4,553 financial planning manager jobs at 2,185 companies in United States
6d
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Financial Planning Manager
Fort Worth, Texas, United States
$90k-$115k/yr OnsiteFull Time
10+ YOE5+ MgmtRequires 10 years in financial planning, wealth management, or paraplanning; 5 years of leadership or people management; a bachelor's degree; and extensive eMoney Advisor experience.
Redtail, Pershing, TD Ameritrade VeoOne, Adhesion, eMoney Advisor, Riskalyze, Microsoft 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Google Suite, Google Docs, Google Sheets, Google Forms, RoboForm, Guru, Precise FP
4w
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Financial Planning Manager
Lincoln, Nebraska, United States
HybridFull Time
4+ YOEBachelor's or equivalent,4+ years financial/advanced planning or insurance experience,FINRA Series 6/7 and Series 65/66 required,CLU/ChFC preferred,CFP preferred,proficiency with financial planning software and SalesForce.
eMoney, MoneyGuide, RightCapital, SalesForce
3mo
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Manager of Financial Planning and Analysis
Milford, Massachusetts, United States
$130k-$160k/yr HybridFull Time
5+ YOEBachelor's in Finance or Accounting required; CPA preferred. 5+ years FP&A or corporate finance experience, advanced financial modeling, forecasting, Power BI and Microsoft Office proficiency, strong analytics and communication skills.
Power BI, Microsoft Office
2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
3w
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Manager, Financial Planning
Rowayton, Connecticut, United States
$170k-$215k/yr OnsiteFull Time
4+ YOE4+ years hedge fund finance/accounting experience, trader compensation and financial reporting responsibility; strong analytical, modeling, communication, and data skills; bachelor's in finance/accounting required.
2mo
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Manager, Financial Planning & Analysis
United States
$105k-$141k/yr RemoteFull Time
7+ YOE7+ years FP&A in SaaS/tech; financial reporting, consolidation, planning; Workday Adaptive Planning; SaaS metrics; leadership experience.
Workday Adaptive Planning, Power BI, Tableau, SQL
3w
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Manager, Financial Planning & Analysis
Boston, Massachusetts, United States
$135k-$155k/yr OnsiteFull Time
5+ YOEBachelor's in finance/accounting/economics required; MBA or CPA preferred. 5+ years FP&A or corporate finance experience in manufacturing; expertise in forecasting, financial modeling, analytics and executive partnering.
Microsoft 365, Planful, Google Enterprise, ADP Lyric, Visual ERP, Smartviews, Salesforce
1mo
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Financial Planning Analyst/Financial Planning Associate
Vernon Hills, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills.
Microsoft Office
1mo
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Manager of Financial Planning & Analysis
Camarillo, California, United States
$128k-$156k/yr OnsiteFull Time
7+ YOEBachelor's in finance-related field,7+ years FP&A or corporate finance experience,people management experience,advanced Excel and PowerPoint,financial modeling,forecasting,budgeting,SQL/Power BI/D365 experience preferred.
Microsoft Excel, Microsoft PowerPoint, SQL, Power BI, D365, Anaplan, Planful, Pigment
1mo
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Manager, Financial Planning & Analysis
Richmond or McLean or New York City
$138k-$189k/yr OnsiteFull Time
5+ YOE1+ MgmtBachelor's degree or military experience, 5+ years in financial analysis and modeling, 1+ year in financial planning, and 1+ year managing people. Strong communication and problem-solving skills required.
Microsoft Excel
1mo
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Financial Planning Counselor
Tampa, Florida, United States
OnsiteFull Time
5+ YOE5+ years in financial services, deep financial planning knowledge (CFP beneficial), strong verbal and written communication, ability to manage complexity and coordinate across departments.
2w
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Manager, Financial Planning & Analysis
United States or Ohio
$92k-$159k/yr RemoteFull Time
4+ YOEBA/BS,4+ years in consulting/finance/FP&A,experience with Adaptive Planning and Workday,Excel and PowerPoint proficiency,experience presenting to senior leaders,team leadership and financial modeling skills.
Workday, Adaptive Planning, Workday Adaptive Planning, Power BI, Excel, PowerPoint, SQL, Copilot Studio
1mo
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Financial Planning & Analysis Manager
Raleigh, North Carolina, United States
HybridFull Time
10+ YOE7+ MgmtBachelor's in finance/accounting/business/economics required; 10 years financial planning/accounting/reporting experience; 8 years SAP and presentation experience; 7 years supervising direct reports; experience with TM1 and Power BI.
TM1, Microsoft Power BI, SAP
1d
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Financial Planning Platform Specialist
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOEBachelor's degree in business, finance, information systems, or technology management; 5+ years in wealth management, financial planning, technology, consulting, or related work; platform, vendor, analytics, and cross-functional experience.
CRM, Account Aggregation, Data warehouses, Reporting platforms, Business intelligence tools, AI applications, Workflow systems
2w
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Manager, Financial Planning & Analysis
United States
$71k-$96k/yr RemoteFull Time
4+ YOEBachelor's degree required, Master's preferred. 4+ years FP&A/finance experience (7+ preferred). Experience with Workday, Adaptive Planning, Power BI, Excel. Financial modeling, forecasting, budgeting, and stakeholder communication skills.
Workday, Adaptive Planning, Power BI, Microsoft Excel, Microsoft PowerPoint
2mo
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Manager, Financial Planning & Analysis
O'Fallon, Missouri, United States
$109k-$180k/yr OnsiteFull Time
Bachelor's in Finance/Accounting; MBA or CMA/CPA a plus; IT financial management exp; advanced Excel/Power BI; 5+ yrs
Power BI, Power Automate, Excel, MS Office, ERP/Planning systems
3w
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Senior Manager, Financial Planning & Analysis
Alameda, California, United States
$215k-$250k/yr HybridFull Time
Owner of driver-based financial model, cash forecasting, EPM implementation experience, elite Excel skills, board-level communication, and experience in capital-intensive or high-growth industrial businesses.
NetSuite, Vena, Anaplan, Pigment, Planful, Microsoft Excel
2w
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Sr. Manager, Financial Planning (HS B2B Planning)
Englewood Cliffs, New Jersey, United States
$138k-$158k/yr OnsiteFull Time
10+ YOEBachelor's in business/finance/planning, ~10 years finance/planning experience, strong Excel and database/OLAP skills, ability to create business and KPI plans, data extraction and analysis, bilingual English/Korean preferred.
Microsoft Excel, Microsoft Office, OLAP
1mo
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Senior Manager, Financial Planning & Analysis
Westminster, Colorado, United States
$115k-$164k/yr HybridFull Time
5+ YOEBachelor's in finance/accounting required, 5+ years finance experience, leadership experience, strong financial modeling, budgeting, forecasting, EVA analysis, and advanced Microsoft Office skills; SAP/JDE/HFM experience preferred.
SAP, JDE, HFM, Essbase, Planning, BIPS, BI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Hyperion
2mo
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Financial Planning & Analysis Manager
Minneapolis or United States
$70k-$130k/yr OnsiteFull Time
5+ YOE5+ years progressive experience in finance/FP&A/accounting, proven monthly close and management reporting skills, variance analysis, stakeholder management, strong analytical and financial storytelling abilities; CPA/CFA/MBA preferred.
TM1, Hyperion, Essbase, SAP, Oracle
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