How is Financial Planning Analysis used?
Zippia reviewed thousands of resumes to understand how financial planning analysis is used in different jobs. Explore the list of common job responsibilities related to financial planning analysis below:
- Provided competitive/strategic financial planning analysis vs. industry competitors from a cost perspective in revenue forecasting.
- Worked closely with teams to perform financial planning analysis and reporting activities.
- Provided financial planning analysis for company's new client acquisition.
- Provide leadership to the Financial Planning Analysis/Management Reporting department for business activities.
- Provided financial planning analysis for company's new client acquisition.
- Provided competitive/strategic financial planning analysis vs. industry competitors from a cost perspective in revenue forecasting.
Are Financial Planning Analysis skills in demand?
Yes, financial planning analysis skills are in demand today. Currently, 2,481 job openings list financial planning analysis skills as a requirement. The job descriptions that most frequently include financial planning analysis skills are senior finance planning analyst, finance planning manager, and finance planning analyst.
How hard is it to learn Financial Planning Analysis?
Based on the average complexity level of the jobs that use financial planning analysis the most: senior finance planning analyst, finance planning manager, and finance planning analyst. The complexity level of these jobs is challenging.
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What jobs can you get with Financial Planning Analysis skills?
You can get a job as a senior finance planning analyst, finance planning manager, and finance planning analyst with financial planning analysis skills. After analyzing resumes and job postings, we identified these as the most common job titles for candidates with financial planning analysis skills.
Senior Finance Planning Analyst
Job description:
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.
- Hyperion
- Financial Analysis
- Financial Planning Analysis
- Financial Models
- Ad-Hoc Analysis
- Financial Data
Finance Planning Manager
Job description:
A finance planning manager oversees the budget and finance development processes within a company. Their responsibilities revolve around analyzing financial records, participating in auditing processes, producing reports and forecasts, and coordinating with different company personnel to obtain accurate data. A finance planning manager must also utilize fiscal tools, devise new business strategies and opportunities, and keep abreast of all the company's upcoming projects. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.
- Financial Analysis
- Financial Planning Analysis
- Financial Models
- Financial Performance
- Hyperion
- Financial Data
Finance Planning Analyst
Job description:
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.
- Financial Analysis
- PowerPoint
- Financial Planning Analysis
- Financial Performance
- Financial Models
- Hyperion
Manager Finance Planning And Analysis
Job description:
A manager finance planning and analysis oversees the daily operations of a company's financial planning department. They typically have administrative duties such as setting goals and guidelines, establishing timelines and budgets, delegating tasks among teams and staff, and reviewing financial reports regularly. They also perform research and assessments, gather and analyze financial data from different departments, coordinate staff, and solve issues and concerns when any arise. Additionally, as a manager, they must lead and empower staff to reach goals while implementing company policies and regulations.
- Financial Performance
- Financial Planning Analysis
- Financial Analysis
- Customer Service
- Financial Models
- Hyperion
Lead Finance Analyst
Job description:
A lead finance analyst is responsible for monitoring the company's financial conditions, analyzing account statements, and resolving payment discrepancies. Lead finance analysts create expense reports and budget forecasting, as well as identifying business opportunities that would minimize loss and generate revenues for the business. They also oversee financial and business transactions, perform bank reconciliations, and manage outstanding payments. A lead finance analyst must have excellent analytical and communication skills, especially in discussing financial results to the management and recommending strategic techniques for cost-reduction activities.
- Financial Analysis
- Hyperion
- Financial Planning Analysis
- Ad-Hoc Analysis
- Balance Sheet
- Financial Data
How much can you earn with Financial Planning Analysis skills?
You can earn up to $87,863 a year with financial planning analysis skills if you become a senior finance planning analyst, the highest-paying job that requires financial planning analysis skills. Finance planning managers can earn the second-highest salary among jobs that use Python, $109,162 a year.
