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Become A Finance Planning Manager

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Working As A Finance Planning Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $78,687

    Average Salary

What Does A Finance Planning Manager Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.


Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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How To Become A Finance Planning Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.


A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Finance Planning Manager jobs

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Finance Planning Manager Career Paths

Finance Planning Manager
Controller Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Finance Manager Controller
Corporate Controller
12 Yearsyrs
Regional Controller Finance Controller
Director Of Accounting & Finance
11 Yearsyrs
Regional Controller Senior Finance Manager
Director Of Operations And Finance
11 Yearsyrs
Finance Director Interim Controller
Division Controller
9 Yearsyrs
Senior Manager Controller
Finance Controller
9 Yearsyrs
Division Controller Finance Controller
Finance Leader
8 Yearsyrs
Senior Finance Manager Corporate Controller
Finance Vice President
9 Yearsyrs
Finance Manager Sales Manager
General Manager
7 Yearsyrs
Senior Finance Manager Finance Director
Group Controller
11 Yearsyrs
Manager Finance Planning And Analysis Corporate Controller
Interim Controller
15 Yearsyrs
Corporate Controller Finance Consultant
Manager Finance Planning And Analysis
8 Yearsyrs
Division Controller Certified Public Accountant
Plant Controller
10 Yearsyrs
Senior Manager Senior Project Manager
Product Management Director
12 Yearsyrs
Corporate Director Accounting Director
Regional Controller
10 Yearsyrs
Finance Director Accounting Consultant
Senior Accounting Manager
10 Yearsyrs
Manager Finance Planning And Analysis Finance Director
Senior Director Of Finance
14 Yearsyrs
Management Consultant Finance Consultant
Senior Finance Manager
11 Yearsyrs
Controller General Manager
Vice President & General Manager
12 Yearsyrs
Corporate Controller Vice President
Vice President, Strategy
13 Yearsyrs
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Finance Planning Manager Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Portuguese

  • French

  • German

  • Mandarin

  • Chinese

  • Japanese

  • Cantonese

  • Hungarian

  • Russian

  • Korean

  • Italian

  • Swedish

  • Irish

  • Lithuanian

  • Turkish

  • Malay

  • Polish

  • Arabic

  • Croatian

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Finance Planning Manager

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Finance Planning Manager Education

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Real Finance Planning Manager Salaries

Job Title Company Location Start Date Salary
Financial Planning Manager Fitch Ratings New York, NY Mar 02, 2015 $190,000
Financial Planning & Analysis Manager CPO Commerce, LLC Pasadena, CA Dec 02, 2016 $178,214
SR. Financial Planning & Analysis Manager Appnexus, Inc. New York, NY Sep 23, 2016 $163,300
Financial Planning and Analysis Manager Resmed Inc. San Diego, CA Apr 01, 2012 $150,000
Financial Planning and Analysis Manager Postmates Inc. San Francisco, CA Nov 30, 2016 $150,000
Financial Planning & Analysis Manager Virgin America, Inc. Burlingame, CA Sep 23, 2012 $146,453
Financial Planning & Analysis (FP&A) Manager Eventbrite, Inc. San Francisco, CA Sep 25, 2014 $140,400
Financial Planning and Analysis Manager Pure Storage, Inc. Mountain View, CA Dec 04, 2016 $131,872
Financial Planning and Analysis Manager SONY Interactive Entertainment America LLC San Mateo, CA Mar 10, 2016 $130,000
Financial Planning and Analysis Manager Marvell Semiconductor, Inc. Santa Clara, CA Aug 16, 2013 $125,000 -
Financial Planning & Analysis Manager Newscred, Inc. New York, NY Jan 04, 2016 $125,000
Senior Financial Planning Manager NIKE, Inc. Beaverton, OR Jun 30, 2013 $124,680
Senir Manager-Financial Planning Sales United Airlines, Inc. Chicago, IL Aug 01, 2011 $111,840
Manager Finance Business Planning Novartis Pharmaceuticals Corporation Florham Park, NJ Sep 24, 2012 $111,000
Financial Planning and Analysis Finance Manager Morpho Detection, Inc. Newark, CA Oct 01, 2012 $110,000 -
Financial Planning Manager MGP Motor Holdings LLC Miami, FL Oct 02, 2014 $108,000
Manager, Finance (Computer Systems) Planning and A Safeway Inc. Pleasanton, CA Sep 20, 2013 $107,797
Manager, Financial Planning Cubist Pharmaceuticals, Inc. Lexington, MA Feb 02, 2011 $107,000
Financial Planning & Analysis Manager-HCS Servic General Electric Company-Healthcare Waukesha, WI Aug 20, 2012 $98,000 -
Financial Planning & Analysis Manager Virgin America, Inc. Burlingame, CA Sep 15, 2012 $97,500
Financial Planning & Analytics Manager Heineken USA, Inc. White Plains, NY Sep 23, 2013 $96,000
Financial Planning & Control Manager Patria Investments Us, LLC New York, NY Sep 25, 2015 $95,576
Financial Planning & Analysis Manager Corporate Risk Holdings LLC F/K/A Altegrity Inc. New York, NY Jan 04, 2016 $95,100 -
Financial Planning & Analysis Manager Altegrity, Inc. New York, NY May 05, 2014 $95,100 -
Financial Planning Manager SONY Pictures Entertainment Inc. Culver City, CA Jun 30, 2014 $95,000

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Top Skills for A Finance Planning Manager


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Top Finance Planning Manager Skills

  1. Financial Performance
  2. Business Unit
  3. Financial Analysis
You can check out examples of real life uses of top skills on resumes here:
  • Managed SEC reporting; prepared and presented financial performance analyses, financing proposals and strategic planning reviews to company/parent leadership.
  • Managed annual and quarterly financial forecast processes for business unit, consistently achieving overhead forecast accuracy within 3%.
  • Prepared financial analysis and collaborated with senior management in all Gaming, Hospitality and Marketing departments.
  • Coordinate and interact in procurement functions including order information, product shipments, software licenses and customer returns.
  • Developed revenue, expense and profit margin projections for company's 2000 Business Plan.

Top Finance Planning Manager Employers

Finance Planning Manager Videos

Financial Planning 101 Introduction | Financial Management | Personal Finance Money Management

A Day in the Life of a Finance Manager at eBay

Financial Planning : How to Become a Money Manager