FINANCIAL PLANNING MANAGER RESUME EXAMPLE

Published: Apr 16, 2025 - The Financial Planning Manager oversees budgeting, forecasting, and financial planning to align with organizational objectives. This role analyzes costs, trends, and key drivers to identify risks and opportunities. The manager delivers insights to support strategic decisions and improve financial performance.

Tips for Financial Planning Manager Skills and Responsibilities on a Resume

1. Financial Planning Manager, Veridian Group Inc., Des Moines, IA

Job Summary: 

  • Work with the Financial Planning Team in developing financial planning and investment solutions for high net worth individuals, incorporating knowledge of pension, tax and investment disciplines
  • Develop a deep understanding of the Davy pension platform and the Irish pension market and apply this knowledge in dealing with clients and intermediaries
  • Attend client and new prospect meetings as a technical expert, working closely with the team of advisers
  • Contribute to pension communications provided by the Financial Planning Team
  • Solving client problems, driving new initiatives to successful completion and implementation across the business
  • Develop relationships with key intermediaries and professional service firms
  • Assist in the ongoing compliance of existing pension products and investments
  • Provide technical sign-off for new products and maintain the integrity of product documentation and information
  • Oversee and assist with research of technical issues relative to regulatory and administrative issues
  • Support the business to deliver excellent customer outcomes
  • Provide regular updates to the business, including Operations, Procurement, and FP&A teams, on overall Cost of Sales performance including Actual with Theoretical food cost reporting
  • Coordinate with Procurement to provide up-to-date commodity impact on COS and margin


Skills on Resume: 

  • Financial Planning (Hard Skills)  
  • Pension Knowledge (Hard Skills)  
  • Client Meetings (Soft Skills)  
  • Technical Expertise (Hard Skills)  
  • Problem Solving (Soft Skills)  
  • Stakeholder Relations (Soft Skills)  
  • Regulatory Compliance (Hard Skills)  
  • Data Reporting (Hard Skills)

2. Financial Planning Manager, Crestwood Industrial Solutions, Akron, OH

Job Summary: 

  • Coordinate, support, and consolidate the financial strategy and lead the planning process
  • Coordinate the Capital Allocation Process for investment
  • Evaluate financial position, issuing periodic reports on financial stability, liquidity, and growth
  • Prepares budgets by establishing schedules
  • Collecting, analyzing, and consolidating financial data, and recommending plans
  • Achieves budget objectives by scheduling expenditures, analyzing variances, and initiating corrective actions
  • Provide up-to-date strategic research to the leadership on business trends, industry trend analysis, and competitor research
  • Develop and/or implement leading practice processes in planning, strategy, and investment for enterprise performance, monitoring and analysis, financial modeling, and post-investment reviews
  • Support Exploration and Production areas in the identification of growth opportunities through acquisitions, farm-in processes, and bidding rounds
  • Support the economic valuation and commercial structuring of the offers
  • Support the design of negotiation strategies and participation in the negotiation processes, seeking to close a transaction that gives viability to the company’s growth strategy
  • Identify specific strategies that allow the monetization of reserves to be feasible, whether they are standalone or involved in New Business processes related to oil transportation, gas marketing, midstream, and/or downstream
  • Build the long-term, medium-term, and short-term business plan to support the company’s strategy
  • Consolidate the company’s project portfolio and prepare the medium-term financial plan


Skills on Resume: 

  • Financial Strategy (Hard Skills)  
  • Capital Planning (Hard Skills)  
  • Financial Reporting (Hard Skills)  
  • Budget Management (Hard Skills)  
  • Trend Analysis (Hard Skills)  
  • Investment Evaluation (Hard Skills)  
  • Negotiation Strategy (Soft Skills)  
  • Business Planning (Hard Skills)

3. Financial Planning Manager, Pine Valley Holdings, Asheville, NC

Job Summary: 

