Senior Financial Planning Resume Sample

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Kay Frami
5088 Manley Keys,  Chicago, IL
+1 (555) 371 4242

Work Experience

Senior Financial Planning & Analysis Analyst
10/2016 - PRESENT
San Francisco, CA
  • Develops, prepares, analyzes, and presents various financial reports to the Company’s senior leadership team
  • Assist advisors via phone in the design of financial planning solutions for their clients; help advisors illustrate specific cases concerning their clients within LPL Financial's WealthVision software platform; contribute to advisors satisfaction by providing them with timely and responsive services, assistance with implementation and work products
  • Improving the awareness and usage of Waddell & Reed’s financial planning process, tools and resources
  • Establish clear, consistent reporting and operating processes - ensuring accurate and timely data availability and insightful, thorough analysis
  • Act as business partner to demonstrate insight of financial analysis techniques, tools and concepts to provide practical counsel to drive results
  • Identify performance issues within the business and risks and opportunities in current plan or forecast
  • Coordinate and prepare monthly Regional/ Divisional and Functional Reporting
  • Own the regional planning process, communicate timelines and directives, coordinate kick-off and follow-up calls, control the reporting of budgets and forecasts to Group Consolidation system
Senior Financial Planning Consultant
02/2012 - 09/2016
San Francisco, CA
  • Preparation of Functional and Regional Reviews, Budget presentations and back-up files
  • Reporting of the business status for the respective management, mostly regional, but also divisional
  • Be the interface to Region/Division/Group Finance for standard and ad hoc reporting within allocated area of responsibility
  • Monitoring and addressing issues to Head of Site Controlling, Project Controlling and Accounting & Reporting organization regarding project and non-contractual balance sheet items (incl. CAPEX) and indirect cost
  • In the divisional FP&A team work for improvements of the current processes and tools, as well as drive for efficient, standardized way of working throughout the organization
  • Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management, and
  • Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
Senior Financial Planning & Analysis
02/2006 - 09/2011
New York, NY
  • Excellent inter-personal skills and ability to quickly build relationships and trust
  • Working knowledge of the Wealth Management business line including the value proposition, the products and services it provides to high net worth clients, and the manner inwhich they are delivered
  • Work independently in a proactive manner as well as within a Team of Experts to identify opportunities while providing the highest level of service possible to the client
  • This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management
  • Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
  • Knowledge of insurance products and solutions
  • Prepares client facing presentations. Attend client meetings to present data findings and/or educates account manager on the content and “story” behind the data
  • Proven stakeholder management capability


California State University, San Bernardino - Palm Desert Campus
2001 - 2006
Bachelor's Degree in Finance

Professional Skills

  • + Strong oral and written communication skills with highly developed interpersonal skills
  • Expertise using Excel and other financial reporting applications, including strong modeling skills
  • Strong oral and written communication skills in working with senior organization leaders
  • Excellent communication, influencing, and negotiation skills
  • Strong communication skills in English, including finance English
  • Proven advanced communication skills; both verbal and written are mandatory for the role
  • Strong computer skills- Excel, Word, PowerPoint

How to write Senior Financial Planning Resume

Senior Financial Planning role is responsible for excel, analytical, microsoft, financial, modeling, research, reporting, finance, powerpoint, training.
To write great resume for senior financial planning job, your resume must include:

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

Contact Information For Senior Financial Planning Resume

The section contact information is important in your senior 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 Senior Financial Planning Resume

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

Representative Senior Financial Planning resume experience can include:

  • Strong skills with Microsoft Office (particularly Excel and Powerpoint) is required
  • Strong communication, presentation, organizational, and project skills are required
  • Related experience in FP&A/Financial Planning & Analysis, CCAR, or Accounting is required consolidations and eliminations
  • Demonstrated experience and understanding of accounting principle and controllership (US GAAP, PRC GAAP, SOX)
  • Proven experience translating financial data into meaningful actions for operations to drive results required
  • Experience of working autonomously to prioritise workload in a time-pressured environment

Education on a Senior Financial Planning Resume

Make sure to make education a priority on your senior 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 senior 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 Senior Financial Planning Resume

When listing skills on your senior 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 senior financial planning skills:

  • Excellent communication skills and be able to deliver message effectively verbally and writing
  • Utilizing planning software to effectively and successfully deliver superior planning services to clients with a great client experience
  • Excellent problem solving capabilities and superior analytical skills
  • Strong research and analytic skills (manage, interpret, correlate, etc.),
  • Ensuring solutions and advice are applied/delivered effectively and consistently
  • Well-developed interpersonal skills including influencing and persuading

