manager of financial planning and analysis resume

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• Financial Planning And Analysis Manager

5 Amazing financial planning and analysis manager Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, financial planning and analysis manager: resume samples & writing guide, gary roberts, employment history.

• Monitor and analyze financial risks and opportunities
• Analyze trends, costs, revenues, financial commitments, and obligations
• Analyze and interpret financial information to make recommendations
• Collaborate with internal and external stakeholders to ensure financial goals are met
• Prepare and review budget, revenue, expense, and other financial reports
• Develop and maintain financial models to forecast and analyze financial performance
• Analyze and report on financial performance to stakeholders

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Carl Nelson

• Support financial planning and forecasting activities
• Develop and manage financial analysis tools and processes
• Monitor and analyze financial performance against budget
• Analyze financial statements and identify areas of improvement
• Prepare and present financial reports to senior management

Norman Lewis

Professional summary.

• Develop and implement financial planning strategies
• Develop and maintain financial policies and procedures
• Analyze financial data and create financial reports to support decision-making

Owen Carter

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Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

financial planning and analysis manager Job Skills

For an financial planning and analysis manager position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Data Analysis
• Financial Management
• Project Management
• Database Management
• Risk Management
• Quality Assurance
• Business Acumen
• Process Improvement
• Troubleshooting
• Strategic Thinking
• Visualization
• Computer Literacy
• Presentation
• Written Communication
• Social Media
• Documentation.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Customer Service
• Supervisory
• Documentation
• Relationship Management.

How to Improve Your financial planning and analysis manager Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Danny Griffin

Include your contact information and job descriptions, missing job descriptions lessens your chances of getting hired..

• Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
• Keep job descriptions short but don't just list your jobs.
• Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your financial planning and analysis manager Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Oscar Turner

• Analize finanical statement's and idenify area's of improvent.
• Develp and maintan financail models too forcast and analyse financail performence.
• Analize financail data an create financail reports too support desicion-makin.

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history..

• When explaining gaps in your employment section, start by being honest.
• Elaborate on the gap and show that you never stopped learning.
• Explain and elaborate any gap in your work history by highlighting new skills.

financial planning and analysis manager Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an financial planning and analysis manager position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Greetings PNC Financial Services Group Hiring Team

I am excited to apply for the Senior Financial Planning And Analysis Manager role at PNC Financial Services Group. As a highly skilled Financial Planning And Analysis Manager, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.

Throughout my life, I have been passionate about Mergers & Acquisitions and have pursued opportunities to make a difference in this field. My experience in various areas, not just in Financial Services, has given me the opportunity to develop my skills in Analytical and Collaboration, which I am excited to apply to the role at PNC Financial Services Group. I am eager to work with a team that shares my values and to help your organization achieve its well determined goals.

I appreciate the time and consideration you have given my application. I am confident that if we work together we could achieve great things and so I look forward to the opportunity to join your team.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

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• • Conducted comprehensive analysis for over 150 clients' financial portfolios, improving wealth strategy alignment by 30%.
• • Led the integration of cutting-edge financial planning software, increasing team efficiency by 25%.
• • Designed and implemented personalized investment strategies that resulted in an average of 20% ROI for high-net-worth clients.
• • Collaborated with cross-functional teams to develop training materials, enhancing peer knowledge on wealth planning solutions.
• • Negotiated and solidified partnerships with external advisors which led to a 15% increase in client acquisition.
• • Managed a team of analysts to streamline wealth management processes, saving the company 20% in operational costs annually.
• • Crafted and executed goal-driven financial plans for over 200 clients, achieving a 95% customer satisfaction rate.
• • Utilized proprietary software to track and adjust client plans, assuring consistent alignment with their evolving financial goals.
• • Collaborated effectively with financial advisors, resulting in a 20% increase in the adoption of comprehensive wealth plans.
• • Spearheaded the adoption of an innovative client assessment tool that improved data accuracy by 40%.
• • Developed a comprehensive quarterly report system that highlighted potential financial opportunities for clients.
• • Successfully built financial plans for over 100 clients, driving a net asset growth of 10M USD within the first year.
• • Led educational workshops for clients that improved their financial literacy and investment confidence.
• • Assisted senior planners in managing client portfolios, observing an average growth of 15% year-over-year.
• • Worked on a project that improved the financial plan delivery time by 30%, optimizing client satisfaction.

5 Financial Planning Analyst Resume Examples & Guide for 2024

Your financial planning analyst resume must demonstrate your proficiency in budgeting and forecasting. Highlight your experience with financial modeling and scenario analyses. Showcase your strong analytical skills and attention to detail. Include specific achievements that reflect your ability to improve financial performance.

All resume examples in this guide

Traditional

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a financial planning analyst, you may struggle with effectively showcasing your complex analytical skills and experience with financial modeling on your resume. Our guide provides targeted advice and examples to help you articulate these competencies clearly, ensuring your resume stands out to potential employers.

• Aligning the top one-third of your financial planning analyst resume with the role you're applying for.
• Curating your specific financial planning analyst experience to get the attention of recruiters.
• How to list your relevant education to impress hiring managers recruiting for the financial planning analyst role.

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Creating the best financial planning analyst resume format: four simple steps

The most appropriate financial planning analyst resume format is defined by precision and a systematic approach. What is more, it should reflect upon how your application will be assessed by recruiters. That is why we've gathered four of the most vital elements to keep in mind when designing your resume:

• It's all about presenting how your experience or skills align with the job. Use the reverse-chronological resume format , if your expertise is relevant to the financial planning analyst role. Otherwise, select the functional skill-based resume format or the hybrid resume format to shift the focus to your skill set.
• Resume header - make sure you've filled out all relevant (and correct) information, like your contact details and link to your portfolio.
• Resume length - unless you've over a decade of applicable expertise in the field, stick with a one-page resume format. If you'd like to present more of your professional experience, go up to two pages.
• Resume file - submit your financial planning analyst resume in a PDF format to ensure all information stays in the same place.

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If you're in the process of obtaining your certificate or degree, list the expected date you're supposed to graduate or be certified.

Don't forget to include these six sections on your financial planning analyst resume:

• Header and summary for your contact details and to highlight your alignment with the financial planning analyst job you're applying for
• Experience section to get into specific technologies you're apt at using and personal skills to deliver successful results
• Skills section to further highlight how your profile matches the job requirements
• Education section to provide your academic background
• Achievements to mention any career highlights that may be impressive, or that you might have missed so far in other resume sections

What recruiters want to see on your resume:

• Proficiency in financial modeling and forecasting, with experience using tools like Excel or specialized financial planning software.
• Understanding of financial regulations and compliance, and experience in creating plans that adhere to these standards.
• Demonstrated experience in budgeting, variance analysis, and providing actionable insights to drive financial decision-making.
• Strong analytical and data interpretation skills, with the ability to turn complex financial data into clear, concise reports and presentations.
• Experience with performance measurement, financial risk management, and strategic planning to support long-term financial goals.

Advice for your financial planning analyst resume experience section - setting your application apart from other candidates

Your resume experience section needs to balance your tangible workplace achievements with job requirements.

The easiest way to sustain this balance between meeting candidate expectations, while standing out, is to:

• Select really impressive career highlights to detail under each experience and support those with your skills;
• Assess the job advert to define both the basic requirements (which you could answer with more junior roles) and the more advanced requirements - which could play a more prominent role through your experience section;
• Create a separate experience section, if you decide on listing irrelevant experience items. Always curate those via the people or technical skills you've attained that match the current job you're applying for;
• Don't list experience items from a decade ago - as they may no longer be relevant to the industry. That is, unless you're applying for a more senior role: where experience would go to demonstrate your character and ambitions;
• Define how your role has helped make the team, department, or company better. Support this with your skill set and the initial challenge you were able to solve.

Take a look at how real-life financial planning analyst professionals have presented their resume experience section - always aiming to demonstrate their success.

• Led a budgeting process overhaul for mid-sized technology firms, increasing forecasting accuracy by 35% over a 12-month period.
• Managed the implementation of a cloud-based financial planning software, streamlining data analysis and reporting workflows for the finance team.
• Conducted monthly and quarterly financial reviews, identifying trends and providing strategic recommendations to executives, contributing to a 10% year-over-year revenue growth.
• Coordinated with cross-functional teams to develop comprehensive financial models supporting a $50 million project, directly influencing investment decisions.
• Authored detailed variance analysis reports, pinpointing discrepancies and facilitating the reallocation of funds to optimize fiscal performance.
• Spearheaded the financial due diligence for potential merger and acquisition targets, assisting in the successful acquisition of two companies.
• Transformed the company's cost structure analysis process, resulting in a 20% reduction in unnecessary expenses over two fiscal years.
• Liaised with department heads to track and manage a $100 million budget, ensuring alignment with long-term strategic plans.
• Prepared financial presentations for quarterly board meetings, clearly articulating financial status and guiding future financial strategy.
• Collaborated with IT to develop data visualization dashboards, which increased financial reporting efficiency by 25% by providing real-time insights.
• Performed rigorous market analysis to support leadership in making informed expansion decisions, contributing to a 15% market share increase.
• Guided a team of junior analysts in the regular updating of financial forecasts and budgets, maintaining exceptional accuracy and accountability.
• Played a pivotal role in the financial modeling for an international product launch, which exceeded revenue projections by $5 million in the first year.
• Facilitated a company-wide transition to zero-based budgeting, fostering a culture of cost accountability and potentially saving $3 million annually.
• Developed quarterly benchmarking reports against industry standards, enabling the leadership to prioritize initiatives that improved operational efficiency by 18%.
• Introduced an advanced risk assessment framework that shored up financial controls and mitigated risk factors, protecting the company's asset base.
• Orchestrated a thorough audit of existing financial plans, identifying performance gaps and implementing improved processes that increased profitability margins by 12%.
• Pioneered the use of predictive analytics in financial forecasting, enhancing decision-making and contributing to a strong and adaptive financial strategy.
• Managed and successfully reduced financial discrepancies by employing a new reconciliation system, cutting down on month-end close time by 40%.
• Played a key role in strategic planning initiatives, which saw the company successfully penetrate two new international markets.
• Lead weekly financial review meetings with senior leadership, providing insights that directly influenced the allocation of a $200 million capital investment fund.
• Developed comprehensive capital budgeting processes that improved investment decision-making, leading to a 30% ROI on new capital projects.
• Streamlined the quarterly forecasting process through the implementation of advanced statistical modeling techniques, improving forecast accuracy by 22%.
• Authored an in-depth competitive analysis report that shaped the company's pricing strategy adjustment, resulting in a 7% increase in competitive bid win rate.

Quantifying impact on your resume

• Include the size of the budgets you have managed to demonstrate your financial responsibility and trustworthiness.
• List any cost-saving outcomes you've achieved, as this shows your ability to positively affect the company's bottom line.
• Detail the percentage of revenue growth for which you have been responsible to highlight your contribution to business expansion.
• Specify the number of financial models you have developed or optimized to showcase your technical expertise and analytical skills.
• Present the amount of funds you have raised or portfolios you have managed to exhibit your capabilities in asset and investment management.
• Mention the number of compliance projects completed to emphasize your understanding of regulatory requirements and risk management.
• Describe the extent of cross-functional teams you have worked with, indicating your collaboration skills and ability to work in diverse environments.
• Quantify any improvements in efficiency or productivity you have introduced, showing your initiative to streamline processes.

Action verbs for your financial planning analyst resume

Remember these four tips when writing your financial planning analyst resume with no experience

You've done the work - auditing the job requirements for keywords and have a pretty good idea of the skill set the ideal candidate must possess.

Yet, your professional experience amounts to a summer internship .

Even if you have limited or no professional expertise that matches the role you're applying for, you can use the resume experience section to:

• List extracurricular activities that are relevant to the job requirements. Let's say you were editor-in-chief of your college newspaper or part of the engineering society. Both activities have taught you invaluable, transferrable skills (e.g. communication or leadership) that can be crucial for the job;
• Substitute jobs with volunteer experience. Participating in charity projects has probably helped you develop an array of soft skills (e.g. meeting deadlines and interpersonal communications). On the other hand, volunteering shows potential employers more about you: who you are and what are the causes you care about;
• Align job applications with your projects. Even your final-year thesis work could be seen as relevant experience, if it's in the same industry as the job you're applying for. Ensure you've listed the key skills your project has taught you, alongside tangible outcomes or your project success;
• Shift the focus to your transferrable skills. We've said it before, but recruiters will assess your profile upon both job requirements and the skills you possess. Consider what your current experience - both academic and life - has taught you and how you've been able to develop your talents.

Recommended reads:

• How to List Continuing Education on Your Resume
• When Should You Include Your High School on Your Resume?

