Financial Planning Manager Job Description
A Financial Planning Manager in Utah leads the annual budgeting process, manages rolling forecasts, and oversees the financial analyst team. They partner closely with business unit leaders, build the models that drive strategic decisions, and prepare the financial packages that go to the CFO, board, and investors. In fast-growing tech companies, they own SaaS metrics reporting and unit economics analysis. This role requires someone who can manage a team and still go deep on a model when it matters.
- Annual budget process and quarterly reforecast cycle leadership
- Financial analyst team management and development
- Board and investor reporting package production
- Financial performance and planning partnership with business unit leaders
- Financial models for strategic decision support
- FP&A tool implementation and forecast accuracy improvement
Utah’s Most Trusted Accounting & Finance Recruiter
2,000+
We have placed over 2,000 top candidates.
100%
Every executive retained search we have taken on has been filled.
90+ Years
Combined years of recruiting experience on our team.
What to Look For in a Utah Financial Planning Manager
- MBA or CPA preferred. Strong FP&A or investment banking background.
- 5 to 8 years of FP&A experience including team management
- Advanced financial modeling and data visualization skills
- FP&A platform experience: Adaptive Insights, Anaplan, or similar
- Executive communication skills. This role presents to the CFO and board.
- Utah base comp typically $100K to $135K. FP&A platform experience and MBA command a premium.
How We Place Your Financial Planning Manager
1. SEARCH INTAKE
We invest time upfront to understand your business, culture, and the specific needs of the role before we source a single candidate.
2. SOURCE
Using our vast network and proprietary database, our researchers find the top talent in the market — including candidates no job posting will ever reach.
3. ATTRACT
Our recruiters are experts at turning the heads of even the most passive candidates. The best people are not looking. We go get them.
4. QUALIFY
We deeply evaluate qualifications, red flags, compensation expectations, and motivations before anyone gets in front of you.
6. PLACEMENT
Candidate is hired, offer is confirmed, and onboarding is supported. We stay involved until the person is in the seat.
5. NEGOTIATE
We negotiate the best terms for both client and candidate. A placement that works for both sides is the only kind that sticks.
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10/10 would recommend to a friend
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What a great experience working with Recruiting Connection. I would highly recommend working with them if you are looking for a new job.
Cody and Kelton from Recruiting Connection were exceptional with their communication and transparency, consistently looking out for my best interests throughout the process.
Daniel and Brad were great and helped me find a fantastic opportunity - highly recommend!
Daniel and Brad were great and helped me find a fantastic opportunity - highly recommend!
Daniel Pehrson connected me with what turned out to be a great opportunity and the next best step in my career that I wasn't even actively searching for. Not only did he find a great match between my experiences/skill set and the job opportunity, but he was extremely helpful throughout the interview process with clear communication and effective tips for preparation. It is clear that Daniel and the team are passionate about recruiting and getting the right people connected with the right opportunities. I'm very grateful he reached out and would recommend their services to anyone looking to make a great hire.
Marilyn was super nice!!!
Worked with Ian and Joe! I was struggling to get even interview invited and they were able to get me in the door for 2 fairly quickly. Was able to get an offer at the 2nd paying well
Very professional recruiting and staffing company. They carry themselves well, check in frequently and provide a great candidate experience. I felt taken care of and updated every step of the way. Highly recommend this team to anyone looking for work. Thanks to Cody, Ian and the rest of the team.
Kate is AWESOME!! I had a great experience working with the Recruiting Connection team, they were professional and helpful. Kate constantly followed up and did a great job communicating with me throughout the process.
Kelton and the team did a fantastic job in keeping me informed as a candidate. I would highly recommend.
Working with Recruiting Connection was a great experience. The team is professional, prompt, and stay actively engaged with you to make sure the interview and hiring processes go smoothly. Thanks for being an absolute rockstar Carly!
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I wasn't even the market for a job, they contacted me to see if I was interested. At the end of the day it all worked out, they got me more fulfilling job and negotiated for more money. Totally recommended!
An amazing experience experience with them, always super responsive. Mr. Hirsch and his team was the best I have ever worked with.
Such a fantastic recruiting firm to work with. Mallory and Marilyn were absolutely amazing during the interview and onboarding process with my new company.
Mike Van Orden, Cody, and Taylor are the best! They helped me find the next step in my career and did a great job facilitating the relationship and making sure it was the right fit for me. Would recommend them to anyone
Recruiting connection matched me with a great job.
Carly made it a pleasure to interview! Thank you for gathering answers to my many questions, treating me with respect by letting me know timelines and informing me of changes.
Marcus Autrand was the greatest recruiter I have ever worked with! He was kind and patient and always looked out for my best interests! I wasn’t even looking for a new job and he helped me to find an opportunity that will greatly benefit my wife and I! Awesome work! Thanks Marcus!
5/5 stars for Marcus! Marcus was professional, responsive, and informed throughout the entire process of my recruitment and placement with a new company. Marcus was able to find me a position that matched my skillset, my interests, my desired salary, as well as provides me with the opportunity for career growth. I loved my experience with Recruiting Connection and Marcus and highly recommend them.