List of Typical Experience For a Senior Financial Planning Resume


Experience For Senior Financial Planning & Analysis Analyst Resume

  • Effectively communicate results, findings and key insights
  • Work on projects such as the standardization of forecasting & stress testing processes, as well as the consolidation of all of financial systems
  • Related experience in Financial Planning & Analysis (FP&A), CCAR, or Accounting is required
  • Prepare Financial consolidation report to regional office (including Greater China and Greater Asia)
  • Support the semi-annual FRY 14A submission process, including the management and population of all FRY14A schedules and validation of XML submission
  • Establish and maintain effective working relationships at all levels of the organization with clients

Experience For Senior Financial Planning Consultant Resume

  • Serves as a project leader for an assigned group of less-experienced analysts and reviews work
  • Establishes strong strategic business partner relationships with management in all business functional areas
  • Develop and lead effective presentations for large groups
  • Identify and summarize key drivers of financial performance on a consolidated and department level
  • Advising individuals on all aspects of managing their wealth and related financial planning needs
  • Assisting or leading the development of current and new financial planning services or products
  • Assisting in monthly and quarterly closings and provide comments and variance analysis vs budgets and reforecasts
  • Working with team colleagues to optimise Mercer’s service and brand
  • Providing compliant advice based on Mercer procedures

Experience For Senior Financial Planning Manager Resume

  • Maintaining a detailed sales pipeline and regular reporting to team leader
  • Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
  • Generating new individual clients through referrals by Mercer colleagues and through external channels
  • Meeting sales and revenue targets
  • Advising members of pension schemes and employees of Mercer clients on pensions, protection and redundancy matters

Experience For Senior Financial Planning & Analysis Resume

  • Focuses on working collaboratively with Operations to facilitate decision support, business analysis and financial planning including budgeting and forecasting
  • Responsible for financial planning, forecasting, budgeting and strategic planning
  • Supervise FP&A reporting and analysis staff, including training and managing day to day deliverables
  • Provides financial reporting and analysis by consulting, interpreting and evaluating financial information
  • Business financial performance tracking, providing comments for actual variance vs. Budget, forecast, and past year, and identifying risk & opportunities
  • Coordinate with the accounting team in order to improve accuracy of the reporting, providing more accurate and meaningful management information
  • Responds to education funding questions including 529 savings plans

Experience For Senior Financial Planning & Control Analyst Resume

  • Develop in-depth and compelling story lines, utilized for internal and external messaging
  • Provide on the ground financial analysis and scenario analysis to support business unit decision-making
  • Generate and provide analyses and reporting that supports the financial projections for both internal and regulatory purposes, such as the FR Y14A
  • Evaluates overall individual and employer-based retirement needs, researches various options, and implements planning alternatives
  • Isolate key drivers and quantify impacts of portfolio actions, recognizing how different data points fit together

Experience For Senior Financial Planning Product Manager Resume

  • Ensure Investments Finance credibility and reputation of high quality (accurate, timely, relevant) financial measurement and reporting
  • Clearly articulate point-of-view, considering the perspective of all related parties
  • + Assist businesses with financial analysis that supports decision making
  • Develop financial models to analyze and evaluate retail performance, interpreting data to diagnose root cause issues
  • Assists in budget and tempo development, actual vs. forecast analysis, and tracking of business performance indicators
  • Develop financial business cases (ROI, breakeven, projections modeling, etc.) for proposed programs, projects and initiatives

Experience For Senior, Financial Planning & Analysis Resume

  • Help design, implement and maintain better financial analysis, reporting and inquiry tools
  • WGU Leadership Principles: Student Obsession, Innovation, Learning, Inspire & Develop, Urgency, Courage, Ownership, Deliver Results, Integrity, Earn Trust
  • SAP/ORACLE/Hyperion exposure a distinct advantage
  • Support business unit to prepare financial information for business review
  • Cover both Taiwan and Hong Kong markets
  • Develop, in conjunction with sales team principals, RFP team members, and Pricing/Contracting Manager, solutions and pricing that provide Xerox the best opportunity to win customer’s multiple unit and/or services decisions in the Geography to drive profitable revenue growth
  • Support decision making processes with ad-hoc reporting; querying and analysis related to a wide range of areas including revenue, profit/margins, operating expenses