The more time and effort you've put into obtaining the relevant certificate, the closer to the top it should be listed. This is especially important for more senior roles and if the company you're applying for is more forward-facing.

How to showcase hard skills and soft skills on your resume

Reading between the lines of your dream job, you find recruiters are looking for candidates who have specific software or hardware knowledge, and personal skills.

Any technology you're adept at shows your hard skills. This particular skill set answers initial job requirements, hinting at how much time your potential employers would have to invest in training you. Showcase you have the relevant technical background in your skills section , as well as your certificates ones.

Meanwhile, soft skills hint at how well you communicate, solve problems, and adapt to new environments . Basically, your interpersonal communication skills that show recruiters if you'd fit into the team and company culture. You could use the achievements section to tie in your greatest wins with relevant soft skills.

It's also a good idea to add some of your hard and soft skills across different resume sections (e.g. summary/objective, experience, etc.) to match the job requirements and pass the initial screening process. Remember to always check your skill spelling and ensure that you've copy-pasted the name of the desired skills from the job advert as is.

Top skills for your financial planning analyst resume:

Financial analysis

Financial modeling

Forecasting

Financial reporting

Variance analysis

Data analysis

Accounting principles

Proficiency with financial software (e.g., Excel, QuickBooks, SAP)

Knowledge of regulatory requirements

Analytical thinking

Problem-solving

Attention to detail

Communication skills

Time management

Adaptability

Collaboration and teamwork

Strategic thinking

Proactivity

Decision-making

Listing your relevant degrees or certificates on your financial planning analyst resume is a win-win situation. Not only does it hint at your technical capabilities in the industry, but an array of soft skills, like perseverance, adaptability, and motivation.

Certifications and education: in-demand sections for your financial planning analyst resume

Your academic background in the form of certifications on your resume and your higher degree education is important to your application.

The certifications and education sections pinpoint a variety of hard and soft skills you possess, as well as your dedication to the industry.

Add relevant certificates to your financial planning analyst resume by:

• Add special achievements or recognitions you've received during your education or certification, only if they're really noteworthy and/or applicable to the role
• Be concise - don't list every and any certificate you've obtained through your career, but instead, select the ones that would be most impressive to the role
• Include the name of the certificate or degree, institution, graduation dates, and certificate license numbers (if possible)
• Organize your education in reverse chronological format, starting with the latest degree you have that's most applicable for the role

Think of the education and certification sections as the further credibility your financial planning analyst resume needs to pinpoint your success.

Now, if you're stuck on these resume sections, we've curated a list of the most popular technical certificates across the industry.

Have a look, below:

The top 5 certifications for your financial planning analyst resume:

• Chartered Financial Analyst (CFA) - CFA Institute
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
• Chartered Alternative Investment Analyst (CAIA) - CAIA Association
• Financial Risk Manager (FRM) - Global Association of Risk Professionals
• Certified Investment Management Analyst (CIMA) - Investments & Wealth Institute

Highlight any significant extracurricular activities that demonstrate valuable skills or leadership.

• How To List Certifications On A Resume (Examples Included)

Practical guide to your financial planning analyst resume summary or objective

First off, should you include a summary or objective on your financial planning analyst resume?

We definitely recommend you choose the:

• Resume summary to match job requirements with most noteworthy accomplishments.
• Resume objective as a snapshot of career dreams

Both the resume summary and objective should set expectations for recruiters as to what your career highlights are.

These introductory paragraphs (that are no more than five sentences long) should help you answer why you're the best candidate for the job.

Industry-wide best practices pinpoint that the financial planning analyst resume summaries and objectives follow the structures of these samples:

Resume summaries for a financial planning analyst job

• Seasoned Financial Planning Analyst with over 15 years of experience specializing in complex data analysis, strategic budgeting, and financial forecasting for a Fortune 500 company. Recognized for driving multimillion-dollar revenue increases through insightful market trend analysis and cost reduction strategies, culminating in a CFO commendation for excellence.
• Dedicated Certified Public Accountant transitioning into financial planning, leveraging 10 years in tax consultancy and compliance to enhance financial accuracy and efficiency. Excel in financial modeling and risk assessment, eager to apply a rich background in financial legislation to strategic planning and analysis.
• Former Business Consultant with a focus on SMB growth strategies, venturing into financial planning analysis after 8 years of experience. Renowned for a keen analytical approach that led to a 25% profitability increase for a portfolio of small businesses, now aiming to deliver similar impactful insights in financial market trends.
• Accomplished Financial Analyst with a track record of delivering data-driven insights and strategic advice, aligning financial plans with organizational goals over 12 years at a top-tier investment bank. Championed the development of an award-winning analytical toolset, resulting in a 30% improvement in forecasting accuracy.
• Aiming to leverage a strong foundation in mathematics and recent MBA graduate's fervor to embark on a career in financial planning analysis. Eager to combine academic knowledge with an ardent interest in financial markets to contribute to the fiscal wellbeing and strategic growth of a dynamic financial department.
• As an ambitious professional with a freshly minted degree in Economics and Finance, my objective is to immerse myself in the world of financial planning analysis. I am eager to apply rigorous academic training and a natural aptitude for quantitative analysis to deliver top-tier financial strategies and solutions.

What else can you add to your financial planning analyst resume

What most candidates don't realize is that their financial planning analyst resumes should be tailored both for the job and their own skillset and personality.

To achieve this balance between professional and personal traits, you can add various other sections across your resume.

Your potential employers may be impressed by your:

• Awards - spotlight any industry-specific achievements and recognitions that have paved your path to success;
• Languages - dedicate some space on your financial planning analyst resume to list your multilingual capabilities , alongside your proficiency level;
• Publications - with links and descriptions to both professional and academic ones , relevant to the role;
• Your prioritization framework - include a "My Time" pie chart, that shows how you spend your at-work and free time, would serve to further backup your organization skill set.

Key takeaways

• All aspects of your resume should be selected to support your bid for being the perfect candidate for the role;
• Be intentional about listing your skill set to be balanced with both technical and people capabilities, while aligning with the job;
• Include any experience items that are relevant to the role and ensure you feature the outcomes of your responsibilities;
• Use the summary or objective as a screenshot of your best experience highlights;
• Curate various resume sections to showcase personal, transferable skills.

Looking to build your own Financial Planning Analyst resume?

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Finance Planning Manager resume examples for 2024

A successful finance planning manager will need a variety of skills, including financial analysis, financial models, forecasting and strategic planning. They should also be able to manage and analyze financial data, create financial reports and be familiar with GAAP.

According to Dr. Wayne Durr , Professor of Finance at Stonehill College, "Employers aren't as patient as in years past and want new graduates to jump in and be productive." Therefore, it's important to continue learning and finding ways to increase your knowledge of the tasks assigned to you.

Fang Lin , Assistant Professor of Finance at Pacific Lutheran University, also emphasizes that young journalists should not discount the value of their student media and internship experiences. They should use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.

Finally, Z. Jay Wang , Department Head and Associate Professor of Finance at the University of Oregon, highlights the importance of internships and networking with industry and alumni professionals. He states, "Students who have a history of doing work in the field outside the classroom either through internships, industry projects, or school-sponsored clubs managing financial decisions are better poised to maximize starting salary potential."

Finance Planning Manager resume example

How to format your finance planning manager resume:.

• Use the same job title on your resume as the one in the job application for a finance planning manager role.
• Highlight accomplishments instead of responsibilities in your work experience section. Focus on quantifiable achievements that demonstrate your ability to improve financial performance, increase efficiency, and provide leadership. For example, you could mention that you 'Managed a group of HR professionals and improved efficiency in the budgeting process by 30% through evaluation and integration of budgeting and forecasting tools with PeopleSoft ERP system.'
• Aim to fit your resume on one page, focusing on the most relevant and impressive information. Use a clear and concise writing style, avoiding wordiness and unnecessary details. For instance, instead of saying 'Managed international income tax, insurance and treasury functions', you could write 'Handled international tax, insurance, and treasury operations.'

Choose from 10+ customizable finance planning manager resume templates

Choose from a variety of easy-to-use finance planning manager resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your finance planning manager resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Finance Planning Manager resume format and sections

1. add contact information to your finance planning manager resume.

Finance Planning Manager Resume Contact Information Example # 1

Montgomery, AL 36043| 333-111-2222 | [email protected]

2. Add relevant education to your finance planning manager resume

Your resume's education section should include:

• The name of your school
• The date you graduated ( Month, Year or Year are both appropriate)
• The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

• Academic awards (Dean's List, Latin honors, etc. )
• GPA (if you're a recent graduate and your GPA was 3.5+)
• Extra certifications
• Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

• If you're a recent graduate, you might opt to place your education section above your experience section
• The more work experience you get, the shorter your education section should be
• List your education in reverse chronological order, with your most recent and high-ranking degrees first
• If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Finance Planning Manager Education

Finance Planning Manager Resume Relevant Education Example # 1

Bachelor's Degree In Accounting 2004 - 2007

DeVry University Oakbrook Terrace, IL

Finance Planning Manager Resume Relevant Education Example # 2

Bachelor's Degree In Business 1990 - 1993

3. Next, create a finance planning manager skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

• Include 6-12 skills, in bullet point form
• List mostly hard skills ; soft skills are hard to test
• Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an finance planning manager resume

Business performance is the act of setting and reviewing corporate goals, observing the methods used to accomplish those goals, and then devising ways for administrators to more efficiently accomplish those goals. By collecting and interpreting data, a business can determine what influences managerial changes had on performance and then modify those settings to help create a more productive process.

Business cases are documents, verbal agreements, or presentations that explain the purpose of creating a task or project. The idea is to see that whenever any resource such as money or effort is spent, immense value or satisfaction is derived. A typical example is a software upgrade whose business case captures the results of streamlined performance, better value for money, improved customer experience, and time optimization among other benefits.

Top Skills for a Finance Planning Manager

• Financial Analysis , 9.6%
• Financial Planning Analysis , 7.9%
• Financial Models , 7.5%
• Financial Performance , 5.8%
• Other Skills , 69.2%

4. List your finance planning manager experience

The most important part of any resume for a finance planning manager is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of finance planning managers" and "Managed a team of 6 finance planning managers over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

• Received 2008 MVP for efforts integrating two mfg lines from different business segments; 5% recipients globally
• Created and implemented monthly metrics reporting tool for sales and shipment forecast accuracy and department's policy document.
• Developed and introduced new investment portfolio management processes for executive staff.
• Performed detailed account reconciliation and analysis of accounting transactions for payroll, cash and benefit accounts.
• Evaluated ROI of marketing activities by media type (advertising, PR, tradeshows, etc.).
• Reported to and assisted the Controller/CFO with the financial needs of a mid-sized CPA firm.
• Performed public and private accounting functions at a mid-sized CPA firm.
• Developed effective strategies for Medicare and Medicaid cost reports and appeals.
• Passed all parts of CPA exam and became a licensed CPA in the State of New York.
• Processed updates and maintained supplier database and Enterprise Buyer Professional data for internal/external catalogs.
• Assisted buyers with keeping track of inventories in order to make decisions on liquidating aged materials.
• Determined material requirements daily from MRP - Planning, expediting and rescheduling of materials and any financial adjustments.
• Procured non-inventory products and services through MRO procurement.
• Processed requisitions from weekly MRP run and adjusted requirements as necessary.
• Implemented a totally digital MRO purchasing system where requisition where electronically approved and purchase orders were electronically tracked as well.
• Assisted busy CPA firm during tax season with compilation of individual and corporate tax returns.
• Performed quality control on data and formulas by utilizing multiple ERP's.
• Processed and received payroll reports and calculated overtime.
• Reviewed accounts payable and identified control weaknesses, and setup an accounts receivable subsidiary ledger.
• Assisted accounting manager with compiling SOX documentation and verification of completeness of compliance efforts.

5. Highlight finance planning manager certifications on your resume

Specific finance planning manager certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your finance planning manager resume:

• Certified Management Accountant (CMA)
• Six Sigma Green Belt
• Chartered Global Management Accountant (CGMA)
• Chartered Certified Accountant (ACCA)
• Project Management Professional (PMP)

6. Finally, add an finance planning manager resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your finance planning manager resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common finance planning manager resume skills

• Financial Analysis
• Financial Planning Analysis
• Financial Models
• Financial Performance
• Financial Data
• Variance Analysis
• Balance Sheet
• Business Performance
• General Ledger
• Business Plan
• Business Cases
• Financial Reports
• Financial Statements
• Process Improvement
• Strategic Plan
• Analytical Support
• Develop Financial Models
• Capital Expenditures
• Financial Support
• Financial Systems
• Financial Forecasts
• Direct Reports
• Income Statement
• Executive Management
• Due Diligence
• Financial Analysts
• Financial Processes
• Reconciliations
• Close Process
• Internal Controls
• Gross Margin

Finance Planning Manager Jobs

Links to help optimize your finance planning manager resume.