| Job title | Average salary | Hourly rate |
|---|---|---|
| Senior Finance Planning Analyst | $87,863 | $42 |
| Finance Planning Manager | $109,162 | $52 |
| Finance Planning Analyst | $77,027 | $37 |
| Manager Finance Planning And Analysis | $106,888 | $51 |
| Lead Finance Analyst | $85,672 | $41 |
Companies using Financial Planning Analysis in 2026
The top companies that look for employees with financial planning analysis skills are Deloitte, Robert Half, and Lumina Foundation. In the millions of job postings we reviewed, these companies mention financial planning analysis skills most frequently.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | Deloitte | 43% | 23,829 |
| 2 | Robert Half | 8% | 8,905 |
| 3 | Lumina Foundation | 6% | 1,057 |
| 4 | Navient | 6% | 88 |
| 5 | Thermo Fisher Scientific | 5% | 1,835 |
Departments using Financial Planning Analysis
| Department | Average salary |
|---|---|
| Finance | $75,845 |
2 courses for Financial Planning Analysis skills
1. FP & A - Financial Planning & Analysis Foundations
Do you want to be a successful FP & A professional?Here is an interesting fact, FP & A is not about fancy dashboards, tools or excel modelling. Tools are only an aid and not a substitute to strong conceptual foundations. The main aim of FP & A function is to enable senior management to take right decisions by providing the right set of reports. It is important to learn performance conversations like revenue, gross margins, product profitability, client profitability, recharges & allocations, management commentaries and so on…Based on my experience of being a CFO & Finance Business Partner to 5 CEOs and over a dozen business heads, I bring to you my course FP & A Foundations. After this course, you will be able to, Understand what is FP & AUnderstand why FP & A sits closer to the CFOUnderstand 4 key pillars of FP & A which are Budgeting, Forecasting, Variance Analysis, Profitability Analysis. Be confident about FP & A function, irrespective of the industry that you work in. Learn the successful traits of FP & A professional. Why this course?Historically, certifications like CA, CMA, CPA and others have always been compliance focused. Other certifications out there are 'Ratios & Analyst' focused. This course enables you to pick up practical concepts about FP & A in least amount of time invested. Content is sector agnostic...
2. Financial Planning & Analysis: Building a Company's Budget
Looking to boost your income as a financial analyst? Looking to acquire valuable skills that will set you aside from the competition? You've come to the right place! Financial Planning & Analysis: Building a Company's Budget from Scratch guides you through the core principles of financial planning and helps you understand how a company prepares a budget. The video lessons touch on several technical topics such as revenue forecasting, cost planning, working capital development, fixed assets roll-forward, and cash flow calculation. Besides that, we will discuss why firms need budgets, which are the financial statements that a company uses to create its budget, what types of budgets are there, which are the main techniques used in financial planning, who is involved in the preparation of a budget, and who is interested in the final numbers that are signed-off in the budget. Specializing in these topics will turn you into a valuable, indispensable member of any company's Finance team. Experienced Instructor Antoniya is a Finance Manager with more than 10 years of experience in FP & A teams. She is the right teacher for you because she understands how to explain a complicated topic in an easy to comprehend way. She is passionate about teaching and happy to answer your questions. Well structured This course shows it all, with no steps skipped. The lessons are easy, time-efficient, and well structured. We have used a number of teaching methods! Video lectures, Theory, Real business Examples, Animations, Quiz Questions, Case Studies, a Course Challenge. you name it! Why should you learn about FP & A and Budgeting? One of the most important activities in Corporate FinanceA key topic in interviews, especially when hiring people with a few years of experienceBudgeting is great for networking - you communicate with some of the most important individuals within a companySalary. FP & A specialists enjoy a very well-paid careerPromotions. Financial Planning Analysts acquire valuable technical skills and are well-known throughout the organization, which makes them the leading candidates for senior rolesGrowth. Forecasting what will occur in the future is always interesting and full of surprisesInteractive experience Here comes the fun part! We have a challenge for you! After each major block you have covered, you will be asked to solve a challenge. You will: Predict a company's salesCreate a budget for the costs that will support the expected level of salesWork on a Production BudgetCalculate expected Net Cash FlowsPrepare a budgeted Income Statement and Balance SheetSounds interesting, right? At the end of the challenge, you will send us the work that you've done, and we will send back personalized feedback to you. This makes for an interactive student experience that optimizes what you will learn from the course. The students who complete the task will participate in our monthly Amazon Gift Card lottery with the chance of winning a $10 gift card, rewarding them for their engagement. What makes this course different from the rest of the Finance courses that are out there? High quality of production - Full HD video and animations (This isn't a collection of boring lectures!)Knowledgeable instructor (experience working for companies like 3M and Coca-Cola)Specialized training - the only course that covers this topic on UdemyExtensive Case Studies that will help you reinforce everything you've learnedCourse Challenge: Solve our Course Challenge and make this course an interactive experienceExcellent support: If you don't understand a concept, or you simply want to drop us a line, you'll receive an answer within 1 business dayDynamic: We don't want to waste your time! The instructor keeps up a very good pace throughout the whole course. Please don't forget that the course comes with Udemy's 30-day, unconditional money-back-in-full guarantee. And why not give such a guarantee, when we are convinced that the course will provide a ton of value for you?Click the 'Buy now' button to get access to the course and boost your career!...