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financial planning and analysis manager: Resume Samples & Writing Guide

Gary Roberts 762 Creekwood Drive, Pomfret, MD 20675
robertsgary@aol.com
635-615-2461

Employment history

Senior Financial Planning And Analysis Manager, Morgan Stanley New York, New York
September 2020 – Present
  • Monitor and analyze financial risks and opportunities
  • Analyze trends, costs, revenues, financial commitments, and obligations
  • Analyze and interpret financial information to make recommendations
Financial Planning And Analysis Manager, Wells Fargo San Francisco, California
March 2020 – August 2020
  • Collaborate with internal and external stakeholders to ensure financial goals are met
  • Analyze and interpret financial information to make recommendations
  • Prepare and review budget, revenue, expense, and other financial reports
Entry Level Financial Planning And Analysis Manager, Citigroup New York, New York
March 2019 – February 2020
  • Develop and maintain financial models to forecast and analyze financial performance
  • Analyze and report on financial performance to stakeholders
  • Analyze trends, costs, revenues, financial commitments, and obligations

Education

Wharton School, Philadelphia, Pennsylvania
Bachelor of Arts in Economics, January, 2019

Skills

Analytical
Collaboration
Stress Management
Decision Making
Database Management
Innovation
Strategic Thinking
Computer Literacy

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Carl Nelson 702 Valley View Avenue, Clinton, MD 20735
carlnelson25@outlook.com
855-613-0287

Employment history

Senior Financial Planning And Analysis Manager, Morgan Stanley New York, New York
February 2021 – Present
  • Analyze and interpret financial information to make recommendations
  • Analyze and report on financial performance to stakeholders
  • Support financial planning and forecasting activities
Associate Financial Planning And Analysis Manager, Citigroup New York, New York
September 2019 – January 2021
  • Develop and manage financial analysis tools and processes
  • Collaborate with internal and external stakeholders to ensure financial goals are met
  • Develop and maintain financial models to forecast and analyze financial performance
Junior Financial Planning And Analysis Manager, JP Morgan Chase New York, New York
April 2018 – August 2019
  • Monitor and analyze financial performance against budget
  • Analyze financial statements and identify areas of improvement
  • Prepare and present financial reports to senior management

Education

Haas School of Business, UC Berkeley, California
Doctor of Philosophy in Business Administration, February, 2018
Haas School of Business, UC Berkeley, California
Bachelor of Science in Accounting, February, 2014

Skills

Troubleshooting
Organization
Business Acumen
Supervisory
Computer Literacy
Visualization
Written Communication
Documentation.
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Norman Lewis 603 Greenbriar St., Prathersville, MO 64024
normanlewis@yahoo.com
885-830-2839

Professional Summary

 Highly experienced Financial Planning and Analysis Manager with expertise in financial services and a proven track record of driving strategic growth and profitability. Proven ability to develop and execute effective financial strategies and plans, while leveraging data-driven insights to optimize business performance. 

Employment history

Senior Financial Planning And Analysis Manager, State Street Corporation Boston, Massachusetts
August 2010 – Present
  • Develop and maintain financial models to forecast and analyze financial performance
  • Analyze trends, costs, revenues, financial commitments, and obligations
  • Develop and implement financial planning strategies
Associate Financial Planning And Analysis Manager, PNC Financial Services Group Pittsburgh, Pennsylvania
February 2009 – July 2010
  • Develop and maintain financial policies and procedures
  • Analyze trends, costs, revenues, financial commitments, and obligations
  • Develop and implement financial planning strategies
Junior Financial Planning And Analysis Manager, State Street Corporation Boston, Massachusetts
August 2008 – January 2009
  • Analyze financial statements and identify areas of improvement
  • Develop and maintain financial policies and procedures
  • Develop and manage financial analysis tools and processes

Education

Harvard University, Cambridge, Massachusetts
Master of Science in Accounting, June, 2008
Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Business Law, June, 2004

Skills

Collaboration
Process Improvement
Accounting
Adaptability
Accounting
Database Management
Technical
Documentation.
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Gus Cooper 100 Highview Drive, Hauser, ID 83854
coopergus@aol.com
809-776-7826