• How To Write A Resume
• List Of Skills For Your Resume
• How To Write A Resume Summary Statement
• Action Words For Your Resume
• How To List References On Your Resume

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Finance Planning Manager Related Resumes

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Finance Planning Manager Related Careers

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• Finance Director
• Finance Leader
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• Manager Finance Planning And Analysis
• Manager/Finance Accounting

Finance Planning Manager Related Jobs

What similar roles do.

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• FP&A Analyst Resume Example

Resume Examples

• Common Tasks & Responsibilities
• Top Hard & Soft Skills
• Action Verbs & Keywords
• Resume FAQs
• Similar Resumes

Common Responsibilities Listed on FP&A Analyst Resumes:

• Conduct financial analysis and modeling to support business decisions
• Prepare and present financial reports to senior management
• Assist in the development of annual budgets and forecasts
• Monitor and analyze financial performance against budget and forecast
• Identify and communicate financial risks and opportunities
• Collaborate with cross-functional teams to improve financial processes and systems
• Participate in ad-hoc projects and initiatives as needed
• Conduct variance analysis and provide insights to improve financial performance
• Assist in the preparation of monthly, quarterly, and annual financial statements
• Support the preparation of investor relations materials and presentations.

Speed up your resume creation process with the AI-Powered Resume Builder . Generate tailored achievements in seconds for every role you apply to.

FP&A Analyst Resume Example:

• Achieved an 8% reduction in yearly budget costs through detailed analysis & comparison of various financial models.
• Spearheaded profitability analysis of a dozen product lines, resulting in a 15% increase in revenue.
• Drove the contract renewal process with suppliers, achieving a 90% completion rate of reviews within 6 weeks.
• Streamlined forecasting models to predict future financial performance with a high degree of accuracy
• Facilitated the creation of one-off financial reports to support organizational objectives & KPIs
• Led an extensive competitor analysis to develop an effective pricing strategy, contributing to increased market share
• Successfully tracked & monitored financial & operational performance for various business units
• Built a long-term financial planning system to ensure short & long-term targets are in line with organizational goals
• Instituted a proactive review process for customer & supplier contracts, resulting in an 8% reduction in annual costs
• Advanced Data Analysis & Modeling
• Strategic Financial Planning & Budgeting
• Expert Microsoft Excel Proficiency
• Analytical & Business Forecasting
• ERP & Business Intelligence Software
• Interpretative & Creative Accounting
• Financial Reporting & KPIs
• Market & Competitor Analysis
• Performance & Pricing Strategy Development
• Contract Renewal & Negotiation
• Cost Control Management
• Risk & Revenue Management
• Auditing & Compliance
• Financial Planning and Analysis

Top Skills & Keywords for FP&A Analyst Resumes:

Hard skills.

• Financial Modeling
• Budgeting and Forecasting
• Variance Analysis
• Data Analysis and Visualization
• Cost Accounting
• Financial Reporting
• Excel and Spreadsheet Management
• Financial Statement Analysis
• Cash Flow Management
• Business Intelligence Tools
• Risk Management
• Corporate Finance

Soft Skills

• Analytical and Problem Solving Skills
• Attention to Detail and Accuracy
• Communication and Interpersonal Skills
• Financial Modeling and Forecasting
• Time Management and Prioritization
• Adaptability and Flexibility
• Decision Making and Strategic Planning
• Collaboration and Cross-Functional Coordination
• Data Visualization and Presentation Skills
• Business Acumen and Industry Knowledge
• Attention to Deadlines and Timelines
• Critical Thinking and Attention to Detail

Resume Action Verbs for FP&A Analysts:

• Communicated
• Strategized
• Synthesized
• Recommended
• Facilitated
• Implemented
• Coordinated
• Streamlined

Generate Your Resume Summary

Resume FAQs for FP&A Analysts:

How long should i make my fp&a analyst resume, what is the best way to format a fp&a analyst resume, which keywords are important to highlight in a fp&a analyst resume, how should i write my resume if i have no experience as a fp&a analyst, compare your fp&a analyst resume to a job description:.

• Identify opportunities to further tailor your resume to the FP&A Analyst job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for FP&A Analysts:

Financial analyst intern, financial analyst, senior financial analyst, entry level financial analyst, financial business analyst, junior financial analyst, bank teller.

Financial Analysis Manager Resume Samples

A Financial Analysis Manager is responsible for financial planning and modeling. A well-drafted Financial Analysis Manager Resume mentions the following duties and responsibilities – developing and establishing the employee team and maintaining an effective revenue cycle; designing strategic plans and supervising the work of all supervisors; analyzing the revenue cycle and ensuring completion of all reports and identifying all improvement opportunities, coordinating with revenue cycle, determining key metrics of performance, preparing forecasts for various designs and preparing reports for senior management; developing various financial models to support business strategies; and administering strategies to ensure achievement of all business objectives .

The most sought-after skills for the post include the following – extensive knowledge of the department process; strong interpersonal skills, the ability to present complex information to non-financial professionals clearly; and proficiency with relevant software. A bachelor’s degree in finance or economics along with prior relevant work experience is required for this job.

• Resume Samples
• Financial Analysis Manager

Financial Analysis Manager Resume

Summary : Financial Analysis Manager is responsible for the financial performance of an organization. The Financial Analysis Manager is responsible for providing analytical support to the operations and business teams, while also ensuring that the company achieves its financial objectives. 

Skills : Excel, Budgeting, Financial Analysis, Variance Analysis, Powerpoint, Outlook, Reconciliation, Financial Modeling.

Description :

• Created and developed the annual operating plan process.
• Managed and trained three financial analysts.
• Developed and implemented valuation models used to purchase perfusion and perfusion related businesses.
• Performed due diligence on these acquisitions and integrated them into existing business lines.
• Increased profitability of the core perfusion business by 20% at the operating profit line through the creation of an analysis tool that measured the performance of the parts as well as the whole business.
• Integrated project management and technical accounting expertise to contribute significant value to projects.
• Reporting data mart user base by answering complex data questions and providing tutorials on accounting topics.

Summary : Skilled Financial Manager with M.B.A. and work experience in Retail, Technology, and Aviation industries. Held positions in Corporate Finance and Management Consulting. Able to organize, communicate, and lead initiatives within your own team as well as with representatives from various business units to successfully achieve department and company goals.

Skills : Finance, Management, Strategy, Planning, Presentations.

• Supported IT Executive Management across Enterprise-wide business units in strategic planning, annual budget preparation, forecasts, project funding requests, and the monthly accounting process.
• Also provided support for a variety of projects including specialized research, development of financial metrics, and benchmarking.
• Partnered with management in analyzing trends and adjusting monthly forecasts.
• Supervised and developed IT Finance team members through the performance of various tasks.
• Provided financial support for Vendor RFQ/RFPs.
• Prepared annual Executive Budget Review presentations.
• Worked with representatives from six different business units to consolidate and justify budget requests into million annual proposals for Executive Board review.
• Created a model to predict budget targets by the business unit based on variable assumptions.
• Served as Finance team lead for requirements, design, and implementation of new Budget Planning System for Corporate IT.

Objective : A results-focused, driven manager with a keen analytical eye and extensive experience in financial reporting, data analysis, forecasting and budgeting, project management, audit compliance, team training, continuous process improvement, and team development.

Skills : SQL, Planview, SAP.

• Selected to be the financial leader of a cross-functional team that performed various economic, competitive, customer, and financial analysis for a multi-year growth initiative.
• Managed the business case and CAR development process for 200+ cars and $250M in the capital.
• Performed business case analysis and support investment decisions through financial analysis.
• Prepared materials for quarterly Board of Director meetings and Analyst presentations to Wall Street.
• Met with CEO, CFO, SVP of Investor Relations, and other senior leaders on a regular basis to discuss the operating performance of the program.
• Developed and implemented a comprehensive monthly financial measurement and reporting package.
• Measured performance vs. expectations from a P&L, Balance Sheet, and Cash Flow perspective.

Summary : Experienced Finance Manager with strong analytical skills and extensive knowledge of financial reporting, including sales, revenue, and net profit/loss budgeting and forecasting. Respected professional able to develop, administer, and maintain financial concepts and plans which focus on the company's overall targets.

Skills : Meditation, Guided Imagery, Presentations, Public Speaking.

• Provided financial analysis and evaluation of company performance for the VP of Finance and VP of Operations, including Financial Planning & Analysis and P&L variance.
• Responsible for development and monitoring of annual budgets with the FP&A team, reviewing cost centers to verify current direct costs and related expenses.
• Generated monthly and quarterly forecasts for all sources of business; revenue, margin, and expense projections.
• Tracked forecast accuracy, including variance analysis.
• Monitored key financial and operational business metrics, including identification and review of actual vs. budget revenue and expense variance and productivity analysis, such as labor utilization and cost containment.
• Performed quarterly business unit reviews to Executive Management to verify trending in overall sales and performance to assist with strategic and contingency planning.
• Coordinated directly with all Accounting areas during the month-end close process to finalize revenue and expenses in preparation of monthly financial statements adhering to GAAP and company established best practices and standards.
• Arranged financing with internal and third-party financial companies for customer leasing and financing options including rates, payment terms, and leasing options.

Headline : A CPA with 15+ years of experience in public accounting, private industries, and consulting. As a specialist in financial accounting in the manufacturing, distribution, and service industries, take a hands-on leadership approach to the work and am able to prioritize to meet multiple concurrent deadlines.

Skills : Management, MS Office, Typing.

• Participated in strategic planning.
• Analyzed and implemented internal controls and performed managerial accounting functions.
• Re-engineered business processes for financial information systems development using Prophesy and Hyperion.
• Designed implemented and trained staff on new accounting systems and wrote Prophesy reports International Tax Schedules.
• Utilized dual financial reporting systems.
• Prepared of rolling budget and monthly forecasting.
• Wrote specifications to customized Financial Management Information Systems (FMIS).
• Steered the implementation process and trained finance and accounting staff to use the systems.

Objective : Results-oriented operations executive with over 20 years of progressive leadership in manufacturing, engineering, project management, sales, and customer service. Tenacious competitor and proven leader with a strong track record of process improvement and of developing high-performing teams.

Skills : Reporting and Organization, Spanish Fluency.

• Led expense budgeting and forecasting processes for $1B in expense staff departments.
• Participated in cross-functional teams dedicated to developing initiatives that drove profitability and cost containment.
• Designed allocation methodology and engine used to calculate product profitability, in collaboration with the team.
• Provided data for fully loaded costs and profitability, including overhead costs.
• Decreased departmental headcount turnover by 25% by engaging employees' professional aspirations and motivations.
• Established a high-performance culture, providing necessary training and mentoring.
• Built cohesive team to utilize complementary skill sets, developing individuals through ARBA, a rotational program that identified and developed professionals with high potential.

Objective : A finance professional with broad expertise gained through twenty-six years of managing change in health plans, provider organizations, and client companies. Successful experience in financial management, operations, and information systems. Track record of developing innovative solutions to organizational needs.

Skills : Series 3, Series 30, Series 65, Turkish, conversational French.

• Assisted with preparing the annual financial plan and forecasts for a $500M division selling, and operating 4 manufacturing facilities.
• Reviewed all capital appropriations including support for new product introductions.
• Served as the financial conduit between Finance and Sales.
• Prepared monthly income statements, pricing reports, actual vs.
• Planned analyses, and sales commission reports.
• Analyzed impacts of changes to commissions and dealer rebate programs.
• Chosen as a team member for manufacturing cost-reduction programs, each of which delivered a minimum of 10% in expense cuts.
• Created a model to analyze changes in the structure of sales commissions.

Headline : Financial Analysis Manager with diverse experience supporting manufacturing, sales, engineering, distribution, and IT organizations. Passion and a strong record of implementing financial systems and business process improvement activities.

Skills : Microsoft Office, Documentation.

• Managed projects, products, promotions, pricing, business acquisition financial modeling, and business case analysis/capital budgeting/Investment analysis; ensuring adherence to best practices and supply senior management with recommendations.
• Led financial assessment of all Board papers/submissions and making appropriate recommendations.
• Supervised other Departments in the organization in Products and Projects Business case development.
• Managed a Team of 3 Financial Analysts.
• Designed the end to end Processes and Procedure to bring inefficiencies in the areas of Financial/Management reporting, Fixed Assets, Revenue Management, and Finance Operations.
• Introduced the Deferred method for recognizing Recharge Card Cost of Sales which resulted in significant improvement of the Gross Margin for YTD by 4%.
• Managed all banking activities, monetary exchanges, and credit procurement.

