Planning Advisor Job Description

Planning Advisor Job Description

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Planning advisor provides practical and feasible solutions to control exposures and ensures compliance with University guidelines, best management practices and occupational and environmental regulations.

Planning Advisor Duties & Responsibilities

To write an effective planning advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included planning advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop and govern monthly performance metrics to gauge the effectiveness and drive improvements in LP Operations programs, process, practices that supports the Safe and Reliable Operations
Develop and maintain the equipment strategies workflow process
Develop, maintain, and facilitate design guidelines based on initial and life cycle cost considerations, sustainability, best practices versus cost limitations, applicable codes, and latest financial acceptable technologies
Relevant experience in the extractive industries
The ability to work with minimal supervision and are proactive
Ability to multi task and are result oriented
Understand peripheral demand requirement for assigned category at the aggregate level to support all fulfillment models (BTS/BTO/BTP/CTO)
Develop technical financial models and perform analyses that support strategic initiatives including mergers & acquisitions, divestitures and investment opportunities
Track and analyze company performance and valuation metrics relative to peer group
Analyze competitive landscape including market-specific developments, supply/demand dynamics and macroeconomic factors in support of Strategy, Marketing and Operations groups

Planning Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Planning Advisor

List any licenses or certifications required by the position: APICS, CSCMP, HSEEP, IS700, NIMS, ICS, PMP, CSCP, CPIM

Education for Planning Advisor

Typically a job would require a certain level of education.

Employers hiring for the planning advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Engineering, Finance, Education, Human Relations, Economics, Computer Science, Marketing, Communication, Business/Administration

Skills for Planning Advisor

Desired skills for planning advisor include:

Another language
Goals
Objectives and strategies
Process
Construction standards
Engineering principles
Industry practices
Health and investment products
Life
Compliance regulations and guidelines

Desired experience for planning advisor includes:

Third level qualification in relevant discipline
Minimum of 4 years financial services sales experience
Lead and participate on cross-functional teams like Sales, Marketing, Revenue, to support key company initiatives
Minimum of 4 years financial services sales experience in a tied agent environment
Previous experience of selling Insurance and Investment products
University degree/college diploma in business, journalism, design, marketing or education (or equivalent experience)

Planning Advisor Examples

1

Planning Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking for a planning advisor. 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 planning advisor
  • Help in managing the corporate five-year financial model and corresponding deliverables
  • Support the organization's development of budget, outlook and other shorter-term planning requirements
  • Gather and prepare information for Board meetings
  • Analyze monthly metrics reports and advice LP Operations Senior Leadership on areas within LP Operations that require additional focus to improve performance
  • Evaluate the effectiveness of University strategy and sub strategies and propose changes based on the evaluation
  • Abide by all University policies
  • Preparation of technical procedures, work instructions, equipment and systems evaluations
  • Responsible for advising long term planners on work priorities and ensure that activities are undertaken in accordance with business needs
  • Mentor and lead planners to produce detailed planned work orders and schedules using the Lumwana Pronto CMMS
  • Manage and develop the creation of weekly, equipment overhaul and shutdown schedules through Microsoft Project
Qualifications for planning advisor
  • Good knowledge of HR programs and processes and how Talent & Learning fits in overall HR strategy
  • Strong analytical and problem-solving skills, including analysing key messages and conveying them in clear, consistent and meaningful ways
  • Solid change management capabilities
  • Effective at multi-tasking, dealing with a wide range of challenges that are independent and distinct
  • Working experience in Hyperion Planning11.1.2.2/3, Essbase, or HFM11.1.2.2/3 and FDMEE HFM11.1.2.2/3 preferred
  • Exposure to Visual Basic, SQL, or any database is a plus
2

Planning Advisor Job Description

Job Description Example
Our growing company is hiring for a planning advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for planning advisor
  • Facilitate Reliability Centred Maintenance (RCM) audits and analysis
  • Control information in PM tasks in Pronto as identified through RCM analyses
  • Keep the Maintenance Planning Coordinator informed on progress and specific job problems
  • Control creation and modification of standard job information in Pronto
  • Develop continuous improvement strategies and communicate and apply accordingly
  • Achievement of maintenance targets in the most cost effective manner within budget
  • Ensure all component change out PM activities have safety instructions
  • Ensure work orders are sufficiently planned, with resources and steps detailed to the point that a competent artisan can carry out the work
  • Conduct regular audits and onsite inspections of planned work activities to gain efficiency and or operational planning improvement intelligence
  • Provide personal forward work load projections and identify in advance periods of over and or under commitment
Qualifications for planning advisor
  • QFA qualified and up to date CPD hours
  • Advanced Microsoft Office Excel, Word and PowerPoint skills
  • Knowledge of Hyperion reporting and planning tools
  • Minimum three (3) years of relevant experience in strategy, business planning and data analysis
  • Commitment to the highest ethical and professional standards
  • Intermediate user of ArcGIS or similar mapping software
3

