Financial Planning Analyst Job Description Template

Financial Planning Analyst

[Intro Paragraph] Make your financial planning analyst job description stand out by showing why your company is a smart career move. Show off your company culture, mission, values, history, and awards. Attract driven candidates by sharing your professional development initiatives, such as mentorship, training, and career advancement programs. Be sure to specify if you’re hiring a financial planning analyst who will work with clients or if you’re hiring someone who will analyze your company’s financial performance.

Financial Planning Analyst Responsibilities: Use this section of your job description to share a detailed list of the responsibilities. This will help candidates determine whether they have the skills you need and are interested in applying for the position. Depending on your hiring needs, you might be looking for a financial analyst who:

• Manages financial planning, budgeting, and forecasting.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company analysis.
• Recommends strategies for increasing financial performance.
• Presents detailed monthly financial reports to managers.
• Uses popular financial planning and analysis software.
• Manages more-junior financial planning analysts.
• Collaborates with senior members of the accounting and finance teams.

[Work Hours and Benefits] Seasoned financial planning analysts anticipate that there will be some late nights in the office. Show that their hard work will be incentivized by detailing the benefits offered for the role, such as health insurance, dental insurance, paid time off, and paid parental leave. Impress candidates by sharing financial perks like performance bonuses, equity compensation, a 401(k) with matching, and professional development stipends. Financial planning analysts like to talk money, so it’s helpful to include the intended salary range.

Financial Planning Analyst Qualifications and Skills: Use these sections of your financial planning analyst job description to list the qualifications. Keep in mind that some people will only apply for a job if they meet all the qualifications. You’re likely to collect more resumes if you specify what is necessary versus preferred. For example, you may want to include the following:

• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has exceptional leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills.

Education and Experience Requirements:

• A bachelor’s degree in business, economics, finance, accounting, or a related major or equivalent professional experience is required.
• Certified public accountants (CPA) or certified financial analysts (CFA) are preferred.
• Must have at least [number of years] of financial planning experience.

[Call to Action] End your financial planning job description with a strong call-to-action that prompts candidates to apply. For example, you could invite candidates to apply and say that your team is excited to read their resumes and cover letters. Provide instructions for applying from the job board, your company website, or by reaching out to the hiring manager directly. It’s helpful to share the next steps in the hiring process at your firm so candidates know what to expect.