Experience For Senior Financial Planning & Analysis Controller Resume

  • Experience with consolidations and eliminations, as well as regulatory financial reports such as the FR Y14, FR Y9C, or Call Report is required
  • Develop financial models and analysis to support strategic initiatives
  • Create and maintain the Company’s five-year financial model. Partner with VP of FP&A to develop key revenue and cost drivers to utilize in the creation of the model
  • Implement and execute processes and controls to ensure the accurate calculation and consolidation of financial projections (including regulatory required metrics like regulatory capital, RWA, etc.)
  • Execute financial processes related to the aggregation and consolidation of financial projections for the all planning process including annual Strategic and Capital Plan (CCAR)
  • Assist with the preparation of management and board materials to support the review of financial projections

Experience For Senior Financial Planning Sales Specialist Resume

  • Interacts with various levels of leadership assisting with the completion of presentations, financial projections and/or results and working through ad hoc analysis as needed
  • Participates in the development, preparation and analysis of budgets and forecasts in accordance with the business plan set forth by operating management. Prepares analysis of actual versus planned results to provide management with feedback on achievement of goals
  • Completes and prepares existing management reports to support the business unit, under the guidance of more experienced analysts
  • Owns existing reporting processes and assists in the development of new process
  • Researches, collects, classifies, and analyzes market or statistical data to support business needs or processes
  • Assists various levels of management with the development of presentations and/or ad hoc analysis

Experience For Wealth Senior Financial Planning Strategist Resume

  • Present projections and other reports to various levels of leadership
  • Manages multiple-step, complex projects. Recommends action or implementation plans to various levels of management
  • Works with management to identify and develop enhanced reporting. Develops reporting routines to respond to the request of management. Incorporates and/or enhances reporting techniques into existing processes and identifies alternatives for improvement
  • Provides insight and recommends action plans to management. Leads implementation plans. Able to develop and/or design multiple-step, complex projects or processes to meet business needs
  • Able to bring business knowledge or technical knowledge to cross functional projects

List of Typical Skills For a Senior Financial Planning Resume


Skills For Senior Financial Planning & Analysis Analyst Resume

  • Professional experience with an emphasis on financial analysis, consolidations and technical accounting
  • + Advance computer skills with Microsoft Excel and PowerPoint
  • Manage multiple tasks, projects and assignments in a changing environment with competing priorities while meeting tight deadlines
  • + Good understanding of utility financial statements including income statement, cash flow and balance sheet
  • Contribute to the effective functioning of the Financial Planning Advisory team by
  • + Regulatory accounting experience
  • Previous experience with presenting both over the phone and in person
  • Strong knowledge of Horizon and Sm@rt planning tools and

Skills For Senior Financial Planning Consultant Resume

  • Advanced experience in Excel and PowerPoint including VBA, complex formulas, and Think-Cell
  • Experience of financial planning software and tools
  • At least 4~5 years financial analysis working experience in foreign company
  • Financial management experience
  • + Demonstrated ability to lead projects
  • Strong knowledge of best financial analysis practices, tools, and techniques
  • Experience with SAP BPC and/or Hyperion
  • Five years relationship management experience

Skills For Senior Financial Planning Manager Resume

  • Participating in building and maintaining EDS's relationship and cooperation with business supporting teams, including the executive business partner team
  • Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning
  • Collaborating with Performance & Business Management, inputting to and managing delivery of a range of initiatives and projects
  • Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs
  • Providing ongoing professional financial planning advice on complex strategies
  • Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model

Skills For Senior Financial Planning & Analysis Resume

  • Contributing to ad hoc project work and analysis, working collaboratively across the Finance function
  • Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients
  • Identifying opportunities to deepen the relationship and drive business results
  • Providing local NaviPlan support and advice as required
  • Following standard procedures, best practices and professional codes of conduct in regards to client engagements
  • Gathering key pertinent data and information about the client through deep discovery
  • Presenting the financial plan and related strategies
  • Understanding of products available to individuals

Skills For Senior Financial Planning & Control Analyst Resume

  • Expert understanding of business succession, transaction advisory, estate, and financial planning, including applicable legal, tax, and regulatory requirements
  • Work under pressure and a constantly evolving working environment
  • Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition
  • Approach to financial planning
  • Maintain financial planning professional practice standards and internal service level agreement
  • Remain current on all financial planning related topics
  • Accredited financial planning designation (CFP, RFP) and/or a CA designation
  • Registered Retirement Consultant designation or commitment to attain within 12 months of accepting the role

