Job Title: Director, Financial Planning & Analysis
Type of Company: I work for a consulting company that provides strategic consulting advice to Fortune 500 companies. I am not a consultant myself, though; I work for the finance department.
Education: BS, Business Administration, University of Vermont MBA, Finance, Boston University
Previous Experience: After college, I worked for two years as an operations research analyst at Aetna Health Insurance and had a financial analyst internship at a tech start-up while I was getting my MBA.
Job Tasks: I'm currently responsible for the budgeting and financial planning at our company. So I work with various offices around the world to determine how much money they expect to spend over the course of the year, report how much revenue they actually bring in and measure the difference. I also do longer-term planning, predicting how many people we'll need to hire over the next 3-5 years, how much office space we'll need and so on.
When called upon to, I undertake analyses aimed at underpinning and illuminating discussions by senior management, often in preparation for meetings or conference calls. My team will put together a deck of slides that covers the issues they expect to talk about, providing pertinent facts and an assortment of relevant data.
Best and Worst Parts of the Job: The best part of my job is the opportunity it affords me to work with intelligent, articulate, educated people and get paid for it. I get to do things I'm good at and that I'm trained to do, while surrounded by people who value my efforts.
The worst part of my job is the long hours, which mean time away from home. On an average day I leave my house at 7 AM and get back back at 7 PM, which does not leave much time for family activities during the week.
Job Tips: You need to get a degree in math, economics, accounting or finance to even be able to apply for a financial planning and analysis job. To aspire to a senior level position, you'll need to get an MBA. The entry level job you'd be looking for would be financial analyst or junior financial analyst. After that you'd have to work your way up.
Click the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .
Click the Request Info buttons to request more information from a representative at the school
CSU Global Campus - Marketing
Become the leader you know you can be. The Forbes School of Business & TechnologyÒat Ashford University
What They’re Known For
Founded in 1946 and located in the heart of central New York, Utica College is a regionally accredited, independent, private institution that features many of the advantages of a large university — such as undergraduate and graduate degree options, excellent academics, and outstanding faculty — with the intimacy and high degree of personal attention more closely associated with smaller private institutions.
Earn your graduate degree online with Northcentral University.
Baker College is proud to be the largest independent college in Michigan with the most focused approach to education and training available. With one of the highest graduate employment rates in the country, our mission is to help our students find meaningful employment.
Saint Xavier University, Chicago’s oldest Catholic university, has a long history of educating students to prepare them for professional success and lay the foundation for personal fulfillment.
Welcome to Argosy University
Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges: College of Behavioral Sciences, Graduate School of Business and Management, College of Education, College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.
The Secret to Getting Ahead is Getting Started
Since 1888, The University of Scranton has grounded its education in Catholic and Jesuit principles based on intellectual growth and integrity, all of which shape the online master’s and certificate programs.
Choosing a school and a new career path can be a very overwhelming process.
The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.
Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.
Most stories include:
Please also see our detailed information about Financial Managers, including: