Financial Planning Analyst Resume Sample
Julianne Harvey
3871 Williamson Burgs,
Philadelphia,
PA
+1 (555) 407 4903
Work Experience
Senior Financial Planning Analyst
03/2016
-
PRESENT
Houston, TX
- Project accounting and reporting
- Business cases and planning
- Long range 4 year planning and modelling
- Development and enhancement financial modelling
- Preparation of project financial reports under UK Gaap for group submission
- Preparation of project financial reports under US Gaap for submission to Time Warner
- NPV and ROI analysis of projects
Financial Planning Analyst
03/2009
-
09/2015
San Francisco, CA
- Analysis of period financial performance of LA&C
- Forecast future results including risks and opportunities based on current trends in BMU
- Strategic analysis of brand or division projects (e.g., brand projects, leadership meetings, investor presentations)
- Lead remodels and renewal processes by tracking monthly progress, communicating with team and managing contracts base
- Support development team as needed in planning, business reviews and advice leadership team of the financial impact to the business
- Keep internal development pipeline controls to ensure that number of projects and timing are in line with plans (forecast vs. actual)
- Support needs for program reviews and quarterly EAC’s
- Support finance in completing annual and 5 year long range planning activities
- Multitask and prioritize task/responsibilities
Junior Financial & Planning Analyst
05/2006
-
11/2008
Detroit, MI
- Annual planning process – Responsible to prepare the annual operating plan for the department in partnership with department leadership and corporate finance. When new investments are requested by the team, work closely with them to develop a business case/ROI that supports the investments requested
- Annual strategic (long-range) plan process– Assist the team in the formulation of its overall strategic direction and coordinate the annual strategic plan process. When new investments are requested by the team, work closely with the teams to develop a business case/ROI that supports the investments requested
- Executive presentations and other reporting as requested – Support business partners with quarterly or annual report outs on their operational & financial results as well as other ad hoc requests that arise
- Other Ad hoc analysis in support of corporate finance initiatives or consolidated views
- Support the Finance leader in preparing different reports required by corporate based on financial information (actual)
- Manages monthly updates to financial forecasts and metrics to support management’s timely visibility to changing business trends
- Drive forecast process by consolidating and analyzing information submitted by FZs quarterly
Education
Whitworth University
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Solid computer skills: experience with financial systems, strong Excel skills in data compilation and aggregation (i.e. pivot tables, VLookup, and Macros)
- Excellent oral and written communication skills including interpersonal skills
- Expert financial modeling skills; Exceptional finance and analytical skills
- Excellent interpersonal, verbal and written communication skills. Business partnering is a critical skill set for this role
- Proven experience in complex problem-solving and analytical skills
- Excellent communication skills, both spoken and written; experience with interacting with all levels of management
- Proven business acumen and strategic thinking to complement strong tactical execution skills
How to write Financial Planning Analyst Resume
Financial Planning Analyst role is responsible for excel, analytical, financial, advanced, interpersonal, business, microsoft, analysis, modeling, powerpoint.
To write great resume for financial planning analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Planning Analyst Resume
The section contact information is important in your financial planning analyst 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 Analyst Resume
The section work experience is an essential part of your financial planning analyst 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 analyst 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 analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Planning Analyst resume experience can include:
- Strong communication skills needed to work effectively and independently with corporate management and business office personnel in the field
- Strong communication skills and ability to effectively partner with the global finance team
- Experienced in logistics and planning with strong customer service skills
- Proven ability to prioritize and work effectively on multiple tasks
- Expert level skills in Excel and Powerpoint; intermediate skills in other Microsoft Office products
- Excellent written and verbal communication skills appropriate to support, manage, and provide complex documentation to internal customers
Education on a Financial Planning Analyst Resume
Make sure to make education a priority on your financial planning analyst 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 analyst 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 Analyst Resume
When listing skills on your financial planning analyst 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 analyst skills:
- Strong interpersonal skills, excellent customer service manner, and good written and verbal communication skills (required)
- Strong problem solving skills, excellent interpersonal, verbal and written communication skills are required
- Strong communication skills with ability to present recommendations effectively to senior management in both written form and orally.
