Financial Analyst, Planning Resume Sample

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Una Wiegand
7014 Ledner Rapid,  Philadelphia,  PA
+1 (555) 748 1380

Work Experience

Senior Financial Analyst Special Projects Planning & Operations
07/2015 - PRESENT
Chicago, IL
  • Participate in developing iterations of each calendar month and is responsible for calculating daily sales projections based on changes to event offers/cadence/duration/days and holiday shifts while recording assumptions/notes for each day
  • Determine optimal offers of events – mix and level of discounts, points, gift cards, gwp’s and provide quantitative evaluation of various offer options
  • Deliver projections/risk analyses on offer/event changes
  • Assist in analyzing results on event recaps including storewide sales trend, location and FOB, customer data,(# of customers, avg. spend), media spend and sales attribution by vehicle and identify recommendations
  • Identify and propose tests to events with potential to enhance overall business results
  • Collaborate with the Reporting Team to identify required data / reports needed to perform analysis
  • Maintain a pulse on markets, trends, and competitive landscape
Planning & Financial Analyst
09/2009 - 04/2015
San Francisco, CA
  • Intermediate/Advanced Excel skills, comfortable in aggregating data from multiple resources
  • Self-motivated, proactive, disciplined, fast learner and organized. Highly flexible and able to adapt well to a rapidly changing environment
  • Take initiative/ownership
  • Actively participate in the development of our new IT Financial Management platform. Become a subject matter expert in the use of the tool. Participate in new report and analysis development. Assist Budget Managers in their use of the tool
  • Manage IT capital request and approval process, including assisting business and IT in business value analysis, long-term expense impact and prioritization of capital projects
  • Manage forecast and accounting process for software and hardware maintenance contracts, including determination of accounting treatment, appropriate amortization and financial analysis of contracts
  • Coordinate process of contractor invoice payment, including monthly accrual of incurred, but unposted expenses
  • Develop relationships at various levels of the organization in the completion of daily tasks and projects
Financial Planning & Accounting Analyst
04/2005 - 07/2009
New York, NY
  • Work with minimal direction and supervision REQUIRED
  • Provide analysis to support the development of the company’s strategic plan
  • Build and maintain financial forecasting models leveraging history and business strategies to accurately predict future performance
  • Analyze business results to identify key drivers and work with business owners to leverage information for optimal business decisions
  • Work with Marketing teams in building comprehensive annual plans as well as mid-year and monthly forecasts for sales and advertising
  • Collaborate with Creative and Print Services teams to forecast advertising and FP&A team to analyze results and provide insight of future implications to Marketing leadership team
  • Develop and drive annual budgeting process including coordination and consolidation of expense budget
  • Build and execute quarterly forecasting routine for expenses to align with premium and loss forecast
  • Design, maintain and continually improve expense forecast models for current and future years


Ave Maria University
1999 - 2004
Bachelor's Degree in Finance

Professional Skills

  • Financial or accounting experience and demonstrated leadership skills
  • Prior experience working with budgeting, planning, and accounting tasks
  • Experience in financial planning and analysis with strong business acumen and ability to see and articulate trends
  • Experience in Accounting / Controlling / Reporting within an international Group
  • Knowledge of procedural controls and data validation techniques
  • Maturity, professionalism and strong work ethic with a positive, can do attitude
  • Consolidate, validate, and analyze large data sets

How to write Financial Analyst, Planning Resume

Financial Analyst, Planning role is responsible for financial, organization, modeling, research, reporting, planning, accounting, database, finance, events.
To write great resume for financial analyst, planning job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Analyst, Planning Resume

The section contact information is important in your financial analyst, planning 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
  • Email
  • Telephone number

Work Experience in Your Financial Analyst, Planning Resume

The section work experience is an essential part of your financial analyst, planning 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 analyst, planning 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 analyst, planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Analyst, Planning resume experience can include:

  • Provide leadership to team in setting priorities around assignments
  • Assures the correct processing of expenditure, via invoice tracking and accruals
  • Incentive program analysis and reporting; and
  • Quarterly monitoring of our progress against targets and milestones
  • Participate and lead analytic projects supporting strategy and business operations, and various special projects
  • Maintain and enhance management reporting systems in order to manage, target, and track site performance

Education on a Financial Analyst, Planning Resume

Make sure to make education a priority on your financial analyst, planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial analyst, planning 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 Analyst, Planning Resume

When listing skills on your financial analyst, planning 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 analyst, planning skills:

  • Working knowledge of balance sheets and Profit and Loss statements
  • Build reconciliation systems, migrating data to a single platform and aligning Humana’s internal reporting with the Enterprise Data Warehouse
  • Support the closing of the month processes (Analysis and reconciliations)
  • BA/BS in Finance, Accounting or Business
  • Comfortable working regularly with business partners up to executive level
  • Manage all the administrative expense account analyses and reconciliations

