Mid Level Financial Planning Specialist Jobs
Mid level financial planning specialist jobs go to professionals ready to own client portfolios, guide complex financial analyses, and make recommendations with limited day-to-day oversight. Openings are spread across on-site, remote, and hybrid settings in Investment & Asset Management, Technology & Software, and Healthcare & Medical Services, with Riveron, Mizuho, and Deloitte actively hiring at this level now.
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Showing 5 of 37+ Mid Level Financial Planning Specialist jobs
Why You Belong Here
At Victoria’s Secret & Co, you’ll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You’ll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy.
We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you’ll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business.
The Senior Financial Analyst (SFA) within the Victoria’s Secret Corporate FP&A team plays a pivotal role in analyzing data and providing financial insight. Responsible for leading budgeting, forecasting, and analytical processes, the SFA collaborates with cross-functional partners to ensure accurate projections, expense optimization, and influence decision-making. This role is expected to perform complex ad hoc analysis on a regular basis, assist in special projects, support the development of presentation materials for executive leadership. The ideal candidate possesses a blend of strong analytical skills, financial acumen, strategic thinking, a proactive approach to process enhancement, and the ability to foster cross-functional partnerships to drive business success.
Responsibilities:
- Lead the seasonal budget process by coordinating across multiple areas of finance to help establish appropriate target financials
- Facilitate monthly projection process including preparing and presenting financial reports and presentations for senior leadership including the CFO
- Partner with cross-functional teams, including Treasury, Tax, Investor Relations, and External Financial Reporting, to support monthly close, quarterly earnings, and critical financial reporting activities that drive informed business and investor communications
- Provide actionable insights to support business decisions and strategic initiatives.
- Conduct in-depth financial analysis to identify trends, risks, and opportunities for optimization while seeking to drive efficiencies and process improvements.
- Drive continuous process improvements to enhance efficiency and accuracy.
Support ad-hoc analysis and special projects as needed to address business needs.
Click here for benefit details related to this position.
Maximum Salary: $117,600.00
VS&Co provides a range of compensation for this role as shown. Your actual salary will be determined by a number of factors, including: your specific skills and experience, geographic region, or other relevant factors.
Qualifications:
- Bachelor's degree in finance, accounting, or related field
- 3-5 years of experience in financial analysis, FP&A, or related roles.
- Proficiency in financial modeling, data analysis, and MS Office suite, and artificial intelligence a plus.
- Excellent communication, both verbal and written, and interpersonal skills.
- Strong organizational abilities with attention to detail, prioritization, and time management.
- Ability to build effective partnerships across functions and levels of the organization.
- Proven track record of driving results and process improvements.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance
An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States.
Why You Belong Here
At Victoria’s Secret & Co, you’ll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You’ll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy.
We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you’ll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business.
The Senior Financial Analyst (SFA) within the Victoria’s Secret Corporate FP&A team plays a pivotal role in analyzing data and providing financial insight. Responsible for leading budgeting, forecasting, and analytical processes, the SFA collaborates with cross-functional partners to ensure accurate projections, expense optimization, and influence decision-making. This role is expected to perform complex ad hoc analysis on a regular basis, assist in special projects, support the development of presentation materials for executive leadership. The ideal candidate possesses a blend of strong analytical skills, financial acumen, strategic thinking, a proactive approach to process enhancement, and the ability to foster cross-functional partnerships to drive business success.
Responsibilities:
- Lead the seasonal budget process by coordinating across multiple areas of finance to help establish appropriate target financials
- Facilitate monthly projection process including preparing and presenting financial reports and presentations for senior leadership including the CFO
- Partner with cross-functional teams, including Treasury, Tax, Investor Relations, and External Financial Reporting, to support monthly close, quarterly earnings, and critical financial reporting activities that drive informed business and investor communications
- Provide actionable insights to support business decisions and strategic initiatives.
- Conduct in-depth financial analysis to identify trends, risks, and opportunities for optimization while seeking to drive efficiencies and process improvements.
- Drive continuous process improvements to enhance efficiency and accuracy.
Support ad-hoc analysis and special projects as needed to address business needs.
Click here for benefit details related to this position.
Maximum Salary: $117,600.00
VS&Co provides a range of compensation for this role as shown. Your actual salary will be determined by a number of factors, including: your specific skills and experience, geographic region, or other relevant factors.
Qualifications:
- Bachelor's degree in finance, accounting, or related field
- 3-5 years of experience in financial analysis, FP&A, or related roles.
- Proficiency in financial modeling, data analysis, and MS Office suite, and artificial intelligence a plus.
- Excellent communication, both verbal and written, and interpersonal skills.
- Strong organizational abilities with attention to detail, prioritization, and time management.
- Ability to build effective partnerships across functions and levels of the organization.
- Proven track record of driving results and process improvements.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance
An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States.
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Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Technology & Software
- Healthcare & Medical Services
- Insurance
- Banking & Financial Services
Mid Level Financial Planning Specialist Jobs: Frequently Asked Questions
How do I get a mid level financial planning specialist job?
Position your existing experience around ownership and outcomes, not just tasks completed. Highlight client relationships you managed independently, financial plans you built from start to finish, and any process improvements you drove. Certifications like CFP or CFA Level I signal serious commitment. Tailor your resume to show that you operate with limited supervision and deliver measurable results for clients or stakeholders.
Which companies hire mid level financial planning specialists?
Companies hiring mid level financial planning specialists right now include Riveron, Mizuho, and Deloitte, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers wealth management firms, regional banks, insurance carriers, and corporate finance departments that need professionals who can manage client-facing work and analytical projects with limited hand-holding.
Are there remote mid level financial planning specialist jobs?
Yes, though availability varies by employer and client model. About 25% of mid level financial planning specialist openings are remote or hybrid as of November 2026, with hybrid arrangements being especially common at firms that require periodic in-person client meetings. Fully remote roles tend to appear more often at larger financial institutions with established virtual advisory practices.
How do I move up to a mid level financial planning specialist role?
Moving from entry level to mid level takes deepening your technical skills and building a record of independent work. Focus on mastering financial planning software, earning a recognized credential, and taking on progressively larger client accounts or projects. Demonstrating that you can identify problems, propose solutions, and see them through without close supervision is what separates mid level candidates from those still in junior roles.
Which industries hire the most mid level financial planning specialists?
Mid Level financial planning specialist roles concentrate in Investment & Asset Management, Technology & Software, and Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. These sectors generate consistent demand at the mid level because they require professionals who can handle complex client needs, regulatory requirements, and ongoing portfolio or benefits analysis without requiring senior-level oversight on every engagement.