- Strong Communication skills – ability to communicate clearly and effectively with customers and cross functionally, verbally and in writing
- Maintains effectiveness – Performs demanding work effectively; retains the capacity for effective action or accomplishment over long periods
- Proven ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines
List of Typical Experience For a Financial Planning Analyst Resume
1
Experience For Senior Financial Planning Analyst Resume
- Prior work experience (e.g. ‘big 4’ accounting firm experience, analyst in strategy consulting, investment banking)
- Demonstrated experience of excellent decision making while working in a fast paced environment with multiple task and projects
- Excellent communication skills are vital for success in this role
- Strong financial and business analytical skills are required
- Excellent communication skills & ability to work with all levels of the organisation
- Intermediate to advanced Excel skills, and SAP experience preferable
2
Experience For Financial Planning & Analyst Resume
- Strong analytical skills, with a keen attention to details and the ability to create and interpret financial data
- Good commercial judgment and analysis skills
- Strong oral and written communication skills. Regular interaction with various business units and field operations
- Strong communication skills, both verbal and written, and ability to work and interact with all levels of personnel in the company
- Effective communication and adaptation skills
- Proven clear and concise communication skills, both verbal and written
3
Experience For Lead Financial Planning Analyst Resume
- Proven track record coordinating/analyzing/consolidating financial data
- Experience with financial planning, consolidation and reporting systems such as Hyperion, BPC or Host Analytics
- Experience of working autonomously and prioritizing your workload in a time-pressured environment
- Demonstrated business partnering, demonstrated ability to work autonomously
- Advanced Excel skills in order to develop financial models to support strategic plans
- Strong Access/relational database experience
4
Experience For Financial Planning & Analyst Specialist Resume
- Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines
- Able to critically analyze situations and solve problems effectively
- Profound computer skills (Excel and Powerpoint), knowedge in SAP/BPC desirable,
- Effectively classifies costs between Opex, Capex and between project costs and operating costs
- Effectively communicate, through written and oral means, results, ideas, and recommendations
5
Experience For Workforce Forecasting & Financial Planning Analyst Resume
- Effectively build relationships across business unit and Crawford
- Able to effectively participate in special projects and provides authoritative financial input
- Monitoring incoming-outgoing goods processes for direct and regional distribution center orders
- Working with Corporate FP&A Management, establish work effort priorities to ensure all monthly deadlines are met
- Or equivalent experience, focused on functional support, budgeting and forecasting, management reporting, and strategic/financial decision-making
- Experience in accounting forecasting/budgeting/cost accounting
- Coordination and consolidation of income and DCF forecasts for TGP and KMLP, including annual planning and long range planning processes
6
Experience For Financial Planning Analyst for IT Department Resume
- Strong understanding of financial reporting and modeling
- > 3 years’ experience in financial management processes including forecasting, budgeting and/or other comparable financial activities
- Strong knowledge and ability to implement budgeting, planning and forecasting best practices
- Knowledge and experience with Federal Reserve System accounting, budgeting, and cost accounting principles
- Responsible for consolidating and tracking progress under various financial initiatives across the organization
7
Experience For Senior Financial Planning & Analyst Resume
- Actively participates in the preparation and consolidation of annual financial plans including volume forecasts and operating expenses budgets
- Drive forecast process by consolidating and analyzing information submitted by BMUs quarterly
- Coordinate the consolidated reporting of DTNA planning periods in the Daimler Management Information System (MIF)
- Consolidate and create management reporting to be used during monthly regional business calls
- Progressive financial or accounting experience including interaction with corporate and business unit
- Support Finance leads of all Sector HQ Functions with data loads and consolidation in Cognos and the resulting data/templates sharing
- Support the Return on Investment reporting and analysis framework to evaluate the effectiveness of Marketing and IT expenditure
- Build relationships across the organisation, building the link in to the finance function through effective business partnering
- Build strong working relationships with business departments while challenging assumptions to drive business performance
8
Experience For RAS Financial & Planning Analyst Resume
- Good understanding of accounting and finance processes
- Experience in various accounting areas like Cost Accounting and Inventory Controls, GL, Fixed Asset, Treasury, Payroll, AR, AP (3 to 5 years)
- Experience and adaptability to working a growing environment
- Strong understanding of business strategy, processes and financial objectives, with an aptitude for building business partnerships
