Financial Planning Resume Sample

1 vote
Petra Glover
8728 Adolph Road,  Boston, MA
+1 (555) 161 0457

Work Experience

Financial Planning & Analysis Specialist
12/2017 - PRESENT
Boston, MA
  • Visits branch offices for training and marketing purposes
  • Maintains high visibility among Financial Advisors and gains their trust and confidence in order to help improve their ability to serve their clients
  • Educates Financial Advisors about financial and wealth planning products and services
  • Conducts on-site branch meetings
  • Conducts with public seminars and workshops
  • Creates and presents Continuing Education Programs, as needed
  • Represents Stifel Financial and Wealth Planning Department in client meetings conducted jointly with Financial Advisors to present completed financial plans
  • Works with the Financial & Wealth Planning department and ISG personnel to develop and maintain marketing and educational materials
Financial Planning Consultant
10/2011 - 06/2017
Los Angeles, CA
  • Current GPA of 3.3 or higher
  • Demonstrated Extra-Curricular Achievements/Leadership (active in a club, volunteering, etc.)
  • Rising college juniors, seniors or graduate students pursuing degrees in Accounting, Finance or Business Admin
  • Experience in marketing and selling fee-based financial planning services
  • To set up structure of the team and recruit team members in alignment with Director Sales & Marketing FP&A
  • To delegate tasks and responsibilities within the team
  • To set personal objectives, targets, guidelines and assess all direct reports
  • To develop the functional and social skills of direct and indirect reports on and off the job
  • To create environment enabling team members to perform within good team spirit of all direct reports along all interfaces
Financial Planning & Analysis Internship
03/2005 - 09/2011
New York, NY
  • Facilitates the training of current and new products
  • Provides support to branches with the online financial planning platform and other financial and wealth planning services
  • Provide sales support regarding: marketing, information gathering, client plan presentation and business opportunity identification
  • Develops or coordinates the development of effective presentation and proposal materials
  • Delivers recruit presentations
  • Creates articles for Investment Alert each week
  • Communicates with Financial Advisors, as needed, to obtain necessary information for plan preparation
  • MBA Stern Student pursuing degrees in Accounting, Finance or Business Admin


Southern New Hampshire University - Nashua Campus
2000 - 2005
Bachelor's Degree in Finance

Professional Skills

  • Relevant experience in an FP&A or similar role, solid technical accounting skills, and strong verbal and written communication skills
  • Excellent analytical and abstract reasoning skills and organization skills
  • Build effective prioritization skills as the job entails dealing with conflicting priorities in a time sensitive environment
  • Excellent problem solving and analytical skills, sound judgment and ability to work effectively with clients and technical staff
  • Logical and structured problem-solving skills and good analytical skills
  • Outstanding Excel skills are required; experienced in the use in Microsoft Word/PowerPoint/Outlook
  • Outstanding analytical skills and excellent attention to detail

How to write Financial Planning Resume

Financial Planning role is responsible for analytical, financial, excel, interpersonal, business, advanced, organization, microsoft, powerpoint, analysis.
To write great resume for financial planning job, your resume must include:

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

Contact Information For Financial Planning Resume

The section contact information is important in your financial 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 Planning Resume

The section work experience is an essential part of your financial 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 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 planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Planning resume experience can include:

  • Effective use of interpersonal and communications skills, including tact and diplomacy, customer service skills; professional discretion
  • Strong communication skills and the ability to structure cogent presentations; Excel and PowerPoint skills are essential
  • Significant experience in financial modeling, corporate reporting, business planning, with strong, professional communication and writing skills
  • Strong financial, analytical, and problem-solving skills. Experience resolving issues through innovative problem solving and solution development
  • Strong organizational and time management skills and be able to prioritize urgent needs and meet deadlines
  • Multitask and prioritise with good problem solving skills

Education on a Financial Planning Resume

Make sure to make education a priority on your financial 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 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 Planning Resume

When listing skills on your financial 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 planning skills:

