FINANCIAL PLANNING AND ANALYSIS MANAGER SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Apr 17, 2025 - The Financial Planning and Analysis Manager leverages advanced financial modeling and data visualization to support strategic decisions. This role requires strong analytical, communication, and collaboration skills in a dynamic environment. The manager leads process improvements and develops high-performing teams through effective leadership and mentorship.

Essential Hard and Soft Skills for a Financial Planning and Analysis Manager Resume
  • Financial Modeling
  • Forecast Management
  • Variance Analysis
  • Strategic Planning
  • KPI Reporting
  • Budget Planning
  • Cost Optimization
  • Financial Reporting
  • Process Improvement
  • Data Analysis
  • Stakeholder Communication
  • Team Leadership
  • Cross-Functional Collaboration
  • Business Partnering
  • Decision Support
  • Relationship Building
  • Team Mentorship
  • Leadership Communication
  • Continuous Improvement
  • Stakeholder Coordination

Summary of Financial Planning and Analysis Manager Knowledge and Qualifications on Resume

1. BA in Corporate Finance with 7 years of Experience

  • Experience operating in a highly analytical FP&A role
  • Strong advanced Accounting knowledge
  • Demonstrated expertise in leveraging financial systems to empower an organization to efficiently plan and monitor financial performance
  • Self-starter and ability to manage projects independently
  • Great interpersonal skills, a positive attitude, and the ability to thrive in a fast-paced environment
  • Passion for innovation and using technology to drive efficiency
  • Able to track record of success to drive process improvements
  • Be extremely analytical and quantitative and comfortable building advanced spreadsheet models
  • Very detail oriented, with strong organization skills, with the ability to maintain and keep track of multiple information sources
  • Advanced skills in Microsoft Office (including strong Excel and PowerPoint skills)
  • Proven analytical and inquisitive work style with a keen attention to detail, but also the ability to see the big picture
  • Ability to interact with and present data to the senior management team and business unit leaders

2. BA in Business Administration with 5 years of Experience

  • Work experience in Financial Planning and Analysis, strategic finance, or management consulting
  • Highly organized and process-oriented
  • Strong attention to detail with creative problem-solving skills
  • Demonstrated ability to coordinate information across multiple business units and build effective business relationships within an organization
  • Fluent understanding of P&L dynamics, unit economics and creating business cases
  • Ability to demonstrate poise and professionalism in front of senior leaders
  • Understand the value of producing clean work products, even for internal purposes
  • Strong team player skills with the ability to work harmoniously in a diverse workforce
  • Strong Excel-based modelling skills
  • Ability to organize multiple responsibilities and deliver results in an accurate and timely manner while adapting to changes in priorities
  • Ability to influence and strategically partner with individuals of various educational and technical backgrounds, both inside and outside the organization
  • Ability to manage multiple projects and meet deadlines under pressure

3. BA in Financial Management with 4 years of Experience

  • Working experience with PQE, FMCG, Commercial Finance and Supply Chain Finance
  • Excellent Excel modelling skills or an advanced-level user of TM1
  • Qualified Accountant ACA, CIMA or ACCA
  • Excellent organisational skills and ability to “plan for things to go well""""
  • Superior communication skills to ensure effective communication across the zone and at various levels of the McCormick organisation
  • Potential leadership and relationship-building skills
  • Significant experience in an FP&A function as a manager or senior analyst
  • Ability to work with, report to, and influence key stakeholders, both internal and external
  • Ability to produce detailed, accurate, and insightful management information
  • Experience in PE-owned business and/or the Travel industry
  • Working experience with SAP 
  • Ability to develop effective relationships across functional areas
  • Ability to work in a fast-paced environment that promotes communication among team members

4. BA in Finance with 6 years of Experience

  • Experience gained as a Senior Financial Analyst, (Senior) Finance Manager, Senior FP&A Analyst, (Senior) FP&A Manager, 
  • Working experience in a fast-growing, medium/large company environment within the eCommerce or financial services sectors
  • Demonstrated experience in driving forecast and budget processes in a highly matrixed environment as well as building and challenging financial models
  • Proven ability to collaborate and build relationships at all levels of the organization
  • Experience with database products (i.e., Essbase, SQL) and/or CRM tools (Salesforce.com) 
  • Able to work across organizations and geographies, while influencing peers and more senior colleagues
  • Strong communication skills and experience distilling and presenting complex financial analyses into action-oriented recommendations
  • Detail-oriented, highly analytical individual who strives for excellence and wants to be part of a great team
  • Ability to proactively identify and develop insights that would be valuable to support the decision-making
  • High energy and a true desire to understand the drivers of the business
  • Ability to thrive in a cross-functional / multicultural environment while juggling multiple responsibilities
  • Ability to effectively manage results-oriented
  • Excellent Excel and PowerPoint skills

