FP&A Manager CV Example
An FP&A manager CV should highlight your expertise in financial planning, budgeting, and forecasting, along with your ability to deliver strategic insights that guide executive decision-making.
Recommended template: Modern
Key Skills to Include
Quick Tips
- Demonstrate the accuracy of your forecasts and the improvements you have delivered to the planning process.
- Highlight your experience presenting financial plans and analysis to C-suite executives.
- Include examples of scenario modelling that helped the business navigate uncertainty.
- Specify the EPM or planning tools you are proficient in, as these are highly valued.
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Start with the Modern template and customise it for your banking & finance role.
How to Write Your FP&A Manager CV
An FP&A manager CV must demonstrate your ability to lead the financial planning process and deliver strategic insights that shape business decisions. Employers look for candidates who combine strong analytical skills with the ability to communicate clearly at C-suite level. Your CV should show that you can build robust plans, produce accurate forecasts, and translate financial data into actionable recommendations that drive business performance.
CV Structure
Use a reverse-chronological format with a strong profile that highlights your qualification, the scale of planning operations you manage, and your key achievements. For each role, describe the business context, your team size, and the planning processes you own. Separate responsibilities from achievements, emphasising forecast accuracy improvements, strategic modelling outcomes, and process enhancements. Keep the CV to two pages.
CV Format
Choose a professional template with a clean layout suitable for a senior finance audience. Use clear headings and consistent formatting throughout. Ensure your EPM tool proficiency is visible, as recruiters for FP&A roles frequently screen for specific platform experience. Save as PDF to preserve formatting.
CV Profile Examples
Experienced FP&A Manager
CIMA-qualified FP&A manager with eight years of experience leading financial planning, budgeting, and forecasting functions within multi-site retail and consumer goods businesses. Skilled in scenario modelling, KPI development, and executive reporting with a track record of improving forecast accuracy and delivering insights that have influenced pricing, investment, and cost management decisions worth over £15M.
Senior FP&A Manager
Strategically focused senior FP&A manager with deep expertise in enterprise performance management and long-range financial planning. Experienced in leading planning teams of up to eight analysts and managing the complete planning calendar from annual budget through to monthly reforecasting. Proficient in Anaplan, Adaptive Insights, and advanced Excel with a reputation for producing clear, decision-ready analysis for C-suite audiences.
FP&A Manager — Technology Sector
Analytically driven FP&A manager specialising in SaaS and technology businesses, with six years of experience in subscription revenue modelling, cohort analysis, and unit economics reporting. Experienced in supporting investor reporting cycles and preparing financial plans for Series B and C fundraising rounds. Combines deep financial planning expertise with a strong understanding of technology business models and growth metrics.
State your qualification, years of FP&A experience, and the type of businesses you have supported. Mention your team size and the revenue or cost base within your planning scope. Include one achievement demonstrating the strategic impact of your planning work.
Key Skills for Your FP&A Manager CV
Financial Planning & Analysis
Leading end-to-end FP&A processes including budgeting, forecasting, variance analysis, and strategic financial planning.
Annual Budgeting
Managing the annual budget cycle from stakeholder input gathering through to consolidation and board presentation.
Rolling Forecasts
Producing monthly or quarterly reforecasts that improve planning accuracy and enable agile business decision-making.
Executive Reporting
Creating board-level reporting packs and executive dashboards that communicate financial performance and strategic insights.
Scenario Modelling
Building multi-scenario financial models to evaluate the impact of strategic decisions, market changes, and risk events.
KPI Development
Designing and implementing key performance indicator frameworks that align financial and operational metrics with business objectives.
Variance Analysis
Conducting structured analysis of actual versus budget and forecast variances, explaining key drivers to senior management.
EPM Tools (Anaplan, Hyperion)
Implementing and managing enterprise performance management platforms for collaborative planning and reporting.
Work Experience Examples
For each role, describe the planning processes you manage and the strategic decisions your analysis supports. Include team size, budget cycle timelines, forecast accuracy metrics, and examples of scenario modelling that influenced major business decisions. Mention specific EPM platforms and the role you played in their implementation or optimisation.
FP&A Manager
Ashbury Consumer Brands
Led the financial planning and analysis function for a £130M turnover consumer goods group, managing a team of four analysts and reporting to the CFO.
Responsibilities
- Managed the annual budgeting process across five business units, coordinating cross-functional inputs and presenting the consolidated plan to the board.
- Produced monthly rolling forecasts and variance analysis, highlighting key drivers and risks to the executive leadership team.
- Developed scenario models to evaluate the financial impact of strategic initiatives including new product launches, market entry, and acquisition targets.
- Designed and maintained executive dashboards and KPI scorecards used for monthly performance reviews.
- Led the evaluation and implementation of Anaplan as the group's enterprise performance management platform.
Achievements
- Improved forecast accuracy from 88% to 96% over two years by introducing driver-based forecasting methodology and monthly calibration reviews.
- Delivered scenario analysis that supported the board's decision to enter a new European market, contributing to £8M in incremental revenue within the first year.
- Reduced budget cycle time from fourteen weeks to nine weeks through process standardisation and the adoption of Anaplan for collaborative planning.
Senior Financial Analyst
Brightfield Technology Ltd
Provided financial planning and analysis support for a high-growth SaaS company with annual recurring revenue of £22M, reporting to the head of FP&A.
Responsibilities
- Built and maintained the company's three-year financial model including revenue, cost, and headcount projections for investor and board use.
- Produced monthly financial analysis packs covering MRR, churn, LTV/CAC ratios, and operating margin trends.
- Supported the annual budget process by modelling department-level cost plans and consolidating inputs into the company budget.
- Prepared financial sections of board packs and investor updates on a quarterly basis.
Achievements
- Built the financial model used to support a £12M Series B fundraise, receiving commendation from the CFO for model clarity and robustness.
- Identified a churn trend in the mid-market segment that led to a targeted retention programme, reducing monthly churn by 0.8 percentage points.
Education & Qualifications
Lead with your CIMA, ACCA, or ACA qualification. Follow with your degree and any supplementary training in EPM platforms, data analytics, or financial modelling. If you hold platform-specific certifications such as Anaplan Certified Planner, include these prominently.
CIMA Qualified
Chartered management accountant qualification, directly relevant to the planning and performance management focus of FP&A roles.
ACCA Qualified
Chartered certified accountant qualification providing comprehensive financial planning and reporting competence.
Anaplan Certified Planner
Platform-specific certification demonstrating proficiency in one of the leading EPM tools used in FP&A functions.
CFA (Level I–II)
Progress towards the CFA charter demonstrating strong analytical and financial modelling capability.
Frequently Asked Questions
What should an FP&A manager highlight on their CV?
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