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Budget analyst vs finance planner

The differences between budget analysts and finance planners can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a budget analyst and a finance planner. Additionally, a finance planner has an average salary of $71,607, which is higher than the $56,598 average annual salary of a budget analyst.

The top three skills for a budget analyst include financial management, budget analysis and financial reports. The most important skills for a finance planner are financial aid, financial services, and client facing.

Budget analyst vs finance planner overview

Budget AnalystFinance Planner
Yearly salary$56,598$71,607
Hourly rate$27.21$34.43
Growth rate3%15%
Number of jobs50,08191,557
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 73%
Average age4745
Years of experience44

What does a budget analyst do?

A budget analyst supports organizations and businesses by organizing their financial resources to develop and execute budgets for them. A budget analyst is also responsible for evaluating budget proposals, analyzing data, extra funds redistribution, recommending spending cuts, preparing reports annually, and estimating spending requirements in the future. A budget analyst explores alternative funding methods and uses cost-benefit analyses. In addition, budget analysts also look at past budgets and research any financial developments that could affect income and expenditures.

What does a finance planner do?

A financial planner is responsible for handling client accounts and providing financial advice to determine the best investment options according to the clients' interests and risk appetite. Financial planners record the clients' living expenses as a part of their portfolio, identifying their long-term goals and objectives, and giving tax advice. They also educate clients with investment options and opportunities to improve the clients' account performance and sell financial products. A financial planner must have excellent analytical and communication skills to conduct data and statistical analysis, especially in researching financial instruments in the market.

Budget analyst vs finance planner salary

Budget analysts and finance planners have different pay scales, as shown below.

Budget AnalystFinance Planner
Average salary$56,598$71,607
Salary rangeBetween $42,000 And $76,000Between $42,000 And $120,000
Highest paying CityWashington, DCSpringfield, MA
Highest paying stateVirginiaMassachusetts
Best paying companyShenzhen Capital GroupNorthern Trust
Best paying industryGovernmentInsurance

Differences between budget analyst and finance planner education

There are a few differences between a budget analyst and a finance planner in terms of educational background:

Budget AnalystFinance Planner
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 73%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Budget analyst vs finance planner demographics

Here are the differences between budget analysts' and finance planners' demographics:

Budget AnalystFinance Planner
Average age4745
Gender ratioMale, 45.7% Female, 54.3%Male, 62.0% Female, 38.0%
Race ratioBlack or African American, 12.4% Unknown, 4.7% Hispanic or Latino, 15.3% Asian, 8.9% White, 57.7% American Indian and Alaska Native, 1.0%Black or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.4% White, 71.8% American Indian and Alaska Native, 0.1%
LGBT Percentage13%5%

Differences between budget analyst and finance planner duties and responsibilities

Budget analyst example responsibilities.

  • Write and document SAS, SPSS and SQL programs to automate standard processes.
  • Manage accounting data of expenditures in ledgers; ensure all transactions are re-serve for obligation.
  • Manage virtual war room database and prepare advanced PowerPoint presentations for high-level briefings.
  • Manage credit card revenue reporting and reconciliations for multiple credit card merchant accounts which include recommending and implementing process improvements.
  • Provide corporate financial support services for multiple contracts and various contract types (FFP, CPFF, CPAF, etc . )
  • Prepare and present EAC projections, customer financial reports, and documents for program reviews.
  • Show more

Finance planner example responsibilities.

  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Represent a large brokerage firm for products and services through direct sales.
  • Educate clients in tax implications for products that include mutual funds, securities, and retirement plans.
  • Redesign the existing report from a value-base manual effort to a Hyperion driven report, vastly improving both efficiency and accuracy.
  • Gain additional responsibility as a season FSR.
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Budget analyst vs finance planner skills

Common budget analyst skills
  • Financial Management, 8%
  • Budget Analysis, 6%
  • Financial Reports, 5%
  • Financial Data, 4%
  • PowerPoint, 4%
  • Budget Estimates, 3%
Common finance planner skills
  • Financial Aid, 21%
  • Financial Services, 9%
  • Client Facing, 8%
  • Retirement Planning, 7%
  • Estate Planning, 6%
  • Life Insurance, 6%

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