Financial Planning Analyst Resume Samples

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Financial Planning Analysts help their clients make informed financial decisions by performing quantitative analyses and making recommendations based on them. Typical work duties seen on a Financial Planning Analyst example resume are defining client financial situation, preparing financial records, maintaining information confidentiality, and assembling and verifying data. A well-written resume sample in the field should mention skills such as financial planning, budgeting, database design, strategic planning, and analytical thinking. At least a Bachelor’s Degree in finance or accounting is required to work as Financial Planning Analyst.

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1

Financial Planning Analyst

Provided detailed analysis of financial results. Managed over 15 departmental budgets, meeting monthly with the division leaders to discuss variances and update the rolling forecast. Developed models to better understand the financial returns on new corporate initiatives.

  • Reduced monthly forecast variance from ~20% to ~5% by thoroughly examining past expenses and collaborating with the budget owners to ensure the most up to date information was incorporated in the forecast
  • Served on the Expense Reduction Team; created reports and analyzed vendor data, reducing non-personnel expense by 15% in 4 months
  • Collaborated with the accounting department during month-end close, analyzed and reconciled variance accounts and posted accruals and reclassifications
Candidate Info
6
years in
workforce
1
year
at this job
BS
Finance
2

Financial Planning Analyst

Worked in a cross functional team as a financial planning analyst to support program project performance.

  • Applied cost and schedule analysis methodology to measure program performance trends and forecast delivery.
  • Created financial metrics to support cost containment strategies of total program tasks.
  • Performed forecasting analysis reporting for validation of monthly/quarterly cost, month end close.
Candidate Info
2
years in
workforce
2
years
at this job
BBA
Operations / Supply Chain Management
3

Financial Planning Analyst

  • Prepared monthly P&L statements and pro forma financial models to assess current and projected financial performance relative to benchmarks as well as to evaluate the financial impacts of alternate production schedules.
  • Managed expense forecasting process, prepared detailed variance analyses with explanations of results and drivers to management.
  • Prepared monthly and quarterly reporting packages for senior management focusing on Key Performance Indicators and detailing financial performance relative to plan.
  • Collaborated with corporate FP&A department to prepare and adjust the division's five-year strategic plan.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Finance And Accounting
4

Sr. Financial Planning Analyst - Contract

  • Performed analysis of financial key performance indicators (KPI), making predictions and advising the business partners by "telling the story" including commentary on variance for budget owners & management.
  • Ensured accuracy in monthly closing including accrual, prepaid amortization, inter- Co. transactions, reporting of financial performance, operating budgets, monthly financial statements & reconciliations for a global company.
  • Served as business partner to the management and prepared analysis & reviews for business decision in current & past performance trends business profitability for LT/ST forecast and business models.
  • Performed financial modeling with various assumptions and provided analytical support for reporting.
  • Provided leadership in reporting enhancements & process improvements to improve efficiency.
  • Build business models & monthly analysis for executives to improve management and make efficient decisions, participated in ad-hoc projects to support business objectives.
  • Provided in-depth analysis, monthly financial highlights including global organization with foreign exchange
Candidate Info
23
years in
workforce
2
years
at this job
BS
Finance
MS
Finance
5

Financial Planning Analyst

Utilize SAS FM to compile financials, analyze variances, create data-entry forms, provide Ad-hoc reports

  • Provide salary analysis for Region and LOB leadership, SMT, and EMT
  • Assist in annual planning process, providing analysis and change tracking to support budgeting
  • Manage insider reporting, tracking FMC stock ownership for all directors and NEO's and file Forms 3, 4, and 5 as appropriate
  • Assist in select accounting activities, completing and filing FR Y-6 annual report
  • Participate in high-level projects as needed
Candidate Info
17
years in
workforce
4
years
at this job
BS
Finance
MA
Business Administration
6

