentrate in Consulting & Professional Services, Education, and Staffing & Recruiting, and include employers like Jobot, Protiviti, and Northwest Bank hiring at this level now.
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Showing 5 of 37+ Senior Level Financial Planning jobs
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Overview
Partner with the Retail FP&A Director to lead the budgeting and forecasting processes for the Front Store retail business. This role oversees the annual budget and monthly forecast cycles, ensures accurate financial reporting, and delivers actionable insights that strengthen business performance. The position also collaborates with Front Store Retail Finance leadership to modernize planning systems across the Pharmacy & Consumer Wellness segment and within the Retail Financial Planning organization.
What you will do
- Develop top-down quarterly forecasts and the annual budget in partnership with the Retail FP&A Director, working with key stakeholders to establish financial targets and allocate resources effectively.
- Ensure accurate and timely financial reporting for the retail segment by partnering with Accounting, Finance, and Data Engineering to maintain data integrity.
- Support the implementation of a new merchandise financial planning system (MFP); lead a cross-functional team across IT, Finance, Inventory Management, Merchandising, and Accounting until project completion.
- Oversee financial performance analysis—including variance, trend, and profitability analyses—and provide senior leadership with actionable insights and recommendations.
- Conduct scenario and sensitivity analyses to assess the financial impact of business alternatives and inform strategic decisions.
- Build sophisticated financial models to support strategic decision-making and long-term planning.
- Evaluate the financial performance of business units, product lines, and projects to identify improvement opportunities and growth potential.
- Set performance goals, conduct evaluations, coach team members, and foster a collaborative, high-performing team environment.
- Manage and provide day-to-day guidance to a direct report.
Required Qualifications
- 7+ years of FP&A, Finance, or related experience, including
- 3+ years supporting retail, consumer products, or merchandising organizations.
- 2+ years of experience in managing a team.
- Experience leading budgeting, forecasting, and financial performance management processes.
- Strong financial modeling, analytical, problem-solving, communication, and stakeholder management skills, with an ability to lead cross-functional initiatives, influence business and technology partners, manage competing priorities, and drive execution in a fast-paced environment.
Preferred Qualifications
- FPAC, CPA, CFA, or similar professional certification.
- Experience applying generative AI, agentic AI, automation, or advanced analytics to improve planning, reporting, and operational efficiency.
Education
- Bachelor’s degree, specialized training, or equivalent experience.
Pay Range
The typical pay range for this role is:
$82,940.00 - $182,549.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 11/13/2026. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Overview
Partner with the Retail FP&A Director to lead the budgeting and forecasting processes for the Front Store retail business. This role oversees the annual budget and monthly forecast cycles, ensures accurate financial reporting, and delivers actionable insights that strengthen business performance. The position also collaborates with Front Store Retail Finance leadership to modernize planning systems across the Pharmacy & Consumer Wellness segment and within the Retail Financial Planning organization.
What you will do
- Develop top-down quarterly forecasts and the annual budget in partnership with the Retail FP&A Director, working with key stakeholders to establish financial targets and allocate resources effectively.
- Ensure accurate and timely financial reporting for the retail segment by partnering with Accounting, Finance, and Data Engineering to maintain data integrity.
- Support the implementation of a new merchandise financial planning system (MFP); lead a cross-functional team across IT, Finance, Inventory Management, Merchandising, and Accounting until project completion.
- Oversee financial performance analysis—including variance, trend, and profitability analyses—and provide senior leadership with actionable insights and recommendations.
- Conduct scenario and sensitivity analyses to assess the financial impact of business alternatives and inform strategic decisions.
- Build sophisticated financial models to support strategic decision-making and long-term planning.
- Evaluate the financial performance of business units, product lines, and projects to identify improvement opportunities and growth potential.
- Set performance goals, conduct evaluations, coach team members, and foster a collaborative, high-performing team environment.
- Manage and provide day-to-day guidance to a direct report.
Required Qualifications
- 7+ years of FP&A, Finance, or related experience, including
- 3+ years supporting retail, consumer products, or merchandising organizations.
- 2+ years of experience in managing a team.
- Experience leading budgeting, forecasting, and financial performance management processes.
- Strong financial modeling, analytical, problem-solving, communication, and stakeholder management skills, with an ability to lead cross-functional initiatives, influence business and technology partners, manage competing priorities, and drive execution in a fast-paced environment.
Preferred Qualifications
- FPAC, CPA, CFA, or similar professional certification.
- Experience applying generative AI, agentic AI, automation, or advanced analytics to improve planning, reporting, and operational efficiency.
Education
- Bachelor’s degree, specialized training, or equivalent experience.
Pay Range
The typical pay range for this role is:
$82,940.00 - $182,549.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 11/13/2026. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Education
- Staffing & Recruiting
- Banking & Financial Services
- Healthcare & Medical Services
Senior Level Financial Planning Jobs: Frequently Asked Questions
How do I get a senior level financial planning job?
Employers at this level look for candidates who have owned financial planning cycles end-to-end, not just contributed to them. Demonstrating that you have built or improved FP&A processes, presented to executive leadership, and mentored junior analysts carries significant weight. A strong command of financial modeling, scenario analysis, and business partnering sets competitive applicants apart from those with technical skills alone.
Which companies hire senior level financial plannings?
Companies hiring senior level financial plannings right now include Jobot, Protiviti, and Northwest Bank, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large corporations with dedicated FP&A functions as well as growth-stage companies building out their finance organizations for the first time.
Are there remote senior level financial planning jobs?
Yes, though availability varies by employer and function. About 27% of senior level financial planning openings are remote or hybrid as of November 2026, reflecting how many finance teams have normalized flexible arrangements for experienced professionals. Roles that require close collaboration with executive leadership or business unit heads tend to favor hybrid or on-site setups.
What makes a financial planning role senior level?
Senior level financial planning roles are defined by ownership and scope. Rather than executing tasks assigned by others, senior professionals set the analytical agenda, own the planning calendar, and advise business leaders on resource allocation and strategic trade-offs. They are also expected to develop the capabilities of junior team members and represent the finance function in cross-functional settings.
Which industries hire the most senior level financial plannings?
Senior Level financial planning roles concentrate in Consulting & Professional Services, Education, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive demand at the senior level because their planning cycles are complex, capital-intensive, or subject to regulatory scrutiny that requires experienced finance professionals to lead the analysis.