Financial Planner Resume Sample

This reverse chronological resume format lists job experience starting with your most recent position and ending with your first job. Is widely accepted and is applicable to most job seekers. The reverse chronological order resumes are easy to read and can highlight career growth.

This format suit those whose career goals are clearly defined and whose job objectives align with their work history. Check the reverse chronological resume advantages & disadvantages. The reverse chronological order resume format is preferred by most job recruiters.

In addition, you may search resume samples by industry or by career situation and enhance your resume with resume keywords by industry.


FirstName LastName
Street Address
City, ST ZipCode, Country
Phone #
Email Address

A challenging career in the field of Financial Planning.
Strong background in financial planning, analysis and accounting procedures.
Experience with taxation and outlook processes.
Proficient in Microsoft Word, Excel, PowerPoint, Outlook Express, MS Exchange, Adaytum, SAP, Hyperion, Magellan, ATTRA and eVisible.
University of Phoenix, Phoenix, AZ
Masters, Business Administration
Montclair State University, Upper Montclair, NJ
Business Administration
Concentration in Accounting
Octagon, Inc., Whippany, NJ
1999 - Present
Assistant Planning Manager
• Work with Consultant to assist in the implementation of the DataStream System for Octagon's INS Business Units.
• Aid in the coordination of the planning process and communicate with all necessary members of the INS Organization as the planning cycle evolves.
• Input plan data into DataStream planning system.
• Update and maintain cost centers on DataStream Web site.
• Completion of various reporting and analysis requests from Corporate and INS business managers.
• Analyze various assessments from Octagon's business partners to ensure interlock.
• Re-distribute assessments through AIV to appropriate INS business units.
• Coordinate, arrange and track budget transfers and input information into ATV system.
• Create and maintain headcount, variations and budget transfer reports.
• Serve as liaison between the Corporate office and INS CFO.
Octagon, Inc., Whippany, NJ
1997 - 1999
Accounting Specialist
• Composed, examined and recorded financial data for Lucent acquisitions.
• Furnished financial/analytical support to Product/Market Units and Corporate office.
• Responsible for performing accounting and analysis projects as requested by Regional Manager.
• Promoted to Assistant Planning Manager.
Octagon, Inc., Whippany, NJ
1996 - 1997
Accounting Associate
• Completed various Securities and Exchange Commission reports.
• Analyzed activity for numerous Balance Sheet accounts.
• Completed quarterly reports and requests for Price Waterhouse Cooper's.
• Prepared and analyzed tax data.
• Prepared and analyzed various journal entries.
• Promoted to Accounting Specialist.
Maxwell Management, Warren, NJ
1995 - 1996
Accounts Payable
• Entered vendor invoices into Project Management.
• Posted accounts payable, vendor and associate invoicing.
• Managed purchase order log.
• Processed invoices for payment.
• Coded vendor invoices to ledger.
• Issued payments/checks.
Alpha Kappa Psi, National Co-Ed Business Fraternity

art_tip financial planner resume sampleIf you have a difficulty with your Financial Planner resume writing, instead of staring at a blank piece of paper, use:

Other Financial Planner Resume Sample Info

If your cover letter and resume are ready, you may email your Financial Planner resume through international job search engines to job recruiters worldwide.

Start preparing for job interviews and check the job interview do's and don'ts. Also, find out why people are not hired for available jobs.

In addition, on job search, visa, work permit, cover letter, CV / resume, job interview and dress code pages, you can find tips for many different countries.

Good luck with the Financial Planner resume sample.


Copyright © 2018 International Job Search Online. All Rights Reserved.