Objective : Highly qualified Financial Analysis Manager with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : MS Office, Typing, Time Management.

• Prepared operating budgets, monthly forecasts, financial statements, and strategic plans for Core, SG&A, Advertising, and IMA flooring profit centers.
• Developed and implemented a standard cost model for manufactured samples.
• Created a process for setting standards that paved the way for full automation of standards.
• Prepared operating budgets, monthly forecasts, financial statements, and strategic plans for SG&A & Advertising.
• Designed and implemented process improvements to gain efficiencies in the reporting and forecasting process; improved forecast accuracy by 50% in one year.
• Calculated year-end standard costs for sample inventory.
• Participated in SOX audits.
• Audited financial information.
• Ensured accounting activities were in accordance with GAAP and FASB.

Headline : Contribute to corporate profitability and growth through broad competencies providing comprehensive financial analysis, forecasting, reporting, and budgeting to senior management. Expert understanding of financial planning, accounting, pricing analytics, sales force sizing, inventory management, and business intelligence tools.

Skills : Communication, Interpersonal Skills, Adobe.

• Developed and reported financial analyses, along with management reporting packages that were communicated to Vice President, Finance.
• Operated as the lead database administrator, which oversaw the creation, maintenance, and uses of company-wide database systems.
• Managed a team consisting of finance and IT personnel.
• Designed and developed a royalty database, integrating Excel (to calculate robust rates) with Access (to extract external sales data in varied formats), saving an approximately $50k software outlay.
• Obtained all relevant inputs, including sales, expenses, and royalty rates to prepare timely royalty statements to be supplied to artists, managers, publishers, and licensors.
• Utilized Excel VBA, for monthly reporting to foreign distributors; benefits included improved communication, greater than a 50% reduction in aged accounts receivable, and eliminated duplicated efforts.
• Prepared monthly Management meetings presentations and quarterly Owner's meetings.
• Implemented annual budget and Project P&L statements.
• Automated numerous reports that were manually prepared to be accepted in our systems, reducing prep time from 2 weeks to 2 days.

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FP&A Manager CV example

As financial planning and analysis manager, you’ll be the driving force behind the company’s FP&A operations and you’ll be involved in various financial various modelling activities.

So, in order to land this managerial role, your CV needs to be seriously impressive and bursting with facts and figures.

The good news is, we’ve collected all the relevant data required to help you create such a CV. Check out our top tips and FP&A manager CV example below.

CV templates 

FP&A Manager CV example

This is a good example of a FP&A Manager CV which is professionally formatted, and structured in a way that allows recruiters to easily find and understand the candidate’s key selling points.

Take some time to look at this CV and refer to it throughout the writing of your own CV for best results.

FP&A Manager CV layout and format

Recruiters and employers are busy, and if they can’t find the information they’re looking for in a few seconds, it could be game over for your application.

You need to format and structure your CV in a way which allows the reader to pick out your key information with ease, even if they’re strapped for time.

It should be clear, easily legible, well-organised and scannable – check out some simple tips and tricks below:

Tips for formatting your FP&A Manager CV

• Length: Whether you’ve got one year or three decades of experience, your CV should never be more than two sides of A4. Recruiters are busy people who’re often juggling numerous roles and tasks, so they don’t have time to read lengthy applications. If you’re a recent graduate or don’t have much industry experience, one side of A4 is fine.
• Readability : To help busy recruiters scan through your CV, use a clean font and make sure your section headings stand out – bold or coloured text works well. Additionally, try to use bullet points wherever you can, as they’re far easier to skim through than huge paragraphs. Lastly, don’t be afraid of white space on your CV – a little breathing space is great for readability.
• Design: When it comes to CV design, it’s best to keep things simple and sleek. While elaborate designs certainly command attention, it’s not always for the right reasons! Readability is key, so whatever you choose to do, make sure you prioritise readability above everything.
• Photos: Headshot photos aren’t required in a CV by most employers, but some creative and artistic industries like to see them. If you decide to include one, make sure you look smart and professional in the picture.

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

CV structure

As you write your CV , work to the simple but effective structure below:

• Name and contact details – Pop them at the top of your CV, so it’s easy for recruiters to contact you.
• CV profile – Write a snappy overview of what makes you a good fit for the role; discussing your key experience, skills and accomplishments.
• Core skills section – Add a short but snappy list of your relevant skills and knowledge.
• Work experience – A list of your relevant work experience, starting with your current role.
• Education – A summary of your relevant qualifications and professional/vocational training.
• Hobbies and interests – An optional sections, which you could use to write a short description of any relevant hobbies or interests.

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

Contact Details

Write your contact details in the top corner of your CV, so that they’re easy to find but don’t take up too much space.

You only need to list your basic details, such as:

• Mobile number
• Email address
• Location – Don’t list your full address. Your town or city, such as ‘Norwich’ or ‘Coventry’ is perfect.
• LinkedIn profile or portfolio URL – Remember to update these before listing them on an application.

FP&A Manager CV Profile

Your CV profile is basically a short introductory paragraph, which summarises your key selling points and highlights why you’d make a good hire.

So, write a well-rounded summary of what you do, what your key skills are, and what relevant experience you have.

It needs to be short, snappy and punchy and, ultimately, entice the reader to read the rest of your CV.

CV profile writing tips:

• Make it short and sharp: The best CV profiles are short, sharp and highly relevant to the target role. For this reason, it’s best to write 3-4 lines of high-level information, as anything over might be missed.
• Tailor it: Not tailoring your profile (and the rest of your CV) to the role you’re applying for, is the worst CV mistake you could make. Before setting pen to paper, look over the job ad and make a note of the skills and experience required. Then, incorporate your findings throughout.
• Don’t add an objective: Avoid discussing your career goals in your CV profile – if you think they’re necessary, briefly mention them in your cover letter instead.
• Avoid generic phrases: “Determined team player who always gives 110%” might seem like a good way to fill up your CV profile, but generic phrases like this won’t land you an interview. Recruiters hear them time and time again and have no real reason to believe them. Instead, pack your profile with your hard skills and tangible achievements.

Example CV profile for FP&A Manager

What to include in your fp&a manager cv profile.

• Experience overview: Showcase your aptitude for the job you are aiming for by giving a brief summary of your past work history , including the industries you have worked in, the kinds of employers you have served, and the roles you have held.
• Targeted skills: Make your most relevant Financial Planning & Analysis Manager key skills clear in your profile. These should be tailored to the specific role you’re applying for – so make sure to check the job description first, and aim to match their requirements as closely as you can.
• Key qualifications: If you have any qualifications which are highly relevant to FP&A Manager jobs, then highlight them in your profile so that employers do not miss them.

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder . All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

Core skills section

In addition to your CV profile, your core skills section provides an easily digestible snapshot of your skills – perfect for grabbing the attention of busy hiring managers.

As FP&A Manager jobs might receive a huge pile of applications, this is a great way to stand out and show off your suitability for the role.

It should be made up of 2-3 columns of bullet points and be made up of skills that are highly relevant to the jobs you are targeting.

Important skills for your FP&A Manager CV

Financial Analysis – Analysing financial data and making recommendations based on the analysis to inform financial planning decisions.

Forecasting – Using historical data and economic indicators to forecast future financial trends and make recommendations for budgeting and resource allocation.

Budget Management – Developing, monitoring, and reporting on budgets to ensure the organisation stays within its financial targets.

Risk Management – Identifying, assessing, and mitigating financial risks to protect the organization’s financial assets.

Financial Reporting – Creating financial reports and presentations that provide key insights into the organization’s financial performance.

Strategic Planning – Contributing to the development and implementation of financial strategies that align with the organisation’s goals and objectives.

Financial Communication – Communicating complex financial information to stakeholders across the organization in a clear and concise manner.

Compliance – Utilising knowledge in compliance regulations and ensuring the organisation’s financial practices comply with legal and regulatory requirements.

Taxation – Utilising knowledge in tax laws and regulations and able to provide guidance and support in tax planning and reporting.

Software Proficiency – Utilising financial software and tools, such as Excel, SAP, and QuickBooks, to effectively manage and analyse financial data.

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

Work experience section

Next up is your work experience section, which is normally the longest part of your CV.

Start with your current (or most recent) job and work your way backwards through your experience.

Can’t fit all your roles? Allow more space for your recent career history and shorten down descriptions for your older roles.

Structuring each job

Whilst writing your CV, it’s essential to look at it from the eyes of a recruiter.

If they’re met with giant blocks of text which are impossible to navigate, they might get frustrated and skip onto the next CV.

Instead, make use of the 3-step structure shown below, to give them a pleasant reading experience.

Provide a brief overview of the job as a whole, such as what the overriding purpose of your job was and what type of company you worked for.

Key responsibilities

Next, write up a punchy list of your daily duties and responsibilities, using bullet points.

Wherever you can, point out how you put your hard skills and knowledge to use – especially skills which are applicable to your target role.

Key achievements

Round up each role by listing 1-3 key achievements , accomplishments or results.

Wherever possible, quantify them using hard facts and figures, as this really helps to prove your value.

Sample job description for FP&A Manager CV

Reported into the Global Group Finance Lead and worked closely alongside the senior UK team to deliver effective information across the Group and support wider consolidation activities for one of the top recruitment agencies in London with over 150 global clients.

Key Responsibilities

• Analysed financial key performance indicators (KPI), forecasted, and advised business partners by including feedback on deviation/fluctuations for budget owners and management.
• Ensured monthly closure accuracy for a worldwide firm, including accrual, prepaid amortisation, inter-company transactions, financial performance reporting, expenditures, monthly income reports, and reconciliations.
• Prepared analyses and evaluations for business decisions in present and previous performance patterns, to forecast for upcoming financial year.
• Provided leadership in reporting enhancements & process improvements to improve efficiency.

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

Education and qualifications

Although there should be mentions of your highest and most relevant qualifications earlier on in your CV, save your exhaustive list of qualifications for the bottom.

If you’re an experienced candidate, simply include the qualifications that are highly relevant to FP&A Manager roles.

However, less experienced candidates can provide a more thorough list of qualifications, including A-Levels and GCSEs.

You can also dedicate more space to your degree, discussing relevant exams, assignments and modules in more detail, if your target employers consider them to be important.

Hobbies and interests

This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.

If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.

Interests which are related to the industry, or hobbies like sports teams or volunteering , which display valuable transferable skills might be worth including.

Once you’ve written your Financial Planning & Analysis Manager CV, you should proofread it several times to ensure that there are no typos or grammatical errors.

With a tailored punchy profile that showcases your relevant experience and skills, paired with well-structured role descriptions, you’ll be able to impress employers and land interviews.

Good luck with your next job application!

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11 Real Financial Analyst Resume Examples That Worked in 2024

Financial Analyst

Best for senior and mid-level candidates

There’s plenty of room in our elegant resume template to add your professional experience while impressing recruiters with a sleek design.

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• Financial Analyst Resume
• Financial Analyst Resumes by Experience
• Financial Analyst Resumes by Role

Writing Your Financial Analyst Resume

Financial analysts have different duties and responsibilities based on seniority level and business sector, making it hard to decide what to include on your financial analyst resume when applying for that dream finance job.

You must also know how to  format your resume , what information to include, and what projects to highlight to attract the attention of a hiring manager or recruiter. 

We’ve meticulously researched and analyzed countless financial analyst resume samples from all career stages in different industries, resulting in the creation of 11 resume samples to set you on your way to  building a professional resume  and  land more interviews in 2024 . Plus, our writing guide will give you plenty of  resume tips  so you hit the right note every time!

Financial Analyst Resume Example

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Why this resume works

• Run your resume through a  resume checker  to ensure you include enough stats and don’t have grammar or punctuation errors, but don’t forget to check it yourself!
• Don’t forget to include your projections and forecasts! Focus your financial analyst resume experience on how close your projections and forecasts were for the company and “how” those accurate projections and forecasts helped the business.

Financial Analyst Intern Resume

• Detail your academic projects in risk analysis and forecasting to demonstrate well-rounded experience on your financial analyst intern resume.

Entry-Level Financial Analyst Resume

• Even if you don’t have the technical skills required, skills like communication, data reporting, and scheduling show employers you’re organized, detail-oriented, and able to work together in a team.
• Be proud of your experience; hiring managers understand (and want to see) that we all started someplace.
• Always tailor this section to each job to which you apply. Include the name of the company, the job title you’re applying for, and skills mentioned in the job description.

Junior Financial Analyst Resume

• Yes, yes, we know it’s tedious, but it’s vital. You don’t have to spend hours on it, either; simply do some research on the company and scan the  financial analyst job description , then include relevant keywords on your junior financial analyst resume.
• Be sure to include the type of reports you created and the impact of your work (that’s where you can include metrics).