Financial Planning Analyst

  • Partner with senior management across all departments for development of annual budgets and quarterly forecasts.
  • Prepare monthly Senior Management variance report highlighting significant variances including cash flow and capital expenditure spend.
  • Developed new financial models to support going concern and long-term valuation models for external auditors.
  • Supported financial review and analysis of potential acquisitions and project ROI.
  • Improved budgeting and forecasting processes significantly reducing existing modeling errors and turnaround by one week.
  • Developed cash flow analysis model to directly identify cash drivers and enhanced visibility into the GL.
  • Responsible for all internal management reporting including P&Ls, staffing, capital expenditures and variance analysis to senior management.
Candidate Info
28
years in
workforce
4
years
at this job
BS
Business Administration
7

Senior Financial Planning Analyst for Business Intelligence Group

  • Responsible for preparing and executing the planning and forecasting activities to ensure proper recording of annual budget plans and forecasts in Hyperion planning applications.
  • Prepared and analyzed the quarterly corporate forecast data in Hyperion Planning system to ensure accounting accuracy, aggregated the planning, forecasting financial test results and consolidated the balanced reporting of results.
  • Partnered with the Planning System Administrator to prepare the Hyperion Planning systems data and financial reports required at the beginning of each planning and forecasting cycle.
  • Utilized Statistical and Visual Analytics tool and Hyperion Essbase Reporting to design develop and prepare ad-hoc financial reports and dashboards highlighting trends, variance analysis and business drivers as required for executive reporting.
  • Also provided and presented to management with various financial models, monthly financial and profitability reporting, cost methodology analysis, assignment of revenue and expenses and translated profitability results into actionable items for finance and businesses.
  • Developed various financial key metrics (ROA, ROI, NPV, EVA, and Cost Benefit Analysis) approach for deeper dive into analysis of profitability results to identify the most or least profitable entities and presented the performance metrics results through Graphs and Charts.
  • Played a key role in analyzing, testing and validating the integrity of financial information in the conversion of data from Access database to SAS database.
  • Worked very closely with all levels of management to ensure integrity in financial planning function and performed analytical analysis supporting executive management understanding of business unit performance.
  • Reviewed and analyzed the financial results and trends, documented the cost allocation and assignment methodologies, maintained and updated the activity-based costs in SAS profitability system.
  • Maintained effective relationships with business, finance and operation managers to assist in their interpretation of results, to identify and correct data issues, product and organizational changes impacting financial reporting.
Candidate Info
12
years in
workforce
2
years
at this job
C
Professional
BS
Commerce
MBA
Finance, Project Management
8

Senior Financial Planning Analyst

  • Analyze client security holdings, evaluate financial situation, and project needs to construct efficient portfolio
  • Collaborate with multiple brokerage firms to prepare 3-5 proposals for life insurance, disability income, long-term care, annuities, and mutual funds for individuals and small businesses
  • Open accounts, transfer assets, and update multiple databases
  • Coordinate meetings between clients and financial advisor
  • Developed a new hire training program while training and supervising junior financial analysts
Candidate Info
4
years in
workforce
2
years
at this job
BBA
Finance
2017 Cfa Level I Candidate
9

Senior Financial Planning Analyst Global Fp&a

Responsible for completion of financial consolidation, reporting and analysis in support of business objectives. Perform various financial planning and analysis tasks, including management reporting and analysis, financial modeling, forecasting, budgeting, capital planning, and special projects.

  • Develop, maintain, and provide routine and ad-hoc reports to management that deliver visibility to financial results and trends. Analyze financial results, comparing actual and year-to-date performance with prior periods, forecasts, and plans.
  • Prepare material for monthly business reviews, quarterly presentations to senior leadership, and for external reporting.
  • Lead the quarterly forecasting and annual budgeting processes for assigned business segments and global consolidation. Develop and maintain forecast and budget templates. Support the identification and prioritization of capital asset requests.
  • Interact with, and provide broad analytical and business support to assigned business segments. Prepare reporting and analysis of financial results related to business and financial objectives. Frequently consults with members of the functional unit to gain information and insight, and influence results that maximize EBITDA.
Candidate Info
18
years in
workforce
7
months
at this job
BS
Business Administration

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