Financial Planning Manager
What Does a Professional in this Career Do?
A Financial Planning Manager manages the planning of financial activities for a company or organization. Leads the budgeting process, prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
Job Outlook
There were 190 Financial Planning Manager job postings in North Carolina in the past year and 7393 in the United States.
In combination with other careers in the Financial Manager industry, which includes the Financial Planning Manager career, the following graph shows the number of people employed for each year since 2016:
Salary
Many new Financial Planning Manager jobs have salaries estimated to be in the following ranges, based on the requirements and responsibilities listed in job postings from the past year.
National
The average estimated salary in the United States for this career, based on job postings in the past year, is $172,766.
State
The average estimated salary in North Carolina for this career, based on job postings in the past year, is $176,691.
Percentiles represent the percentage that is lower than the value. For example, 25% of estimated salaries for Financial Planning Manager postings in the United States in the past year were lower than $151,283.
Education and Experience
Posted Financial Planning Manager jobs typically require the following level of education. The numbers below are based on job postings in the United States from the past year. Not all job postings list education requirements.
| Education Level | Percentage |
|---|---|
| Associate's Degree | 0% |
| Bachelor's Degree | 81.94% |
| Master's Degree | 56.45% |
| Doctoral Degree | 0.45% |
| Other | 1.45% |
Posted Financial Planning Manager jobs typically require the following number of years of experience. The numbers below are based on job postings in the United States from the past year. Not all job postings list experience requirements.
| Years of Experience | Percentage |
|---|---|
| 0 to 2 years | 4.57% |
| 3 to 5 years | 44.01% |
| 6 to 8 years | 33.55% |
| 9+ years | 17.87% |
Skills
Below are listings of the most common general and specialized skills Financial Planning Manager positions expect applicants to have as well as the most common skills that distinguish individuals from their peers. The percentage of job postings that specifically mention each skill is also listed.
Baseline Skills
A skill that is required across a broad range of occupations, including this one.
- Forecasting (87.79%)
- Budgeting (75.02%)
- Management (66.82%)
- Leadership (62.69%)
- Communication (51.64%)
- Planning (50.97%)
- Microsoft Excel (45.89%)
- Decision Making (41.49%)
- Presentations (39.25%)
- Problem Solving (34.88%)
Defining Skills
A core skill for this occupation, it occurs frequently in job postings.
- Accounting (81.35%)
- Financial Modeling (53.13%)
- Investments (23.13%)
- Economics (20.96%)
- Key Performance Indicators (KPIs) (30.61%)
- Finance (90%)
- Financial Planning (91.11%)
- Financial Analysis (56.12%)
- Financial Statements (53.79%)
Necessary Skills
A skill that is requested frequently in this occupation but isn’t specific to it.
- Financial Strategy (10.78%)
- Ad Hoc Reporting (6.91%)
- Financial Controls (2.14%)
- Ad Hoc Analysis (11.64%)
- Strategic Decision Making (15.89%)
- Month-End Closing (12.11%)
- Business Metrics (9.07%)
- Supply Chain (7.82%)
- Profit And Loss (P&L) Management (16.1%)
- Variance Analysis (23.36%)
- Mergers And Acquisitions (11.1%)
- Continuous Improvement Process (16.17%)
- Data Analysis (16.93%)
- Business Intelligence (8.15%)
- Business Partnering (5.48%)
- Automation (10.51%)
- Corporate Finance (12.48%)
- Financial Forecasting (16.78%)
- Auditing (6.79%)
- Balance Sheet (10.49%)
- Dashboard (16.04%)
- Business Planning (9.66%)
- Internal Controls (6.24%)
- Capital Expenditure (14.24%)
- Performance Management (5.89%)
- Enterprise Resource Planning (6.41%)
- Generally Accepted Accounting Principles (12.42%)
- Decision Support Systems (8.47%)
- Financial Data (20.28%)
- Financial Services (4.98%)
- Financial Systems (17.35%)
- Financial Management (7.83%)
- Tableau (Business Intelligence Software) (9.05%)
- SQL (Programming Language) (8.35%)
- Project Management (10.64%)
- Process Improvement (26.7%)
- Performance Metric (8.32%)
- Business Strategies (10.19%)
- Power BI (18.34%)
- SAP Applications (14.17%)
- Management Reporting (11.29%)
- Consolidation (10.07%)
Distinguishing Skills
A skill that may distinguish a subset of the occupation.
- Economic Indicators (4.42%)
- Labor Market Trends (3.72%)
Salary Boosting Skills
A professional who wishes to excel in this career path may consider developing the following highly valued skills. The percentage of job postings that specifically mention each skill is listed.
- Economic Indicators (100%)
Alternative Job Titles
Sometimes employers post jobs with Financial Planning Manager skills but a different job title. Some common alternative job titles include:
- Financial Planning and Analysis Manager
- Director of Financial Planning and Analysis
- Financial Planning and Analysis Analyst
- Financial Planning and Analysis Leader
- Corporate Financial Planning and Analysis Manager
- Financial Planning and Analysis Finance Manager
- Director of Business Operations
- Director of Financial Planning
- Financial Planning and Analysis Intern
Similar Occupations
If you are interested in exploring occupations with similar skills, you may want to research the following job titles. Note that we only list occupations that have at least one corresponding NC State Online and Distance Education program.
- Financial Analyst (General)
- Financial Manager (General)
- Budget Analyst
- Controller (General)
- Financial Reporting Manager
- Financial Operations Specialist
Common Employers
Here are the employers that have posted the most Financial Planning Manager jobs in the past year along with how many they have posted.
United States
- Humana (330)
- Cardinal Health (191)
- Sumitomo Pharma (185)
- Robert Half (175)
- Lumen Technologies (151)
- Prime Therapeutics (121)
- The Judge Group (99)
- Abbott Laboratories (85)
- Citigroup (71)
- Cengage Learning (51)
North Carolina
- Vaco (13)
- Robert Half (8)
- GXO Logistics (6)
- Brightspeed (5)
- Cardinal Health (5)
- Affordable Care (4)
- Creative Financial Staffing (4)
- Humana (4)
- First Bank (4)
- Trane Technologies (3)
NC State Programs Relevant to this Career
If you are interested in preparing for a career in this field, the following NC State Online and Distance Education programs offer a great place to start!
All wages, job posting statistics, employment trend projections, and information about skill desirability on this page represents historical data and does not guarantee future conditions. Data is provided by and downloaded regularly from Lightcast. For more information about how Lightcast gathers data and what it represents, see Lightcast Data: Basic Overview on Lightcast's Knowledge Base website.