Average resume stats for your industry
Words
448
Pages length
2.2 p
Job titles per resume
3.2
Bullet points per job title
9.5
Experience
6.8 years
Top Skills for Financial Planning Analyst resume
HARD SKILLS
  • Microsoft Office
  • SAP
  • Excel
  • Salesforce
  • Data Entry
SOFT SKILLS
  • Communication
  • Negotiation
  • Critical thinking
  • Problem solving
  • Collaboration
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Resume Background
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INDUSTRY STATS

According to the U.S. Bureau of Labor Statistics, Financial Planning Analyst positions are at a 6% growth rate, which is as fast as average. With that said, there are currently 492,100 jobs in the market right now. The total number of jobs is expected to increase by 31,300 to 523,400 in the period of 2020-30.

What’s more, the median annual wage for the Financial Planning Analyst jobs was $83,660 in May 2020. The lowest 10% earned less than $48,760, and the highest 10% more than $159,560.

Our conclusion? The Financial Planning Analyst job market is wide open for candidates.

Top Financial Planning Analyst sections that make the best resume

  • Header
  • Professional summary
  • Experience (with numbers and results)
  • Relevant skills
  • Education
  • Certifications

How to write a Financial Planning Analyst resume experience section

Financial Planning Analyst Resume’s Job Experience Checklist:

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  • Use 4-6 bullet points per job title;
  • Don’t go further than a decade behind when describing your job history, unless you’re applying for an executive position;
  • Combine job responsibilities as well as achievements with numbers in results when you describe your past work;
  • Start each sentence with a power verb and avoid overused buzzwords;
  • Use either C-A-R or S-T-A-R methodology, when describing your experience.

The work experience samples below come from real Financial Planning Analyst resumes that got people hired at top companies. You can use them as an inspiration to build your own resume:

Work Experience
Sr. Financial Planning Analyst
Epic Adventure Inc
2017-2020
  • Task: Prepared comprehensive financial operating statements to help identify strengths, weaknesses, threats and opportunities to business. Action: Identified $50M bottom line opportunity. Recommended less promotional activity. Result: $15M increase in margin.
  • Task: Build, interpret and track return on investment/capital models. Action: Detected $1M shortfall in benefits of capital project. Collaborated with IT, construction, procurement, and accounting to recognize benefits. Result: Full benefits of project met.
  • Other responsibilities: annual bottoms up budgeting and monthly forecasting of gross profit components, ad-hoc financial analysis for senior leadership, develop performance tracking metrics
Work Experience
Financial Planning Analyst-Casual
Movie Intense
2012-2014
  • Monitor the monthly spending of 10 divisions and compare it to the proposed spending plans and projections
  • Conduct monthly variance analysis and report back to Director of Finance on the Department's financial position
  • Completed analysis to estimate the 2020-21 fiscal budget of roughly $23.0 million
  • Responsible for forecasting year-end compensation and benefit expenditure for 118 employees (updated monthly)
  • Developed the costing analysis on three of the Department's 2020-21 initiatives with a combined funding request of approximately $5.0 million
PRO TIP
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The person reading your Financial Planning Analyst resume will be busy, make sure you never waste their time with fluff.

Action Verbs for your Financial Planning Analyst Resume

At Enhancv, we went through countless Financial Planning Analyst resumes and uncovered which are the unique words people use to spice up their resumes. Forget about buzzwords - use these power words instead to make your experience section shine.

Financial Planning Analyst Resume Skills’ Tips & Tricks to Impress Recruiters

Resume Skills Section Checklist:

icon book open

  • Ensure your hard skills section (including technologies) are exactly matching the job description.
  • Don’t simply list your soft skills. Apply the “show, don’t tell” principle - let your job achievements speak for themselves.
  • Find a way to showcase your skills beyond the skills section.
  • Your resume’s skill section is important to ATS systems - so don’t skip it.
Top Skills for your Financial Planning Analyst resume
HARD SKILLS
  • Microsoft Office
  • SAP
  • Excel
  • Salesforce
  • Data Entry
  • Quickbooks
  • Project Management
  • Customer Service
  • CRM
SOFT SKILLS
  • Communication
  • Negotiation
  • Critical thinking
  • Problem solving
  • Collaboration
  • Flexibitly
  • Resilience
  • Dedication
  • Empathy
PRO TIP
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Don’t feel obliged to spend a separate section for your soft skills - you can weave them throughout your job experience or career summary. But, don’t just write empty words - back them with examples.

what to write in your resume header

CHECKLIST For Your Financial Planning Analyst Resume Header

icon book open

  • Your name and surname in a legible and larger resume font
  • The job title you’re applying for or your current job title as a subheading to your name
  • Link to your portfolio or online profile, such as LinkedIn
  • Address (City and State for the US; just your city for rest of the world)
  • Email address
  • Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)

Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:

  • first.last@gmail.com
  • last.first@gmail.com
  • firstlast@gmail.com
  • f.last@gmail.com
  • first.l@gmail.com
PRO TIP
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Some companies, states, and countries have policies about identifying information like photos on your Financial Planning Analyst resume. Be sure to check all the relevant rules before submitting yours. If you’re in doubt, you can always try contacting the company’s HR department to ask for their policy.

