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Become A Senior Finance Planning Analyst

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Working As A Senior 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

  • $81,000

    Average Salary

What Does A Senior 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 Senior 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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Senior Finance Planning Analyst Career Paths

Senior Finance Planning Analyst
Manager Finance Planning And Analysis Controller
Regional Controller
10 Yearsyrs
Finance Manager Controller
Director Of Accounting & Finance
11 Yearsyrs
Finance Manager Manager Finance Planning And Analysis Controller
Group Controller
11 Yearsyrs
Finance Manager General Manager Business Manager
Senior Business Manager
10 Yearsyrs
Manager Finance Planning And Analysis
Division Controller
9 Yearsyrs
Finance Director Operations Director Business Development Director
Corporate Development Director
9 Yearsyrs
Manager Office Manager Accounting Manager
Plant Controller
10 Yearsyrs
Manager Office Manager Business Manager
Business Manager-Finance Manager
8 Yearsyrs
Manager Business Manager Business Operations Manager
Senior Manager Of Business Operations
10 Yearsyrs
Finance Planning Manager Senior Manager Corporate Controller
Corporate Accounting Manager
8 Yearsyrs
Accounting Manager
Finance Planning Manager
8 Yearsyrs
Accounting Manager Plant Controller
Unit Controller
9 Yearsyrs
Planning Manager
Manager-Strategic Planning
7 Yearsyrs
Manager, Finance Analysis Accounting Supervisor
Cost Accounting Manager
7 Yearsyrs
Manager, Finance Analysis Accounting Supervisor Cost Accounting Manager
Budget Manager
6 Yearsyrs
Accounting Supervisor Finance Controller Finance Project Manager
Manager-Finance Systems
8 Yearsyrs
Manager, Finance Analysis
8 Yearsyrs
Finance Planning Manager Corporate Controller
Regional Finance Manager
9 Yearsyrs
Planning Manager Manager-Strategic Planning
Manager, Corporate Development
7 Yearsyrs
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Do you work as a Senior Finance Planning Analyst?

Help others decide if this is a good career for them

Average Length of Employment
Finance Analyst 2.8 years
Top Careers Before Senior Finance Planning Analyst
Accountant 5.3%
Internship 2.4%
Analyst 2.3%
Consultant 2.0%
Manager 2.0%
Top Careers After Senior Finance Planning Analyst
Manager 3.7%
Controller 3.6%
Consultant 3.0%
Director 3.0%

Do you work as a Senior Finance Planning Analyst?

Senior Finance Planning Analyst Demographics

Gender

Male

57.9%

Female

30.2%

Unknown

11.9%
Ethnicity

White

54.5%

Asian

15.4%

Hispanic or Latino

15.2%

Black or African American

11.0%

Unknown

3.8%
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Foreign Languages Spoken

Spanish

31.4%

German

9.5%

Mandarin

8.6%

French

8.6%

Chinese

8.6%

Portuguese

6.7%

Korean

5.7%

Cantonese

3.8%

Russian

2.9%

Tagalog

2.9%

Italian

1.9%

Japanese

1.9%

Romanian

1.0%

Bulgarian

1.0%

Ukrainian

1.0%

Norwegian

1.0%

Hokkien

1.0%

Uzbek

1.0%

Albanian

1.0%

Hebrew

1.0%
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Senior Finance Planning Analyst Education

Schools

New York University

12.0%

University of Southern California

8.0%

Pennsylvania State University

6.4%

University of Phoenix

6.4%

Northeastern University

5.6%

University of Chicago

5.6%

Purdue University

4.8%

George Washington University

4.4%

University of Pennsylvania

4.4%

Southern Methodist University

4.4%

University of Virginia

4.4%

University of California - Berkeley

4.0%

Michigan State University

4.0%

Ohio State University

4.0%

University of Connecticut

4.0%

Syracuse University

3.6%

Villanova University

3.6%

Bentley University

3.6%

University of Washington

3.6%

Indiana University Bloomington

3.6%
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Majors

Finance

32.7%

Business

31.3%

Accounting

19.6%

Management

4.5%

Economics

2.9%

Marketing

1.3%

Management Science

0.9%

International Business

0.8%

Mathematics

0.8%

Management Information Systems

0.6%

Operations Management

0.6%

Business Economics

0.5%

Health Care Administration

0.5%

Project Management

0.5%

Information Technology

0.5%

Computer Information Systems

0.4%

Small Business Management

0.4%

Political Science

0.4%

Supply Chain Management

0.4%

Communication

0.4%
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Degrees

Masters

59.3%

Bachelors

34.2%

Other

3.3%

Certificate

1.8%

Doctorate

0.7%

Associate

0.4%

Diploma

0.3%

License

0.1%
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Job type you want
Full Time
Part Time
Internship
Temporary
Average Yearly Salary
$81,000
View Detailed Salary Report
$50,000
Min 10%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$129,000
Max 90%
Best Paying Company
Netflix
Highest Paying City
Novato, CA
Highest Paying State
Idaho
Avg Experience Level
2.8 years
How much does a Senior Finance Planning Analyst make at top companies?
The national average salary for a Senior Finance Planning Analyst in the United States is $81,173 per year or $39 per hour. Those in the bottom 10 percent make under $50,000 a year, and the top 10 percent make over $129,000.