Skills For Senior Financial Planning Product Manager Resume

  • An accounting designation such as CA or CGA is considered an asset
  • Accredited financial planning designation (CFP, RFP) and/or a CPA (CA) designation
  • Detailed understanding of products available to individuals
  • For ad-hoc travels for Finance meetings and trainings
  • Able to organize, coordinate and direct projects and to lead innovate, strategic initiatives
  • Flexibility, ability to work with ambiguity and manage change

Skills For Senior, Financial Planning & Analysis Resume

  • Analyzes proposed business opportunities, projects and other pending decisions to determine impact on company’s financial results, in order to identify ways to improve the economics for the Company and prepares post-mortems on outcomes
  • Engage Scotia Wealth Management advisors and meet with their high net worth clients for a “discovery” meeting
  • Responsible for delivery of end-to-end goals based financial plans by
  • Build relationships with internal advisors/RMs and other experts to drive collaboration among team members
  • Meet or exceed SLAs
  • Comprehensive knowledge of CIBC Wealth Management products and services
  • Knowledge of CIBC policies, processes and support resources as they relate to Wealth Management products and services
  • Conceptual thinker, ability to integrate, balance, and focus

Skills For Senior Financial Planning & Analysis Controller Resume

  • Demonstrated ability to communicate, lead and influence cross functional, remote team members in a matrix environment effectively with all levels of personnel and management including appropriate oral and written presentations required
  • Demonstrated working knowledge of accounting theory and practice/IFRS, cost accounting and systems, budgets, financial/economic analysis, planning and internal control methodologies required
  • Strong analytical skills. Strong Excel skills in data compilation and aggregation for complex analysis (e.g. pivot tables, v-lookup and macros. Strong analytical skills to conduct complex analysis) required
  • Effective sales skills with proven organic growth track record
  • Strong analytical skill and business acumen
  • Work experience with HNW clients - investable assets ≥ $1,000,000 & complex financial planning needs
  • Experience in a similar responsibility & in an international environment
  • Experience with Oracle (Hyperion, SmartView, EBS General Ledger and Discoverer.)
  • Accredited financial planning designation – CFP, RFP, Pl.Fin – IQPF (Quebec)

Skills For Senior Financial Planning Sales Specialist Resume

  • One of the following is also required: Qualified or nearly qualified
  • Fellow or Associate of Society of Actuaries,
  • High level of investments and pensions technical knowledge
  • Qualified Financial Adviser (QFA) and,
  • Specialist Investment Adviser or Certified Financial Planner, CFP©, Chartered Financial Analyst are desirable but not essential
  • High level of investments and pensions knowledge
  • Internally motivated self-starter, comfortable with ambiguity and an extremely fast-paced environment
  • Over 10 years of experience in business succession, transaction advisory, estate, and financial planning preferably working with high-net worth individual owners and/or private business owners of mid-large sized corporations

Skills For Wealth Senior Financial Planning Strategist Resume

  • Familiar with SAP financial system or other ERP system
  • Consolidation within deadlines of full European P&L reforecast and budgets combining Retail, Wholesale, Concessions and Ecommerce from other members of the finance team
  • Preparing management reports and KPIs, providing analysis of the key areas highlighting risks and opportunities, and assisting management in developing action plans and recommendations for improvements
  • Corporate costs monitoring against budgets and reforecasts highlighting areas of overspend and assisting the business partners in the costs tracking and variance explanations
  • Excellent communication skills at all levels of seniority in fluent business English, both written and spoken
  • Strong communication skills in English and Finance English

List of Typical Responsibilities For a Senior Financial Planning Resume


Responsibilities For Senior Financial Planning & Analysis Analyst Resume

  • Demonstrated ability to develop constructive and cooperative working relationships with others, and maintaining them over time
  • Experience using complex databases, spreadsheets and presentation software tools for budgeting and financial analysis
  • Experience providing financial planning or advice to individuals
  • Good understanding about accounting
  • Proven ability to work in a fast moving, challenging environment
  • Experience in using multidimensional reporting tools such as Khalix and Hyperion, and advanced Microsoft Excel

Responsibilities For Senior Financial Planning Consultant Resume

  • Finance and/or Accounting experience
  • Experience in working with big data
  • Balance multiple priorities, work independently and meet deadlines in a fast-paced environment
  • Demonstrate flexibility in approach and follow up
  • High level of commercial and financial acumen experience required

