Looking to transition into FP&A?
These are the 27 competencies recruiters are looking for.
Make sure to highlight any related experience in your resume and interviews.
Technical FP&A Competencies:
- Financial Modeling
- Budget Management
- Reporting
- Presenting
- Planning
- Forecasting
- Accounting
- Financial Controls
- Excel
- Root Cause Analysis
- Identifying Risks & Opportunities
- Key Performance Indicators
- Data Science (basics)
- Process Improvement
Self-management Competencies:
- Attention to Detail
- Discipline
- Structured Thinking
- Quantitative Affinity
- Time Management
- 80/20 Orientation
- Growth Mindset
- Bias for Action
Interpersonal Competencies:
- Communication
- Influencing up and across
- Relationship building
- Tough Conversations
- "Leadership"
If you’d like to learn more about FP&A, I offer help in three ways:
1️⃣ Subscribe to my free newsletter “FP&A Tuesday” here.
2️⃣ Listen to 75 bite-sized mini lessons and get FP&A advice on the go.
3️⃣ Join my live online course FP&A Bootcamp to master FP&A in two weeks.