Marcus is the KING of recruiting! He found me an incredible job, landed me an interview, prepped me for the interview, and got me an offer tens of thousands higher than what I was used to making—all in less than four days. I had never used a recruiter before to find a job, but now I'm never going back! Marcus is helpful, responsive, and really knows his stuff. He connected me to a job that's going to change the course of my career—and my life! I can't recommend him enough. Evi was an excellent supporter as well. She handled all the administrative tasks for me and made the process completely painless. Ask for Marcus and Evi the next time you're on the job market!
I really enjoyed working with Recruiting Connection. Josh Liddle was very professional and friendly. The entire team went out of their way to communicate and follow up. Highly recommend.
Kate is fantastic! She was the most responsive and professional recruiter I've ever worked with. She kept the process moving and was an extremely effective advocate for me throughout my job search. Thanks to her, I've landed a fantastic new job and I couldn't be happier! THANK YOU, KATE!
Kate was so incredible! Super friendly and outgoing and fantastic with follow up.
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Kate and Cody are some of the best recruiters I've engaged with in my 25+ year career. They truly care about doing the right thing, making sure it's the right career move, and is it right from a personal perspective. They were simply amazing and I would HIGHLY recommend anyone to use them!
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I worked with Kate and her boss Cody to find my dream job. Kate was amazing to work with. She responded quickly and kept me informed through out the whole process. She made everything easy. I wouldn’t hesitate to refer any friends or family to Recruiting Connection.
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Cody is exceptionally professional and very knowledgeable about the accounting/finance hiring landscape. He brings his prior Big 4 accounting and industry finance experience to the table, which enables him to truly serve as a partner with his clients to find their next superstar team member.
Very professional. Josh was fantastic to work with!
Kate and Cody were incredible! They were very responsive throughout the whole process, listening to what I was looking for and providing constant opportunities meeting that list. Eventually landing a position at a role that feels like a perfect fit. They provided me all the resources I needed to be successful. I have and would continue to recommend them to close friends and family looking to find new job opportunities.
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JoAnn was awesome. She reached out to me about a position and within a week I had met the employer and was hired. She was accommodating, easily available to walk me thru questions (especially since this was my first experience working with a recruiting agency), and clearly cared.
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Working with Recruiting Connection was easy, and efficient. I worked Cody, and he was extremely helpful.
Thank you for getting such and amazing job at a wonderful company! I will forever be grateful
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Took care of me and my family!
Melinda Odencrantz is awesome. Always a great help
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Melinda Odencrantz is outstanding at her job. I worked with her years ago and was always impressed with her attention to detail and ability to gain the trust of the people she interacts with.
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They helped me find my dream job! Very thankful for them and the services they provide.
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Melinda took great care of me and got me the best placement ever!!!... Multiple times; Which has lead me to the career path I have chose today! I wouldn’t be where I am today with your help! Thanks Melinda!
Incredible service!! Always puts clients first!!
Melinda is a true professional in her industry, recruiting top tier executives for innovative business industries. She is efficient, personable, great at follow-up and communications, whereby keeping everyone on the prospective candidate process on the same page. Looking forward to working with her again!
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Great and easy to understand and use.
Extremely professional and knowledgeable. She’s helped me network and went above and beyond!
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Taylor Jones is simply the best!
Wonderful people who care about their clients...
Great personal service and a team payer
This company is amazing. Ms. Jones helped me out and I'm forever grateful! She is so professional, well at time management, and helped find me multiple options that truly suited me and my skills.
This company is really great to work with/for. Open communication and super friendly and helpful at anytime I needed help. Melinda especially was awesome! Thanks so much!
-Love, the Chicken Girl.
Melinda is the best to work with! Always delivers quality!!
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Melinda is amazing. She takes the time to really sit with you and ask you your needs. I appreciate that she didn't just line me up with any employer, but one that she felt would satisfy all of the items I had on my checklist. I am now currently employed with the company that she referred me to and I am in-love with my job and the work environment!
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Taylor Jones is world class
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Melinda Odencrantz is awesome! Great knowledgeable staff and company
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Frequently Asked Questions (FAQs)
A Financial Planning Manager owns FP&A operations: the budget, forecast, and analytical team. A VP of Finance has broader scope, overseeing FP&A alongside treasury, investor relations, and strategic finance, with more direct executive and board exposure.
Adaptive Insights and Anaplan are the most common in Utah's mid-market. Larger companies may use Oracle Hyperion or SAP BPC. At minimum, the candidate should have managed budgeting beyond spreadsheets. FP&A platform experience signals scalability.
With Recruiting Connection, expect a shortlist in 2 to 3 weeks. Strong FP&A managers with team leadership experience are a targeted search. The pool is smaller than individual contributor roles. Our proprietary database surfaces passive candidates before they are actively looking.
Hire a Manager if you need someone to lead the FP&A function, manage analysts, and own the budget cycle end-to-end. Hire an SFA if you need individual contributor modeling depth without the leadership overhead. The $30K to $40K salary difference is justified by the management leverage.
Accounting & Finance Positions We Place in Utah
