Mid-Level

Financial Planning Manager

Financial Planning Managers lead the financial planning function within organizations — 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
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Enterprisingleading, persuading
Conventionalorganizing, detail-oriented
Based on Holland Code framework
Job markets for Financial Planning Managers
Employment concentration · ~400 areas
Based on employment in related occupations
Mapped SOC categories:
BLS Occupational Employment Statistics
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 — 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.

AchievementAbove avg
Working ConditionsAbove avg
RecognitionAbove avg
IndependenceAbove avg
RelationshipsAbove avg
SupportModerate
O*NET Work Values survey
✦ Editorial — written by Truest from industry research and career patterns
Career Paths

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

$239K$179K$119K$60K$0KLower paying386 metro areas, sorted by salary level
All experience levels1
This level's estimated range
INDUSTRIES PAYING ABOVE AVERAGE
1 BLS OEWS May 2024 covers all Financial Planning Managers (SOC 11-3031.00, 11-3031.03), not just this title · BEA RPP 2023
* Top salaries exceed this figure. BLS caps reported wages at ~$240K to protect individual privacy in high-earning roles.
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✦ Editorial — 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 — 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 this category is changing

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

Skills & Requirements

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

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