Use This Template 
Build your resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
financial planning analyst: Resume Samples & Writing Guide
Employment history
Senior Financial Planning Analyst, Booz Allen Hamilton Washington, D.C.
August 2021 – Present
- Evaluate and recommend investment opportunities
- Prepare ad-hoc financial analysis and reports
- Develop and maintain financial models to support strategic planning, budgeting, forecasting and reporting
Associate Financial Planning Analyst, PwC Dallas, Texas
January 2021 – July 2021
- Conduct financial and business analysis to identify trends and opportunities
- Prepare ad-hoc financial analysis and reports
- Support the preparation of annual budgets and long-term forecasts
Junior Financial Planning Analyst, Capgemini San Jose, California
January 2020 – December 2020
- Develop financial strategies and plans
- Develop and maintain financial models to support strategic planning, budgeting, forecasting and reporting
- Manage the financial planning process
Education
Kellogg School of Management, Evanston, Illinois
Business Strategy, November, 2019
Skills
Adaptability
Collaboration
Innovation
Mentoring
Business Acumen
Business Writing
Business Process Improvement
Budgeting
Do you already have a resume? Use our PDF converter and edit your resume.
Professional Summary
Highly-motivated Financial Planning Analyst with extensive experience in Business Strategy & Analysis. Proven ability to develop and implement innovative strategies to drive results and maximize profitability.
Employment history
Lead Financial Planning Analyst, Alvarez & Marsal Houston, Texas
October 2011 – Present
- Monitor financial performance against budget and forecast
- Conduct financial and business analysis to identify trends and opportunities
- Analyze and interpret financial statements
Associate Financial Planning Analyst, PwC Dallas, Texas
March 2011 – September 2011
- Analyze and interpret financial statements
- Support the preparation of annual budgets and long-term forecasts
- Monitor financial performance against budget and forecast
Jr. Financial Planning Analyst, Alvarez & Marsal Houston, Texas
October 2009 – February 2011
- Support the preparation of annual budgets and long-term forecasts
- Conduct financial and business analysis to identify trends and opportunities
- Analyze and interpret financial statements
Education
Harvard Business School, Boston, Massachusetts
Risk Analysis, August, 2009
Skills
Process Improvement
Reliability
Technical
Social Media
Auditing
Forecasting
SQL
Strategic Planning
Professional Summary
A highly motivated and experienced Financial Planning Analyst with expertise in Business Strategy & Analysis. Skilled in developing comprehensive financial models, analyzing data, and providing actionable insights.
Employment history
Lead Financial Planning Analyst, Capgemini San Jose, California
August 2011 – Present
- Analyze and interpret financial statements
- Develop financial strategies and plans
- Support strategic initiatives and business planning
Financial Planning Analyst, McKinsey & Company Chicago, Illinois
January 2011 – July 2011
- Analyze financial data and provide insights for management decision making
- Support strategic initiatives and business planning
- Support the preparation of annual budgets and long-term forecasts
Jr. Financial Planning Analyst, Accenture San Francisco, California
August 2009 – December 2010
- Analyze and interpret financial statements
- Develop financial strategies and plans
- Conduct financial and business analysis to identify trends and opportunities
Education
McCombs School of Business, Austin, Texas
Master of Science in Economics, June, 2009
McCombs School of Business, Austin, Texas
Bachelor of Science in Economics, June, 2005
Skills
Business Acumen
Professionalism
Social Media
Networking
Auditing
Risk Management
Financial Analysis
Variance Analysis
Employment history
Senior Financial Planning Analyst, KPMG Atlanta, Georgia
September 2019 – Present
- Analyze and interpret financial statements
- Prepare ad-hoc financial analysis and reports
- Monitor financial performance against budget and forecast
Financial Planning Analyst, Capgemini San Jose, California
February 2019 – August 2019
- Conduct financial and business analysis to identify trends and opportunities
- Research and analyze industry and economic trends
- Develop and maintain financial models to support strategic planning, budgeting, forecasting and reporting
Junior Financial Planning Analyst, Booz Allen Hamilton Washington, D.C.