  • Good time management skills, ability to prioritise workload and ability to work to strict reporting deadlines
  • Excellent spread sheet skills, including being comfortable with pivots, advanced formulae and charting
  • Good planning and organization skills, combined with attention to detail
  • Strong analytical, problem solving and communication skills, and attention to detail
  • Experience of working effectively in a virtual/multi-cultural team environment
  • Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization

List of Typical Experience For a Financial Planning Resume


Experience For Financial Planning & Analysis Specialist Resume

  • Great communication skills, good at business relationship building up
  • Demonstrated ability to effectively lead a team, providing mentorship and opportunities for growth
  • Proven experience with Excel, Word and Powerpoint and comfortable learning new technology including ERP systems quickly
  • Demonstrated track record of solving complex challenges; proven ability to creatively problem solve
  • Ten years of professional work experience with demonstrated superior competency in area(s) of concentration
  • Validating the monthly purchasing and Labor productivities
  • Seven years of experience in financial planning; three years working with business owners on transition plans
  • Experience working with Changepoint’s Professional Services Automation (PSA) tool or other timekeeping systems

Experience For Financial Planning Consultant Resume

  • Experience with Payroll Accounting and/or Salary modelling
  • Experience in finance, accounting, or controlling is required
  • Demonstrated interest in the financial planning field
  • Financial analysis or accounting experience
  • Solid applied understanding of general financial analysis concepts such as margin analysis, ROI, OFCF, capital evaluation
  • Proven understanding/knowledge of taxation
  • Good understanding of retail investment and protection products

Experience For Financial Planning & Analysis Lead Resume

  • Over 12 years working experience and at least 5 years in BU FP&A leader positions
  • Three to seven years’ experience in a corporate reporting/corporate financial management role
  • Experience in Financial Planning and Analysis
  • Consolidate financial reporting package and complete variance analysis for function leaders and engage in monthly cost reviews
  • Supports preparation of quarterly results review pages for Annuities and provides supporting details to senior management prior to the quarterly earnings call

Experience For Financial Planning & Analysis Associate Resume

  • Providing ongoing financial planning advice to existing client investors,
  • Analyzing, investigating and explaining key movements and trends in P and L lines
  • Setting up timelines for the planning processes that fit to the accounting calendar
  • Working closely with Client Teams responsible for complex outsourcing, technology or consulting deals
  • Ensuring compliance with SOX processes, performing SOX annual walkthroughs and responding to audit requests
  • Improving awareness for Waddell & Reed’s financial planning process, products, tools and resources

Experience For AVP, Financial Planning & Analysis Resume

  • Working knowledge of currency reporting
  • Working as part of a diverse team spread across the region, interaction with a wide range of people including Regional/Global Finance owners
  • Providing day to day support for Financial Planning Consultants in the delivery of financial services to individual clients
  • Understanding of relevant GAAP as it pertains to Government Contracting, especially Revenue Recognition Principles under ASC 606
  • Delivering group presentations on the Mercer pension offering to scheme members

Experience For Manager, Global Financial Planning & Analysis Resume

  • Advising individuals on all aspects of financial planning needs
  • Managing referrals from colleagues through the advice process from factfinding to implementation and/or referral to senior consultants
  • Maintaining a detailed sales pipeline with regular reporting to manager
  • Meeting financial planning sales target and other key activity metrics
  • Leading the delivery of accurate and timely management reporting
  • Facilitating the development of strategic plans for marketing and development of financial services for CPA client firms
  • Training CPAs in financial service areas, including investment management, retirement plans, and risk management

Experience For Financial Planning & Analysis Business Partner Resume

  • Building dashboards for key data / metrics
  • Developing plans with CPAs to identify and contract prospective clients
  • Providing analysis to company CPAs on investment, insurance, and annuity products as needed
  • Maintaining knowledge of industry developments and changes
  • Enhancing key processes and workflows

Experience For Financial Planning & Analysis Controller Resume

  • Building robust financial models and tools to capture key metrics, with sensitivity and scenario analysis
  • Presenting findings to key members of the team, so key decisions can be made
  • Supporting ad-hoc analysis to help understand other key business drivers
  • Maintaining a detailed sales pipeline and regular reporting to manager
  • Analysing Promotional and Commercial trials in order to influence future strategy
  • Posting investment appraisal of Store Refurbishment and Relocation
  • Preparing of Monthly Management Packs
  • Expanding the wealth management asset base with particular focus on non-pension assets