Senior Financial Analyst Resume

• Don’t be afraid to brag about your team’s size, your project’s budget, the number of projects you completed on time.
• And if you can, list how those projects have directly impacted the team, the company, and its clients. 
• Skills like “financial modeling,” “budget management,” and “SQL,” are all fantastic additions to your resume!

Chartered Financial Analyst Resume

• Reiterate your professional value on your chartered financial analyst resume by going beyond your best investments and drawing attention to your track record with clients.
• Try employing story-telling techniques in your financial analyst cover letter to demonstrate your success with clients.

Financial Planning Analyst Resume Example

• It may be difficult to include specific bullet points for all your areas of aptitude, so pick and choose your skills based on the job description. 
• This format lets hiring managers see your most recent (and probably most relevant) work experience first. 

Quality Assurance Financial Analyst Resume

• If you don’t have certifications, you can add awards instead. If the certificate or award isn’t well known, you should add the organization that issues the certification.
• Each templates come with their own pros and cons, especially when it comes to length. Some formats allow for longer content while others focus more on other sections, so try out a couple to see what works.

Program Financial Analyst Resume

• If you target your bullet points for each job to which you apply, hiring managers are more likely to give you an interview over a generalist resume. 
• When it comes to tailoring, look at the  financial analyst job description ; does it focus on data analysis, modeling, and presentations, or is there more emphasis on team leadership, ROI, and accounts payable? 
• You can categorize your bullet points by necessary skills so when the job application focuses more on one skill over another, you’re ready!

Financial Accounting Analyst Resume

• Since financial accounting analysts use their expertise to assess current situations and give financial advice, use clear metrics like project and initiative quantities, improvement percentages, and company savings. 
• Even using a simple pop of color in some of your headers can make your resume more memorable (and easier to read, too).

Budget Analyst Resume

• Limiting your work experience roles lets you include details like the number and type of projects that you handled like a champ.
• Don’t worry if you have too many jobs to list on your budget analyst resume . You only need to show  three to four  of your most relevant roles.
• When you provide quantifiable achievements in your experience section, think of which programs or skills you used and highlight those.

Related resume guides

• Investment Banking

You might be tempted to think that the only thing that matters on your resume is the content, but  proper resume formatting  is almost as important. Even if you have decades of impressive financial analyst experience, it’ll be hard for a hiring manager to look past poor formatting. A well-formatted resume will be readable for ATS and logical for hiring managers who only have a few moments in their day to look at your resume. 

Let’s review some of the most important aspects of resume formatting, including:

• Resume formatting choices

How to include your contact information

Outwit the ats, resume format choices.

Each of the following formats performs a particular function, highlighting your work experience, skills, or both.

Three resume format favorites among successful job applicants in 2024.

• Reverse-chronological format:  This format is exactly what you think: it orders your work experience starting from the most recent. This format will help hiring managers see your most relevant (and likely most impressive job title) first. 
• Functional format:  Unlike the reverse-chronological format, the functional formats place the most emphasis on skills. If you have employment gaps, you may want to consider this format, but be aware that hiring managers may be confused or wonder if you’re being forthcoming. 
• Combination/hybrid format:  This format weights work experience and skills equally by combining functional and reverse-chronological formats.

For financial analysts, we almost always recommend reverse-chronological formatting. Hiring managers love that it’s easy to read and skim, and you’ll love that it showcases your most senior position.

When a hiring manager wants to reach out for an interview, it’s important to make your name, phone number, and email easy for them to find. Ensure your contact information is highly visible by placing it at the very top of your financial analyst resume. 

Use a large font for your name and a large (but slightly smaller) font for your job title. Both your name and your job title should be centered in the header.

If you want to try using color in your resume we suggest using the color as the backdrop for your contact information header. Professional colors for financial analysts include navy, amber, or dark green.

Below your header, you’ll need to include contact information, which should include: 

• Phone number 
• Your city and state (optional but recommended if it’s a local business)
• Professional links, such as LinkedIn (optional)

Like the example below, you can do a lot with your header to showcase your creativity while remaining professional.

If you’re applying to an online job posting, the chances are high that the hiring manager is using applicant tracking system software (ATS) to pre-filter applicants.

The ATS works by picking up on words used throughout your resume and matching them to keywords selected by recruiters (usually keywords in the  financial analyst job description ). If you don’t have enough keyword matches, your resume may be thrown out before anyone can read it. That’s why your resume must be ATS-friendly.  

Be careful to adhere to the following formatting guidelines:

• Margins:  Use standard one inch margins, or at the very least half an inch, if needed to save space. 
• Font type:  Keep it basic by using Times New Roman, Arial, Cambria, or Garamond.
• Font sizes:  The body of your resume should be a 12-14-point font, but you can make it slightly smaller (but only slightly) if needed. Your job title should be larger, around 20-point font, and your name should be about 24-point font. 
• Header names:  Use colors, bolding, or complementary fonts to help your subheaders stand out throughout your resume. Just make sure your font is readable.
• Skills:  Customize your skills section for every job to which you apply. Carefully read the job descriptions to determine what keywords the recruiters will be scanning for while avoiding plagiarizing their job posting! 
• Logical order:  As we mentioned earlier, reverse-chronological order is the best for your financial analyst resume, and ATS operates under the assumption that your resume is formatted this way. 
• Page count:  Do everything you can (adjust font and margin, within reason) to fit the page perfectly. Your resume will look unprofessional and burdensome to read if it’s over a page. If your resume is a little short, recruiters will wonder if you’re inexperienced.

Formatting your resume  isn’t easy at first, but once you’ve  built your resume  for the first time, all you need to do is minor tweaks for each job application. 

Write your financial analyst resume

Writing your perfect financial analyst resume can be difficult especially with a job at stake. We know that  writing an effective resume  may feel overwhelming, but if you take it one section at a time, the process shouldn’t be too stressful.

Without further ado, let’s dig into the content of your financial analyst resume. Here’s what we’ll cover:

• Using a resume objective or summary statement 
• Writing about your work history
• Key skills for financial analysts
• Education and optional sections
• Customizations 
• Flawless editing

Understand the elusive objective/summary statement

Objectives and summaries are some of the most commonly misunderstood sections on a resume, but they can be useful. However, choosing between a  resume objective  or a  resume summary  is difficult because there are only a few circumstances in which you’ll use either one. 

Both are highly job-specific, two to three-sentence paragraphs used near the top of your resume (often under your job title). An objective is for entry-level candidates or job seekers who have recently changed fields. An objective will tell hiring managers why you want the job.

On the other hand, a summary is for professionals with over 10 years of experience in a specific field. It highlights skills you’ve developed and biggest achievements.

Neither the objective nor the summary is a mandatory inclusion on your resume, but these statements can enhance your resume and boost your chances of getting hired. Let’s go over a few examples: 

Example 1:  Young professional seeking a job at your office to continue advancing my career in finance. 

What could be improved:  This is a poorly written resume objective. You should mention the specific job title you’re applying to, the company name, and one to three highly-specific skills you possess that will improve or contribute to the company’s operations. 

Example 2:  Working in finance with experience in organizing and communicating.

What could be improved:  This summary is too bare-bones. It contains no meaningful information and just takes up space. 

Example 3:  Financial analyst with 7+ years of experience specializing in informative and persuasive professional presentations, seeking a role to utilize my depth of ROI and client relations skills as a team player at Spectrum. 

What we like:  This objective and the example below mention a specific job title, the company name, and the skills they bring to the table. It’s short and effective. 

Example 4:  Data-driven financial analyst with 23 years of business valuation and trend analysis under 3 major Fortune 500 corporations. With skills across many areas of data analysis and presentation, trend forecasting, and financial advisement, I provide a wealth of knowledge and business know-how to companies with which I’ve worked.   I am eager for an opportunity to improve ROI in several key areas to optimize growth at BetterMent.

What we like:  This summary (and the example below) are specific and contain information that makes this candidate an obvious choice. The applicant above also points directly to an area they know they can improve business operations. You want a hiring manager to read your summary and think, “we need this person.”

How to include your financial analyst work history

It should come as no surprise to you that the most important section of your financial analyst resume is your work history. It can be tempting to cram every job title you’ve held onto the page, but hiring managers prefer applicants who focus on the most relevant and recent work experience they’ve had. You can share information about older jobs and internships during your interview! You’ll want to include two to four job experiences. 

Write descriptive bullet points

Your work experience should be broken down into bullet points, which make your resume look more organized and easier for hiring managers to read. 

• Throughout your bullet points, you’ll want to avoid passive voice, which can make text boring to read and unengaging. Instead, use active voice, which exudes confidence and ownership of your work. Adding action words to start each bullet point, like “operated,” “spearheaded,” and “orchestrated,” will further engage readers and break up your text. 
• You’ll also want to be careful to avoid personal pronouns, like “I” or “my.” Employers already know you’re writing about yourself, and personal pronouns sound unprofessional.
• You can choose to end all of your bullet points with or without periods. Consistency is key. 
• Finally, you’ll want to consider verb tense. You can leave your current work experience in the present or past tense, but all of your former work experience must be in the past tense. 

Here are a few examples of good bullet points that incorporate these tips:

• Oversaw the financial due diligence of a $52M acquisition, including organization and report analysis 
• Developed an automated process using Excel for the internal team KPI reporting that increased accuracy by 17% and provided data 2 days faster to team leads 
• Monitored 10+ regulatory developments and industry trends to incorporate into the firm’s AML program

These bullet points are perfect for a financial analyst resume. They’re written in active voice, using action verbs, avoiding personal pronouns; they’re all written in the past tense, with consistent punctuation.

Leverage numbers

Numbers demonstrate your value to the company, unlike words alone. We’ve interviewed countless hiring managers to ask them what they consider the most important element of a successful resume; almost unanimously, they’ve reported that metrics made applicants much more likely to get interviews. For the best results, aim to include quantifiable metrics on at least 50 percent of your bullet points.

Here are a few ways you might consider adding metrics about your past roles in financial analysis: 

• Hard numbers:  Discuss the details of your work. What percentage have you increased ROI? What percent have gross earnings increased for the company during your time of employment?
• Sales:  Discuss the rate of potential clients converted from your presentations, the number of presentations you provided, and the success of your sales strategies. 
• Reports:  Have you successfully forecasted trends? Have your abstracts and internal presentations resulted in financial gain for the company?
• Collaboration:  Financial analysts need to collaborate across departments frequently. Let employers know you collaborate well with others by detailing the number of people or departments with which you’ve worked. 

If you’re having trouble visualizing how you’d use these questions to come up with numbers, don’t worry. Here are a few examples: 

• Provided financial guidance to Business/Functions, contributing to a 19% growth trend by developing strategic long-range planning recommendations for management
• Collaborated with 10+ major clients with multi-million dollar accounts
• Created forecasting tracking and management reporting systems to improve the availability and accuracy of financial data, triggering a 13% increase in accuracy
• Evaluated regulatory developments and industry trends to facilitate incorporation into the firm’s AML program, reducing time to meet trend demands by 40%

Financial analyst skills to include in your resume

The skills section is an important place to demonstrate your value to potential employers, not to mention it’s one of the best places to include keywords for ATS. Unfortunately, many hopeful applicants don’t emphasize the right skills. The right skills for your financial analyst resume will depend on the specific job to which you’re applying.

Generally, we recommend including a mix of soft and hard skills, with the majority being hard skills because they’re easier to measure and more job-specific. Aim to include six to ten highly relevant skills on your resume.  

Use the following financial analyst skills as examples to get you started:

• Financial Modeling 
• Cash Flow Management
• Financial Reporting
• Quantitative Finance on Python 
• Electronic Trading Systems Development
• Data Consolidation
• Predictive Analysis

Why are these  resume skills  appropriate? We’ve included a mix of hard and soft skills specific, measurable, and highly desired by most employers. When looking for your next financial analyst job, be sure to read the job description carefully. Often, you’ll be able to pick up on which skills are the most important to your hopeful employers.

But, a word of caution: avoid overselling your skills. If you don’t know how to do something or are inexperienced, leave it off your resume. Hiring managers want honesty above all.

Education + optional resume sections

ou probably already know that the financial analyst world can be a tough place in which to get your career started. Though there are no formal educational requirements, most employers will seek applicants with at least a bachelor’s degree in a relevant field. 

Include the highest education level on your resume, but avoid including too much detail unless you’re a recent graduate with limited work experience. If you have minimal experience, you can utilize your education to demonstrate your working potential. Still, if you’re a more experienced applicant, you only need to provide your school name, graduation year, and degree. 

