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Planning Analyst Resume Samples
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6-10 years of experience
Assisted plants in implementing lean manufacturing concepts within the supply chain.
- Reduced inventory an average of 40% per site by implementing plant floor managed inventory control processes, which used min/max and visual Kanban.
- Developed and implemented material pull processes to support material flow from distribution center to assembly areas. Material pull process included: pull based on consumption, delivery windows, delivery routes, and line-side delivery.
- Achieved substantial cost savings by working with the Director of Logistics and Warehouse Manager by reworking duplicate stocked items.
- Responsible for issuing purchase orders, negotiation and supplier development for accessories and logistics services.
- Established safety stock levels to ensure customer service levels are maintained and KPI metrics are met at 95%.
- Developed strategies resulting in 10% annual savings and 20% reduction in plant inventory levels.
0-5 years of experience
Managed Ethernet Capacity for all of US markets by writing financial plans to order new capacity and managing them from circuit requisition to installation
- Facilitated process improvement process to bring Ethernet NNI’s cycle time down 33%
- Guided provisioning teams ensuring circuit re-term dates were met resulting in savings of $10,000 a month
- Assisted on migrating customer circuits from low utilized Ethernet circuits and disconnecting unused Ethernet circuits resulting in $650,000 savings in 2014 & $600,000 in 2015
- Collaborated on a Capacity Management Tool that pulled new reports to better analyze raw data needed for circuit migrations cutting manual research by 50%
6-10 years of experience
Managed a 401(k) plan including relationship with vendor and four nonqualified deferred compensation plans. Acted as subject matter expert for escalated issues received from HR Shared Services and other business areas.
- Led annual enrollment for nonqualified deferred compensation plans; created enrollment materials and conducted information sessions. Monitored ongoing compliance with section 409A regulations.
- Participated in all plan audits to ensure compliance with Plan rules and federal regulations.
- Partnered with finance, vendor and actuary to prepare 401(k) and pension plan Form 5500 filings. Worked with vendor to ensure distribution of required notices to 401(k) participants.
- Collaborated with retirement director, legal, vendors, payroll and IT to implement plan changes and system enhancements.
- Streamlined election process for nonqualified deferred compensation plans by automating enrollment and creating separate email account for distribution of communication materials.
- Developed training materials for HR Shared Services to use for quick resolution of routine inquiries.
- Participated in redesign of total rewards statements by recommending text changes to increase employee understanding of benefit plans and validation of data.
10+ years of experience
Responsible for payment and collection of security deposit pertaining to terms of lease agreement, reporting updates each month to Controllership and Treasury. Served as Focal Point contact for Finance Accounting in Mexico. Accountable for Records Retention, expired lease documentation and invoices. Demonstrated ability to accomplish deadlines and analyzing urgent issues until complete resolution. Prepared all written correspondence for Leasing Manager, routed all leases for review, approval and final sign off. Ensured that timely payments of monthly rents and miscellaneous invoices are paid accurately and on time. Primary contact for all tenants keeping the Leasing Manager fully informed and only involving when deemed necessary.
- Recovered $500K of delinquent funds through diligent collections efforts for USA and Canada on Subleases for 2014.
- Primary contact for resolving invoice issues with internal and external customers, by providing constant communications to project completion.
- Maintained status records of invoices for each Blank Purchase Order by tracking and monitoring spending in excess of $4M for Global Real Estate Americas.
- Provided cost center coding for check deposits to Global Business Services/Financial Accounting. Processed, tracked and reported rental income from tenants.
- Recouped in excess of $800K for 2014 of Operating Expense reconciliation collected 81% of outstanding statements in 2013 and achieved 90% collection improving by 9%.
- Records Coordinator for Global Real Estate while ensuring expired leases were documented accurately.
- Created and maintained “customer oriented” atmosphere to encourage open communications and cooperation resulting in a significant positive increase in all round customer experience.
- Retrieved to date $4.5M of Tenant Improvement Allowances. Provided monthly updates to the Project Team.
0-5 years of experience
Managed a $260M annual software maintenance portfolio including monthly accruals and forecasting. Processed hundreds of annual software maintenance renewals. Verified use of the software, validated contract compliance, obtained approvals for SOX purposes, processed purchase orders, updated asset management system records (Maximo) and prepared invoices for payment.
