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Careersβ€ΊRolesβ€ΊFinancial Planning Manager
Mid-Level

Financial Planning Manager

Financial Planning Managers lead the financial planning function within organizations β€” managing planning cycles, supporting business leadership on resource decisions, partnering with finance and operations on multi-year plans. The work tends to mix planning discipline with steady stakeholder leadership.

Career Level
Junior
Mid
Senior
Director
VP
Executive
Work Personality
E
C
I
S
A
R
Enterprisingleading, persuading
Conventionalorganizing, detail-oriented
Based on Holland Code framework
Industries that often hire Financial Planning Managers
Financial Services Β· 31%Professional Services Β· 14%Government Β· 6%Manufacturing Β· 6%Wholesale & Distribution Β· 4%Healthcare Β· 4%
Job markets for Financial Planning Managers
Where Financial Planning Manager jobs concentrate Β· ~400 metro areas
Based on employment in related occupations
Mapped SOC categories:
Finance
BLS Occupational Employment Statistics
Jump to:What it's likeCareer pathsBy the numbers
What it's like

What it's like to be a Financial Planning Manager

Most days mix planning cycle leadership, scenario modeling, and stakeholder partnership β€” owning annual and multi-year planning processes, building scenario models, supporting capital planning decisions, partnering with operations and senior leadership, and contributing to long-range strategic planning. You're often working in corporate finance, healthcare, government, higher-ed, or specialty planning-focused organizations, and the planning cycle and sector shape daily work entirely.

What tends to be harder than people expect is the political and methodological pressure of planning work at senior level. Strategic priorities collide with fiscal constraints, multi-year projections carry uncertainty, and mentoring planning analysts is real senior work. Tools (specialty planning platforms, Hyperion, Anaplan) and specialty depth shape career growth.

People who tend to thrive here are methodical, comfortable with both finance and strategy work, willing to mentor, and patient with cross-functional planning. If you want fast operational work, planning runs on cycles. If you like leading the planning work that shapes organizational direction, the role offers durable demand and a clear path toward senior FP&A, controller, or specialty planning leadership.

What people in this role value
AchievementAbove avg
Working ConditionsAbove avg
RecognitionAbove avg
IndependenceAbove avg
RelationshipsAbove avg
SupportModerate
O*NET Work Values survey
✦ Editorial β€” written by Truest from industry research and career patterns
Career Paths

Where this role sits in the broader career landscape β€” and where it can take you.

Earning potential across this track
$239K$179K$119K$60K$0KLower paying386 metro areas, sorted by salary level
All experience levels1
This level's estimated range
INDUSTRIES PAYING ABOVE AVERAGE
Energy & Utilities$94K+10%
Technology & Information$94K+9%
Professional Services$92K+7%
Financial Services$83K-3%
Government$82K-4%
Compared to Finance average across all industries
1 BLS OEWS May 2024 covers all Financial Planning Managers (SOC 11-3031.00, 11-3031.03), not just this title Β· BEA RPP 2023
* Top salaries exceed this figure. BLS caps reported wages at ~$240K to protect individual privacy in high-earning roles.
Related rolesExplore Finance β†’
Financial Planning ManagerPlanning AnalystRisk Management ConsultantCollections ManagerAccounting ManagerAccounts Payable ManagerAccounts ManagerBranch ManagerAsset ManagerPortfolio ManagerComptrollerCity ComptrollerFinancial OfficerInvestment ManagerFinancial Planning and Analysis ManagerInvestments ManagerCredit ManagerTax ManagerBank ManagerCash ManagerBudget ManagerFiscal ManagerBanking ManagerFinance ManagerAuditing Manager+1 more
Exploring the Financial Planning Manager career path? Truest helps you figure out if it's the right fit β€” and plan your path forward.
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✦ Editorial β€” career progression and interview guidance based on industry patterns
The Broader Landscape

Roles like this one sit within a broader occupational category. The numbers below reflect that full landscape β€” helpful for context, but your specific experience will depend on level, specialty, and where you work.

$86K–$208K
Salary Range
10th – 90th percentile
1.6M
U.S. Employment
+14.8%
10yr Growth
149K
Annual Openings

How Financial Planning Manager pay & employment are changing

$77K$74K$72K$69K$66K201920202021202220232024$66K$77K
BLS OEWS May 2024 Β· BLS Employment Projections 2024–2034

Skills & Requirements

Reading ComprehensionSpeakingReading ComprehensionActive ListeningCritical ThinkingCritical ThinkingActive ListeningSpeakingJudgment and Decision MakingActive Learning
O*NET OnLine Β· Bureau of Labor Statistics
Mapped SOC Codes
11-3031.0011-3031.03

Explore related roles

Roles with similar work and overlapping career paths

directorFinancial Director$162KdirectorFinancial Planning Director$162KjuniorFinancial Planning Coordinator$162KmidPlanning Analyst$101KmidRisk Management Consultant$106KmidCollections Manager$97K
View all Finance roles β†’

Common questions about what it's like to be a Financial Planning Manager

What does a Financial Planning Manager do?

Financial Planning Managers lead the financial planning function within organizations β€” managing planning cycles, supporting business leadership on resource decisions, partnering with finance and operations on multi-year plans. The work tends to mix planning discipline with steady stakeholder leadership.

How much does a Financial Planning Manager make?

Median pay for a Financial Planning Manager is about $162K nationally, with the field ranging roughly from $86K to $208K depending on experience, employer, and metro (BLS).

What skills does a Financial Planning Manager need?

Core skills for this role include Reading Comprehension, Speaking, Reading Comprehension, Active Listening, and Critical Thinking.

What education do you need to be a Financial Planning Manager?

Most people in this role hold a bachelor's degree.

Is a Financial Planning Manager in demand?

Employment in this field is projected to grow about 14.8% through 2034, with roughly 1.6 million people working in it today (BLS).

What jobs are similar to a Financial Planning Manager?

Closely related roles include Financial Director, Financial Planning Director, and Financial Planning Coordinator.

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Federal data: BLS Occupational Employment & Wage Statistics (May 2024) Β· BLS Employment Projections Β· O*NET OnLine
Truest editorial: Fit check, role profile, things that vary, advancement analysis, lateral moves, interview questions.