FINANCIAL PLANNING MANAGER SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Apr 16, 2025 - The Financial Planning Manager applies advanced analysis and industry expertise to support strategic financial decisions. This role requires strong leadership, communication, and a client-focused approach. The manager ensures alignment with business goals through data-driven insights and effective planning.

Essential Hard and Soft Skills for a Financial Planning Manager Resume
  • Financial Planning
  • Pension Knowledge
  • Technical Expertise
  • Regulatory Compliance
  • Data Reporting
  • Financial Strategy
  • Capital Planning
  • Financial Reporting
  • Budget Management
  • Investment Evaluation
  • Client Meetings
  • Problem Solving
  • Stakeholder Relations
  • Negotiation Strategy
  • Strategic Insight
  • Business Partnership
  • Cross-Functional Insight
  • Business Review
  • Process Improvement
  • Financial Leadership

Summary of Financial Planning Manager Knowledge and Qualifications on Resume

1. BA in Business Administration with 7 years of Experience

    • Working experience in a similar senior role within an international FMCG corporation
    • High aptitude for dealing with numeric and financial data as well as statistics
    • Able to comprehend multifaceted fiscal models
    • Excellent Excel modelling skills and model discipline
    • Prior training in using financial planning software (Brixx) 
    • Understanding of key long-term financial planning approaches and principles
    • Knowledge of financial reporting, financial benchmarking, interpretation and analysis of financial statements and metrics
    • Experience with Lenders' key financial metrics and ratings agencies' credit assessment methodologies
    • Experience in social housing or residential property development 
    • Strong communications and public relations skills

    2. BA in Business Administration with 7 years of Experience

    • Experience with corporate FP&A duties as well as the Waste Management industry 
    • Must draw from solid financial planning experience 
    • Strong skills in the Microsoft Office Suite, particularly Excel and PowerPoint 
    • Proven budgeting and financial controls skills
    • Working experience in Project management
    • Advanced Excel skills, comfortable with complex spreadsheets
    • Minimum 5 years proven experience in business, retail, planning, sales, or eCommerce
    • Outstanding written/verbal communication, analytical capabilities and attention to detail
    • Self-starter with a demonstrated ability to drive fresh thinking and perspective
    • Ability to interact effectively with all levels of an organization

    3. BA in Corporate Finance with 6 years of Experience

    • Working experience with corporate FP&A 
    • Microsoft Office experience with strong modeling skills in Microsoft Excel
    • Strong written and oral communication skills
    • Experience executing sophisticated analysis using multiple data sources
    • Experience with manufacturing and distribution in the consumer packaged goods (CPG) sector
    • Experience with Oracle or other ERP systems
    • Demonstrated experience in GAAP, CPA, MBA, or public accounting experience 
    • Strong time management skills and attention to detail
    • Able to take the initiative and follow through on multiple projects and juggle conflicting priorities in a fast-paced environment
    • Ability to articulate complex financial concepts in layman’s terms

    4. BA in Finance with 3 years of Experience

    • Advanced Microsoft Excel skills
    • Excellent written, oral and interpersonal communication skills
    • Must have a client-oriented approach and foster positive working relationships
    • Able to lead a big team, demonstrate a proven strong work ethic
    • In-depth knowledge of the level of insurance accounting and industry knowledge
    • Ability to quickly build credibility, trust and rapport to encourage open and meaningful dialogue
    • Highly analytical approach to work to complete detailed analysis with a structured, robust approach to data manipulation, interpretation and present findings clearly and simply
    • Ability to consider a variety of data and information sources, approaches and possible outcomes for decision making
    • Ability to ensure metrics and decisions are aligned to strategic priorities and supported by fact-based quantitative and qualitative data, information and analytical thinking
    • High level of resilience, demonstrating the ability to effectively manage stakeholders and deadlines through effective planning
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