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The senior financial planning analyst is accountable for financial and operational projects of individuals, corporations, and the like. He/She helps clients make informed financial decisions. He/She performs quantitative analyses and makes recommendations using his/her results. Asides from that, he/she defines the client's financial situation by appraising assets and financial holdings. Furthermore, he/she prepares financial records using calculations, data, other information provided by the client. Additionally, he/she suggests and creates financial action plans for companies and individuals. Also, he/she analyzes debt restructuring and refinancing options.

To become a senior financial planning analyst, you need at least a bachelor's degree in finance, accounting, or a related discipline. You must have prior experience in a similar role. Core skills include financial planning, strategic planning, risk management, computer, and analytical skills. You must be familiar with database maintenance and design. Senior financial planning analysts are paid about $89,520 a year. Their salary varies between $65,000 and $124,000.

There is more than meets the eye when it comes to being a senior finance planning analyst. For example, did you know that they make an average of $40.89 an hour? That's $85,044 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 Senior Finance Planning Analyst Do

There are certain skills that many senior 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, math skills and analytical skills.

Learn more about what a Senior Finance Planning Analyst does

How To Become a Senior Finance Planning Analyst

If you're interested in becoming a senior finance planning analyst, one of the first things to consider is how much education you need. We've determined that 73.0% of senior finance planning analysts have a bachelor's degree. In terms of higher education levels, we found that 24.6% of senior finance planning analysts have master's degrees. Even though most senior 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 senior finance planning analyst. When we researched the most common majors for a senior 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 senior 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 senior finance planning analyst. In fact, many senior finance planning analyst jobs require experience in a role such as senior finance analyst. Meanwhile, many senior finance planning analysts also have previous career experience in roles such as finance analyst or finance planning analyst.

Senior Finance Planning Analyst Career Paths

Average Salary for a Senior Finance Planning Analyst

Senior Finance Planning Analysts in America make an average salary of $85,044 per year or $41 per hour. The top 10 percent makes over $112,000 per year, while the bottom 10 percent under $64,000 per year.
Average Senior Finance Planning Analyst Salary
$85,044 Yearly
$40.89 hourly
$64,000
10 %
$85,000
Median
$112,000
90 %

What Am I Worth?

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Senior Finance Planning Analyst Education

Senior Finance Planning Analyst Majors

27.2 %
24.6 %

Senior Finance Planning Analyst Degrees

Bachelors

73.0 %

Masters

24.6 %

Associate

1.6 %

Top Colleges for Senior 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

Top Skills For a Senior 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, 24.5% of senior finance planning analysts listed financial statements on their resume, but soft skills such as computer skills and math skills are important as well.

Choose From 10+ Customizable Senior Finance Planning Analyst Resume templates

Zippia allows you to choose from different easy-to-use Senior Finance Planning Analyst templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Senior 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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Senior Finance Planning Analyst Resume
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Senior Finance Planning Analyst Resume
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Senior Finance Planning Analyst Resume
Senior Finance Planning Analyst Resume
Senior Finance Planning Analyst Resume
Senior Finance Planning Analyst Resume
Senior Finance Planning Analyst Resume

Senior Finance Planning Analyst Demographics

Senior Finance Planning Analyst Gender Distribution

Male
Male
67%
Female
Female
34%

After extensive research and analysis, Zippia's data science team found that:

  • Among senior finance planning analysts, 33.5% of them are women, while 66.5% are men.

  • The most common race/ethnicity among senior finance planning analysts is White, which makes up 62.8% of all senior finance planning analysts.

  • The most common foreign language among senior finance planning analysts is Spanish at 31.4%.

Online Courses For Senior Finance Planning Analyst That You May Like

Advertising Disclosure  The courses listed below are affiliate links. This means if you click on the link and purchase the course, we may receive a commission.
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Increase your value as a Business Analyst by learning how to plan projects successfully without a Project Manager...

Financial Planning & Analysis: Building a Company's Budget
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Learn the Fundamentals of Financial Planning and Position Your Career for Success!...

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Learn to read financial statements and make meaningful interpretations for business decisions in the age of big data...

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Best States For a Senior Finance Planning Analyst

Some places are better than others when it comes to starting a career as a senior finance planning analyst. The best states for people in this position are Oregon, Washington, California, and Connecticut. Senior finance planning analysts make the most in Oregon with an average salary of $112,023. Whereas in Washington and California, they would average $103,658 and $94,498, respectively. While senior finance planning analysts would only make an average of $92,966 in Connecticut, 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. Connecticut

Total Senior Finance Planning Analyst Jobs:
638
Highest 10% Earn:
$125,000
Location Quotient:
1.33 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. Washington

Total Senior Finance Planning Analyst Jobs:
1,273
Highest 10% Earn:
$135,000
Location Quotient:
1.2 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. Oregon

Total Senior Finance Planning Analyst Jobs:
527
Highest 10% Earn:
$146,000
Location Quotient:
0.88 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 Senior Finance Planning Analysts

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Top Senior Finance Planning Analyst Employers

Most Common Employers For Senior Finance Planning Analyst

Rank  Company  Average Salary  Hourly Rate  Job Openings  
1NCR$99,962$48.069
2Quest Diagnostics$94,530$45.458
3IBM$88,902$42.747
4Honeywell$87,959$42.2913
5Lockheed Martin$87,922$42.278
6Target$87,573$42.108
7Intel$86,897$41.7813
8The Walt Disney Company$83,503$40.1514
9Mead Johnson & Company LLC$83,463$40.136
10Exelon$83,087$39.9512