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Become A Finance Planning Analyst

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Working As A Finance Planning Analyst

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $89,320

    Average Salary

What Does A Finance Planning Analyst Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

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How To Become A Finance Planning Analyst

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

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Finance Planning Analyst jobs

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Real Finance Planning Analyst Salaries

Job Title Company Location Start Date Salary
Financial Planning Analyst CIM Group, LP Los Angeles, CA Jun 29, 2015 $137,500
Enterpr Financial Planning & REP Analyst/Finance Proj MGR Agilent Technologies, Inc. Santa Clara, CA Aug 03, 2015 $129,468
Financial Planning & Analysis Analyst JVL Ventures LLC Dallas, TX Sep 03, 2012 $125,000
Financial Planning and Analyst Sway Management LLC Oakland, CA Dec 10, 2014 $108,000
Financial Planning and Analysis (FP&A) Analyst TYCO Electronics Corporation Berwyn, PA Nov 07, 2014 $101,500
Financial Planning & Analysis (FP&A) Analyst TYCO Electronics Corporation Berwyn, PA Nov 07, 2016 $100,750
Financial Planning & Analysis, Eliquis US Bristol-Myers Squibb Company Plainsboro, NJ Jan 04, 2016 $100,256
Financial Planning and Analysis Analyst TYCO Electronics Corporation Berwyn, PA Sep 14, 2012 $100,000
Financial Planning Analyst Reval.Com, Inc. New York, NY May 23, 2011 $100,000
Analyst-Financial Planning and Analysis Netflix, Inc. Los Gatos, CA Jul 25, 2011 $100,000 -
$200,000
Financial Planning and Analysis (FP&A) Analyst TYCO Electronics Corporation, A Te Connectivity Ltd. Company Berwyn, PA Sep 14, 2015 $98,000 -
$111,000
Financial Planning & Operations Senior Analyst Financial Engines, Inc. Sunnyvale, CA Jan 09, 2016 $97,632
Financial Planning & Analyst Leader Gast Manufacturing, Inc., A Unit of IDEX Corp. Benton Harbor, MI May 13, 2013 $96,600
Global Financial Planning & Analyst Tai Ping Carpets Americas, Inc. New York, NY Mar 01, 2013 $74,620
Global Financial Planning & Analyst Tai Ping Carpets America Inc. New York, NY Dec 01, 2013 $74,620
Global Financial Planning & Analyst Tai Ping Carpets America Inc. Calhoun, GA Jul 10, 2014 $74,620
Group Financial Planning Analyst Tai Ping Carpets Americas Inc. New York, NY May 12, 2015 $74,620
Financial Planning Analyst SCA Americas Inc. Philadelphia, PA Sep 18, 2012 $72,735
Financial Planning Analyst Monster Cable Products, Inc. Brisbane, CA Aug 29, 2011 $71,028 -
$120,000
Financial Planning Analyst JTS, LLC NY Sep 30, 2011 $70,500
Analyst, Financial Planning and Analysis Real Alloy Recycling, Inc. Beachwood, OH Sep 03, 2015 $63,773 -
$70,000
Analyst, Financial Planning and Analysis Aecom Technical Services, Inc. New York, NY Sep 27, 2012 $62,566 -
$94,100
Financial Planning Analyst Robert Miani Pleasant Hill, CA Jun 22, 2015 $62,500
Financial Planning Analyst Robert Miani Pleasant Hill, CA Jun 15, 2015 $62,500

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Top Skills for A Finance Planning Analyst

ComprehensiveFinancialPlansVarianceAnalysisBusinessUnitPFinancialAnalysisAnnualBudgetIncomeMonthlyFinancialStatementsFinancialReportsBalanceSheetAuditFinancialDataERPCapitalExpendituresKeyPerformanceIndicatorsAssetsStrategicPlansExecutiveManagementFinancialPerformanceFinancialModels

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Top Finance Planning Analyst Skills

  1. Comprehensive Financial Plans
  2. Variance Analysis
  3. Business Unit
You can check out examples of real life uses of top skills on resumes here:
  • Prepared comprehensive financial plans for Financial Planners to present to clients.
  • Assisted in monthly and quarterly financial reporting to the firm's senior management including financial forecasts and variance analysis.
  • Prepared forecasts for a variety of departments and business units.
  • Developed and implemented a $650 million operating budget for International Operator Services.
  • Managed financial analysis and budgeting of sales operations expense accounts and identified cumulative $.5M in savings.

Top Finance Planning Analyst Employers

Finance Planning Analyst Videos

A Day in the Life of a Financial Advisor - Funny or Truth

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