Experience For Financial Planning & Analysis Internship Resume

  • Advising members of pension schemes and employees of Mercer clients on pensions, protection and redundancy where the need arises
  • Building new models from scratch with input from senior executives
  • Leading the forecast of financials
  • Reporting, analysis, and forecasting process support or primary contributor
  • The role is responsible for integrating, analyzing, developing and presenting the GCB Business bi-weekly Outlook to the GCB CFO
  • Participate in topic planning and coordination for A/S Controllers’ Conferences, including preparing and giving presentations
  • Lead the financial planning process including supporting strategic and long-term business planning
  • Assists in the on-going letter flow which includes distribution and mailing of award letters, document tracking letters, etc

Experience For Mgr Financial Planning & Analysis Resume

  • Assist in the development, financial modeling, internal management and reporting of financial results against the corporate operating plan
  • Participation in the company's monthly close, outlook, and budgeting process Project-related planning, project management, financial modeling and analysis
  • Actively participates in the selection/development, training, and deployment of Consulting Services systems and tools including Teradata’s PSA system
  • Provide Management with reports specifying and comparing factors affecting cost and profitability
  • Lead and track closing estimates during closing cycles
  • Take responsibility for reporting, analysing and explaining the CE region’s financial performance
  • Create financial models and reporting tools to support business planning and decision-making

List of Typical Skills For a Financial Planning Resume


Skills For Financial Planning & Analysis Specialist Resume

  • Excellent team working skills – ability to build relationships and engage effectively at all levels of the organization; Personally engaging and persuasive
  • Advanced analytical and problem solving skills and ability to explain complex financial concepts succinctly and effectively
  • Experienced people manager with strong interpersonal and influencing skills
  • Excellent interpersonal and communication skills (written / verbal) required with proven ability to influence across all levels of the business
  • Effective project management skills as demonstrated by a track record of successful project implementations
  • High leadership skills to manage the team , peers & subordinates effectively
  • Strong accounting and reporting system skills including HFM, Hyperion Planning and Excel

Skills For Financial Planning Consultant Resume

  • Effective organization and planning skills, including familiarity with general financial planning concepts
  • Demonstrated ability to effectively lead presentations, training courses, and meetings
  • Strong analytical, supervisory, coaching and project management skills
  • Effective use of interpersonal and communications skills including tact and diplomacy
  • Excellent verbal and written communication skills, including presentation development and delivery
  • Strong analytical, numerical modelling skills

Skills For Financial Planning & Analysis Lead Resume

  • Strong written, verbal, problem-solving and analytical skills
  • Excellent organization, planning and negotiations skills
  • Solid accounting skills, diligent and accurate
  • Strong communication skills with the ability to present plans to support business decisions
  • Excellent organization skills who is able to maintain a ‘clean’ audit trail of data in/out flows and ensure version control
  • Strong analytical skills and the ability to manipulate data through technology applications is required
  • Excellent communication skills; ability to communicate with all levels of management

Skills For Financial Planning & Analysis Associate Resume

  • Good numeric / mathematical skills
  • Strong communication skills, both verbal and written spanning from detailed analysis reporting to senior management presentations
  • Presenting at senior levels; strong, confident communication skills required (oral and written)
  • Flexibility, strong customer orientation as well as communication and presentation skills
  • Demonstrated time management and organizational skills in a fast paced, changing environment

Skills For AVP, Financial Planning & Analysis Resume

  • Flexibility, team loyalty, and strong leadership skills
  • Demonstrated analytical ability and human relations skills
  • Able to utilize strong analytical skills, ensure accuracy, research and correct errors
  • Strong computer skills, specifically in MS Excel
  • Possess excellent communication skills, both written & verbal