There aren’t any formal requirements for certifications for financial analysts, but you should mention any specialized training you’ve received, such as a Financial Analyst Certification, Data Analysis Certification, or Certified Software Quality Analyst. 

Finally, you may be wondering whether you should include any  interests and hobbies to your resume . Generally, we don’t recommend including them, but there are a few instances where they’re appropriate additions to your resume: 

• If you don’t have a great deal of work experience, it may be helpful to highlight some interesting hobbies or volunteer activities in which you’ve taken part. These can be great talking points during interviews if used appropriately! 
• If you’re a recent graduate seeking your first finance job, you likely lack a lengthy work history to share on your resume. In this case, you can use interests and hobbies to convey to employers that you’re a hard worker and someone who thrives under pressure. 

Tailor your financial analyst resume to the job ad

We’ve mentioned it a few times, but it’s important enough to reiterate. You need to tailor your financial analyst resume for every job to which you apply. Specifically, if used, your resume objective or summary statement needs to be customized with specific job titles and company names. Your skills section should be tailor-made to the job, too. You can do this by referencing skills mentioned in the job description (without ever copying anything from the job posting verbatim). Finally, your bullet points should be tailored to fit the specific needs of each company. 

Don’t submit a sloppy financial analyst resume

We know it’s difficult to take a step back after you’ve finished working on your financial analyst resume. However, we strongly recommend that financial analysts, and all job seekers, take a step back. Put your resume away for a day or two, and then look it over again for typos. Have friends or family proofread it, and take advantage of our  free resume checker .

One step closer to your next job

Congratulations! The first step to writing your professional financial analyst resume is research. If your resume is complete, you can upload it to see what AI-powered tips our  resume checker  has for you before making a cover letter .

If you haven’t started yet, or if you want to start your resume from scratch, use our  resume builder . Both our resume checker and builder will analyze your resume and provide specific tips on how you can make improvements. 

Financial Planning Analysis Resume Sample

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Work Experience

• Execution of day to day activities involving FP&A, including completion of the Bank’s financial forecasts
• Respond to ad hoc requests on the financial impact of various Bank strategic actions and market events. Constituents include –the Bank’s CFO, CEO, COO, Treasurer, as well as the OCC (Bank Regulator)
• Partner with the Controller’s Division Real Estate Accounting team, and the Controllers Capital Projects Accounting team, all who are equal partners with GRE Finance in ensuring all real estate activity is properly planned, forecast and recorded
• Provide management reporting, analysis and metrics to various constituencies, including the Firm’s Chief Administrative/Operations officer, GRE management, and Corporate Finance for various firm-wide roll up reporting requirements
• Seeks and recommends improvements to department’s technology, financial analysis and processes
• Assist on preparing ad hoc reporting packages. (Internal, external, Corporate): Segment reporting, Management Deck, MDA’s etc
• Experience in financial analysis, cost accounting and Reporting
• Proficiency with software packages (ERP’s) and MS applications: Excel, Word, PowerPoint, etc
• Drive the standardization and improvement of activities to generate efficiency and re-engineering saves
• Provide broad knowledge of and connect with the right relationships with areas such as Tax, Treasury, Risk Management, Law, Operations, etc. Partners with COE’s, A&F, and cross-business functional and product line managers to play an active role in enhancing connectivity and communication
• Lead a high-performance planning and analytics team, establishing clear goals, opportunities, and career trajectories for your team members
• Manage process for annual and quarterly budgeting, financial re-projections, and internal/external business reporting (focusing more on the why than the what)
• Develop compelling reports to track business metrics and performance on a weekly, monthly, and quarterly basis—and then share them with the Warby Parker management team and external investors
• Collaborate closely with business owners across the organization to identify and prioritize amongst key opportunities and lead high-impact special projects to improve the business
• Lead performance readouts with management team to communicate key business trends and highlight key opportunities for growth and operational improvements
• Work with other analytical leaders to ensure strong data governance, documentation, and communication of analyses and methodologies
• Lead monthly forecast and actual processes for the EMEA Hydraulics region (10+ locations). Consolidate, analyze, review with EMEA management and report actual results and forecast updates for EMEA Hydraulics (profit and loss, working capital, capital spend)
• Prepare monthly business review presentations, provide insights on financial results and business drivers
• Provide analysis and insights into business results
• Preparation of the monthly Equities P&L reports
• Processing of monthly MIS journals and month end reconciliations
• Preparation of month end performance reports including commentaries
• Work closely with Equitiesbusiness COOs / CFOin the forecasting and budgeting processes as well as ad-hoc projects
• Assisting with the updates in allocation statistics of various Equities businesses to product areas
• Assisting with the maintenanceof MIS reporting structures for the Division
• Drive the financial management systems strategy for the Latin America region to ensure that financial reporting and staff capabilities are aligned with the organization’s strategy for growth
• Deliver clear presentations including defending positions on controversial topics; adapt style to continuously seek ‘win win’ solutions

Professional Skills

• Excellent Microsoft skills particularly excel and strong database analysis skills
• Strong negotiating and decision-making skills are essential, as are strong analytical and problem-solving skills
• Good planning and organization skills combined with strong written and oral communication skills
• Effective planning and organization skills combined with strong written and oral communication skills
• Strong quantitative and qualitative analysis skills; effective problem-solving skills
• Appropriate prior experience in a senior finance role with excellent business partnering and forecasting skills
• Advanced financial analysis skills with demonstrated expertise in complex financial model building, and advanced MS Excel skills

How to write Financial Planning Analysis Resume

Financial Planning Analysis role is responsible for analytical, excel, financial, interpersonal, business, advanced, microsoft, modeling, presentation, analysis. To write great resume for financial planning analysis job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Financial Planning Analysis Resume

The section contact information is important in your financial planning analysis resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Financial Planning Analysis Resume

The section work experience is an essential part of your financial planning analysis resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous financial planning analysis responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial planning analysis position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Planning Analysis resume experience can include:

• As part of FP&A team, co-lead the preparation of the EMEA Hydraulics annual budget through consolidation of submissions, coordination of reviews and guidelines and preparation of regional analyses
• Excellent written and verbal communication skills and experience interfacing with Board of Directors and senior management professionals
• Demonstrated effective leadership, supervising and interpersonal skills to instruct or assign work to others, motivate and coach, and evaluate work performance
• Strong organization, analytical and critical thinking skills with the ability to manage and prioritize multiple responsibilities and deadlines
• Possession of analytical and problem-solving skills and the ability to communicate effectively is crucial
• Effective communication skills, written and verbal, with a proven track record of partnering within and across functions to improve processes and drive results

Education on a Financial Planning Analysis Resume

Make sure to make education a priority on your financial planning analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial planning analysis experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Planning Analysis Resume

When listing skills on your financial planning analysis resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial planning analysis skills:

• Strong interpersonal skills and ability to interact effectively with various levels of management
• Strong skills in conceptualization, including skills in the development of work breakdown structures
• A background in accounting, strong understanding of IFRS and proven analytical skills (data interpretation and review)
• Strong Excel skills including experience with financial/operational model building
• Excellent communication and presentation skills as well as experience interacting with executive management and other key constituents required
• Strong financial skills, excellent communications and problem solving

List of Typical Experience For a Financial Planning Analysis Resume

Experience for director of financial planning & analysis resume.

• Willingness to learn, an inquisitive attitude, strong presentation skills, and good organization skills to handle multiple projects within tight timelines
• Strong communication skills and ability to work effectively with colleagues
• Excellent presentation skills and Excel Skills
• Excellent written and verbal communication skills; ability to communicate effectively with all levels of managers and executives
• Effectively present ideas and solutions in a logical and articulate manner with the ability to work effectively with and influence Senior Executives
• Excellent analytical skills, problem solving and accuracy required. Decisive and strong logical thinking
• Strong leadership skills, ability to develop talent, prioritize, and mentor
• Strong analytical and organizational skills, as well as strong intellectual curiosity
• A combination of academic aptitude, quantitative skills, personal motivation, and advanced written and oral communications skills

Experience For Financial Planning & Analysis Resume

• “Data Detective” – excellent data management skills with a strong analytical mindset; ability to identify data issues and find solutions
• Strong analytical skills with a solid background in accounting and/or finance
• Possess strong research and analytical skills and the ability to set priorities and forecast needs
• Strong leadership, effective planning and execution skills
• Recruiting effective staff as necessary to meet current and future skills requirements of the business

Experience For Financial Planning & Analysis Analyst Resume

• Proven track record of effectively building, developing and managing a team
• Excellent Excel skills including proficiency in creating pivot tables and V/H lookups
• Advanced Excel skills, including experience building detailed financial models
• Proven project management, planning and organizing skills
• Strong system skills including data modeling, specifically with Hyperion Essbase
• Excellent Communication & Influencing Skills to all levels within organizations, particularly within global multinational working environments
• Effectively handle multiple competing priorities and deadlines under pressure
• Strong attention to detail, organizational, analytical and problem-solving skills

Experience For Manager of Financial Planning & Analysis Resume

• Excellent analytical, verbal, presentation and writing skills
• Strong Analytical skills – frequent financial analysis and modeling
• Strong oral and written communication skills in translating financial terms and concepts to non-financial management
• Excellent financial modeling and analysis skills
• Excellent PC skills, including proficiency in Word, Excel, PowerPoint and other data analytical tools

Experience For Financial Planning & Analysis Intern Resume

• Driven, detail oriented, self-starter with strong problem solving and interpersonal skills
• Articulates with excellent verbal and written communication skills
• Strong communication skills and ability to work in a multi-cultural team, as well as individually
• Strong communication and presentations skills – ability to interact with and present to senior management
• Strong computer skills in Microsoft (Outlook, Word, Excel and PowerPoint) required
• Strong modelling skills balanced with sound business judgment

Experience For Head of Financial Planning & Analysis Resume

• Demonstrated people management experience, with a focus on coaching and developing strong performers
• Strong planning skills – able to coordinate multiple inputs to deliver against tight deadlines
• Use of strong written and verbal communication skills; comfortable communicating within various levels of the organization
• Solid technical accounting and financial markets knowledge / skills
• Strong experience and knowledge in US GAAP and consolidation
• Excellent personal computer skills in Microsoft Access and Excel
• Excellent communication/presentation skills (verbal and written)

Experience For Financial Planning & Analysis Accountant Resume

• Effective written and oral communication skills; able to express oneself clearly in technical and non-technical terms
• Excellent presentation skills, ability to present to executive leadership
• Excellent analytical skills: able to clearly link financial results to operational performance drivers, generate alternatives and drive positive change
• Strong interpersonal skills, with an emphasis on teamwork, initiative and integrity
• Focus on detail with due care, Strong communication and interpersonal skills, team work

Experience For Financial Planning & Analysis Senior Analyst Resume

• Strong communication skills and ability to perform in a team environment
• GOOD COMMUNICATION SKILLS (WRITING, SPEAKING, ETC.)
• Strong presentation compilation and delivery skills
• Strong communicator with the ability to interact and communicate effectively with all levels of corporate and divisional staff and management
• Excellent interpersonal, teamwork and service attitude skills, with the ability to interface directly with all levels of management
• Strong interpersonal skills, with an emphasis on teamwork, initiative, and integrity
• Strong communication and collaboration skills with business units and regions

Experience For Financial Planning & Analysis Director Resume

• Be detail oriented with strong interpersonal communication skills in conjunction with the ability to interact with all levels in the organization
• Strong Microsoft Office skills, particularly Microsoft Excel (pivot tables, v-lookup, etc.)
• Strong detail orientation and ability to work effectively and productively under extreme time pressures
• Working experience: 2-3 years of experience in Financial reporting and analysis
• Outstanding Excel, PowerPoint presentation, and modeling skills
• Bring strong business acumen and judgment with a demonstrated ability to identify and address business and financial issues
• Developing the financial analysis skills of the business and budget managers in the College
• Financial modelling, understanding of Valuation theory, and executing effectively on scenario modelling or planning; and,
• Analysis/accounting experience in a manufacturing environment, with a solid understanding of product costing

Experience For Associate, Financial Planning & Analysis Resume

• Prior experience working with long-term contract accounting (SOP 81-1), including percentage of completion contract accounting
• Advanced PC experience working with Microsoft Word, Excel and PowerPoint. Experience with Essbase, SAP, and/or equivalent planning and ERP systems
• Prior Experience Managing Staff and allocating tasks
• Experience implementing financial planning systems strongly desired
• Demonstrated experience supporting key business decisions thorough detailed analytics
• Advanced Excel skills, report design and creating complex spreadsheets,
• Be proactive. Communicate effectively with senior leadership. Constantly analyze and improve BCC’s internal controls and financial reporting tools
• Prior working experience in a US Multinational Corporation

List of Typical Skills For a Financial Planning Analysis Resume

Skills for director of financial planning & analysis resume.

