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Senior finance planning analyst vs equity analyst

The differences between senior finance planning analysts and equity 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 senior finance planning analyst and an equity analyst. Additionally, an equity analyst has an average salary of $103,715, which is higher than the $87,863 average annual salary of a senior finance planning analyst.

The top three skills for a senior finance planning analyst include hyperion, financial analysis and financial planning analysis. The most important skills for an equity analyst are financial models, equities, and discounted cash flow.

Senior finance planning analyst vs equity analyst overview

Senior Finance Planning AnalystEquity Analyst
Yearly salary$87,863$103,715
Hourly rate$42.24$49.86
Growth rate9%9%
Number of jobs90,33051,437
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 74%
Average age4040
Years of experience44

What does a senior finance planning analyst do?

A senior financial planning analyst is responsible for monitoring the financial situation and stability of the company by conducting data and statistical analysis from account statement reports and market trends. Senior financial planning analysts review cost and expense forecasting, budgeting for resource allocation, and resolve financial discrepancies that may affect business functions and operations. They also identify business opportunities to generate more revenues and increase the company's profitability, design an efficient financial database, and prepare organized financial and billing reports.

What does an equity analyst do?

An equity analyst's role is to help clients navigate through stocks and bonds using their expertise. In a company setting, their responsibilities revolve around performing extensive research and analysis on areas such as the stock market, coordinating with different departments to gather necessary data, identifying new opportunities, preparing and analyzing the company's financial records, and creating forecast models. Furthermore, as an equity analyst, it is essential to make recommendations in adherence to the company's policies and regulations, including its vision and mission.

Senior finance planning analyst vs equity analyst salary

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

Senior Finance Planning AnalystEquity Analyst
Average salary$87,863$103,715
Salary rangeBetween $64,000 And $120,000Between $68,000 And $157,000
Highest paying CitySan Francisco, CASanta Rosa, CA
Highest paying stateOregonCalifornia
Best paying companyCredit KarmaThe Citadel
Best paying industryManufacturingFinance

Differences between senior finance planning analyst and equity analyst education

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

Senior Finance Planning AnalystEquity Analyst
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 74%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior finance planning analyst vs equity analyst demographics

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

Senior Finance Planning AnalystEquity Analyst
Average age4040
Gender ratioMale, 66.5% Female, 33.5%Male, 77.0% Female, 23.0%
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 senior finance planning analyst and equity analyst duties and responsibilities

Senior finance planning analyst example responsibilities.

  • Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
  • Reconcile main Essbase data repository to correct annual operating profit discrepancies of $750k.
  • Improve business analysis, developing Essbase models adopt for all program approval evaluations.
  • Perform extensive modeling for service internalization, make-vs-buy decisions, ROI and scenario analyses.
  • Facilitate periodic forecast and annual plan submission process into Hyperion by partnering with MetLife s business units.
  • Collaborate with executives and financial managers from numerous cross-functional disciplines on high-level financial projections, reporting and Hyperion administration.
  • Show more

Equity analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
  • Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
  • Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
  • Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
  • Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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Senior finance planning analyst vs equity analyst skills

Common senior finance planning analyst skills
  • Hyperion, 11%
  • Financial Analysis, 11%
  • Financial Planning Analysis, 8%
  • Financial Models, 6%
  • Ad-Hoc Analysis, 5%
  • Financial Data, 4%
Common equity analyst skills
  • Financial Models, 7%
  • Equities, 6%
  • Discounted Cash Flow, 6%
  • Securities, 5%
  • Portfolio Companies, 4%
  • Real Estate, 4%

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