February 2018 – January 2019
- Research and analyze industry and economic trends
- Manage the financial planning process
- Conduct financial and business analysis to identify trends and opportunities
Education
Tuck School of Business, Hanover, New Hampshire
Bachelor of Science in Finance, January, 2018
Skills
Database Management
Self-Motivation
Leadership
Reliability
Excel
Strategic Planning
Financial Modeling
Business Analysis
Employment history
Chief Financial Planning Analyst, Booz Allen Hamilton Washington, D.C.
November 2017 – Present
- Analyze and interpret financial statements
- Develop and maintain financial models to support strategic planning, budgeting, forecasting and reporting
- Develop and maintain financial dashboards and scorecards
Financial Planning Analyst, Accenture San Francisco, California
May 2017 – October 2017
- Develop financial strategies and plans
- Monitor financial performance against budget and forecast
- Research and analyze industry and economic trends
Jr. Financial Planning Analyst, Capgemini San Jose, California
November 2015 – April 2017
- Develop financial strategies and plans
- Support the preparation of annual budgets and long-term forecasts
- Prepare financial reports and presentations for senior management
Education
McCombs School of Business, Austin, Texas
Master of Science in Accounting, October, 2015
McCombs School of Business, Austin, Texas
Bachelor of Science in Accounting, October, 2011
Skills
Documentation
Teamwork
Attention to Detail
Networking
Budgeting
PowerPoint
Cost Analysis
Auditing
Not in love with this template? Browse our full library of resume templates
financial planning analyst Job Descriptions; Explained
If you're applying for an financial planning analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
financial planning analyst
- Responsible of a five company corporate group cash flow and debt behavior. Involved in the definition of hedging strategies. Helped managing the relation with investors and financial sector.Developed a strategic treasury management through the implementation of a PDCA cycle for the corporation´s cash flow administration, and by improving the treasury position forecasting model.
- Successfully trained and led five interns in the corporation’s cash flow management.
- Assisted the structuring of a long-term debt plan, designed to reduce short term debt concentration (from 90% in December 2017 to 70% in July 2018).
- Established a calendar for credit lines renewal that allowed a more proactive relationship between the company and the financial sector which led to a 10% increase in credit lines.
- Contributed in a 4 million USD project success both in terms of budget and time, achieving savings of almost 20% of the initial budget.
2
financial planning analyst
- Communicated with all areas of FP&A supporting annual LRP, Quarterly Financial Reviews and monthly cash flow forecasting
- Support the month-end close process and reconciliations, coordinating collection, consolidation and reporting of data for quarterly and year-end requirements
- Perform variance analysis for drivers of changes to sales, profit, and cash flow in preparation for CFO Reviews
- Ensure forecasts are consistent with expectations, supporting analysis/reconciliation of backlog
- Contribute to the preparation of executive presentations, support ad hoc reporting and analysis, contribute to continuous process improvement initiatives to increase accuracy and efficiency, and support all other Accounting/Finance related tasks
3
financial planning analyst
- Support senior analysts in financial data comprehension and data entry
- Creating financial plans for the clients to save their taxes and optimize their investments.
- Worked on various retirement products such as IRA, 401(k), 403(b), SEP IRA, Roth IRA etc.
- Understanding tax structure of the clients by analyzing their 1040 statements and implementing them in the plan.
- Worked on various tools such as NaviPlan, Morning Star, Thomson ONE, Client Viewer.
- Worked on annuities and insurances by analyzing and implementing them in the financial plan.
- Understanding the strategies such as Roth Conversion, debt modification and debt consolidations and using them when required in the planning.
4
senior financial planning analyst
- Evaluation and interpretation of financial data – analyzing different statements like stock options, paychecks, tax forms, pension and social security benefits, insurance documents, mortgage and loan papers, bank account details, retirement plans, other qualified and non-qualified account statements etc.
- Determining financial situation of a client based on the comprehensive analyses of various reports, for instance cash flow, net worth, income tax, retirement, estate reports etc.
- Documentation & preparation of financial plans within the defined turnaround and quality matrices – make recommendations regarding investment activities, financial position, risk profiling, cash reserves, retirement & protection planning.
