FINANCIAL PLANNING ANALYST SKILLS, EXPERIENCES, AND JOB REQUIREMENTS
Published: July 25, 2025 - The Financial Planning Analyst demonstrates strong proficiency in financial analysis, Excel modeling, and interpreting financial statements to support business decision-making. This role requires the ability to synthesize large data sets, communicate findings to diverse stakeholders, and adapt to evolving finance processes in a fast-paced environment. The analyst also values familiarity with SaaS metrics, PowerPoint presentation skills, and a proactive mindset for both independent and team-based work.
Essential Hard and Soft Skills for a Financial Planning Analyst Resume
- Financial Planning
- Budget Forecasting
- Financial Analysis
- Financial Modeling
- Variance Analysis
- Cash Flow Management
- KPI Development
- Strategic Forecasting
- Scenario Analysis
- Data Validation
- Stakeholder Communication
- Cross-Functional Support
- Business Partnering
- Team Collaboration
- Client Relationship
- Stakeholder Engagement
- Executive Communication
- Process Adaptability
- Insight Sharing
- Decision Support
Summary of Financial Planning Analyst Knowledge and Qualifications on Resume
1. BA in Finance with 3 years of Experience
- Must have ACA/ACCA/CIMA qualifications.
- Very strong knowledge of Excel as well as Word and Outlook.
- Must be an analytical approach to work.
- Experience working with SOX requirements.
- Ability to work well in a team environment and provide mutual support.
- Good interpersonal skills, high attention to detail.
- Strategic Thinking and Planning Skills
- Understand key drivers of the P&L
- Skilled at collaborating across cross-functional teams and with a multicultural experience
- Basic knowledge of Power BI, SAP, Tableau, or Power Query
2. BA in Accounting with 4 years of Experience
- Experience in Accounting, Budgeting, or Forecasting
- Possess working knowledge of GL systems, Reporting systems and GAAP
- Experience working with a public company (trading, auditing, etc)
- Must be comfortable with or have a desire to interface with executive leadership, answer questions, and voice opinions
- Comfortable with a high-growth, fast-paced, entrepreneurial environment
- Insatiable curiosity and a mindset of a perpetual student
- Experience in an FP&A or detailed financial modeling role, or other applicable experience/skills
- Working experience in Forecasting and analytics
- Advanced Excel, experience with Tableau or Power BI
- Comfort with sourcing data from a data warehouse via SQL Server or Tableau interfaces
3. BA in Economics with 5 years of Experience
- Highly analytical with a strong focus on attention to detail and accuracy
- Demonstrates ability to work in a fast-paced environment and meets very stringent deadlines
- Experience in telecommunications
- General understanding and manipulation of MIS reports
- Knowledge of Business Objects/ SAS
- Strong organization, planning, and time management skills to achieve results
- Strong personal and professional ethical values and integrity
- Able to hold self-accountable for achieving goals and standards
- Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel)
- Strong interpersonal and collaboration skills to work effectively with all levels of the organization, including suppliers and/or external customers
4. BA in Business Administration with 3 years of Experience
- Must be a team player able to work in a fast-paced environment with
- Ability to handle multiple competing tasks and demands
- Strong communication skills, oral, written and presentation
- Experience in accounting or finance
- Prior FP&A and/or experience in finance/accounting
- Advanced proficiency in Microsoft Excel, and a working knowledge of financial systems, statements and reports
- Ability to prioritize and solve problems quickly and efficiently
- Strong communication and interpersonal skills
- Strong analytical and modeling skills
- Structured problem-solving mentality
5. BA in Business Analytics with 2 years of Experience
- Experience in FP&A, Corporate Finance, Public Accounting, or a similar role
- Knowledge of Generally Accepted Accounting Principles (GAAP)
- Experience in e-commerce, management consulting, and/or investment banking
- Highly proficient in Microsoft Excel and other data analytics and visualization tools like Power BI or Tableau
- Experience with ERP or FP&A systems
- Financial reporting, planning, and forecasting skillset
- Working knowledge of FP&A system implementation (e.g., Vena, Anaplan, etc.)
- Financial statement analysis
- Ability to multitask and work independently in a fast-paced environment
- Experience working in the Amazon ecosystem or other similar e-commerce experience
- Ability to work in an environment that values transparency and direct feedback
6. BA in Finance with 4 years of Experience
- Professional work experience in Finance/Accounting/Consulting
- Proficiency in PowerPoint
- Understanding of general finance and accounting principles and the ability to read and interpret financial statements
- Open-minded to evolving finance processes and changing job duties
- Strong Microsoft Excel skills with fluency in formulas and functions
- Ability to synthesize large data sets and communicate analyses to various stakeholders
- Self-motivated, self-starter with a sense of urgency and the ability to work alone and as part of a team
- Ability to perform financial analyses, responsibly craft models, and turn data into a story that makes sense to people both in the finance function and in other parts of Datavant
- Experience working in a fast-paced environment
- Willingness to learn key SaaS metrics
7. BA in Accounting with 2 years of Experience
- Self-motivated, dedicated, and proactive member of the team, with a commitment to getting the job done.
- Diligent, enthusiastic, and driven, with an excellent work ethic and a “can-do” attitude.
- Hands-on, meticulous with detail, and comfortable with dealing with large bodies of data.
- Good interpersonal skills and understanding of organisations, being able to clearly explain financial information and terminology to non-technical parties.
- Communicate effectively at all levels within the organisation and with external parties, such as auditors.
- Strong track record in challenging and dynamic environments with experience in FP&A roles.
- Must have a Qualified accountant, to ACA / CIMA standard.
- Must be proficient in the use of PC software applications and BI development
- Experience in the operation of integrated accounting ledgers, along with advanced Excel skills.
- Experience with US GAAP and/ or a manufacturing environment
- Experience with Navision and/or Hyperion
8. BA in Business Economics with 3 years of Experience
- Working knowledge of balance sheet, income statement, OPEX, cash flow and working capital analysis
- Strong knowledge and demonstrated experience with Microsoft Excel and SAP
- Must have sound business acumen
- English fluency, both written and spoken
- Previous exposure to FMCG or production environments
- Working knowledge of Power BI
- Strong communication and presentation skills
- Must be able to convey information in a clear, focused, and concise manner
- Ability to work independently, as well as be a team player
- Proficiency in planning, coordinating, and executing multiple tasks and deadlines simultaneously
- Attention to detail and adhering to strict deadlines
- Excellent interpersonal skills and aptitude for building relationships across different cultures and regions