Financial Planning Analyst

Financial Planning Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Planning Analyst job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Financial Analysis
  • Variance Analysis
  • Financial Planning
  • Forecasting
  • Financial Reporting
  • Financial Modeling
  • Finance
  • Budgeting
  • Accounting
  • Hyperion
  • Corporate Finance
  • Budgeting & Forecasting
  • Financial Accounting
  • Internal Controls
  • Data Analysis
  • Data Analytics
  • Account Reconciliation
  • Auditing
  • SAP Products
  • Management Accounting
  • Financial Forecasting
  • Managerial Finance
  • Planning Budgeting & Forecasting
  • Corporate FP&A
  • International Financial Reporting Standards (IFRS)
  • Cash Flow
  •   Show full list

Resume Skills: Tools

  • Microsoft Excel
  • Microsoft Power BI
  • SQL
  • SAP
  • Hyperion
  • QuickBooks
  • Google Sheets
  • Microsoft PowerPoint
  • Microsoft Word
  • MS Excel
  • Oracle Hyperion
  • Tableau
  • NetSuite

Resume Skills: Statistical Tools

  • SPSS
  • Python (pandas, numpy)
  • R
  • SAS
  • Stata
  • Python (pandas, numpy, matplotlib)

Resume Skills: Software

  • SAP
  • Oracle E-Business Suite
  • Microsoft Dynamics
  • Quickbooks
  • Bloomberg Terminal
  • Microsoft Excel
  • Hyperion

Resume Skills: Financial Analysis

  • Ratio Analysis
  • Cost Analysis
  • Forecasting
  • Variance Analysis
  • Budgeting
  • Financial Modeling
  • Cash Flow Management
  • Profitability Analysis
  • Excel-based financial modeling
  • Strategic Financial Planning
  • Revenue Forecasting
  • Budget Management
  • Financial Statement Analysis

Resume Skills: Financial Analysis & Modelling

  • DCF valuation
  • NPV
  • IRR
  • ROI
  • EVA
  • Capital IQ
  • Bloomberg Terminal

