Manager of Financial Planning Analysis

Manager of Financial Planning and Analysis Job Description

For this role, financial services firms look for candidates with deep analytical capabilities, strong verbal and writing skills, and the ability to multitask and work under multiple tight deadlines at once. Strong technological skills, particularly financial modeling in Excel and Access, are desired qualifications. A bachelor’s degree in accounting, finance or a related field is required, and an MBA and CPA are pluses. At least eight years of experience in financial services is required, with at least three of them in a supervisory capacity.

Typical manager of financial planning and analysis duties:

Providing key financial analysis to enable both day-to-day and strategic decisions

Collaborating with colleagues working in other operational areas of the business

Supporting financial deliverables to the executive team

Managing and overseeing the day-to-day operations of the financial planning team

Preparing financial models and data mining tools for variance analysis

Providing financial analysis support for the corporate budgeting and forecasting processes

Performing financial analysis and valuation related to mergers and acquisitions

Managing staff by recruiting, selecting, training, evaluating and retaining employees

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Salary for Manager of Financial Planning Analysis

102500 - 154750

25th percentile

102500

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

136000

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

154750

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Director of Financial Planning and Analysis (FP&A)

137000

159500

175250

FP&A Analyst, 3-5 Years’ Experience

72750

90500

105250

FP&A Analyst, 1-3 Years’ Experience

63000

77750

84500

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