Corporate Planning Job Description
Corporate planning
provides financial advice, data and information to leadership, other functions and business units based on planning and analysis.
Corporate Planning Duties & Responsibilities
To write an effective corporate planning job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Manage daily, weekly, monthly, and quarterly reporting of sales, margin, and inventory via Excel spreadsheets
Review and analyze financial plans by country/region and division
Work with reporting team to provide the monthly global financial forecast to Senior Management in New York, giving insightful analysis and comments on the current business activity to aid decision making
Participate in selected local/regional financial meetings as TCCL representative
Liaison between Corp
Work with Regions & Divisions to help in the continued evolution of the overall planning process, helping to move from less static to a more agile approach
Develop integrated strategies and execute initiatives in key countries
Work in conjunction with country management and functional management (processing, product, government relations, corporate relations, acceptance, risk, ) to develop and execute country-specific partnership and risk mitigation strategies
Identification of strategic issues to be discussed by Regional Management Committee, and provision of information to enable discussion and decision making
Drive and manage the annual corporate business planning process through partnering with senior executives at AP LT (Leadership team) level and their direct reports and core teams
Corporate Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Planning
List any licenses or certifications required by the position: MBA, CPA, APICS, CIA, CA, PMP, CMA, CSCP, CPIM, RA
Education for Corporate Planning
Typically a job would require a certain level of education.
Employers hiring for the corporate planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, MBA, Economics, Business/Administration, Engineering, Education, Management, Statistics
Skills for Corporate Planning
Desired skills for corporate planning include:
Excel
Analysis and modelling techniques is desired
Card business model and economics
MS-Office applications
Microsoft Excel
Oracle
Word
Accounting principles and practices
Banking
ERP and other Financial Planning and Data Base Management Systems
Desired experience for corporate planning includes:
Develop an understanding of how to analyze show performance and develop future strategies
Learn to manage inventory levels
Gain proficiency in planning tools such as SPT, Retek, and Business Objects
Young, high potential person who can enjoy fast-paced
Hospitality to communicate with various people
Fluent to Native level English for translation and communication with global employees/ clients
Corporate Planning Examples
1
Corporate Planning Job Description
Job Description Example
Our company is growing rapidly and is hiring for a corporate planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate planning
- Seek opportunities to automate & improve financial reporting, forecasting, and month-end close processes
- Create new reports to track new incentives evolve reporting to a more centralized and interactive tool
- Prepare Management Discussion and Analysis section of SEC filings
- Prepare information for Audit & Finance Committee of the Board of Directors
- Ensure accuracy of earning release and earnings call scripts
- Support Investor Relations and Public Relations teams
- Manage monthly management reporting for Executive Committee and majority shareholder
- Act as a liaison with IT to ensure optional set up of consolidation systems for management reporting
- Contribute to the analysis for the Board of Director meetings
- Lead an efficient, thorough and insightful planning process
Qualifications for corporate planning
- Develop an understanding of Item Life Cycle in electronic retailing
- Learn how to write a show to attain sales and margin plans
- Used English for business
- Strong business partnership, collaboration and influence skills
- Highly motivated proactive individual and team player with ability to lead and manage various work streams
- Ability to collaborate with other teams in the organization
2
Corporate Planning Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of corporate planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate planning
- Responsible for analyzing and track current and forecasted capital expenditures
- Lead capital budgeting and management, inventory, sales/ mix analysis, new products business case development
- Responsible for creating & maintaining planning tools, summaries & associated analysis, including global consolidation for Product Divisions and Regions, members of the Senior Leadership Team
- Ensure/Coordinate landlord/retailer criteria have been received and logged to the Corporate Retail Development Platform
- Coordinate and ensure all projects are accurately loaded in to the Corporate Retail Development Platform and maintain its status on a daily basis
- Process/maintain/log all purchase orders and related invoices
- Maintaining a strong working relationship with the brands, Corporate Real Estate and Finance, Corporate Retail Store Education, Corporate Store Planning + Development Canada and retail partners
- Assist in the production and coordination of the FR Y-14A forms, rule interpretation and documentation
- Produce critical data to support the strategic and business planning (SBP) process at OSTA