- Experience in various accounting areas like Cost Accounting and Inventory Controls, GL, Fixed Asset, Treasury, Payroll, AR, AP (1 to 3 years)
- Three or more years of experience in Financial Planning & Reporting
- Experience with developing drivers and metrics for short and long term forecasting
- Experience with reporting, forecasting and analysis
9
Experience For Project Financial Planning Analyst Resume
- Experience working with online advertising business models
- Knowledge of accounting processes (purchase orders, accruals) and experience working in the Control environment
- Experience demonstrating perspective, understanding, and sensitivity towards company business issues
- Experience in financial planning & analysis in a manufacturing environment
- Knowledge of accounting processes (purchase orders, accruals) and experience working in the Oracle environment
- Experience using Microsoft Office software products with proficiency using MS Excel
- Some budgeting and forecasting experience
- Experience understanding and interpreting business results and plans
- Analysis experience within a corporate finance, investment banking, management consulting, or similar environment
10
Experience For Manager, Financial Planning & Analyst Resume
- Previous experience in residential underwriting, commercial lending, and/or real estate development
- Financial planning or accounting experience
- IT acumen and experience overseeing IT transformation
- Related finance/accounting experience
- Experience in Advanced Excel (Macros, modeling, pivot tables, and lookups), Power Point, Word, Outlook
- Good understanding of Finance and investment markets/securities
List of Typical Skills For a Financial Planning Analyst Resume
1
Skills For Senior Financial Planning Analyst Resume
- Above 8-year multinational working experiences; solid Excel skills; Knowledge on SAP, Business object and Hyperion
- Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP)
- Strong Excel modelling skills with the ability and extracting and analysing data from ERP systems using business warehouse or other tools
- Strong Influencing skills, comfortable presenting to senior leadership, with an ability to manage changing deadlines and quick turnarounds of information
- Strong abstract thinking & problem solving skills
- Strong relationship and team building skills, including successful work with internal and external stakeholders brought together for a common goal
- Strong financial skills, including a firm understanding of the income statement and balance sheet
2
Skills For Financial Planning & Analyst Resume
- Excellent consulting, problem solving, and analytical skills required
- Strong organizational skills, extreme attention to detail with the ability to meet deadlines in a multitasking environment
- Excellent analytical skills, the ability to perform complex financial analyses and modelling
- Strong analytical skills with the ability to interact with financial planning software
- Proficiency in Microsoft Office applications with extremely strong Microsoft Excel skills including macros
- Strong analytical skills with the ability to understand and quickly translate data into clear, compelling insights
- Strong analytical skills; intellectual rigor and curiosity; problem-solving capability
3
Skills For Lead Financial Planning Analyst Resume
- Excellent skills in MS Excel, finance modelling and MS Office in general
- Strong communication, project management, Excel modeling and presentation skills
- Strong Microsoft Excel spreadsheet development skills, including Visual Basic macros
- Strong conflict-management and problem-solving skills
- A confident presenter with strong influencing skills
- Strong analytical and problem solving skills, with ability to think outside the box
- Strong analytical skills in converting data/information to comprehensive insights / feedbacks
- Strong information technology skills and competencies and the ability to develop an understanding of financial applications
4
Skills For Financial Planning & Analyst Specialist Resume
- Above average Excel skills & experience w/ computer spreadsheet modeling
- Strong communication and interpersonal skills, enjoys building relationships across an organisation
- Excellent communication skills, including to the executive level
- Quick learn with attention to detail and strong analytical/problem solving skills
- Strong numerical and analytical skills, attentive to details
- Strong track record of working in commercial facing finance roles with experience of business partnering with key leaders within the business
5
Skills For Workforce Forecasting & Financial Planning Analyst Resume
- Good working knowledge of US GAAP, SOX compliance and excellent understanding of cost accounting in a
- Well- developed critical thinking and problem solving skills
- General ledger and financial statement experience including strong working knowledge and application of GAAP
- Position requires the ability to work with large amounts of data, exceptional HFM report writing skills, and providing business insight from that data
- Advanced skills with Excel and Access; working knowledge of general ledger accounting systems
6
Skills For Financial Planning Analyst for IT Department Resume
- Critical thinking, analytical skills
- Prior experience working in a FP&A team
- Possess advanced Excel Modeling and PowerPoint presentation skills
- Relevant experience in Budgeting and/or Finance positions in consumer goods companies
- Strong communicator who is effective in relationship building and team interaction
- Good working knowledge and experience in key systems (Oracle/ Hyperion/ MINT/Salesforce/Sales Insight)
7
