Financial Planning Analyst

Washington, DC
Sep 20, 2023
Oct 20, 2023
Full Time

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health security, financial stability and personal fulfillment. AARP also produces the nation's largest circulation publications: AARP The Magazine and AARP Bulletin.

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.

The Financial Planning Analyst role supports the generation of financial forecasts, revenues, expenses, and other aspects of the business. Analyzes financial data and interprets financial statements to identify trends, patterns, and potential risks. Supports and partners with management in a variety of ways, including developing analyses and reports for use in decision-making. Collaborates with management to identify opportunities to streamline finance processes and to develop new procedures that support the overall organization.


  • Analyzes financial data and makes recommendations based on the analysis.
  • Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
  • With guidance from manager and/or senior financial analysts, compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
  • Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
  • With guidance from manager and other financial leadership, provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
  • Leverages state of the art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.


  • Experience in Finance.
  • Technical accounting knowledge and exposure (GAAP) preferred.
  • Working ability and in depth knowledge of MS Products, specifically excel (modeling, etc.) Intermediate skil level needed.
  • Bachelor's Degree in Accounting, Finance, or another business related field .

Additional Requirements:
  • Regular and reliable job attendance.
  • Effective verbal and written communication skills.
  • Exhibit respect and understanding of others to maintain professional relationships.
  • Independent judgement in evaluation options to make sound decisions.
  • In office/open office environment with the ability to work effectively surrounded by moderate noise.

Flexible Work Arrangement (FWA)

AARP observes Mondays and Fridays as telecommuting workdays, except for essential functions. Remote work and telecommuting can only be done within the United States and its territories.

Compensation and Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition; tuition reimbursement; among others.

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.