What is a Finance Planning Analyst

A Finance Planning Analyst's main and base task is to analyze, assess, and understand the current financial position and assets of an individual, company, or organization by whom they were hired. This data is then used to predict what may come and understand how one could and should move forward to gain a better and more secure financial position. They then present this data in a clear and easy-to-understand format to the client and further discuss them. Throughout the process, the Analyst ensures that the information is secure and confidential, as well as consistently and continuously updated.

Due to the very nature of this job, the Analyst must remain vigilant, ever-expanding their understanding and knowledge of the financial and business world, as well as the analysis of both.

A Finance Planning Analyst need not have a Bachelor's degree in finance or a similar field, though some companies will ask for it, and many may prefer it. The key things to have for this job are previous finance, budgeting, analysis, and data comprehension.

There is more than meets the eye when it comes to being a Finance Planning Analyst. For example, did you know that they make an average of $38.2 an hour? That's $79,464 a year!

Between 2018 and 2028, the career is expected to grow 6% and produce 20,300 job opportunities across the U.S.

What Does a Finance Planning Analyst Do

There are certain skills that many Finance Planning Analysts have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed Computer skills, Analytical skills and Communication skills.

Learn more about what a Finance Planning Analyst does

How To Become a Finance Planning Analyst

If you're interested in becoming a Finance Planning Analyst, one of the first things to consider is how much education you need. We've determined that 75.1% of Finance Planning Analysts have a bachelor's degree. In terms of higher education levels, we found that 20.4% of Finance Planning Analysts have master's degrees. Even though most Finance Planning Analysts have a college degree, it's impossible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a Finance Planning Analyst. When we researched the most common majors for a Finance Planning Analyst, we found that they most commonly earn Bachelor's Degree degrees or Master's Degree degrees. Other degrees that we often see on Finance Planning Analyst resumes include Associate Degree degrees or Doctoral Degree degrees.

You may find that experience in other jobs will help you become a Finance Planning Analyst. In fact, many Finance Planning Analyst jobs require experience in a role such as Finance Analyst. Meanwhile, many Finance Planning Analysts also have previous career experience in roles such as Senior Finance Analyst or Accountant.

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  4. IBM Jobs (24)
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Average Salary
$79,464
Average Salary
Job Growth Rate
6%
Job Growth Rate
Job Openings
108,856
Job Openings
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Average Salary for a Finance Planning Analyst

Finance Planning Analysts in America make an average salary of $79,464 per year or $38 per hour. The top 10 percent makes over $106,000 per year, while the bottom 10 percent under $59,000 per year.
Average Salary
$79,464
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How much should you be earning as an Finance Planning Analyst? Use Zippia's Salary Calculator to get an estimation of how much you should be earning.
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Choose From 10+ Customizable Finance Planning Analyst Resume templates

Zippia allows you to choose from different easy-to-use Finance Planning Analyst templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Finance Planning Analyst resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Finance Planning Analyst Demographics

Finance Planning Analyst Gender Statistics

male

61.7 %

female

38.3 %

Finance Planning Analyst Ethnicity Statistics

White

63.9 %

Asian

12.3 %

Hispanic or Latino

11.2 %

Finance Planning Analyst Foreign Languages Spoken Statistics

Spanish

36.4 %

French

10.6 %

Mandarin

10.6 %
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Finance Planning Analyst Education

Finance Planning Analyst Majors

29.0 %
27.9 %

Finance Planning Analyst Degrees

Bachelors

75.1 %

Masters

20.4 %

Associate

3.1 %

Top Colleges for Finance Planning Analysts

1. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

2. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

3. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

4. San Diego State University

San Diego, CA • Private

In-State Tuition
$7,488
Enrollment
30,018

5. Boston University

Boston, MA • Private

In-State Tuition
$53,948
Enrollment
17,238

6. SUNY Stony Brook

Stony Brook, NY • Private

In-State Tuition
$9,625
Enrollment
17,407

7. New York University

New York, NY • Private

In-State Tuition
$51,828
Enrollment
26,339

8. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-State Tuition
$14,760
Enrollment
31,451

9. University of Illinois at Urbana-Champaign

Champaign, IL • Private

In-State Tuition
$15,094
Enrollment
32,974

10. University of Notre Dame

Notre Dame, IN • Private

In-State Tuition
$53,391
Enrollment
8,568
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Top Skills For a Finance Planning Analyst

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 22.3% of Finance Planning Analysts listed Financial Statements on their resume, but soft skills such as Computer skills and Analytical skills are important as well.

Best States For a Finance Planning Analyst

Some places are better than others when it comes to starting a career as a Finance Planning Analyst. The best states for people in this position are Washington, New Jersey, Pennsylvania, and California. Finance Planning Analysts make the most in Washington with an average salary of $91,970. Whereas in New Jersey and Pennsylvania, they would average $90,738 and $89,490, respectively. While Finance Planning Analysts would only make an average of $88,885 in California, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. Washington

Total Finance Planning Analyst Jobs:
1,358
Highest 10% Earn:
$123,000
Location Quotient:
1.09
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. New York

Total Finance Planning Analyst Jobs:
3,442
Highest 10% Earn:
$120,000
Location Quotient:
1.58
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. New Jersey

Total Finance Planning Analyst Jobs:
1,364
Highest 10% Earn:
$123,000
Location Quotient:
1.01
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
Full List Of Best States For Finance Planning Analysts

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Top Finance Planning Analyst Employers

We've made finding a great employer to work for easy by doing the hard work for you. We looked into employers that employ Finance Planning Analysts and discovered their number of Finance Planning Analyst opportunities and average salary. Through our research, we concluded that Boeing was the best, especially with an average salary of $76,967. Citigroup follows up with an average salary of $115,692, and then comes IBM with an average of $89,300. In addition, we know most people would rather work from home. So instead of having to change careers, we identified the best employers for remote work as a Finance Planning Analyst. The employers include Presbyterian Healthcare Services, Premier, and TransUnion

Most Common Employers For Finance Planning Analyst

RankCompanyZippia ScoreAverage Finance Planning Analyst SalaryAverage Salary
1$115,692
2$91,089
3$90,261
4$89,300
5$87,534
6$85,540

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