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Financial Planning & Analysis (FP&A) Resume Example & Guide

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Wishing to become your CFO’s right hand? Reduce the inventory of irrelevant experience in your FP&A resume.

Learn how to do that with our guide and spot a positive trend in your interview invitation receivable.

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Sample resume made with our builder—See more resume examples here.

FP&A Resume Example

Victoria C. Staton

FP&A

308-335-2871

victoriacstaton@email.com

linkedin.com/in/victoria.staton

Summary

Diligent and self-driven CFP-certified financial planning analyst with a 12-year progressive industry experience, supporting business objectives, assessing performance trends and forecast delivery while managing over 13 department budgets. At Cue & Stokes, provided strategic guidance for the executive board to facilitate a 12% growth YOY. Eager to support financial operations at AKA Financial Group through robust modeling.

Experience

Financial Planning Analyst

Cue & Stokes, New York, NY

February 2014–September 2022

  • Prepared layer reports and analyzed vendor data.
  • Managed over 13 department budgets, reducing forecast variance to 8% by a thorough examination of expenses.
  • Assessed performance trends and forecast delivery by applying cost and schedule analysis methods.
  • Supported business objectives by building business models and monthly forecasts for the leadership.

Key achievement: Implemented strategic guidance for the leadership to facilitate a 12% growth year-over-year.

Financial Analyst

Hegmann Inc., New York, NY

July 2011–November 2016

  • Supported the R&D department by providing decision-making support models.
  • Assessed ROI for 14 clients by reviewing and analyzing expenses.

Key achievement: Monitored spend analysis while automating the process to increase data correctness by 17%.

Education

Master's Degree in Financial Planning

New York University, New York, NY

September 2010–June 2011

Bachelor's Degree in Finance

New York University, New York, NY

September 2007–June 2010

Skills

  • Statistical analysis
  • Data analytics
  • Budget management
  • Financial modeling
  • Forecasting
  • Time management
  • Problem-solving
  • Creative thinking

Certifications

  • Certified Financial Planner™, Certified Financial Planner Board of Standards Inc.

How to Write an FP&A Resume

Collect the best advice on how to write a financial planning and analysis resume below:

  1. Examine and utilize the best resume template. Look for resume templates with two columns for greater readability.
  2. Put together a well-formatted resume by setting even resume margins and choosing a legible resume font.
  3. Use a chronological resume if you want to emphasize your career progression or a combination resume if you're going to complement your work history with an extensive skill set.
  4. Make your name pop like a downward trend in working capital by creating a professional resume heading with your job title.
  5. Summarize your qualifications right under the header using a resume summary where you include your relevant experience and successes in the field.
  6. Follow with your work experience section presenting quantifiable accomplishments and awards. Begin your statements with action verbs for grander impact.
  7. Go only to 15 years back on your job history.
  8. Ensure your resume includes a degree in the education section.
  9. List up to 10 of your key skills using bullet points. (Find out more in the next chapter.)
  10. Include extra information on your resume, such as certificates and licenses, additional training, or industry conferences. Publications look fantastic on resumes for senior positions.
  11. One page long resume may not be ideal in your case. Create a two-page resume instead.
  12. Save your resume in PDF or Word based on the recruiter’s recommendations in the job posting.

Impress your CFO with a well-tailored resume. Read more on how to create one here: Necessary Steps to an Impressive Resume: How-To Guide

Pro Tip: Forecast only profit in your application statement by attaching a cover letter to your fp&a resume. Learn how to write one here: Write a Professional & Successful Cover Letter

Best Skills to Put on an FP&A Analyst Resume

To support the organization’s financial health, you pretty much need a combination of hard and soft skills, just like the one below:

Similar FP&A Resume Examples

See other related resume examples:

When making a resume in our builder, drag & drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check. Start building a professional resume template here for free.

When you’re done, our online resume builder will score your resume and our resume checker will tell you exactly how to make it better.

Thank you for reading the guide! Now you’re equipped to write the best financial planning and analysis resume out there.

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Katarzyna Furman
Katarzyna is a career expert dedicated to encouraging growth in job hunters through building perfect resumes, CVs, and cover letters. She'll help you realize you have a successful track record that only needs to see the daylight.
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