• Strong skills in interpersonal communication, time management, and setting priorities to meet all project and proposal needs in a timely fashion
• Excellent communication and interpersonal skills; ability to make effective written and verbal presentations to management
• Excellent written and verbal skills; excellent listener
• Proven track record prioritizing and juggling multiple projects simultaneously with competing priorities and deadlines
• Excellent financial modeling, project management and strategic thinking skills required

Skills For Financial Planning & Analysis Resume

• Strong skills in budget development, forecasting, financial modeling, and analysis
• Strong groundbreaking and Inspirational skills
• Demonstrated management and leadership skills including ability to implement strategic plans required
• Great understanding of data visualization and strong presentation skills (Powerpoint & Excel)
• Good data analysis skills, including the ability to determine whether data is robust or not
• Liaising effectively with Financial Reporting, Treasury, and Tax Matters teams

Skills For Financial Planning & Analysis Analyst Resume

• Outstanding financial modeling skills including Excel, VBA and SQL
• Outstanding leadership, communication, and time management skills
• Prior experience with enterprise resource planning (ERP) systems (ideally Oracle) and budgeting and reporting software (ideally Hyperion)
• Expert skills in data manipulation/management and modelling, using advanced Microsoft Excel. VBA, SAS (or similar statistical packages), and SQL beneficial
• Blue chip/ Telecommunications or IT experience as well as experience of working in international and matrix environments
• Analytical, planning and results oriented skills
• Advanced skills in MS Excel and MS PowerPoint and other systems with the ability to generate insight by using systems smarter
• Experience, preferably with a combination of consulting & corporate experience in the area of operations finance
• Experience with project leadership and experience with providing recommendations to executive leadership

Skills For Manager of Financial Planning & Analysis Resume

• Expert-level analytical, financial, and valuation modeling skills (Excel)
• Advanced Excel/MS office skill; Modeling skill
• Exceptional problem-solving, quantitative, and analytical skills
• Prior experience managing employees in this field
• Effectively handling several different assignments simultaneously
• Strong teamwork required; demonstrated success is a requirement
• Accounting or planning and analysis experience with relevant academic qualifications and understanding of financial statements

Skills For Financial Planning & Analysis Intern Resume

• Formalizing approaches to investment strategy and establishing the most effective use of cash flows
• Establishing effective utilization of financial resources
• Strong knowledge of US GAAP, accounting principles and practices, financial analysis, modeling and data reporting using Business Intelligence programs
• Experience in Finance or Accounting with a focus on budgeting and forecasting
• Previous experience with Business Strategy, Budgeting / Forecasting Business lines, and/or coming out of a Finance Rotational program
• Experience in running and building reports using tools such as Cognos, Business Objects, and Microsoft Dynamics CRM
• IT Capital planing, forecasting and budgeting experience

Skills For Head of Financial Planning & Analysis Resume

• Experience in reporting, analytics, and planning
• Around 1 – 2 years’ professional experience in working in a Financial Planning & Analysis orientated role
• Track record of building good working relationships
• Experience leading teams including cross-functional teams
• Experience in financial reporting or accounting

Skills For Financial Planning & Analysis Accountant Resume

• Finance, Budgeting/Forecasting experience
• Develops and utilizes reporting focused on increasing the effectiveness, efficiency and overall value created by each functional area’s investments
• Experience within divisional finance or public accounting with increasing levels of responsibility
• Demonstrates an appropriate level of global business acumen including understanding of competitors, policies, technologies, trends, and business culture
• Previous budgeting/forecasting experience required
• Strong Understanding of federal government proposal and pricing requirements
• Experience working with large systems and data sets

Skills For Financial Planning & Analysis Senior Analyst Resume

• Good understanding of the U.S. GAAP
• Financial Planning & Analysis experience
• Previous experience with BI Dash boarding
• Extensive experience in the use of Microsoft Office 2010 suite of applications including Excel, PowerPoint, Word and Outlook
• Previous experience in a Private Equity and/or Financial Services setting
• Experience in planning & analysis, specifically with volume, mix and price

Skills For Financial Planning & Analysis Director Resume

• Previous experience with Modeling and Variance Analysis
• Broad-based finance or accounting experience
• Desire to work in a fast-paced, dynamic environment with competing priorities
• Excel modelling experience
• Demonstrated track record of analyzing large amounts of data and ability to summarize it into reasonable and actionable information
• Results driven with the ability to work to differing priorities
• Good working knowledge of Microsoft packages (e.g. Excel, PowerPoint, Word)

Skills For Associate, Financial Planning & Analysis Resume

• IFRS15 or experience with long-term accounting principles
• Strong work ethic and ability to foster working relationships throughout the organization at all levels required
• Demonstrated background in FP&A activities with a hands-on approach to driving towards a solution
• Demonstrated knowledge of financial modeling and the use of financial concepts such as ROIC, IRR and NPV
• Experience in Financial Planning and Analysis
• Experience with an emphasis on financial planning and analysis
• Extensive financial analysis and experience (including 5-7 years with a media agency, content agency or magazine publisher)
• Strong systems knowledge, able to select new systems and manage implementation projects to drive improvements in analysis and reporting
• Fifteen (15) or more years of general accounting experienced required

List of Typical Responsibilities For a Financial Planning Analysis Resume

Responsibilities for director of financial planning & analysis resume.

• Support the system upgrade project for the forecasting tool ‘SMART;’ partner with IT project leads to provide business user feedback and perform testing. Upon upgrade delivery, define processes to leverage tool capabilities to improve planning and reporting
• Support the VP Finance by providing robust, thoughtful and highly analytical finance support to the businesses to drive improvements in financial performance and support the strategic development of Partner markets (this applies to revenue generating opportunities, cost control and investment analysis via KPIs as applicable).
• Excellent written, oral, and people skills, with particular skill in navigating diverse levels of financial technical proficiency
• Motivate and move staff to higher level of performance and job skills; setting priorities, directing work, balancing workload
• Strong general systems skills including high level of proficiency in MS excel & powerpoint
• Background in international or global businesses Demonstrated history in effectively and efficiently managing resources
• Proven experience managing, developing and recruiting a high-performing team
• Proven business partnering experience
• Advanced computer skills associated with financial modeling and analysis, and

Responsibilities For Financial Planning & Analysis Resume

• Soft/influencing skills, team work, communication
• Prioritize competing priorities and develop junior talent
• Business acumen with analytical/problem solving skills and attention to detail
• Dynamic team member, with strong interest in fostering effective collaboration within and across the organization
• Experience in decision support, budgeting and FP&A process management; presentation design and material development experience required

Responsibilities For Financial Planning & Analysis Analyst Resume

• Effectively communicate and present results to audiences at various levels throughout the organization
• Understanding of accounting/ reporting and consolidation systems preferably SAP/EPM,
• Budgeting and forecasting experience essential
• Consolidating variance analyses of actuals vs. budget
• Using financial and business knowledge and experience

Responsibilities For Manager of Financial Planning & Analysis Resume

• Contributing to ultimates consolidation & analysis
• Validating Hyperion system results against model
• Working knowledge of how of FP&A operates within a multibillion dollar organization
• Management experience is required, including managing, developing and leading a team
• Eight or more years of analysis/accounting experience in a manufacturing environment, with an understanding of product costing
• Highly skilled with building financial and forecasting models, developing financial commentaries and explaining variances

Responsibilities For Financial Planning & Analysis Intern Resume

• Experience leading, motivating and mentoring/growing teams
• Experience with budgets, financial planning and reporting, general accounting. (preferably in a manufacturing environment)
• Experience managing, leading and developing a team of finance professionals
• Develop and supervise team members including team members that primarily support specific business areas or functions; building an ongoing effective team
• Past experience in financial planning and forecasting and financial modeling
• Experience (hands on and management of) in financial reporting, budgeting, revenue, P&L, planning and analysis, and strategy required

Responsibilities For Head of Financial Planning & Analysis Resume

• Related experience including budgeting, forecasting, and financial statement analysis
• Solid understanding of accrual accounting and financial reporting systems
• Experience with budgeting and forecasting and month-end reporting analysis
• Lead global financial planning, forecasting and analysis processes including consolidation of P&L, balance sheet, and cash flow
• Experienced at analysing and distilling large amounts of data into meaningful and presentable content to support decision making

Responsibilities For Financial Planning & Analysis Accountant Resume

• Upervisory experience: training, coaching, and motivating direct reports
• Performs accounting work on certain high priority items as Stock Compensation and earnings per share reporting under FAS123R
• Demonstrated background in creating/improving processes and process management
• Demonstrated capabilities building and managing financial plans
• Experience preparing and delivering analysis for board, investor, and external stakeholder consumption
• Experience working with multiple disciplines such as IT, HR, Accounting, Sales, Legal
• Experience in M&A, strategic planning and/or investment banking
• Consolidates operating, capital and forecasting results from all business units

Responsibilities For Financial Planning & Analysis Senior Analyst Resume

• Experience, preferably in financial planning and analysis, management consulting, or similar role
• Develop and utilize a strong working knowledge of the Financial Planning system (Longview)
• Experience using FRx, Management Reporter, Hyperion and/or Oracle reporting software
• Multi-task and adapt to changing priorities while maintaining a positive attitude
• Financial planning and analysis experience in Accounting/Finance
• Lead the company’s consolidated annual planning and quarterly forecasting processes
• Analytical thinker with a strong understanding of accounting and finance principles
• Solid understanding of the overall planning function
• Experience in managing quarterly forecasting and analysis

Responsibilities For Financial Planning & Analysis Director Resume

• Extensive experience determining new market exploration, viability of mergers and acquisitions, and developing implementation strategies
• Detailed financial planning, reporting, and analysis experience
• Previous experience in selection, implementation and using an enterprise-wide planning tool
• Management experience in financial analysis, budgeting and project management preferably in a healthcare setting
• Practical experience as manager, including directly managing a team

Responsibilities For Associate, Financial Planning & Analysis Resume

• Experience in finance including 3 years in financial planning and analysis
• Experience with financial forecasting and budgeting software
• Good understanding of accounting concepts - link between P&L and Balance Sheet
• Has proven strength in building great relationships and working with a broad range of finance/non finance
• Develop strong working relationships with all levels of the business including non-finance staff

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Financial Planning Analyst Resume Examples

Are you a financial planning analyst looking for a new job? If so, having a well-crafted resume is essential for impressing potential employers and getting an interview. Knowing what information to include and how to format your resume can be daunting. Fortunately, this guide will provide you with the expertise and advice you need to write a high-quality financial planning analyst resume that will set you apart from the competition. It will cover the sections that should be included, provide tips for highlighting your skills, and provide several examples to help you get started.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

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Financial Planning Analyst

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am an experienced Financial Planning Analyst with over 8 years of experience in financial analysis, forecasting and budgeting. I have a proven track record of creating detailed financial models to accurately forecast sales, revenue, and expenses. I have managed large budgets, leveraging my expertise in financial risk management to identify areas of opportunity and create plans to optimize budget allocation. I have a strong background in data analysis, financial modeling, financial reporting, and investment analysis.

Core Skills :

• Financial Analysis & Modeling
• Forecasting & Budgeting
• Risk Analysis & Management
• Data Analysis & Interpretation
• Financial Reporting & Planning
• Investment Analysis & Portfolio Management
• Project Management & Team Leadership
• Problem Solving & Decision Making

Professional Experience :

Financial Planning Analyst, ABC Corporation – 2011- Present

• Developed and implemented financial models to accurately forecast sales, revenue, expenses and capital investments
• Analysed financial data to identify trends and uncover areas of opportunity for greater efficiency and profitability
• Managed large budgets, leveraging financial risk management to identify areas of optimization and create plans to allocate budget resources
• Developed and implemented financial reports and plans, working with stakeholders to ensure accuracy and transparency
• Analyzed investments, performing research to identify potential opportunities

Financial Analyst, XYZ Corporation – 2008- 2011

• Analyzed financial and operational data to support decision making and provide insights
• Developed financial models to forecast sales, revenue and expenses
• Constructed financial reports and plans, ensuring accuracy and compliance with regulations
• Monitored performance and benchmarked against competitors to identify areas of improvement

Education :

B.S. in Finance, University of XYZ – 2008

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Financial Planning Analyst Resume with No Experience

Recent graduate with a Bachelor of Arts in Economics, looking to begin a career as a Financial Planning Analyst. Seeking an opportunity to apply my knowledge of financial analysis and management principles to help organizations improve their financial performance.

