📈 Role family
FP&A & Corporate Finance CVs
Financial planning and analysis, budgeting, business partnering, modelling and corporate finance roles.
Roles in this family (8)
Keywords to include
budgetingforecastingvariance analysisfinancial modellingKPIscenario analysisbusiness partneringdashboardrolling forecastcapital budgetingvaluationexecutive reporting
Tools
Microsoft Excel (advanced)Power BI / TableauSQLAnaplan / Hyperion / AdaptiveSAPPowerPoint
Standards
Management reportingValuation methodsCapital budgeting (NPV, IRR)
CV tips for this family
- Show forecast accuracy, decisions influenced and time saved.
- Name the planning and BI tools you build in.
- Explain your role in the planning cycle: owner, contributor or reviewer.
Typical section order
Summary → Skills → Experience → Achievements → Education → Certs
Bullet starters
- Built a driver-based forecast that improved accuracy to within [X]% of actuals.
- Created dashboards and models that cut reporting time by [X] hours a week and informed decisions worth [amount].
- Presented monthly variance commentary to senior leaders, leading to actions that saved [amount].
Certifications that help
Microsoft Excel CertificationSoftware certificationCFA (Chartered Financial Analyst)Professional charterPower BI Data AnalystSoftware certificationCIMA (Chartered Institute of Management Accountants)Professional qualificationCertified Public Accountant (CPA, USA)Professional licenceSQL / Data Analytics for Finance CertificateSkills certificateACCA (Association of Chartered Certified Accountants)Professional qualification