Skills For Manager, Global Financial Planning & Analysis Resume

  • Prior supervisory experience, solid track record managing a team of professionals
  • Core financial analysis skills – analysis, budgeting, forecasting, identifying & explaining variances
  • Excellent planning and prioritising according to business needs
  • Prior experience developing methods and criteria for measuring and summarizing data for complex analyses
  • Highly proficient in Excel and PowerPoint (e.g., advanced basic forecasting and modeling techniques, advanced pivot table skills, high level of accuracy)

Skills For Financial Planning & Analysis Business Partner Resume

  • Proven progressive financial planning, analysis and forecasting experience required
  • Expertise in business analytics and tools including advanced Excel and Power Point skills as well as planning systems (Host)
  • Superior ability to work independently and deal effectively with complex projects entailing frequent interaction with senior executives
  • Strong cross-function business acumen and extensive Excel modeling experience
  • Manage multiple priorities simultaneously and be comfortable with ambiguity and changing priorities
  • Previous experience with a planning and/or consolidation tool is required
  • Demonstrated advanced technical US GAAP and financial reporting knowledge and experience
  • Demonstrably successful experience including relevant experience in financial analysis

Skills For Financial Planning & Analysis Controller Resume

  • Analysis skills, including the ability to understand data, KPIs, trends, etc
  • Demonstrated interest or experience working in international development
  • Substantial post qualified experience, including experience of team management
  • Experience in reporting, consolidation and financial analysis
  • Strong risk focus and good understanding of the regulatory environment

Skills For Financial Planning & Analysis Internship Resume

  • Perform transaction level analysis as necessary, utilize critical thinking and analytical skills in order to ensure data accuracy and completeness
  • Proven experience of working with large amounts of data is required
  • Proven experience with group facilitation, presentations and public speaking
  • Financial controlling experience is required / FMCG experience is an asset
  • Or sales and/or marketing experience. Previous Retirement/Investment experience
  • Finance and/or accounting experience, or equivalent and 2+ years of project leadership experience

Skills For Mgr Financial Planning & Analysis Resume

  • Demonstrates thorough knowledge of Customer’s priorities when communicating results of analysis
  • Program management and organization skills
  • Business development and outreach skills
  • Teamwork and Collaboration oriented, communication skills
  • Excellent analytical ability with a good attention to detail

List of Typical Responsibilities For a Financial Planning Resume


Responsibilities For Financial Planning & Analysis Specialist Resume

  • Excellent report writing and communication skills. Ability to analyse client situations and assist the Financial Planner in providing recommendations
  • Strong quantitative, analytical, strategic planning and business planning development skills
  • Strong relationship building skills, particularly with business managers and finance colleagues
  • Positive, multi-tasking, and good team player and be able to communicate effectively in a cross functional & cross regions environment
  • Excellent computer skills, including Excel (e.g. VLOOKUP, HLOOKUP, etc.) and PowerPoint (ability to translate data into key findings)

Responsibilities For Financial Planning Consultant Resume

  • Knowledge of generally accepted accounting principles, strong analytical skills
  • Demonstrated ability to effectively lead presentations, trainings, or meetings
  • Excellent oral and written communication skills including ability to present to and influence senior and executive management
  • The position requires strong partnership skills to work with others across the organization to help inform and influence senior management decisions
  • Proven project management experience including leading the development of new performance measures incorporating complex processes and operational data

Responsibilities For Financial Planning & Analysis Lead Resume

  • Previous experience working with students in a higher education setting strongly desired
  • Proven financial management leadership experience, including a thorough understanding of financial systems and processes
  • Technical skills in planning systems and tools (e.g. TM1, SAP CO, BPC)
  • Experience in finance and/or accounting; FP&A experience required
  • Experience of Financial Planning administration within a large IFA or Wealth Management environment and experience of Adviser Office
  • Well-developed writing skills sufficient to prepare proposals and seminar materials
  • Strong business acumen with strong analytical and problem-solving techniques
  • Prior Accounting, Financial or other analytic experience
  • Proven experience in managing company expenses, budgets, and cost allocations

