Financial Planning Analyst Job Description
Financial planning analyst
provides critical support for system administration team in overall development, maintenance, and administration of the Oracle Hyperion Planning System.
Financial Planning Analyst Duties & Responsibilities
To write an effective financial planning analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial planning analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyse product line trends and prepare financial presentations across all product lines
Perform analytics to understand business trends and drive decision making across the retail and E-commerce channels
Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions
Monitor daily reports to identify operational trends in specific branch locations
Identify trends and P&L improvement opportunities
Support annual planning and quarterly forecasting and improve such processes and systems across the region
Consolidate and liaise forecasting requirements between regional and territory business units and FP&A teams
Publish daily sales report and weekly actual financial reports, and consolidate weekly forecast reports
Track regional KPI to help provide visibility on drivers of business performance, assess risks & opportunities
Manage the month-end financial reporting to support operation & business reviews including revenue & margin analysis
Financial Planning Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Planning Analyst
List any licenses or certifications required by the position: CPA, MBA, CMA, CFA, CFP, CIMA, ACCA, ACE, CTP, CHFP
Education for Financial Planning Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial planning analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, MBA, Graduate, Administration, Mathematics
Skills for Financial Planning Analyst
Desired skills for financial planning analyst include:
Excel
Word
Trends
Industry
MS Outlook
Products
Financial planning software
Canadian taxation system
GAAP
Hyperion
Desired experience for financial planning analyst includes:
Ability to work independently and in a fast-paced and dynamic environment
Experience writing and assembling detailed management-level presentations
Advanced research and project management skills
Bachelors in Finance, Accounting, or equivalent degree required
Fluent (spoken and written) in English and in German
Preferred experience or knowledge of various ERP systems (Oracle, JDE, Salesforce.com )
Financial Planning Analyst Examples
1
Financial Planning Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a financial planning analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial planning analyst
- Delivery of monthly cost centre analysis that actively challenges the business
- Develop, track & interpret KPI’s to give a clear understanding of CS performance
- Proactively identify, appraise & recommend business opportunities
- Assist with planning requirements for our White Label business
- Assist with new project business case analysis and post investment appraisals
- Ad hoc analysis as required by the team and business
- Contributing ideas and participating in development projects to enhance our service and generate revenues
- Being involved in spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
- Providing ongoing coaching and training to other professionals in Wealth Management Services
- Delivery of monthly sales reforecast & supporting analysis
Qualifications for financial planning analyst
- 1 to 3 years of financial planning experience
- Business / Finance related graduate degree or equivalent
- Part qualified CIMA, ACCA or ACA accountant (or equivalent) or finance degree (or equivalent) with exemptions and desire to start study for a finance qualification
- An inquisitive mind & proactive nature
- Work closely with the marketing team to ensure they are working in line with budget and optimising return on investment
- Work closely with merchandising team to evaluate KPIs and support trading decisions
2
Financial Planning Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial planning analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial planning analyst
- Maintains models to support company activities, such as labor reports, industry comparisons, cost and revenue forecasts, fuel price scenarios
- Perform analytics to understand business trends and drive decision making
- In depth application of excel and strong MS Office skills, experience of Oracle Fusion Financial Systems,Teradata,TM1 is desirable
- Support Product Management group on new product introduction analysis and tracking
- Support Manufacturing group on manufacturing project analysis and tracking
- Support segment FP&A team on special projects
- Establishing strong business partner relationships & providing analytical and decision support to business partners
- Create and maintain operational/financial measurement models and reports as required by Sr
- Assist in maintaining and updating various financial models and reports that are critical to the accuracy and success of the annual Financial Plan and quarterly re-forecasts
- Update key quarterly metrics and reports
Qualifications for financial planning analyst
- Graduate degree with finance experience or equivalent
- Certified Financial PlannerTM designation preferred, but not required
- Support the consolidated monthly closing processes
- Ability to influence at all levels, demonstrated ability to work effectively within a team and be assertive in driving successful strategies
- Master degree with major in Finance/accounting or Major business school
- International environment experience &/or abroad studies required
3
Financial Planning Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial planning analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial planning analyst
- Co-ordinate budget phasing process ensuring consistency in approach from a common set of assumptions
- Support the production of the monthly financial forecast providing trend analysis and highlighting future areas for both challenge and opportunity