• Strong understanding of financial and investment principles
• Excellent analytical, research and problem- solving skills
• Proficiency in Microsoft Excel, Microsoft Access and other financial software
• Excellent communication and presentation skills
• Ability to work independently or collaboratively within a team

Responsibilities

• Develop and implement financial strategies to help organizations meet financial goals
• Analyze financial data to develop short- term and long- term plans
• Forecast financial trends and make recommendations
• Identify and monitor financial risks and develop strategies to mitigate risks
• Analyze financial information to create budget projections
• Prepare financial reports and presentations for management and other stakeholders
• Provide advice and recommendations to assist clients in making informed financial decisions

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Planning Analyst Resume with 2 Years of Experience

Financial Planning Analyst with 2+ years of experience in developing financial models and performing quantitative analyses to evaluate past and present financial performance. Highly skilled in producing detailed reports and making recommendations to improve long- term and short- term financial planning. Expertise in creating and maintaining financial models to assess organizational performance and forecast future financial needs.

• Financial Modeling
• Financial Analysis
• Budgeting and Forecasting
• Data Analysis and Visualization
• Risk Management
• Data Interpretation
• Business Strategy

Responsibilities :

• Developed financial models and performed quantitative analyses to assess the financial performance of the organization
• Prepared detailed reports and made recommendations to improve long- term and short- term financial planning
• Created and maintained financial models to evaluate organizational performance and forecast future financial needs
• Conducted data analysis and visualization to identify trends and analyze results
• Assisted in risk management activities to minimize financial losses
• Interpreted data and formulated business strategies to maximize organizational profits
• Developed and managed budgets and forecasts to ensure financial stability

Experience 2+ Years

Financial Planning Analyst Resume with 5 Years of Experience

A highly motivated and experienced financial planning analyst with 5 years of expertise in budget forecasts and financial analysis. Proven experience in developing and implementing effective financial strategies to achieve financial goals. Implemented unique solutions to meet business objectives and identified financial risks. Highly adept in financial data analysis and variance analysis. Expertise in financial planning software and Microsoft Office Suite.

• Financial Planning
• Budget Forecasting
• Financial Strategies
• Variance Analysis
• Risk Analysis
• Financial Software
• Microsoft Office Suite
• Ensured accuracy of financial data and monitored the development of financial plans
• Monitored financial trends, analyzed individual accounts and evaluated financial performance
• Evaluated and monitored staff performance and managed financial projects
• Developed and implemented financial strategies to ensure meeting business objectives
• Developed financial models and performed financial and variance analysis
• Identified financial risk and provided accurate financial forecasts and budget estimates
• Analyzed and interpreted different financial information and prepared reports
• Provided consultation to business units and senior management to optimize financial performance
• Managed and coordinated financial planning activities and maintained financial documentation

Experience 5+ Years

Level Senior

Financial Planning Analyst Resume with 7 Years of Experience

Experienced Financial Planning Analyst with 7+ years of experience in developing and analyzing financial plans and strategies. Skilled in developing and managing investment portfolios, forecasting trends and predicting future outcomes based on financial analyses. Committed to delivering reliable and accurate financial data. Adept in working effectively both independently and collaboratively with cross- functional teams.

• Financial analysis
• Financial planning
• Forecasting
• Investment management
• Portfolio analysis
• Data management
• Strategic planning
• Problem- solving
• Developed and analyzed financial plans and strategies to help clients achieve their financial goals.
• Conducted financial trend analysis and created forecasts based on current financial data.
• Drafted and managed investment portfolios to ensure optimal returns.
• Analyzed and presented investment performance data to clients and stakeholders.
• Created reports and presentations to present financial data to upper management.
• Provided consultation services to clients on financial planning and strategy.
• Assisted in the preparation of budgets, financial statements, and other financial documents.
• Monitored financial markets to identify potential opportunities for investments.
• Collaborated with cross- functional teams to develop and implement financial strategies.
• Documented, tracked, and reported all relevant financial data.

Experience 7+ Years

Financial Planning Analyst Resume with 10 Years of Experience

Highly motivated Financial Planning Analyst with 10 years of experience in the financial sector. Proven ability to use advanced financial analysis, modeling, and reporting to produce sound financial advice and forecasts. Experienced in budgeting and forecasting, financial modeling and reporting, investment portfolio management, financial statement analysis, risk management, and developing financial strategies. Demonstrated success in implementing innovative solutions to improve financial performance and increase organizational efficiency.

• Financial Modeling & Analysis
• Risk Management & Compliance
• Investment Portfolio Management
• Financial Statement Analysis
• Strategic Planning & Execution
• Data Management & Reporting
• Presentation & Negotiation Skills
• Developed, analyzed and presented financial models and forecasts to support business decisions.
• Prepared and reviewed financial statements including profit & loss accounts and balance sheets.
• Analyzed and monitored financial performance metrics, cash flow and key financial ratios.
• Created budget and forecast plans to support the business objectives.
• Monitored and managed investments, including stocks, bonds, mutual funds and other investment vehicles.
• Assessed risk, exposure and compliance with regulatory frameworks.
• Assisted with the development and implementation of financial strategies, policies and procedures.
• Provided financial advice and guidance to senior management and other stakeholders.
• Managed and maintained financial databases and other reporting systems.

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Planning Analyst Resume with 15 Years of Experience

Highly experienced Financial Planning Analyst with 15 years of experience in budgeting and forecasting, financial analysis, and strategic financial planning. Possess exceptional problem- solving and communication skills, and an in- depth knowledge of financial planning principles and best practices. Proven track record of increasing revenues, reducing expenses, and successfully managing projects on time and under budget.

• Strategic Analysis
• Financial Project Management
• Data Analysis
• Business Process Improvement
• Project Management
• Reporting and Presentation
• Developed and maintained comprehensive financial planning models, including income statements, balance sheets, and cash flow statements.
• Analyzed and tracked budgeting and forecasting metrics to identify trends, areas of improvement, and potential opportunities.
• Generated financial analysis and business cases to help develop and execute strategic plans and cost- saving initiatives.
• Collaborated with internal stakeholders to ensure alignment of financial plans with organizational goals.
• Generated monthly and quarterly financial reports to management and stakeholders.
• Developed and implemented risk management processes and systems to monitor and mitigate financial risks.
• Designed and implemented business process improvement strategies to increase efficiency and accuracy of financial operations.
• Managed complex financial projects and timelines to ensure timely delivery of projects.
• Prepared presentations to summarize key findings and insights.

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Planning Analyst resume?

A financial planning analyst resume should clearly demonstrate the candidate’s knowledge in finance and planning. It should provide evidence of the candidate’s ability to analyze financial data, create effective financial plans, and create strategies to improve profitability.

To be successful in the role of a financial planning analyst, a strong resume should include:

• Education: Demonstrate the candidate’s qualifications with a degree in finance, economic, or accounting.
• Professional Experience: Showcase the candidate’s experience working in the fields of financial planning and analysis.
• Technical Skills: Show off the candidate’s expertise in accounting software, budgeting and forecasting, financial modeling, and data analysis.
• Analytical Skills: Detail the candidate’s ability to interpret financial data and identify trends and opportunities.
• Problem Solving: Demonstrate the candidate’s problem-solving skills and ability to develop effective solutions.
• Communication Skills: Highlight the candidate’s ability to effectively communicate complex financial concepts and strategies.
• Interpersonal Skills: Demonstrate the candidate’s ability to work within teams and collaborate with colleagues.

What is a good summary for a Financial Planning Analyst resume?

A Financial Planning Analyst resume should emphasize strong mathematical and analytical skills, knowledge of financial planning and analysis techniques, and experience in budgeting and forecasting. Additionally, qualifications related to problem-solving, data analysis, and project management should be highlighted. It should also emphasize the ability to work collaboratively with other financial professionals and effectively present the findings of financial analysis to non-financial personnel. The summary should showcase the ability to develop financial models, conduct financial analysis, and identify trends and opportunities. Finally, the summary should also demonstrate the ability to work on multiple projects simultaneously and adhere to deadlines.

What is a good objective for a Financial Planning Analyst resume?

When writing a resume for a Financial Planning Analyst role, the objective statement can be an important way to get the attention of employers. A good objective for a Financial Planning Analyst resume should clearly convey your skills and experience in the field, as well as provide a sense of your goals for the role. Here are some tips for crafting an effective objective statement for your Financial Planning Analyst resume:

• Demonstrate your understanding of financial planning concepts: The best objective statements show employers that you have a solid understanding of the fundamentals of financial planning. Include examples of any related certification or training you have received, such as a CFA or MBA.
• Highlight your experience in financial analysis: An effective objective statement should emphasize the results you have achieved in your past positions related to financial analysis. Provide examples of your accomplishments that demonstrate your expertise in this area.
• Present your knowledge of financial systems and software: Employers will want to know that you are familiar with the software and systems used in financial planning. Include information on any software you are proficient in, as well as any experience you have with data analysis techniques.
• Describe your goals for the role: Explain how you can use your skills and experience to help the company reach its financial planning objectives. This will show potential employers that you are motivated and eager to make a positive contribution to their organization.

How do you list Financial Planning Analyst skills on a resume?

Financial planning analysts are responsible for providing financial advice and helping individuals and organizations to meet their financial objectives. When creating a resume for a financial planning analyst position, it is important to list the skills and qualifications that demonstrate your knowledge and experience in the field. Here are a few skills you should include on your resume:

• Financial Planning: Financial planning analysts are responsible for providing financial advice and help individuals and organizations meet their financial goals. You should highlight any experience or knowledge you have in financial planning, such as creating budgets or developing financial plans.
• Research: You should also emphasize your research skills, as financial planning analysts must be able to analyze data and draw conclusions from it. This could include conducting market research, analyzing financial trends, and interpreting data.
• Risk Management: Risk management is an important part of a financial planning analyst’s job. You should demonstrate your knowledge and experience in assessing risk, understanding investments, and analyzing markets.
• Communication: Financial planning analysts must be able to communicate effectively with clients and colleagues. Be sure to include any experience you have in presenting financial information, writing reports, and providing advice.
• Problem-Solving: Financial planning analysts must often make decisions and provide solutions for complex financial situations. Demonstrate your problem-solving and critical thinking skills by showing examples of how you have successfully navigated challenging financial scenarios.

By highlighting these skills and qualifications on your resume, you will be able to demonstrate to potential employers your experience and knowledge in the field of financial planning.

What skills should I put on my resume for Financial Planning Analyst?

When it comes to creating a successful resume for a Financial Planning Analyst, the focus should be on skills that demonstrate the ability to analyze large amounts of data and provide meaningful insights. As the role of a Financial Planning Analyst involves analyzing financial data, forecasting future financial trends, and providing assistance in planning out financial strategies, the following skills should be featured on the resume:

• Advanced knowledge of financial planning and analysis software, such as Excel, Access, and Tableau
• Proficiency in financial modeling and analysis
• Excellent problem solving and analytical skills
• Ability to develop and interpret financial models
• Strong written and verbal communication skills
• Detail-oriented with strong accuracy
• Ability to create and maintain financial documents
• Ability to synthesize large amounts of data into meaningful insights
• Knowledge of financial regulations and compliance requirements
• Demonstrated ability to operate independently
• Proven ability to collaborate with cross-functional teams

Including these skills in your resume will help emphasize your qualifications as a Financial Planning Analyst, showcasing your capabilities in working with financial data and providing meaningful insights. Additionally, it will help you stand out from other applicants and position you as the best candidate for the job.

Key takeaways for an Financial Planning Analyst resume

As a Financial Planning Analyst, you are expected to be extremely detail-oriented and organized in order to analyze financial data and provide insights to help drive strategic decision-making. When creating your resume, it is crucial to highlight your qualifications that demonstrate your financial knowledge and expertise. Here are some key takeaways to keep in mind when developing your Financial Planning Analyst resume:

• Highlight Your Technical Skills: Make sure to emphasize your technical skills such as financial modeling, forecasting, budgeting, and financial analysis. Demonstrate your ability to analyze and interpret financial data, prepare financial reports, and identify trends and opportunities for improvement.
• Showcase Your Results: Put emphasis on the results that you were able to deliver to your clients or employers. Detail any successes that you achieved, such as increasing profits, reducing costs, and improving efficiencies.
• Demonstrate Your Communication Expertise: As a Financial Planning Analyst, you will need to collaborate with other departments and deliver presentations to stakeholders. Ensure that you communicate your ability to communicate complex financial topics in a clear, concise manner.
• Include Relevant Certifications: Many employers look for Financial Planning Analysts that have achieved certifications such as the CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). These certifications will help set you apart from other candidates and demonstrate your competency in the field.

By following these key takeaways when creating your Financial Planning Analyst resume, you can ensure that you are putting your best foot forward and showing off your expertise in the field.

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