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Finance planning analyst vs finance analyst

The differences between finance planning analysts and finance analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance planning analyst and a finance analyst. Additionally, a finance planning analyst has an average salary of $77,027, which is higher than the $69,887 average annual salary of a finance analyst.

The top three skills for a finance planning analyst include financial analysis, powerpoint and financial planning analysis. The most important skills for a finance analyst are financial analysis, financial models, and financial data.

Finance planning analyst vs finance analyst overview

Finance Planning AnalystFinance Analyst
Yearly salary$77,027$69,887
Hourly rate$37.03$33.60
Growth rate9%9%
Number of jobs103,172138,600
Job satisfaction--
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Average age4040
Years of experience44

What does a finance planning analyst do?

Financial planning analysts are professionals in charge of the company's budgeting, forecasting, and analysis. The role of the analysts is crucial to the major decisions of corporations. They employ quantitative techniques and formulas to make things happen the easy way. They offer financial consulting and strategic support to the enterprise's senior management. Also, it is their job to monitor relevant laws, economic trends, and other factors affecting the financial state of the company.

What does a finance analyst do?

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

Finance planning analyst vs finance analyst salary

Finance planning analysts and finance analysts have different pay scales, as shown below.

Finance Planning AnalystFinance Analyst
Average salary$77,027$69,887
Salary rangeBetween $56,000 And $105,000Between $46,000 And $104,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateNew JerseyConnecticut
Best paying companyGoogleThe Citadel
Best paying industryFinanceFinance

Differences between finance planning analyst and finance analyst education

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

Finance Planning AnalystFinance Analyst
Most common degreeBachelor's Degree, 75%Bachelor's Degree, 76%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance planning analyst vs finance analyst demographics

Here are the differences between finance planning analysts' and finance analysts' demographics:

Finance Planning AnalystFinance Analyst
Average age4040
Gender ratioMale, 61.7% Female, 38.3%Male, 56.2% Female, 43.8%
Race ratioBlack or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between finance planning analyst and finance analyst duties and responsibilities

Finance planning analyst example responsibilities.

  • Lead an initiative to improve high and low level user communication regarding company forecasting and reporting software, IBM Cognos TM1.
  • Manage complex securities and investment portfolio reporting.
  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Facilitate month-end close process by delegating the preparation of journal entries and reconciliations.
  • Used SQL and QMF query languages to audit data.
  • Work with the accounting department to ensure proper GAAP compliance and reporting methods.
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Finance analyst example responsibilities.

  • Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
  • Manage the UAT team involve in the testing of an enterprise accounting and project management software.
  • Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
  • Manage contract database and SalesForce for historical research and financial reporting purposes.
  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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Finance planning analyst vs finance analyst skills

Common finance planning analyst skills
  • Financial Analysis, 9%
  • PowerPoint, 8%
  • Financial Planning Analysis, 7%
  • Financial Performance, 6%
  • Financial Models, 6%
  • Hyperion, 5%
Common finance analyst skills
  • Financial Analysis, 9%
  • Financial Models, 5%
  • Financial Data, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Hyperion, 3%

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