- Exposure to the various financial products available in US market – qualified plans (401(k), 403(b), Roth IRA, IRA etc.), active portfolios, insurance policies (Life, disability, long term care etc.), brokerage and managed accounts, estate documents etc.
- Working closely with the financial advisors spread across united states- support and management of workflow, virtual back-office to cater all the financial planning needs
- Hands on knowledge of various tools- Naviplan, Money guide pro, Thompson One & etc.
- Working as a part of team and contribute to team functions and obligations. Furthermore, taking additional responsibilities as and when required
5
financial planning analyst
- Understanding the various tax benefts a client is eligible to avail at his present age and give suitable recommendations to save taxes and create wealth in long term.
- Take additional responsibilities as and when required
- Support in development, training & mentor-ship of new employees
financial planning analyst Job Skills
For an financial planning analyst 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."
- Financial Modeling
- Budgeting
- Forecasting
- Cost Analysis
- Financial Analysis
- Strategic Planning
- Data Analysis
- Business Analysis
- Business Intelligence
- Excel
- PowerPoint
- SAS
- SQL
- Variance Analysis
- Business Process Improvement
- Auditing
- Data Mining
- Business Writing
- Business Acumen
- Risk Management
- Financial Reporting
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
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your financial planning analyst 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.
Quinn Parker
538 Woodland Court, Canton, KS 67428Employment history
Junior Financial Planning Analyst, Deloitte New York, New York
July 2021 – April 2022
- Research and analyze industry and economic trends
- Monitor financial performance against budget and forecast
- Support strategic initiatives and business planning
Education
Darden School of Business, Charlottesville, Virginia
Business Process Management, May, 2021
Skills
Public Speaking
Negotiation
Quality Assurance
Reporting
Risk Management
Cost Analysis
Auditing
Financial Reporting
Provide your Contact Information and Address Year Gaps
Always explain any gaps in your work history to your advantage.
Key Insights- Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
- Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.
How to Optimize Your financial planning analyst 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.
Employment history
Senior Financial Planning Analyst, Accenture San Francisco, California
February 2019 – Present
- Evaluatte, and recomendd investmentt oppurtunities.
- Analize finacial data nd provied insites fer managment decisin makin.
- Manege teh financiel plannin proces.
Financial Planning Analyst, KPMG Atlanta, Georgia
July 2018 – January 2019
- Pepare finacial reportes and presentasions fer senior managment.
- Conduct financial and buisness analysises to identifie trends and oppertunities.
- Manege thhe finanical plannin proccess.
Entry Level Financial Planning Analyst, Bain & Company Boston, Massachusetts
July 2017 – June 2018
Education
Darden School of Business, Charlottesville, Virginia
Doctor of Philosophy in Finance, May, 2017
Darden School of Business, Charlottesville, Virginia
Bachelor of Science in Business Analytics, May, 2013
Skills
Adaptability
Coaching
Reliability
Collaboration
Business Analysis
SQL
Business Acumen
Business Writing
Include Job Descriptions and Avoid Bad Grammar
Avoid sending a wrong first impression by proofreading your resume.
Key Insights- Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
- Before submitting your resume, double check to avoid typos.
financial planning analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an financial planning analyst 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.
Senior Financial Planning Analyst
Bain & Company
Boston, Massachusetts
Bain & Company
Boston, Massachusetts
Dear Hiring Committee
I am a passionate Financial Planning Analyst with 3 years of experience in Business Strategy & Analysis. I am excited to submit my application for the Senior Financial Planning Analyst position at Bain & Company, where I believe my skills and expertise would be a great asset to your team.
As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for Business Strategy & Analysis, I am excited to apply my skills to this role and contribute to your organization's growth and success.
I appreciate the opportunity to apply for the Senior Financial Planning Analyst position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Thank you for your time,
Ernest Davis
613-662-0542
[email protected]
Ernest Davis
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
FIND EVERYTHING YOU NEED HERE.
IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.
4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)
If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...
Avoid These 3 Resume Mistakes at All Costs
Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...
Resume Design Tips and Tricks
Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...
Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.