Financial Planning Analyst Resume Example

When writing a Financial Planning Analyst Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Financial Planning Analyst Resume. Feel free to use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Also, see our sample for Financial Planning Analyst Responsibilities and Duties.

Here is the Financial Planning Analyst Resume example:

Bradley Moore

7930 Carpenter St, Apt#45

Seattle, WA 98119



Job Objective Financial Planning Analyst position in a reputed firm.

Highlights of Qualifications:

  • Profound knowledge with Hyperion Essbase, Hyperion Enterprise and Business Objects
  • Excellent analytical and critical thinking skills
  • Sound knowledge of financial modeling and analysis
  • Proficient time management skills
  • Excellent written and oral communication skills
  • Ability to build good relationship with customer

Professional Experience:

Financial Planning Analyst

The PMI Group, Inc, Seattle, WA

August 2005 – Present

  • Prepared, planned & analyzed for the annual and ongoing planning forecasting processes.
  • Developed and presented monthly financial and operating results.
  • Prepared consolidated reporting packages with assessment and review of key metrics.
  • Identified variations to plan and historical comparisons.
  • Created efficient ad hoc business cases and financial models to evaluate new business opportunities.

Financial Planning Analyst

The Mergis Group, Seattle, WA

May 2000 – July 2005

  • Analyzed effective price, volume, revenue, and profit data to forecast financial outcomes of proposed investments and programs.
  • Performed and developed analysis to determine effectiveness of implemented investments and programs.
  • Developed and created quantitative models to support business investments.
  • Analyzed and determined large amounts of data and provide recommendations based on analysis.
  • Provided effective summaries of financial analysis to senior management and to other business partners.


Master of Business Administration in Finance

University of California, Berkeley, CA

Bachelors Degree in Finance

Arizona State University, Tempe, AZ