Necessary skills for Financial Planning Analyst: skills and requirements
General requirements of a Financial Planning Analyst
• Bachelor's degree in Finance, Economics, Accounting or related field
• Excellent analytical and problem-solving skills
• Knowledge of financial planning principles, theories and practices
• Ability to work independently and in a team setting
• Proficient in MS Office (Word, Excel, PowerPoint) and financial management software
Skills and Behaviours for a Financial Planning Analyst
Business Management
Business strategy
Data manipulation
Pandas
Data visualization
Matplotlib
Metabase
Palantir
Power BI
Qlik Sense
SAP Analytics
SAS
Tableau
Database
MongoDB
MySQL
SQL
Financial accounting
Balance Sheet
Financial Accounting
Financial Analysis
Financial Consolidation
Financial Reporting
Financial Statement
Income Statement
Reconciliation
Change Management
Driving change and innovation
Influencing others towards change
Collaboration & Teamwork
Involving others in making decisions that affect them
Placing team needs above individual needs
Working with others towards common goals
Communicating information
Active Listening
Asking the right questions
Influencing and persuading others
Synthesizing information