Employment history

Senior Financial Planning And Analysis Manager, State Street Corporation Boston, Massachusetts
October 2018 – Present
  • Develop and maintain financial models to forecast and analyze financial performance
  • Collaborate with internal and external stakeholders to ensure financial goals are met
  • Prepare and present financial reports to senior management
Financial Planning And Analysis Manager, Citigroup New York, New York
October 2017 – September 2018
  • Develop and manage financial analysis tools and processes
  • Prepare and present financial reports to senior management
  • Analyze financial data and create financial reports to support decision-making
Entry Level Financial Planning And Analysis Manager, Bank of America Charlotte, North Carolina
October 2016 – September 2017
  • Develop and manage financial analysis tools and processes
  • Develop and implement financial planning strategies
  • Analyze financial data and create financial reports to support decision-making

Education

Harvard University, Cambridge, Massachusetts
Master of Arts in Economics, August, 2016
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Finance, August, 2012

Skills

Financial Management
Flexibility
Strategic Thinking
Risk Management
Strategic Thinking
Project Management
Accounting
Written Communication
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Owen Carter 276 Willow St., Dansville, NY 14437
carter.owen@yandex.com
771-492-5139

Employment history

Entry Level Financial Planning And Analysis Manager, Bank of America Charlotte, North Carolina
September 2021 – June 2022
  • Analyze trends, costs, revenues, financial commitments, and obligations
  • Prepare and present financial reports to senior management
  • Analyze and report on financial performance to stakeholders

Education

Yale School of Management, New Haven, Connecticut
Certified Retirement Counselor, July, 2021

Skills

Documentation
Analytical
Training
Written Communication
Reporting
Innovation
Data Analysis
Visualization
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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
  • Accounting
  • Project Management
  • Database Management
  • Risk Management
  • Quality Assurance
  • Business Acumen
  • Process Improvement
  • Troubleshooting
  • Strategic Thinking
  • Visualization
  • Reporting
  • Computer Literacy
  • Technical
  • Presentation
  • Written Communication
  • Social Media
  • Innovation
  • 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
  • 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 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 452 Highland Drive, Lake Forest, CA 92609

Employment history

Senior Financial Planning And Analysis Manager, Citigroup New York, New York
December 2015 – Present
  • Develop and manage financial analysis tools and processes
  • Support financial planning and forecasting activities
  • Analyze financial data and create financial reports to support decision-making
Financial Planning And Analysis Manager, PNC Financial Services Group Pittsburgh, Pennsylvania
July 2014 – November 2015
  • Develop and manage financial analysis tools and processes
  • Support financial planning and forecasting activities
  • Develop and maintain financial models to forecast and analyze financial performance
Junior Financial Planning And Analysis Manager, U.S. Bancorp Minneapolis, Minnesota
July 2013 – June 2014

    Education

    Stanford University, Stanford, California
    Chartered Financial Analyst, May, 2013

    Skills

    Visualization
    Customer Service
    Supervisory
    Relationship Management.
    Strategic Thinking
    Computer Literacy
    Presentation
    Process Improvement

    Include your Contact Information and Job Descriptions

    Missing job descriptions lessens your chances of getting hired.

    Key Insights
    • 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 434 Parkview Avenue, Agricola, MS 39452
    oscar-turner@hotmail.com
    727-104-6156

    Employment history

    Junior Financial Planning And Analysis Manager, Morgan Stanley New York, New York
    December 2021 – September 2022
    • 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.

    Education

    Darden School of Business, Charlottesville, Virginia
    Bachelor of Arts in Business Administration, October, 2021

    Skills

    Mentoring
    Listening
    Analytical
    Critical Thinking
    Social Media
    Documentation.
    Visualization
    Business Acumen

    Correct Grammar and Address Gap Years in Your Resume

    Don't leave unexplained gaps in your work history.

    Key Insights
    • 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.



    Gary
    Roberts     robertsgary@aol.com
    635-615-2461
    762 Creekwood Drive, Pomfret, MD
    20675

    Senior Financial Planning And Analysis Manager
    PNC Financial Services Group
    Pittsburgh, Pennsylvania

    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.


    With gratitude,
    Gary Roberts
    635-615-2461
    robertsgary@aol.com

    Gary Roberts






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