Resume Skills: Languages

  • English
  • Spanish
  • French

Resume Skills: Project Management Tools

  • Asana
  • Trello
  • Slack

Resume Skills: Financial Regulations

  • SOX Compliance
  • IFRS
  • GAAP

Resume Skills: Regulatory Knowledge

  • GAAP
  • IFRS
  • Sarbanes Oxley (SOX)
  • SEC regulations

Resume Skills: Team Management

  • Stakeholder Management
  • Cross-Functional Collaboration
  • Team Leadership & Development
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Financial Planning Analyst Resume: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Financial Planning Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2020 - Present
Senior Financial Planning Analyst
Revamped the financial forecasting model, blending data analytics with traditional forecasting, increasing accuracy by 25%
Led team-wide implementation of Hyperion which improved financial reporting efficiency by 30%
Mentored a team of 5 junior analysts, fostering a productive work environment and enhancing team performance by 20%
Citigroup May 2017 - December 2019
Financial Planning Analyst
Developed an exhaustive variance analysis method that reduced budgeting discrepancies by 15%
Implemented SAP products for improved account reconciliation, reducing data errors by 40%
Delivered monthly, quarterly, and annual corporate financial reports on time and without errors, leading to improved decision-making practices at the executive level
Resume Worded April 2015 - April 2017
Junior Financial Analyst
Contributed to the financial planning process, increasing budgeting accuracy by 10%
Conducted detailed financial analysis which revealed cost-saving opportunities amounting to $500,000 annually
Assisted in an internal controls audit, ensuring company-wide regulatory compliance and reducing potential financial risks
Resume Worded University September 2016
Master of Business Administration (MBA) - Finance
Awards: Resume Worded Merit Scholar, Top 5% of graduating class
Resume Worded Institute May 2015
Bachelor of Science (BSc) in Financial Analysis
Graduated Cum Laude
Certified Bloomberg Market Concepts (BMC) course completion
Financial Analysis: Excel-based financial modeling, Strategic Financial Planning, Revenue Forecasting, Budget Management, Cost Analysis, Financial Statement Analysis
Software: Bloomberg Terminal, Microsoft Excel (Advanced), Quickbooks, SAP, Hyperion
Regulatory Knowledge: GAAP, IFRS, Sarbanes Oxley (SOX), SEC regulations
Team Management: Stakeholder Management, Cross-Functional Collaboration, Team Leadership & Development
Certifications: Chartered Financial Analyst (CFA) Level II (2019), Certified Treasury Professional (CTP) (2018)
Leadership & Volunteering: Financial Literacy Workshop Volunteer (2016 - 2018), Co-chaired Resume Worded Charity Fundraiser (2015)
Projects: Implemented streamlined budgeting process resulting in 15% decrease in wasted spending (, Successfully prepared and presented quarterly forecasts influencing strategic planning (Citigroup)
Your Name
Management Accountant
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE April 2020 - Present
Senior Management Accountant
Produced a streamlined budget forecasting model, resulting in a 20% reduction in annual costs
Initiated the implementation of SAP products to optimize financial reporting and account reconciliation, reducing time spent on these tasks by 25%
Led and developed a team of three junior accountants, promoting a focused work environment and enhancing individual growth
Johnson & Johnson August 2017 - March 2020
Management Accountant
Optimized the financial planning process using advanced data analytics, reducing financial discrepancies by 18%
Improved financial forecasting by integrating Hyperion into daily operations, increasing efficiency by 30%
Enhanced the annual budgeting process by incorporating variance analysis, resulting in a 10% improvement in accuracy
Resume Worded January 2015 - July 2017
Junior Accountant
Participated in auditing procedures, maintaining impeccable internal controls and compliance
Contributed to financial reporting, aiding timely decision-making processes at the management level
Assisted in the budgeting process, leading to a 5% increase in fiscal responsibility
Resume Worded University April 2020
Master of Business Administration - Finance and Accounting
Graduated Summa Cum Laude.
Awarded 'Best Graduating Student' in the Department of Accounting
Resume Worded Institute June 2017
Bachelor of Science - Accounting
Specialization in Management Accounting.
Awarded Dean's List 2016 (Top 10%)
Accounting Software: SAP, Oracle E-Business Suite, Microsoft Dynamics, Quickbooks
Office Tools: Microsoft Excel (Advanced), Google Sheets, Microsoft PowerPoint, Microsoft Word
Project Management Tools: Asana, Trello, Slack
Financial Analysis Techniques: Ratio Analysis, Cost Analysis, Forecasting, Variance Analysis, Budgeting
Certifications: Certified Management Accountant (CMA), Chartered Global Management Accountant (CGMA)
Leadership & Volunteering: Volunteer Financial Advisor at Nonprofit Startup Incubator, Treasurer at Local Accounting Professionals Organization
Courses: Advanced Course in Corporate Finance (Coursera), Financial Modelling Course (edX)
Project: Led in-house project to streamline the monthly closing process which reduced closing time by 20%
Your Name
Corporate Finance Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2019 - Present
Senior Corporate Finance Analyst
Spearheaded the integration of data analysis techniques into financial modeling, improving forecasting accuracy by 35%
Improved internal controls, minimizing financial risks and ensuring integrity in financial reporting
Mentored a team of 6 analysts, inspiring high productivity and boosting department output by 30%
Goldman Sachs February 2016 - May 2019
Corporate Finance Analyst
Initiated the use of SAP products for automated account reconciliation, reducing manual work by 40%
Implemented a new financial planning methodology, reducing discrepancies between budgets and real figures by 20%
Conducted comprehensive financial analysis leading to cost-saving opportunities amounting to $700,000 January 2014 - January 2016
Junior Financial Analyst
Conducted financial reporting on a quarterly and annual basis, aiding executive decision-making
Took part in internal audits, promoting company-wide regulatory compliance
Helped in the financial forecasting process, improving accuracy by 10%
Resume Worded University June 2019
Master's in Business Administration (MBA) - Accounting and Finance
Specialization in Corporate Finance
Resume Worded Academic Center February 2016
Bachelor of Science in Finance
Minor in Accounting
Award: Goldman Sachs Scholar (Top 2%)
Tools: Microsoft Excel (Expert), Microsoft Power BI, SQL, SAP, Hyperion, QuickBooks
Financial Analysis & Modelling: DCF valuation, NPV, IRR, ROI, EVA, Capital IQ, Bloomberg Terminal
Statistical Analysis: SPSS, STATA, Python (pandas, numpy), R
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Chartered Financial Analyst (CFA) - Level II (2019)
Leadership & Volunteering: Mentor at Resume Worded's 'Leadership Initiative' program (2020 - Present), Volunteer Tax Preparer at AARP Tax-Aide (2017 - 2018)
Projects: Developed an open-source financial analysis software adopted by local businesses (2018)
Awards: Goldman Sachs 'High Potential' award for outstanding performance in team (2018)

Compare Your Resume To These Financial Planning Analyst Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Financial Planning Analyst resume?

Review the job posting closely.

Go through the Financial Planning Analyst posting you're applying to, and identify hard skills the company is looking for. For example, skills like Finance, Financial Reporting and Forecasting are possible skills. These are skills you should try to include on your resume.

Add industry skills like Financial Planning and Budgeting.

Add other common skills from your industry - such as Variance Analysis, Financial Analysis and Financial Modeling - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Management Accounting, Data Analysis and Internal Controls - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Planning Analyst resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Planning Analyst roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Planning Analyst, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Planning Analyst Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Planning Analyst job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Planning Analyst Skills and Keywords to Include On Your Resume

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Financial Planning Analyst Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you add to a Financial Planning Analyst resume?

Some effective Financial Planning Analyst skills you can add to your resume include:

  • Financial Analysis
  • Variance Analysis
  • Financial Planning
  • Forecasting
  • Financial Reporting
  • Financial Modeling
  • Finance
  • Budgeting

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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