  • Work within key corporate business policies and plans, the Finance Manager functions as a trusted resource and business partner to the CCH Software management team
  • Responsible for the financial aspects of the segment of the business, including both revenue and expense modeling
  • Supports the Product Management and Product Development organizations
  • Manages monthly financial analysis and reporting of results, including variance analysis versus budget/forecast and prior year
  • Develops comprehensive and accurate financial forecasts and plans and ensures that financial information and analysis support the reporting and decision-making needs of the group
  • Responsible for reports, analysis and financial communications that provide a clear and forward-looking view of the financial impact of their management actions
  • Analyzing and interpreting financial information about the group’s performance
  • Performing monthly close activities that include recording of accruals and cost allocations by product
  • Alerts key executives and managers to trends in the financial performance of the business that may require management attention and action
  • Drives the identification and articulation of business unit opportunities and challenges to optimize business unit performance
  • Continually reviewing and analyzing financial and operations data to model trends, identify relationships or spot opportunities
  • Assists in setting the strategic course by providing financial insights and input on existing initiatives, and proposing new ones
  • Assists in evolving KPIs and metric tracking to more effectively run the business


Skills on Resume: 

  • Financial Forecasting (Hard Skills)  
  • Revenue Modeling (Hard Skills)  
  • Variance Analysis (Hard Skills)  
  • Executive Reporting (Hard Skills)  
  • Trend Monitoring (Hard Skills)  
  • Strategic Insight (Soft Skills)  
  • KPI Development (Hard Skills)  
  • Business Partnership (Soft Skills)

4. Financial Planning Manager, Meridian Steel Corp., Rockford, IL

Job Summary: 

  • Ensure the model is fit for purpose and aligned to the strategic finance design
  • Work closely with end users to identify further automation opportunities, align them across the group and implement 
  • Support the delivery of the annual budget and all associated reporting and update requirements through Anaplan
  • Build Anaplan Dashboards and outputs to deliver both local and group requirements
  • Establish flexible Outputs that can be used to test scenarios without affecting base data
  • Identify and implement Anaplan model logic opportunities to reduce space and processing time
  • Work with the business to identify other areas of opportunity to provide a fully integrated planning tool
  • Establish a business plan and performance analysis (including review of existing business change impact)
  • Review profitability and forecast the profit and loss of each product
  • Simulate profit and loss for each marketing scenario and product launch
  • Detailed hands-on analysis and development of financial models and templates to provide insights for decision making and effective cross-functional communication
  • Provide analytical, forecasting, reporting, and project support to upper management for products, marketing plans, and new launch of new products
  • Produce monthly reports, which include key metrics, financial results, and variance reporting on products, marketing, and product launching
  • Spearhead the annual and quarterly budgeting and forecasting processes


Skills on Resume: 

  • Anaplan Modeling (Hard Skills)  
  • Scenario Testing (Hard Skills)  
  • Automation Planning (Hard Skills)  
  • Forecast Simulation (Hard Skills)  
  • Profitability Review (Hard Skills)  
  • Data Analysis (Hard Skills)  
  • Budget Support (Hard Skills)  
  • Cross-Functional Insight (Soft Skills)

5. Financial Planning Manager, Blue Ridge Plastics Inc., Roanoke, VA

Job Summary: 

  • Proactively perform the Financial Planning and Analysis function for the assigned Brands
  • Follow up on variances with the plan every month
  • Assessing Risks and Opportunities and proposing action plans
  • Capital Expenditure tracking and explanation of variances
  • Ad-hoc analyses and reports (intensive operational work on retrieving data from JD Edwards)
  • COGS analysis and recommendations, managing Gross Margin levers
  • Involved in pricing strategies, analysis and decisions
  • Estimate process, have a deep knowledge of brand dynamics and expectations, follow up and challenge of estimate with local finance FP&A managers
  • Lead business reviews with brand and functional leaders to discuss and recommend different courses of action if performance is not being achieved
  • Support Financial Planning processes in the Region, in particular Annual Strategy Reviews (LRP), Annual Budget / Plan and Monthly Estimates
  • Lead a financial Center of Excellence for the region
  • Work in partnership with global teams to implement the capabilities and processes of the CoE, engage in training and collect process feedback for improvement
  • Identify and transfer operational work to the shared service center to create space in the affiliate and regional finance teams


Skills on Resume: 