- Chairing the Joint Forecasting Forum on a weekly basis and help organise and facilitate the monthly ‘Locked Forecast’ Meeting with the Trading Directors and their teams
- Help maintain the Planning Cycle, coordinating with the Planning representatives from both Marketing and B&M
- Scenario modelling, researching and benchmarking as required ,looking identify and present opportunities for business growth and process improvement
- Assisting in the tracking and review of any major commercial initiatives and /or other business improvement opportunities and their effect on the financial forecast
- Add hoc analysis and business support
- Deputise for Head of FP&A when required
- Fully qualified ACA/CIMA is essential
- Delivery focussed with an energetic, flexible attitude
Qualifications for financial planning analyst
- Strong ability to organize and facilitate cross-departmental meeting
- BS/BA in Finance or Accounting requires, Master's degree preferred
- Knowledge of financial theory, in particular relating to valuation and investment analysis, including familiarity with concepts such as Weighted Average Cost of Capital (WACC), Net Present Value (NPV), Internal Rate of Return (IRR), Payback and Return on Invested Capital (ROIC)
- Good understanding of accounting principles and concepts, including familiarity with financial statements and their inter-relationships
- Effective communication skills, including ability to comfortably present to all levels of management, clearly articulate complex issues and concisely summarize detailed information
- Strong interpersonal skills, with ability to work well in teams and interact and cooperate with multiple groups/functions
4
Financial Planning Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial planning analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial planning analyst
- Manage monthly close process, including results reporting (actual, variance results)
- Maintain track of BPO commitments & pace actuals
- Prepare monthly, quarterly and yearly financial schedules, reviews and variance analyses consolidating, loading and validating forecast data utilizing financial databases to improve efficiencies
- Assist in the preparation of annual budgets and long-range forecast modeling
- Support business areas by providing financial status, trend identification, cost analysis, ROI analysis, business recommendations, and close assistance with financial reporting system
- Design and develop analytical tools and implement financial models that support decision-making through the use of scenario modeling, cost and efficiency analyses, rolling forecasts
- Contributes in the compilation of Monthly Performance Pack by performing variance analysis and providing insightful commentary on significant deviations from plan
- Assist in the production of the financial reporting suite with and for key stakeholders and make recommendations which drive operational efficiencies
- Develop close and effective working relations with all key internal customers
- Become key advisor on all Sales & Operations decisions
Qualifications for financial planning analyst
- TRAINING / LICENSING REQUIREMENTS
- Six to eight years of relevant financial analysis experience
- Proactive and flexible “can do” mentality
- Demonstrated problem solving ability, with a “think outside of the box” approach
- Desire to learn and advance in a fast-paced organization
- BS/BA or equivalent, with Finance, Administration or Accounting focus
5
Financial Planning Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a financial planning analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial planning analyst
- Provides recommendations to resolve projects with compliance issues, and works to ensure projects achieve resolution
- Performs financial analysis of proposed development projects by reviewing applications and evaluating the fiscal feasibility of projects, the amount of public funds required, and the economic benefits to the public sector
- Makes recommendations regarding the City’s participation in private development projects to stimulate investment in designated areas
- Manages the technical process of establishing a tax increment financial (TIF) redevelopment area or district by ensuring the preparation of required consultant reports and by preparing documents for use by advisory review boards
- Negotiates redevelopment agreements detailing the terms of the project, including the financing mechanism for the City’s payment of eligible costs
- Meets with community and local elected officials to explain proposed redevelopment projects and/or designations in their communities and obtain their support
- Collaborates with other sections of the department to conduct various reviews (e.g., architectural, construction, compliance) to ensure plans and activities are in accordance with the City’s plans and policies
- Prepare commentary and analytics (month on month, actual to budget to forecast deviations etc)
- Ensure accuracy of reporting data sources to the official books and records of the bank
- Prepare general ledger entries and ensures proper controls are in place to mitigate potential errors
Qualifications for financial planning analyst
- 1 year of public accounting experience preferred, along with 1-2 years of experience in financial analysis and data management
- Strong analytical skills including financial modeling, technical and presentation skills
- Solid work ethic with a high level of enthusiasm
- Ability to take multiple stage projects and see them through to completion in deadline driven atmosphere
- Education equivalent to Bachelor’s degree in Accounting, Finance, Economics, or Business Administration and two or more years of financial work experience
- Two or more years of financial analysis experience, demonstrating knowledge of revenue analysis, managerial accounting, and key financial statement analysis (including income statement, balance sheet and cash flow statement)