Real Senior Finance Planning Analyst Salaries

Job Title Company Location Start Date Salary
Senior Analyst, Latin America Financial Planning & The Royal Bank of Scotland N.V. Stamford, CT Mar 27, 2011 $135,000
SR. Financial Analyst, Financial Planning & Analysis Coupa Software Incorporated San Mateo, CA Sep 24, 2015 $130,250 -
$140,000
Senior Financial Planning & Analysis Analyst GE Capital Corporation Stamford, CT Jul 31, 2009 $130,000 -
$150,000
SR. Financial Analyst, Global Corporate Planning Equinix, Inc. Redwood City, CA Aug 15, 2014 $127,308
Senior Financial Analyst, Financial Planning and Analysis Dollar Shave Club, Inc. Marina del Rey, CA Jun 20, 2016 $120,000
Senior Financial Planning & Analysis Business Analyst American International Group, Inc. New York, NY Dec 22, 2014 $120,000
Senior Financial Analyst, Content Planning Netflix, Inc. Beverly Hills, CA Sep 23, 2016 $115,752
Senior Financial Analyst, Content Planning & Analysis Netflix, Inc. Beverly Hills, CA Jul 18, 2016 $108,638
Senior Financial Planning Analyst Wyman-Gordon Company Houston, TX Nov 06, 2014 $108,014
SR. Financial Analyst, Financial Planning & Analysis Aecom Los Angeles, CA May 16, 2016 $105,830
SR. Analyst, Financial Planning & Analysis Continental Airlines, Inc. Chicago, IL Sep 15, 2011 $105,000
Senior Analyst, Financial Planning & Analysis Australia & New Zealand Banking Group Ltd. New York, NY May 01, 2015 $100,800
Senior Financial Planning & Strategic Analyst Puget Sound Energy, Inc. Bellevue, WA Aug 07, 2016 $100,000
Senior Financial Analyst, Financial Planning and A Delivery Agent, Inc. San Francisco, CA Mar 28, 2011 $94,000
Senior Financial Analyst-Financial Planning, TOO Colgate-Palmolive Company New York, NY Jan 08, 2013 $93,000
SR. Analyst Financial Planning and Analysis Avon Products, Inc. Rye, NY Dec 26, 2016 $92,000
Senior Analyst of Financial Planning & Strategic Analysis ISE Labs, Inc. Fremont, CA Dec 02, 2014 $90,000
Senior Financial Planning Analyst Micron Technology, Inc. Boise, ID Aug 12, 2015 $88,587
Senior Financial Analyst, U.S. Financial Planning Mead Johnson & Company, LLC Glenview, IL Jul 18, 2011 $86,507 -
$106,000
Senior Analyst, Financial Planning and Analytics National Grid USA Service Company, Inc. Waltham, MA Aug 01, 2016 $79,622
Senior Financial Planning Analyst Micron Technology, Inc. Boise, ID Jan 09, 2016 $79,000
Senior Financial Planning Analyst Micron Technology, Inc. Boise, ID Apr 03, 2016 $77,210
Senior Analyst, Financial Planning The Men's Wearhouse, Inc. Houston, TX Apr 07, 2014 $75,000
Senior Analyst, Financial Planning & Analysis Direct Energy, LP Pittsburgh, PA Feb 01, 2011 $75,000
Senior Analyst, Financial Planning & Analysis Direct Energy, LP Pittsburgh, PA Aug 01, 2011 $75,000
Senior Financial Analyst-Corporate Financial Planning and Analysis Boston Scientific Marlborough, MA Feb 24, 2015 $74,000 -
$106,800

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Top Skills for A Senior Finance Planning Analyst

  1. Financial Statements
  2. Variance Analysis
  3. Business Units
You can check out examples of real life uses of top skills on resumes here:
  • Recommended tactical business changes based on a thorough investigation of financial statements and DCF models which were approved by executive management.
  • Prepared annual budgets, monthly forecasts and variance analysis which enabled expense management and provided input for operational decisions.
  • Analyzed credit management processes to identify excessive or inconsistent risk-taking across global business units.
  • Utilized experience in business intelligence and data analysis to support operations planning and business development initiatives.
  • Provided ad-hoc analysis for owners regarding dividend policy, tax strategy, and credit ratings impacts of sensitive capital budgeting decisions.

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Top 10 Best States for Senior Finance Planning Analysts

  1. New York
  2. Connecticut
  3. California
  4. New Jersey
  5. Minnesota
  6. Massachusetts
  7. Colorado
  8. Virginia
  9. Texas
  10. District of Columbia
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  • (666 jobs)
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  • (478 jobs)
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  • (1,621 jobs)
  • (353 jobs)

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