5. BA in Accounting with 3 years of Experience

  • Deeply understand and comfortably implement complex financial modeling techniques
  • Strong oral and written communication skills, positive attitude and interpersonal skills
  • Experience in managing multiple key stakeholders
  • Working experience in Netsuite, Anaplan, and Google Suite 
  • High attention to detail with an ability to multitask in a high-growth environment
  • Resilient to change and, more importantly, able to act as a change agent
  • Able to absorb and summarise complex or diverse information
  • Strong analytical skills with advanced proficiency in Microsoft Excel
  • Working experience in Power BI 
  • Demonstrated ‘hands-on’ delivery approach
  • Capable of interpreting information and providing succinct analysis to senior stakeholders
  • Strong attention to detail and accuracy
  • Professional work experience with a focus on financial planning and analysis at a top technology and/or financial services company, managing full P&L

6. BA in Banking and Finance with 5 years of Experience

  • Fundamental knowledge of Accounting, Reporting and Analysis
  • Clear understanding of P&L and balance sheet relationship
  • Clear understanding of Bill of Materials, Routings, WIP and Absorption impacts to the business
  • Ability to quickly learn ERP systems
  • Strong problem-solving skills to identify problems, gather and analyze information skillfully, to resolve problems promptly
  • Proficient oral communication skills to speak clearly and persuasively in positive or negative situations and demonstrate group presentation skills in conducting meetings
  • Solid written Communication skills to self-edit written reports, emails, and outside correspondence for spelling, grammar, and punctuation and that communication is precise, clearly communicated, and correctly interpreted by its audience
  • Effective planning/organizing skills to prioritize work and plan activities to maximize time efficiently
  • Familiarity with Quality control that demonstrates accuracy and thoroughness in final work product, good listening skills, diplomatic, and sensitive in responding to employee and new hire questions and inquiries
  • Adaptability to manage competing demands and manage ever-changing priorities, delays, or unexpected events
  • Dependability to consistently be at work and on time, reliably following instructions, responding to management direction and soliciting feedback to improve performance

7. BA in Financial Engineering with 3 years of Experience

  • Experience in Forecasting, Data Modeling and Visualization, Automation, and Business Analytics
  • Experience with designing, modeling and deploying multi-dimensional systems (e.g., Anaplan, Cognos, Tableau, Hyperion, Business Objects, TM1, etc.)
  • Experience in Agile Methodology and working with large data sets
  • Experience leveraging skills in project management, change management, process development/improvement, and strong negotiation and collaboration
  • Understanding of mathematical, optimization and computational concepts behind analytics algorithms
  • Experience with data management methods, analytics deployment and orchestration tools, database and visualization tools for customer-facing applications
  • Experience synthesizing large, complex data sets from various sources and building machine learning models, data science methods, and analytics
  • Exceptional communication skills (storytelling) evidenced by good verbal/written presentation ability
  • Excellent cross-group collaboration skills, including the ability to comfortably communicate with senior management
  • Strong business acumen and the ability to understand key financial drivers for business models
  • Strong relationship building and experience driving change with senior leaders
  • Experience that weaves numbers with business context in a way that is accessible to a wide audience
  • Ability to manage and prioritize multiple projects to meet deadlines
  • Advanced Excel, with proven financial modelling skills
  • Strong interpersonal skills and professional demeanor

8. BA in International Business with 4 years of Experience

  • Ability to communicate effectively with both technical and non-technical stakeholders
  • Detailed understanding of Excel / Google Sheets
  • Experience in Tableau/Looker/Power BI 
  • Fluent in Native Spanish, Portuguese and English
  • Experience with Agile methodologies
  • Able to take ownership of tasks, maintaining focus when tight deadlines
  • Must use creative thinking when solving problems, wanting to resolve these as quickly as possible
  • Comfortable operating in fast-paced environments with informal ways of working
  • Able to be forward-thinking and customer-focused
  • Naturally ambitious, hardworking, and achievement-oriented
  • Strong desire to succeed, going above and beyond to deliver exceptional results
  • Working experience in Financial Planning and Analysis and/or Management Accounting

9. BA in Business Economics with 2 years of Experience

  • Experience in a position of leadership to include team development and management
  • Proficient in Microsoft Office Suite - Word, PowerPoint and Excel
  • Ability to work in a team environment as well as independently
  • Strong attention to detail and accuracy
  • Ability to articulate complex financial and business analysis to non-finance professionals
  • Strong verbal and written communication skills
  • Proficiency in multi-tasking skills
  • Ability to work well with others in a fast-paced, dynamic environment
  • Ability to be respectful, approachable and team-oriented while building strong working relationships and a positive work environment
  • Experience with SQL, and time spent working with large datasets and building dashboards
  • Experience with Adaptive Insights
  • Experience working at online marketplaces or related digital businesses