- Negotiated additional reductions on contract renewals where possible
- Checked Accrual/Forecast for renewals addressed and corrected any variances then reported to Management
- Monitored the portfolio and outstanding accrual balances and identified opportunities for vendor settlements in support of annual cost savings objectives
- Identified and recovered over $3M in vendor settlements upon initial portfolio review
- Worked with Contract Managers on invoice pricing to ensure correct accruals and forecast in the system
- Implemented the use automated processes for renewals, including the use of Ariba Buyer, that reduced the amount of manual effort required to process renewals
0-5 years of experience
- Built control panels, collaborating with buyers across the company, for 21 material categories to successfully assist them in contract negotiations worth $236 million of yearly spending.
- Provided insight to directors and managers by analyzing procurement process data, to help them design the required strategies to achieve the company’s performance objectives.
- Developed a supplier’s deliveries performance monitor and implemented it as a weekly report for buyers in Mexico, increasing supplier’s on-time deliveries from 87% to 93%.
- Oversaw the quality and on-time delivery of weekly workload reports to buyers, managers and directors.
- Trained and indirectly supervised Analyst assigned to the Metrics department.
0-5 years of experience
Designed metrics, created a dashboard and update weekly a patient satisfaction dashboard for hospitality and physician services
- Developed, implemented and maintained a strategic growth monitor to predict patient volumes and revenues
- Planned and successfully coordinated ten patient satisfaction focus groups with over 220 CDH observers and 110 external participants. Created action plans for each unit which resulted in over a 20 percent increase in patient satisfaction scores
- Scheduled, created staffing plans, and authored content for quarterly House Rounds meetings for 3,000 employees
- Supported service line planning for several areas including Neurosciences, Pediatrics and Women Services
- Provided materials for monthly leadership meetings, quarterly board meetings and annual board retreats
- Prepared quarterly reports for leadership including a market area profile, product line profiles and competitor analysis
0-5 years of experience
Supervised 52 union employees (25 direct reports in 8 work areas) in a light industrial environment.
- Collaboratively planned and scheduled workflow for manufacturing operations for fabrication and assembly.
- Scheduled and released work orders for 8 work cells; managed external work processing for 15 work areas.
- Scheduled shipments of products to domestic & international customers. Maintained 98% on-time shipping.
- Responsible for analysis, control and reporting of internal and external inventories valued at over $4.5M.
- Investigated, analyzed, and reconciled all variances to determine root causes and corrective action including developing and implementing processes, procedures and training programs.
- Developed, implemented, and managed an effective cycle count program for raw materials, WIP, and finished goods.
- Analyzed MRP system reports to support the materials plan.
0-5 years of experience
Responsible for [company name] (5 presses totaling over 100 million litho impressions and 4 coaters totaling 55 million coating passes per year) and Coil Lines (2 shears totaling 40 million shearing cuts per year). Monitored inventory control and eliminated slow moving and obsolete inventory.
- Prepared justification for increasing length of run to improve efficiencies.
- Developed and implemented cost saving procedures.
- Communicated daily with internal customers to ensure needs and expectations were met.
- Worked with shipping to ensure items were delivered as promised.
- Ensured make to stock and safety stock programs were in place.
- Approved and implemented preventive maintenance schedules.
- Assisted with preparation of budget and forecast for raw materials.
6-10 years of experience
Developing complex financial plans for Financial Planner’s clients, reviewing plans for completeness, accuracy, and suitability, discussing advanced planning concepts and implementation scenarios, and special projects.
- Developed and led campaign to engage Financial Planners in utilizing planning software by marketing the Planning Department’s services and resources. Company-wide engagement increased by 8%.
- Rewrote user guide for NaviPlan financial planning software.
- Wrote and published numerous department related documents for company wide distribution.
- Developed intricate spreadsheets to model different portfolios that were used by entire Planning team.
- Worked closely with IT team testing software prior to rollout
- Took 60% of inbound calls daily serving as advisor/coach to other financial professionals using various financial planning software platforms.
0-5 years of experience
- Improved analytical capabilities through managing over $20M of investments in the US branches
- Built and executed a $3.7M Summer Seasonal planning methodology
- Analyzed significant amounts of planning data with SPSS to perform gap analysis, identify root causes, and implement planning enhancements
- Established a cross-functional leadership role by consulting and executing solutions that meet performance goals and supply chain objectives
- Initiated several reports for leadership review and performance for over $40M of investments
0-5 years of experience
- Provided leadership, development and training for 10 Business Operation Analysts. Each analyst supports one of the 9 Integrated Project Teams. Lead Cost and schedule integrator on the JTRS GMR program. 80% of the Program’s cost is comprised of three major subcontractor’s cost and schedule data that’s integrated with Boeing.