Financial Planning Analyst Resume Summary Best Practices

what to write in your resume summary

Checklist: What to include in your Financial Planning Analyst resume summary:

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  • Years of experience;
  • Highlight top 3 skills and proficiencies;
  • One big professional accomplishment you’re most proud of, that you can tie with the aforementioned skills;
  • Use short, direct sentences - but no more than three - to keep the HRs interested.
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Resume Summary Formula:

Resume Summary Formula: [Adjective] [job title] with [number] years of experience in [industry], a proven ability to [relevant, measurable skills], and a strong background in [relevant context of your work experience] seeks a position as [the job title you’re applying for].
PRO TIP
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You’re not going to get hired simply because of a good summary or objective. However, your recruiter can bump you up in front of similarly experienced candidates who didn’t demonstrate such passion and drive.

Listing Your Education, Certifications and Courses

Resume Education Section Checklist:

icon book open

  • Ensure your hard skills section (including technologies) are exactly matching the job description.
  • Don’t simply list your soft skills. Apply the “show, don’t tell” principle - let your job achievements speak for themselves.
  • Find a way to showcase your skills beyond the skills section.
  • Your resume’s skill section is important to ATS systems - so don’t skip it.

Top Certifications for your Financial Planning Analyst resume

Certification Image
The Complete Financial Analyst Course 2022
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
Certification Image
Learn to be a Financial Analyst
Master the skills you need to get a job as a financial analyst: forecasting, budgets, variance analysis and more
Certification Image
The Complete Financial Analyst Training & Investing Course
Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital
Certification Image
Financial Analysis: Financial Ratios For Analysts
Learn How To Analyze Financial Ratios of Stocks Like A Professional Analyst/Investor or CFA
Certification Image
Financial Modelling, Financial Planning and DCF Valuation
How to create a startup or existing company financial model from scratch and carry out the DCF Valuation
PRO TIP
pro tip icon

If you hold a certain major and a minor, your majors should be mentioned first.

Financial Planning Analyst Resume: Additional Writing & Formatting Tips

There are three basic resume formats you can choose from:

The most optimal format for your particular case will depend on your years of experience, as well as whether you’re switching industries or not.

Reverse chronological resumes are best suited for experienced individuals who are sticking to their industry. The experience section takes a central place, and its bullets contain your responsibilities and achievements, coupled with numbers and results.

Functional resumes are used by less experienced jobseekers or career changers. Note that it’s not a format that recruiters prefer, as most are used to the classic chronological alignment. Instead of a list of job titles, functional resumes focus on your skills, and through what experiences you gained them.

Hybrid resumes are great for both experienced and entry-level candidates, as well as career changers. They combine the best of both worlds - most often in a double column format, where one side of the content is focused on your experience, whereas the other - on your skills, strengths, and proudest moments.

Financial Planning Analyst Resume Summary best practices

Here are more resume tips regarding your layout and style:

To take it a step further, check out how your resume can stand out without leaning too much on the creative side.

PRO TIP
pro tip icon

Test your draft Financial Planning Analyst resume by sending it out to peers and mentors in your circles. Ask them to review it as if they are hiring you for a project and implement the feedback afterwards.

Other sections to include in your resume

Depending on the type of company (corporation or start-up; innovative or traditional), job seniority level and your location, you may want to include more sections to your Financial Planning Analyst resume:

Financial Planning Analyst Resume: How to Make Yours More Creative & Stand Out

When you send your resume to a potential employer, chances are it's the fiftieth one they've seen that day. That's why you need to make your Financial Planning Analyst resume stand out for the right reasons. That means showing your personality, not just your professional experience. Employers are far more likely to remember a candidate who seems like a genuine person and not a robot. Do this by including your passions (which is also a great place to demonstrate skills on a resume), share your favorite books, or even what your usual day looks like.

day of my life on resume - Enhancv resume section

What Makes a Great Financial Planning Analyst Resume: Key Takeaways

  • Choose a resume layout that sends the right message across and fits your current career situation;
  • Create a resume header that shows your desired job title, and easy to find contact numbers;
  • Be specific about your experience, accomplishments and future goals in your summary;
  • Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
  • List soft skills backed by examples;
  • Add all of your technical skills and certifications that you have and match the job description;
  • Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.
Volen Vulkov Avatar
Volen Vulkov
8 minute read
Updated on 2022-03-25

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