Responsibilities For Financial Planning & Analysis Associate Resume

  • Prior experience supervising a team of analysts
  • Lead cross-functional teams, independently manage projects, and work effectively with others throughout the organization
  • Proficient in Microsoft Office applications; requires advanced Excel skills
  • Financial modeling (spreadsheet) skills
  • Provide senior management with financial data, trend reporting and analysis to effectively run the CIB business
  • Exceptional analytical and financial analysis skills with passion for details and “digging in.”
  • Consolidate and analyze balance sheet and cash flow including consolidated adjustments

Responsibilities For AVP, Financial Planning & Analysis Resume

  • Exceptional PC skills including Excel, Access, PowerPoint and Word
  • Prior experience (coursework or internship) in strategy or finance
  • Superior communication (both written and verbal), presentation, and facilitation skills
  • Highly adaptable and comfortable with ambiguity. Ability to break-down broad objectives in to tactical goals and effectively communicate to team
  • Previous experience with: Budgeting; Forecasting; Planning; Financial Analysis; Management Reporting; and, Strategic Planning
  • Experience of running and performing budgeting or forecasting processes
  • Previous experience with Budgeting, Forecasting, Financial Analysis, Management Reporting, and Strategic Planning
  • Tech Savvy --- systems / programs experience. Anticipating and adopting innovations in a financial planning sector
  • Experience in financial analysis, financial/strategic planning, accounting or budgeting

Responsibilities For Manager, Global Financial Planning & Analysis Resume

  • Three to five years of experience in a financial planning and analysis, consulting, or analytical/reporting role
  • Good understanding of both Corporate and consumer businesses, coupled with the banking industry and its evolving regulatory landscape
  • Experience in Budgeting forecasting and planning
  • Demonstrated track record of incorporating best practices, optimizing reports, and implementing software tools and solutions
  • Experience in Controlling, Financial Planning or TM1 projects
  • Good understanding of impacts resulting from changes in corporate guidelines
  • Perform, review and consolidate analysis for major investments including strategic projects (i.e. service), acquisitions and restructuring programs
  • Experience, including public accounting and several years at a Sr. leadership level of a US public company

Responsibilities For Financial Planning & Analysis Business Partner Resume

  • Progressive work experience with deal structuring, M&A Transactions, financial due diligence, restructuring, strategy formulations
  • Excellent problem solving and entrepreneurial thinking
  • Leadership experience managing cross functional teams and influencing senior management
  • Experience working in commercial P&L environment and responsible for partnering those responsible for performance delivery
  • Demonstrated ability to establish and grow relationships with various stakeholders, collaborating and articulating points of view in a constructive way
  • Experience managing and guiding a team of Analyst
  • Min 8 years of experience in financial & business control, reporting, planning functions
  • Relevant experience in forecasting / planning

Responsibilities For Financial Planning & Analysis Controller Resume

  • Expertise with financial systems, including a strong understanding of Essbase
  • Proven record of achievement in initiating and delivering improved enterprise value
  • Experience in Financial Reporting and Financial Planning is required
  • Finance experience, via an accelerator, venture capital, technology investment banking, or financial planning and analysis
  • Experience working toward continual process improvements that foster and implement an environment of efficiency
  • Experience using Excel solver, pivot tables, Macros, VBA or Cognos TM1 desirable
  • Experience with IT systems and managerial reporting tools (SAP, Hyperion, QlikView, etc.)
  • Experience of IT systems including Adviser Office and Exchange

Responsibilities For Financial Planning & Analysis Internship Resume

  • Good understanding of retail investment and protection products and demonstrable approach to client focus
  • Experience leading projects and/or people
  • Experience in financial services or accounting industry
  • Manage competing priorities and timelines to execute deliverables on-time
  • Strong understanding of the financial statements and financial performance analysis
  • Experience in managerial accounting in financial sector

Responsibilities For Mgr Financial Planning & Analysis Resume

  • Strong analytical abilities (data modeling, statistical analysis, etc
  • Experience in an accounting environment
  • Experience of dealing with clients
  • Good knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
  • Demonstrated ability to distill complex and disparate data sets into actionable recommendations using various standard tools (Excel, Tableau, PowerPoint, etc.)
  • Lead our monthly financial analysis of our consolidated and country results ensuring coordination with our regional and local teams
  • Post-qualified experience in an accounting, FP&A or sales ops type of function

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