10. BA in Risk Management with 5 years of Experience

  • Work experience with demonstrated increases in levels of responsibility
  • Solid grasp of core financial concepts
  • Demonstrated experience working with ERP systems and reporting and analysis tools
  • Strong Microsoft Excel skills including Excel and PowerPoint
  • Solid experience working with pivot tables, look-up functions, and charting tools
  • Ability to interface effectively with senior business leaders
  • Able to translate complex financial sets of data into meaningful analysis and explanations
  • Experience communicating forecasts, analysis, and variance explanations
  • Flexibility to work across multiple time zones during fast-paced, compact-closing cycles
  • Strong organization skills and able to manage multiple projects and priorities simultaneously
  • Experience in financial reporting and analysis, financial controlling, budgeting and planning
  • Highly technical (e.g. ERPs, Tableau, Oracle) and excellent Excel and financial modelling skills - SQL/Python

11. BA in Applied Mathematics with 7 years of Experience

  • Experience in a high-growth company or consulting firm
  • Demonstrated understanding of a SaaS business model 
  • Able to translate complex business problems into structured financial solutions
  • Able to build and maintain dynamic financial models to support business decisions
  • Strong presentation skills and the ability to guide and influence senior leadership
  • Extensive experience in building and maintaining financial models
  • Excellent ability to extract and manipulate data from various sources of information
  • Strong attention to detail and analytical skills
  • Strong communication skills and the ability to communicate complex information across all levels of the organization and to external stakeholders
  • Prior experience with SQL/BigQuery and BI/data visualization tools (Looker, Tableau) 
  • Strong data analysis background and experience with various BI tools (Essbase, Cognos BI), ERP systems (SAP, Oracle), and Data Visualization (Tableau, Power BI, MicroStrategy, Looker)
  • Fluency in English and French - both written and spoken

12. BA in Financial Accounting with 6 years of Experience

  • Experience managing FP&A functions and processes of varying degrees of complexity
  • Experience managing a team of employees producing financial analysis and management reporting
  • Experience using Microsoft Excel and PowerPoint
  • Strong communication skills, both written and verbal
  • Able to exposure with large databases and proven ability to deliver analytics
  • Able to gain exposure to Oracle, HFM, Hyperion Essbase, and SmartView
  • Experience using Qlik, Tableau, Power BI or other data visualization tools
  • Able to exposure in a large operating environment
  • Experience owning and contributing to processes and/or portions of processes
  • Experience in statistical modeling
  • Knowledgeable of the accepted accounting principles (GAAP)

13. BA in Auditing with 4 years of Experience

  • In-depth working knowledge of core financial systems and understanding of process automation capabilities
  • Strong analytical, problem-solving, organizational and time management skills
  • Exceptional written and oral communication skills
  • Ability to act as a business partner to internal stakeholders
  • Display an agile mindset to accommodate a dynamic environment
  • Extensive experience with financial modelling, analytics, and data visualization methodologies and tools
  • Experience and passion for leadership including the development of talent and high-performing teams through mentoring, feedback, and providing professional growth opportunities to direct reports
  • Leadership skills to drive change throughout FP&A by leading and managing teams to successfully improve core group operations and increasing the value Finance contributes to the organization
  • Ability to communicate well verbally and in writing
  • Strong financial modeling skills (advanced Excel) with expertise in building complex but easy-to-follow models

14. BA in Risk Management with 5 years of Experience

  • Advanced financial analytical and reporting skills, experience in accounting or finance functions
  • Experience in budget preparation and forecasting in a complex commercial environment
  • Demonstrated ability to manage multiple and complex deliverables regularly, inclusive of month-end
  • Good interpersonal skills to manage a diverse range of client representatives and JLL stakeholders
  • Sound written and oral communication skills, and the capacity to deal with ambiguity and complex problems
  • Able to think strategically, innovatively and solve real problems
  • Advanced financial analytical and reporting skills, experience in accounting or finance functions
  • Ability to develop strong stakeholder relationships and previous experience in the property industry
  • Demonstrated ability to analyze processes, identify opportunities, and execute improvement projects
  • Proactive high performer who continually makes suggestions to improve processes and models with each reforecasting cycle

15. BA in Data Analytics with 3 years of Experience

  • Experience at a combination of B2B SaaS/tech startups, and an investment bank, management consulting firm, or corporate finance
  • Able to be an organized self-starter who takes initiative to identify opportunities for department/company improvements, develop plans to remediate what you identify, and work cross-functionally or independently to execute
  • Persistence and intellectual curiosity to evaluate leading approaches, form a point of view, and challenge senior executives
  • Excellent communicator (verbal and written) and a demonstrated ability to effectively lead and communicate with staff across all levels, functions, and external stakeholders
  • Results-driven with a high level of ownership, initiative, teamwork, accountability, and integrity
  • Proficiency in MS Excel, G Suite, and related financial technology
  • Excellent communication, presentation and interpersonal skills
  • Must have a detail-oriented mindset with understands the importance of tying out financials and the appropriate tie-out sources
  • Deep technical knowledge in both financial control and commercial finance disciplines to produce strong financial delivery
  • Experience of financial support to a multi-site, multi-currency retail or hospitality business
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