- Provide five-year financial plan, incorporate business trends, integrate new product and value engineering valuations
Qualifications for corporate planning
- Ability to comprehend business issues and develop coherent & comprehensive business solutions
- BPC 10 experience preferred – or other financial planning software
- Knowledge or experience with Real Estate and/or Construction industry preferred
- Ability to work under tight deadlines, handle multiple tasks and varied personalities with diplomacy, tact, good judgment, patience and flexibility
- Experience in Long Range Financial Planning and Budgeting
- 5 to 10 years experience in a Financial Planning & Analysis
3
Corporate Planning Job Description
Job Description Example
Our innovative and growing company is looking for a corporate planning. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate planning
- Ensure an effective framework exists for managing and diagnosing company and business unit progress against objectives
- Provide concise feedback to all levels of management regarding performance against annual KPIs
- Partner cross-functionally with sites to align on detailed action plans to avoid or overcome issues
- Develop a thorough knowledge of business partners’ needs in order to provide customized and relevant input in the building of financial models
- Accountable to maintain and/or develop financial models and seek continuous improvement that would reduce risks
- Educate business partners on financial analysis models and processes
- Participate as a subject matter expert in special projects and provide ad hoc analysis as required
- Analyze sales performance, gross margin performance cost trends
- Oversee quarterly forecast process annual budget preparation
- Ownership of the firm non-compensation CCAR Model and business unit coordination, communication and documentation
Qualifications for corporate planning
- Must be able to relocate to Peoria, IL area for the duration of the internship and complete daily work commute using reliable transportation
- 15+ years of business/ finance related
- Bachelor’s degree with emphasis on coursework of a quantitative nature, preferably Economics, Mathematics
- Engineering or related fields
- Proficiency in Hyperion Smartview or similar tool
- While based in Melville, this position will require regular travel to the NYC based company operations
4
Corporate Planning Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of corporate planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for corporate planning
- Partner with key senior stakeholders to define strategic plans, actions and capability gap assessments
- Help coordinate Corporate Strategic Discussions on key initiatives/topics
- Coordinate timelines and reporting requirements for the planning and quarterly projection process
- Partner with and provide superior customer service to divisional controllers and finance managers to ensure smooth execution of plan and projection cycles
- Analyze Corporate and Divisional plans/projections to identify material trends
- Prepare consolidated financial statements and presentation materials for Management
- Develop Corporate Profit and Loss and Balance Sheet for plan, projection and long range plan
- Coordinate plan and projection data for company owned distributor(s)
- Assist corporate cost center managers with budgeting, projections and in obtaining approval for capital
- Assist and train corporate personnel in preparing ROI’s and lease vs
Qualifications for corporate planning
- 3+ Years in an administrative/coordinator role, financial and systems experience preferred
- Knowledge or experience with Real Estate and/or Construction industry helpful
- Must have excellent command of writing, reading and speaking English and Japanese
- Master of Business Administration from an accredited institution
- Candidates must be legally authorized to work in US without company sponsorship now or in the future
- Master of Business Administration from a top tier business school preferred
5
Corporate Planning Job Description
Job Description Example
Our company is growing rapidly and is looking for a corporate planning. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for corporate planning
- In-depth experience utilizing software tools (Excel, Tableau) to effectively present graphs, reports, and dashboards
- Manage and develop KTI unit budgeting and planning process
- Contribute to the development of the KTI Financial metrics and KPI’s
- Create high quality, visual financial presentations with analytical focus on business performance
- Develop analysis methodologies to value R&D and IT investment proposals
- Manage a portfolio of projects that aim to develop financial planning and analysis tools and methods for KTI
- Investigating and updating metrics
- Reconciliation of various reporting
- Assisting with the implementation of Qlik project
- Other ad hoc projects that may arise
Qualifications for corporate planning
- BA degree with an emphasis in analytical disciplines (Finance and/or Accounting) is preferred
- Minimum of 10 years business planning and financial management experience is required
- Minimum of 3 years in both corporate planning and division finance experience is preferred
- Minimum of 4 years supervisory or management experience is essential
- Must have achievements demonstrating strategic thinking the ability to lead initiatives through implementation
- Strong oral and written communication skills are esential