Skills For Senior Financial Planning & Analyst Resume
- Advanced Excel (Macros, modeling, pivot tables, and lookups), Power Point, Word, Outlook, and Access skills
- Proven experience in statistical, financial, economic, data analysis, or forecast modelling
- Significant experience in planning with strong business/commercial acumen
- Proven experience in providing business and decision support to Senior Management
- Demonstrated experience preparing budgets and/or analysis of large data sets
- Advanced Excel skills including proficiency with pivot tables
- Broad experience with other software and financial systems is desired (particularly Adaptive, HFM Consolidation, PeopleSoft Financials or Cognos Planning)
- Good business acumen and strong learning capabilities
8
Skills For RAS Financial & Planning Analyst Resume
- Experience on revenues and expenses with good understanding
- Prior experience with Hyperion, TM1 or Workday financial planning systems
- Work effectively to meet deadlines, multi-task and perform in a team-oriented environment
- Superior interpersonal skills and the ability to manage a diverse customer group
- IT Skills: Microsoft Office (Excel, Access, Powerpoint) and Essbase
- Making recommendations to management on financial performance projections using financial and business knowledge and experience
- Forecasting system experience and familiarity with Perspectives are beneficial
9
Skills For Project Financial Planning Analyst Resume
- Reporting & analysis of EMEA consolidated results to EMEA board and HQ
- Previous experience with Budgeting, Forecasting, Planning, and Modeling
- Analytical background working directly in an FP&A, investment banking or consulting environment; experience with modeling bookings, revenue, costs and expenses
- Used to consolidating financial information, summarising, drawing conclusions and presenting to management teams
- Experience in either a corporate finance or planning role, an accounting firm, investment banking or consulting
- At least five years of experience in accounting/finance with heavy focus on budgeting, forecasting, analysis, and reporting
10
Skills For Manager, Financial Planning & Analyst Resume
- Experience 6-8 years in financial planning and analyst, business forecasting and annual budget planning accounting
- Experience analyzing data, data mining, managing projects and identifying trends
- Experience in either a corporate finance or planning role, an accounting firm, investment banking or consulting
- Strong knowledge of financial statements analysis and reporting including an understanding of balance sheet and cash flow statements
- Strong knowledge of corporate financial management, including budgeting, forecasting and analysis
- Good understanding of US GAAP & IFRS accounting and reporting, SOX Compliance & Controls
- Demonstrable experience of adding value, innovation, and managing/reporting financial performance
- Experience in financial analysis, financial modeling, sales forecasting, and management reporting
- Provide leadership for financial accounting – monthly legal entity reporting, inventory accounting, revenue recognition, and results consolidation
List of Typical Responsibilities For a Financial Planning Analyst Resume
1
Responsibilities For Senior Financial Planning Analyst Resume
- Preserve the confidential nature of our clients’ personal financial data; obtain and share this data according to BB&T policies, guidelines, and ethics requirements
- Exceptional organizational skills and strong oral and written communication skills
- Strong quantitative and analytical skills. Experience developing, evaluating and improving complex financial models and processes
- Strong leadership skills with proven ability to automate and enhance accounting and forecasting processes and lead the implementation of these processes
- Proficient with MS Office Suite; advanced Excel analysis skills (i.e. VLOOKUP, Pivot Tables, macros, etc.) and PowerPoint skills
- Excellent organization and time management/prioritization skills
- Desired skills: Lawson, Hyperion Planning, Hyperion Smart View, Hyperion Essbase, Hyperion Strategic Finance, strong financial modeling in Excel
- Strong knowledge of MS-Office, in particular above average Excel and PowerPoint skills
2
Responsibilities For Financial Planning & Analyst Resume
- Excellent analytical skills, able to understand and interpret complex models and reports and translate them into tangible conclusions and recommendations
- Demonstrated project management and process improvement skills
- Strong Excel/Access skills: pivot tables, query writing, macros helpful
- Work with the Business Units to ensure internal controls are working effectively
- Exhibit versatility and polished communication skills
3
Responsibilities For Lead Financial Planning Analyst Resume
- Learn to navigate and function effectively in a geographically dispersed organization
- Good communication and interpersonal skill in interacting across multiple departments and levels within a medium to large size enterprise
- Previous experience analyzing the feasibility of residential lending, economic development, and/or government subsidized housing projects
- Three or more years’ of related experience in financial planning or analysis, preferably in a Financial Planning & Analyst department
- Consolidation of all the inputs in the integrated model after performing necessary analysis and sense checks, ensuring that the model works properly
- Experience supporting financial system integrations
- Consolidation across product teams for all forward looking activities (weekly flash, corporate outlooks, plan, MYF, CCAR, etc.)
