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The sample below is for a Senior Financial and Planning Analyst Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Senior Financial and Planning Analyst Resume Sample should properly be created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice. A professional resume writing service can significantly increase your changes of securing employment in a quick time manner.

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Accomplished and talented Financial Analyst with strong working knowledge of financial statements analysis and reporting to business intelligence, adept in providing in-depth variance analysis for various business units. Possess keen understanding of financial planning, accounting, analytics, and investments, with demonstrated track record providing comprehensive budgeting, and proposal strategies. Highly proficient in utilizing strategic planning and decision-making skills in constructing economic models analytical tools to improve company production and productivity, and streamline automation of budgeting and forecasting processes. Seasoned organizational manager that utilizes exceptional leadership and training skills to lead cross-functional teams to surpass expectations.

Core Competencies
Financial Analysis & Development • Strategic Planning • Account Management • Expense & Budget Administration • Policy Enforcement • Sales & Revenue Growth • Marketing Trend Analysis • Business Process Optimization
• Quality Assurance • Internal/External Audits • Conflict Resolution


Gartner, Inc. • Fort Myers, FL 01/2011 – 08/2012
Senior Financial Analyst
Spearhead complex initiatives within the team. Manage and coordinate department projects and testing of new processes. Train and provide feedback to Variable Compensation analysts on compensation plans, payment reviews, and quota and performance adjustments. Review analysts work and perform validation and data quality checks on both data imports and exports.
Key Highlights:
• Drive and support continuous improvement by supporting management initiatives, developing and documenting new processes and educating the sales force.
• Assess identified discrepancies to determine root causes and provide solutions to improve process.
• Coordinate with sales associates and assist on commission adjustments, calculations and payments including formal and ad hoc training.
• Mentor new hires, provide backup to manager and review work of team members.

Whitney Information Network, Inc. • Cape Coral, FL 01/2005 – 10/2007
Senior Operations Analyst, 01/2007 – 10/2007
Oversaw the operations department and directed a team consisting of three operations analysts in providing critical support to the company’s business operations involving key financial elements reporting and analysis to the executive and planning teams. Carried out strategic monitoring and control of all event expenses through accurate auditing. Prepared an expense income ratio module; updated all historical reports/data, and developed business product life cycle.
Key Highlights:
• Served as liaison between department leaders, corporate, and divisional management. Managed regular operations and addressed various cross-functional financial and operational issues.
• Conducted evaluations to initiate improvements on annual and quarterly operating plans, monthly forecasts, and business reviews.

Senior Financial Analyst, 01/2005 – 01/2007
Provided direct supervision to the FP&A Department. Performed periodic and ad hoc analyses on department performance and projects. Handled ongoing forecasts of expense control and P&L statement, management reporting of budget results, formulation of variance reports, and design of board and management presentations.
Key Highlights:
• Developed the Monthly Board Brief Package, including financial summary, variance analysis on key operating metrics, balance of quarter and year forecast, working capital analysis, competitive landscape, and key business initiatives.
• Significantly involved in coordinating the Annual Operating Plan for the company, involving review data presented by other departments, programming and reviewing budget data files.
• Established a forecasting mechanism to supervise every business unit and departmental expenses on a micro level.

Biotech Vision Care Pvt. Ltd. • Ahmedabad, India 12/2001 – 12/2003
Business Development and Financial Reporting Manager
Managed the Business Development and Finance department; developed and implemented strategic plans to attain weekly and monthly goals for the sales team. Assessed individual performances while working closely with controller in closing monthly accounts through preparing sales and expenses reports on a daily basis. Generated monthly sales and performance reports, as well as management ad hoc reports.
Key Highlights:
• Led the company’s domestic operations of the company composed of a team of 19 sales executives and five area managers, and ensured smooth business functionalities.
• Instrumental in improving the performance of the organization by 25% in terms of sales and market share within the two years.

Sterling Hospital • Ahmedabad, India 08/2000 – 12/2001
Patient Billing Analyst
Collaborated with the billing department directly reporting to the Vice-President of accounting. Performed analysis and reporting of monthly, quarterly, and yearly financial reports of patient billings and treatment centers. Assisted in productivity enhancement projects, auditing the existing projects and preparing budgets and planning.
Key Highlights:
• Effectively performed balancing and verifying of monthly billings of all in-patient and outpatient procedure and treatments.
• Singlehandedly controlled and maintained the doctors’ accounting system.


Gujarat University, K. S. School of Business and Management – Ahmedabad, India

Master of Business Administration with Emphasis in Finance
Bachelor of Business Administration with Emphasis in Business

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