Responsibilities For Senior Financial Planning Manager Resume

  • Demonstrated and advanced proficiency with business intelligence tools
  • Experience business advisory, estate planning, and/or financial planning
  • Prepare and analyze monthly, quarterly and annual consolidated results including variance analysis to forecast and plan and provide insights to Management
  • Support performance analysis vs. plan, estimates and prior year
  • Providing ongoing financial planning reviews to existing investment, ARF and pension holders whilst creating sales opportunities

Responsibilities For Senior Financial Planning & Analysis Resume

  • Providing ongoing financial planning services to existing client investors,
  • Partnering on new business acquisition and retention/deepening of existing relationships
  • Advising individuals on all aspects of wealth management and related financial planning needs
  • Developing the Mercer High Net Worth proposition and targeting non-Mercer client base as new clients
  • Developing and implementing business succession, transactional advisory, estate, and financial plans to high net worth clients
  • Ensuring advisors expertise across geographies with continuous training
  • Willing to take challenging works
  • Delivering The Huntington Private Bank's intellectual capital to high net worth clients and internal advisors
  • Providing monthly support for budgeting and forecasting reports for all levels of US APG management

Responsibilities For Senior Financial Planning & Control Analyst Resume

  • Month end reporting, including forecasting and commentary writing for P&L and balance sheet for the commercial products
  • Responsible for the budgeting, forecasting, and reporting of financial results
  • Maintain acquisition tracking and integration status reporting
  • Coordinate internal and external meetings toward achieving acquisition and integration completion and informing corporate leadership of progress and issues
  • Support strategic planning and budgeting to ensure a high quality financial and overall evaluation

Responsibilities For Senior Financial Planning Product Manager Resume

  • Work with operations to help establish operating budget by identifying key drivers, risks and potential opportunities
  • Contribute to writing and updating of online publications, resources and tools
  • + Forecast business results monthly, working closely with plant management to identify key inputs to the process
  • + Coordinate between accounting close team and business/group leaders with respect to the review and approval of financial results
  • + Prepare the annual budgets and long term forecasts for businesses, working closely with plant management to identify key inputs to the process
  • + Assess various business scenarios and translate changing economic, regulatory and other local conditions into financial implications
  • Execute on Ad-Hoc reporting and analysis
  • Provide peer review support on reporting packs to insure accuracy

Responsibilities For Senior, Financial Planning & Analysis Resume

  • Highly motivated, passionate, self-starter; comfortable interacting with senior management
  • Deep understanding of wealth management techniques and services
  • Gather Data and input long-range and annual planning processes for groups
  • Bachelors in Accounting, Finance, Economics, or Business Administration
  • Review, Measure, and manage data for programs to ensure cost saving opportunities are met
  • Self-managing day-to-day workload
  • Focused on continuous learning
  • Preparation of corporate budgets and reforecasts in conjunction with business partners for corporate cost centers

Responsibilities For Senior Financial Planning & Analysis Controller Resume

  • Build robust capital expenditure requests and business cases for all corporate capital projects
  • Contributing to the implementation of business and system projects as identified by the management to improve financial control, as well as ad-hoc projects defined by the management
  • Reviews clients’ current portfolio design, understands client goals, enters client data, and conducts financial analysis
  • Designs tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design
  • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Conducts research as needed related to clients, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate
  • Participates in client presentations

Responsibilities For Senior Financial Planning Sales Specialist Resume

  • Obtains and verifies the client’s purchase and sale instructions, enters orders, and follows up on completion of transactions
  • Oversight of investment income analysis close/control process
  • Analyze and communicate financial results for the investment portfolio
  • Organize and summarize large data sets
  • Participate on special projects and analyses as requested by management

Responsibilities For Wealth Senior Financial Planning Strategist Resume

  • Developing and growing the Executive Counselling service including sourcing new individual customers from Mercer client contacts, advising those individuals, developing the reports and maintaining the projection tools used
  • + Two to four (2-4) years of recent verifiable experience in a similar role is required
  • + Manage relationships and communicate effectively with multiple stakeholders including plant management, group leadership, hub finance teams, local and regional FP&A
  • + Communicate findings and recommendations through presentations, reports and discourse to plant management and finance leadership
  • + Analyze business operating results and work with the business contacts to develop appropriate commentary for different audiences – identify key trends and explanations for variances in actual or forecasted performance
  • + Analyze and communicate financial results that to support the understanding of operating results and trends, including standard monthly reporting to senior leadership

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