Planning Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of planning advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning advisor
  • Review in RCM reviews and subsequently update information in Pronto tasks
  • Manage the preparation of standard job descriptions for work of a repetitive or complex nature
  • Prepare weekly and monthly maintenance department reports on section activities
  • Research and document user requirements (programming), completing schematic designs, design development, preliminary construction documents, design consultant quality assurance and oversight, submittal reviews, punch-lists, final inspections, and consultant/contractor post mortems
  • Complete building inspections and facility/property conditional assessments
  • Complete ADA/architectural code compliancy reviews and facilitate MEP code compliancy reviews and follow-up
  • Provides input in development of service contract strategies
  • Facilitates effective delivery of duties set forth in contract statement of work
  • Leads periodic contract performance review meetings with vendors
  • Development of contracts (Statement of work creation, proposal reviews)
Qualifications for planning advisor
  • Experience of running multiple campaigns or projects at once
  • Experience of working in an online retail media team is really beneficial but not essential
  • An understanding of Marketing and Trading processes
  • Organisation and attention to detail is key
  • Being able to manage upwards is really beneficial as you’ll need to influence people to keep campaigns on track
  • Responsible for coordination of all EC, CEO, and BoD driven requirements
4

Planning Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking for a planning advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning advisor
  • Management of outside contractors
  • Support enhancement of procurement protocol via vendor partnerships & MSAs with KPIs/SLAs for all service vendors
  • Engage industry expert consultants to better develop and/or refine protocols, SOWs, & PMs as needed to create a better balanced cost, quality, and reliability model
  • Develop architectural concepts from user requirements
  • Develop architectural alternatives and identify pros and cons including order of magnitude cost options
  • Develop preliminary architectural scope of work documents
  • Review construction documents for compliance with scope of work, client requirements, design guidelines, and architectural best practices
  • Coordinate efforts with other staff, disciplines, and consultants
  • Coordinate designs with remote offices/staff
  • Field investigation and recommended resolution of architectural and applicable code problems
Qualifications for planning advisor
  • Advisor to team members and functional area points of contacts providing input in support of SVP, EC, CEO, or BoD requirements
  • Supports project teams in development and implementation of employee CoSA events and business conferences
  • Ability to lead and participate on cross-functional teams like Sales, Marketing, Revenue, to support key company initiatives
  • Bachelor’s degree in finance or relevant business degree
  • Minimum of two years’ experience in a comparable role within a company of equivalent size/complexity
  • 5-7+ years working as an advisor with experience in conducting extensive financial plans and a proven track record of success
5

Planning Advisor Job Description

Job Description Example
Our innovative and growing company is looking for a planning advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning advisor
  • Responsible for leading projects from concept through implementation
  • Responsible for balancing stakeholder requirements and strategic objectives within quality, time, and budget constraints and for managing associated risks
  • Activities include but are not limited to developing project schedule, project communication, securing funding, and allocating resources (internal & external)
  • Regularly report project status to program managers, senior management and/or the sponsor and stakeholders
  • May manage relationships with external contractors, developers and consultants at a tactical level
  • Coordinates, plans and creates test plans and scripts for new releases
  • Assists in developing training plans with training lead to identify the features that need to be documented for training
  • Act as the single point of contact
  • Ensure the corporate planning and performance review processes and University, College and School planning and performance review processes are joined-up and aligned
  • Prepare financial planning reports on several disciplines (average of 20 hours of work)
Qualifications for planning advisor
  • Active FINRA series 7 & 66 or 7, 63 and 65
  • CFP designation preferred or willingness to obtain within 3 years of hire
  • Proven track record of success in the industry
  • Hospital operations and financial planning experience preferred
  • Strong organization skills and attention to detail – ability to work with many details of multiple projects and keep them organized by priority, timelines and impact
  • Ability to learn quickly and bring an entrepreneurial mindset in the use of tools and other industry standard methods to organize work for accelerated outcomes

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