  • FP&A Execution (Hard Skills)  
  • Variance Tracking (Hard Skills)  
  • Risk Assessment (Hard Skills)  
  • COGS Management (Hard Skills)  
  • Pricing Strategy (Hard Skills)  
  • Brand Forecasting (Hard Skills)  
  • Business Review (Soft Skills)  
  • Process Improvement (Soft Skills)

6. Financial Planning Manager, Western AgriTech, Billings, MT

Job Summary: 

  • Prepare assessed actual profit, cash flows, and balance sheet of BOC Aviation Group and the operating subsidiaries
  • Work with respective HODs to prepare annual budgets of BOC Aviation Group
  • Prepare forecasts including a 5-year forecast and rolling 3-year forecasts for BOC Aviation Group and operating subsidiaries
  • Formulate and deliver financial analysis on scenario planning for assessed actual, budgeting and forecasting
  • Track actual vs assessed actual, budget and forecasts and analyse variances and provide early warnings on deviations
  • Analyse key performance indicators including areas of revenue, cost and capital expenditures, financial metrics and credit rating agencies' metrics
  • Highlight trends and analyse causes of unexpected variance
  • Identify in advance potential gaps and surface issues for Management discussions
  • Assist in developing long-term forecasts and financial models, including revenue projections and expense models, to guide strategic planning
  • Provide timely decision support through value-added analysis and modeling to support business operations, strategic decisions, and business development activities
  • Prepare Key Business Flow of existing processes, involved in the discovery, project initiation and project execution of new ERP
  • Assist in the evaluation of new investments and projects


Skills on Resume: 

  • Financial Forecasting (Hard Skills)  
  • Budget Preparation (Hard Skills)  
  • Variance Analysis (Hard Skills)  
  • Scenario Planning (Hard Skills)  
  • KPI Monitoring (Hard Skills)  
  • Strategic Modeling (Hard Skills)  
  • Trend Analysis (Hard Skills)  
  • ERP Projects (Hard Skills)

7. Financial Planning Manager, Novus Packaging Inc., Green Bay, WI

Job Summary: 

  • Liaise with Front Office and Business Functions for timely and accurate data input
  • Review and ensure YTG budgets are updated accurately in the systems (LE and MC cube)
  • Prepare, provide variance analysis and consolidate P&L LE data
  • Upload of statistical data into the Management Consolidation Tool
  • Support budget retraction activity post LE cycle into Fund Management
  • Analyse different data to support business needs and present results in a concise visualisation format
  • Support any ad hoc requirements or data extraction requests
  • Participate in various system enhancement initiatives
  • Work closely and follow up with the external IT vendor to perform UAT of reports/system enhancements
  • Identify opportunities to automate/improve existing processes
  • Provide troubleshooting/system support to End Users
  • Support queries on Fund Management, Budget Status and Commitment Report


Skills on Resume: 

  • Data Accuracy (Hard Skills)  
  • Budget Review (Hard Skills)  
  • P&L Analysis (Hard Skills)  
  • Data Visualization (Hard Skills)  
  • System Enhancement (Hard Skills)  
  • UAT Support (Hard Skills)  
  • Process Automation (Hard Skills)  
  • User Support (Soft Skills)

8. Financial Planning Manager, Allied Clean Energy Corp., Little Rock, AR

Job Summary: 

  • Manage monthly financial forecast inputs and reporting
  • Implement forecast processes and templates for a global team
  • Responsible for consolidating revenue and volume ahead of each forecast and distributing to conference leads for forecast calls
  • Creation of monthly reclasses for post-conference internal chargebacks
  • Supports the GL review process for closing out conference expenses
  • Supports regular reporting and year-end closing of expense budgets
  • Cross-functional collaboration with multiple business units including Finance, Procurement, Marketing, Sales, and Research
  • Bring through financial leadership to enable sound business decisions that create sustainable value for the region and the brands
  • Conduct timely and insightful Financial Analysis for new initiatives
  • Prepare complex brand analysis and “what if” simulations for the brand and provide insightful business recommendations
  • Review investment opportunities, ensuring they are profitable, and discern between investments supported by ROI and cost-benefit analysis
  • Understand both marketing and online initiatives and work along with the Marketing and Online team to ensure profit and ROI targets are well defined, measured and met
  • Follow and deliver monthly deliverables in time and with excellence according to the defined calendar