4
Responsibilities For Financial Planning & Analyst Specialist Resume
- Assist with annual budget and quarterly forecasting process, consolidation, analysis and review
- Assist with preparing monthly global consolidated financials
- Experience in financial planning, business analysis, or related field
- Proven business knowledge of finance, accounting and operations
- Experience working in a US MNC
5
Responsibilities For Workforce Forecasting & Financial Planning Analyst Resume
- Financial planning experience; in similar industry or services is desirable
- Experience in Microsoft Excel creating pivot tables and the v-LOOKUP function
- Experience working independently in a fast-paced environment with multiple stakeholder groups
- 5+years accounting experience
- Work closely with Mortgage business to provide timely financial information to senior management to facilitate effective and informed decision making
- Responsible for consolidation and submission of end-of-quarter/annual reporting of Results of Operations (OPEX)
6
Responsibilities For Financial Planning Analyst for IT Department Resume
- Responsible for consolidation and submission of end-of-quarter/annual reporting of Results of Operations (Logistics Costs)
- Preparation/consolidation of weekly management performance reporting packages
- Responsible for the consolidation of financial reporting for the Americas region
- Maintain strong working relationships with internal customers in various organizations and work proactively to identify and solve problems
- Audit or Transaction Advisory experience (Big 4/Mid-tier)
- Oracle ERP - Experience with GL and AP
- Experience in Oracle Hyperion, Baan, Crystal Reports
- Staff level position - 1-3 years’ experience in financial analysis, corporate finance or related positions with larger organizations
7
Responsibilities For Senior Financial Planning & Analyst Resume
- BPC / SAP experience an advantage
- Experience of a similar role in a fast paced environment is desirable
- Advanced Excel. ProClarity, SAP, SUN & Vision experience are advantageous
- Build and maintain strong communications and partnerships with peers, teammates, senior management and key clients
- Focused with excellent attention to detail
8
Responsibilities For RAS Financial & Planning Analyst Resume
- Two to four years of relevant financial analysis experience
- Consolidate summary and commentary on key findings
- Able to prioritize and work under pressure to meet tight schedule
- Experience in accounting or finance, preferably in a Sales Finance or Commission-related role
- Prepare operations analyses including analysis of operational effectiveness
- Strong grasp of business strategy, functions, markets, and risks
9
Responsibilities For Project Financial Planning Analyst Resume
- Think strategically in terms of financial value creation, coupled with a strong focus on execution to deliver bottom line improvements
- Effective build relationships across business unit and Crawford
- Consolidates and challenges all country, region and functional inputs. Provide to HR EVP financial drivers and highlight areas to challenge
- Reviews, understands and explains variances with forecast, budget and prior year
- Familiarity with monthly close process and experience with variance analysis
10
Responsibilities For Manager, Financial Planning & Analyst Resume
- Strong knowledge of MS Excel: ability to create and manipulate pivot tables and formulas
- Presents consolidated Profit and Loss numbers and variance explanations to Director
- Analyzes statistics by trade and by ship and compares to prior years and versions
- Preferably with 1year of directly related experience
- Experience on revenues and expenses with understanding of Plan, Outlook, Ruby and Citi’s Structure
- Over 5 years’ experience in FP&A roles for medium to complex businesses
- Conduct revenue forecast and bookings consolidation
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