- Generated and analyzed Cost Performance Report, Contract Fund Status Report, and Contract Cost Data Report and EACs.
- Maintained Undistributed Budget, Management Reserve and Contract Budget Base and logs, Budget Change Report and Budget Change Request.
- Provided CAM and IPT EVMS training
- Support the coordination of the GMR program cost baseline. Successful Integrated Baseline Review (IBR) in early April 2007.
- Provided leadership to the program in performance measurement processes in support of the contract earned value management requirements.
Planning Analyst Duties and Responsibilities
Day-to-day duties for planning analysts vary based on the industry they’re in and the financial interests of the hiring company. The following core job duties, however, are essentially the same in all businesses and industries:
Develop Strategies Planning analysts develop marketing and financial strategies to increase company profits and boost sales.
Analyze Data Planning analysts study and analyze various business data and financial information, including market trends, sales figures, and inventory control processes.
Study Daily Operations Planning analysts streamline daily business operations to find ways to cut costs, maximize sales, and increase profits.
Consult with Staff Planning analysts collaborate with managers and staff to implement financial and marketing plans.
Create Reports Planning analysts write reports outlining various business strategies and design detailed plans to enforce them.
Prepare Financial
Forecasts Planning analysts create financial forecasts and sales projections based on currently available business data.
Planning Analyst Skills and Qualifications
Planning analysts examine business data to formulate marketing and financial strategies designed to help the company succeed and grow. Employers hire planning analysts who have the following essential skills:
- Time management – planning analysts work under tight project deadlines, which requires good time management skills
- Mathematics – planning analysts have an in-depth knowledge of economics and finance, so employers look for professionals with excellent math skills
- Computer skills – planning analysts need strong computer skills to work with various types of software, particularly spreadsheet applications, to create reports, find data, and examine financial information
- Problem-solving skills – planning analysts use problem-solving skills to isolate issues relating to risk, productivity, and other business operations, and find ways to manage and fix these issues
- Analytical thinking – planning analysts need a high degree of analytical skill to process business data and create detailed financial plans based on their findings
- Communication skills – planning analysts use strong verbal and written communication skills to speak effectively with other staff members and create detailed written reports
- Multitasking – planning analysts must successfully manage multiple projects and tasks at once
Planning Analyst Education and Training
Employers require planning analysts to have a bachelor’s degree in business, economics, finance, or a related field of study. Many employers also look for planning analysts who have previous experience in retail or an industry-specific field. Because of the extensive education and training credentials planning analysts need, very little job training is provided by employers. Many companies offer a brief orientation period to help new planning analysts become familiar with business operations and current marketing and sales strategies. The length of this orientation varies by employer.
Planning Analyst Salary and Outlook
Planning analysts earn a median annual salary of $59,232, according to data from PayScale. Job data compiled by the Bureau of Labor Statistics (BLS)shows that market research analysts earn$63,230 in median annual income. Market research analysts analyze market data and create marketing strategies, performing many duties similar to those performed by planning analysts. The BLS estimates that this job field will grow 23 percent by2026, a rate that is much faster than the national job growth average. Planning analysts receive complete benefits packages that include full medical coverage with dental and vision insurance. Retirement plans and life insurance typically come standard in these packages. Planning analysts also receive vacation time and paid holidays. In addition to these benefits, some employers offer tuition reimbursement and continuing education support. Planning analysts may receive bonuses for implementing successful financial and marketing strategies that noticeably increase company profits.
Helpful Resources
Find education resources, career opportunities, job strategies, and practical techniques for planning analysts using the information and tools in these websites and books:
Association for Strategic Planning – this website for strategic planning professionals has a learning center full of educational resources, a calendar of upcoming conference and event dates, and online learning webinars
Financial Planning & Analysis and Performance Management – planning analysts use this book to learn financial planning strategies, budget forecasting, and business analysis methods that work in real-world environments
The American Finance Association – designed for the academic study of economics and financial topics, the AFA has career opportunities, event information, and many other resources for professionals who develop financial and economic business strategies of all sorts
The Portable Financial Analyst: What Practitioners Need to Know – this book is full of information to make financial decision-making easier and includes practical job tips for professional financial and planning analysts
Association for Financial Professionals – this website is full of financial content, including information on risk management, financial planning and analysis, cyber security concerns, and other strategies and information for planning analysts and financial professionals in all industries
Financial Analyst’s Indispensable Pocket Guide – this reference guide is full of commonly used financial terminology and comprehensive definitions that provide detailed information about the fundamental financial concepts planning analysts and other financial professionals need to know
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Planning Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