Skills on Resume: 

  • Forecast Management (Hard Skills)  
  • Revenue Consolidation (Hard Skills)  
  • Expense Reporting (Hard Skills)  
  • Cross-Functional Collaboration (Soft Skills)  
  • Financial Leadership (Soft Skills)  
  • Initiative Analysis (Hard Skills)  
  • ROI Evaluation (Hard Skills)  
  • Marketing Finance (Hard Skills)

9. Financial Planning Manager, Beacon Health Solutions, Sarasota, FL

Job Summary: 

  • Provide, or act as alternate provider for, all lease pricing analysis for Letter of Intent (LOI) and Term Sheet preparation to support the Company’s efforts to place new aircraft or grow the balance sheet through PLB transactions
  • Support the aircraft leasing team with deal-specific analytics and pricing to support lease negotiations
  • Run profit/loss and cash-flow analysis of the lease prospects
  • Prepare or act as an alternate for closing cash flows before any aircraft sales transaction
  • Provide timely and accurate support for board papers and other approval papers for lease placement transactions
  • Confirm that the final documentation for all lease placements accords with the approval papers
  • Support Investment Committee, Placement Committee and Management Committee discussions regarding transactions with up-to-date lease pricing summary information
  • Support leasing team leadership in the preparation of the market intelligence report by analysing and summarizing the deal economics of the data that is gathered
  • Play a critical role in the consolidation of planning and reporting within the central planning function
  • Engage with finance teams across the business to make sure any financial impacts, risks and opportunities are understood and reflected in the budget and forecast
  • As part of the central team, deliver the periodic, quarterly and annual forecasts
  • Present accurate and meaningful insights into the data that tell the performance story to inform strategic decision making
  • Produce clear planning communication packs to coordinate across the wider finance teams


Skills on Resume: 

  • Lease Pricing (Hard Skills)  
  • Deal Analytics (Hard Skills)  
  • Cash Flow Analysis (Hard Skills)  
  • Board Support (Hard Skills)  
  • Transaction Compliance (Hard Skills)  
  • Market Intelligence (Hard Skills)  
  • Forecast Delivery (Hard Skills)  
  • Strategic Insights (Hard Skills)

10. Financial Planning Manager, Quantum Marine Systems, Savannah, GA

Job Summary: 

  • Manage the development and implementation of the annual operating and capital budgets and interim forecasts
  • Manage the development of annual revenue and cost estimates for use in the annual budget and interim forecasts
  • Prepare in-depth costs and profitability analyses and assist in the development of pricing and break-even models for new and existing businesses
  • Analyze budget and forecast variables from departments for conformance with conventional procedures, policies and organizational objectives
  • Evaluate and analyze key business drivers and financial results and advise management of variances, risks, and opportunities
  • Support and work directly with the management team in the analysis and monitoring of the financial planning and forecasting process and establish key financial statistics
  • Work closely with department heads in the preparation of monthly forecasts and analyze trends for various practice groups as they relate to personnel expenditures
  • Monitor financial trends and budgeted/forecast revenues and expenditures to ensure responsibility and control are maintained
  • Analyze actual operating results throughout the year as compared to the budget and projected performance
  • Respond to special requests for financial data and analyses and information on current and proposed projects and programs
  • Interprets results and formats to facilitate decision making
  • Perform a cost-benefit analysis to assess program tradeoffs
  • Examine past and current budgets and forecasts for financial and economic developments that affect the organization's spending habits, priorities and financial resources


Skills on Resume: 

  • Budget Management (Hard Skills)  
  • Revenue Forecasting (Hard Skills)  
  • Profitability Analysis (Hard Skills)  
  • Trend Evaluation (Hard Skills)  
  • Variance Reporting (Hard Skills)  
  • Decision Support (Hard Skills)  
  • Cost Analysis (Hard Skills)  
  • Financial Monitoring (Hard Skills)