List of Typical Skills For a Financial Analyst, Planning Resume


Skills For Planning & Financial Analyst Resume

  • Support financial reporting controls of NorthStar SQL database margin and inventory calculations
  • Monitor and evaluate IT initiatives regarding cost control and scalable business processes
  • Discuss and explain budget vs. actual variances on a monthly basis with the Management
  • Create root cause identification analysis for departments
  • Maintain the databases and report
  • Provide Financial Trend Analysis
  • Preparation of account analysis and reconciliation, supports the month end close process
  • Advanced level proficiency in Excel & PowerPoint
  • Power user of Excel

Skills For Financial Analyst Gp&r-financial Planning & Management Resume

  • Advanced proficiency with financial systems and tools (SAP, Business Warehouse, Hyperion)
  • Strong communication skills, oral, written and interpersonal with the ability to present effectively to Senior Leaders and both financial and non-financial internal customers
  • Strong analytic skills, conceptual thinking, ability to analyze and problem solve with incomplete or ambiguous data while being able to develop and enhance processes to improve productivity and team performance
  • Advanced proficiency in managing large modeling efforts involving complex business problems
  • Normal or corrected vision
  • Develop annual budgets, long-range plans, monthly forecasts, monthly estimates and related reports based on multiple time-sensitive inputs. Attention to detail and model integrity is required. Preparation of risk/ops analysis, variance analysis and ad-hoc reporting
  • Manage monthly finance update deck for leadership team

Skills For Senior Financial Analyst Special Projects Planning & Operations Resume

  • Maintain yearly pipeline and erosion analyses
  • Preparation of SOPs and review of global processes for financial impact
  • Comply with internal and external audit requirements as needed
  • Manage the expense budget of the NorthStar business
  • Excellent communication skills – be able to deal effectively with stakeholders at MD (Managing Director) level as well as deal effectively with delivery managers across the organization
  • Independent work and analytical thinker with the ability to conduct research, data analysis and resolve complex problems
  • Excellent communication skills – be able to deal effectively with stakeholders at MD level as well as deal effectively with delivery managers across the organization
  • Owns SG&A budget management and relationship with the CIA team
  • Collaborates with budget owners through the annual plan and quarterly budget updates

Skills For Senior Planning / Financial Analyst Resume

  • Supports the monthly close activities
  • Reports monthly results and bridge variances vs. the estimates, with specific suggested actions the budget owners can take to solve projected unfavorable gaps/variances
  • Responsible for ensuring accurate reporting of expenses in Citi’s Asset Liability Management system, RUBY
  • Employs cost–benefit analysis to review financial requests, assess trade shows tradeoffs and explore alternative funding
  • Support the global Brand & Sales Target Setting process. Support the setup / maintenance of the Brand & Sales Finance budget simulation models and consolidation files and contribute to the alignment process across BU’s and Markets

Skills For Financial Planning & Accounting Analyst Resume

  • Monthly close and forecasting including production of management reports and variance analysis to provide insight on the results
  • Development of the annual budget and long-term plan
  • Develop/publish KPI dashboards to track financial performance
  • Generate business insight from large datasets
  • Ensure financial integrity of generics FP&A analytics environment

Skills For IT Financial Planning Senior Analyst Resume

  • Develop accurate and timely business team reporting/KPIs of the global financial and operational results with interpretation of the results to senior leadership leading to profit-enhancing opportunities and corrective action plans
  • Conduct a wide variety of financial modeling including ROI analysis of existing business, potential new customer placements and new product development opportunities
  • Budgeting and forecasting (includes product sales forecasting and operations planning)
  • Facilitate and support the forecasting, goal-setting, and goal attainment for field sales organization
  • Assist in development of annual fiscal year budgets, rolling forecasts, and long-range business team plans
  • Commission plan development and administration (includes facilitating accruals, payment, etc.)
  • Ensure product cost accuracy through timely cost set-ups and updates to standard costs

Skills For Financial Analyst Iv-financial Planning & Analysis Resume

  • Drive profit and operational improvements via sales/customer analytics to assess pricing and/or profitability issues and identify inventory and expense reduction opportunities
  • Analyze market performance via POS data and provide promotional post-mortem analytics for specific accounts with actionable insights to the team
  • Monthly P&L Review – qualitative and quantitative variance analysis, outlook vs. run rate, trends, developments, issues, risks/opportunities, revenue, margin, and expense analysis
  • Ad hoc financial analysis and development and reporting of key sales, financial and operating metrics
  • Enterprise-level financial planning

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