Planning Associate Job Description

Planning Associate Job Description

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Planning associate provides daily administrative support for the PTC Xelus Parts planning software in addition to other material planning applications.

Planning Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Assist with identifying and implementing operational improvements and business process re-engineering strategies to enhance department performance, manage risk, and benchmark to industry best practices
Ad-hoc analysis that helps drive the business for Chief of StaffUnderstand the interaction of systems and the impact to financial reporting
Running reports in SAP and downloading into Excel
Tracking components to delivery
Expediting shipments
Supporting the VS Fantasies current business
Working with Suppliers to ensure they are following required process and documentation for International shipments
Tracking & timely movement of inventory (finished goods, components & WIPS)
Maintaining Price List & Style #s in SAP for International Customers
Working with internal LTS members as needed to set up new customers

Planning Associate Qualifications

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

Licensing or Certifications for Planning Associate

List any licenses or certifications required by the position: APICS, CPIM, CPA, AICP, PMP, CFP, CSCP, CLU, APA, CHFC

Education for Planning Associate

Typically a job would require a certain level of education.

Employers hiring for the planning associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, Advertising, Communications, Business/Administration, Education, Business, Architecture, Finance, Landscape Architecture, Geography

Skills for Planning Associate

Desired skills for planning associate include:

Syndicated data and applications
Best practices
Community planning
Consultative relationship process helpful
Systems
Internet applications
Procedures and structure
TD Waterhouse products
Planning software programs
Economic development

Desired experience for planning associate includes:

Proactively manage activity within the accounts, taking ownership of each transactionActively look for ways to reduce the Financial Planner’s daily administration, allowing the Financial Planner to focus on sales
Must have time management skills, sense of urgency and ability to work under tight deadlines
Must work well independently and be a team player
Minimum 5 years of experience in media and/or marketing
Knowledge of Private Equity and Portfolio Management
Experience with EMoney Software & Redtail a plus

Planning Associate Examples

1

Planning Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of planning associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning associate
  • Assist in the preparation and rationale of media recommendations and annual plan presentations
  • Monitor and maintain budgets, budget reports and all other stewardship reports
  • Generate paperwork necessary for purchase authorization
  • Analyze plan performance where necessary to ensure success
  • Maintain media partner information files
  • Partnering with the Senior Associate to establish priorities and manage workload
  • Assisting in the development of insightful media points-of-view
  • Gather and analyze data to provide sound, strategic, consumer-insights driven media recommendations
  • Maintain accurate budget control and flow of media activity, and proactively, consistently update Manager and (if appropriate) client contact(s)
  • Monitor buys/schedules
Qualifications for planning associate
  • Weekly communication of KPI dashboard per country and per vertical to help the team have a big picture view of the business and help identify opportunity for the area of focus
  • 2-3 years of experience in analytics role
  • Experience in financial/cost-side analysis and/or procurement optimization preferred
  • Proven capabilities in Excel
  • Bachelor's degree preferred or a minimum of three to five years experience in a corporate environment
  • Implementation teams, to ensure media strategies are delivered and brand goals/client needs are met
2

Planning Associate Job Description

Job Description Example
Our growing company is looking to fill the role of planning associate. 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 associate
  • Maintain accuracy of planning costs / rates
  • Communication Planning teams and Implementation teams, to ensure media strategies are delivered and brand goals/client needs are met
  • Meeting with and developing/maintaining relationships with media suppliers
  • Attending and participating in client meetings as needed
  • Media School
  • MEC Learning
  • MECU Business Communication Skills/Business Writing
  • Assist in management of vendor collaboration forecasting meeting with retail partner and develop/recommend changes in product assortments/ forecasts as indicated by retail results and account strategy
  • May manage expectations of clients and deliverables
  • Assist Supervisor in advising clients on the best ways to integrate media into their advertising and marketing programs
Qualifications for planning associate
  • Proven ability to deliver high-quality, multi-disciplinary plans including, concepts, strategies, development and planning controls and guidelines
  • Strong analytical skills and ability to develop practical options and solutions
  • Strong ability to write, refine and deliver final reports with regard to planning and development projects
  • Ability to structure, lead and participate in workshops as required
  • Proven track record in seeking, securing, maintaining and managing positive and successful liaison with clients
  • Strong ability to work either in a team, or alone with proven positive results
3

Planning Associate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of planning associate. 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 associate
  • Integrates special, performance-enhancing elements into plans when potential incremental value can be supported (Engagement Zone units, special buys, behavioral targeting)
  • Oversee the consistent reporting of competitive market/media information for each brand/category, including business insights that can inform media broader marketing actions
  • Serve as a facilitating contact point for client’s internal media staff and the primary contact point to client’s brand staff when media issues are discussed
  • Lead the process of strategic media planning/execution and serve as a resource for supervisors, planners and assistants for advice and counsel
  • May assist in the creating and negotiating of yearly client contracts and supplemental proposals and manage account profitability
  • Build trusting, collaborative relationships with clients and agency partners at appropriate levels
  • Accurately represent the client’s point of view when reviewing work, leverage this perspective when providing feedback to team and presenting to client
  • Understand and analyze the root causes of problems and develop ways to rectify
  • Guide and assist staff to arrive at potential solutions to problems/issues
  • Train, motivate and develop a Communications Planning group
Qualifications for planning associate
  • Thrives in a fast pace, constantly changing environment
  • Commerce Graduate with 0-3 years relevant experience in financial planning and analysis
  • Strong accounting knowledge and the ability to perform analysis of financial data to reach a reasonable conclusion
  • Working towards CFP or PFP
  • Advanced degree in life science (RN, PhD, Pharm D, MD)
  • Experience in hematology/oncology area or related therapeutic area preferred
4

Planning Associate Job Description

Job Description Example
Our company is hiring for a planning associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning associate
  • Executes production schedule
  • Views schedules from a short and long-term perspective to enable optimization and communicate trade-offs over the period
  • Works with upstream/downstream schedulers, Supply Trading & Optimization and with Marketing to communicate and resolve Issues
  • Develops optimized short and long-term production plans to support system inventory targets
  • Provides input into assessment of new product specifications for feasibility and production costs
  • Reviews inventory levels to decrease backorders against customer orders
  • Monitors waiting for materials reporting to identify issues and works with Procurement to resolve issues delaying material delivery (10%)
  • Manage in transit materials to insure timely delivery and issue resolution
  • Reviews manufacturing orders to insure proper and timely keying
  • Conduct all necessary research related to investments, insurance, income/gift/estate taxation, and retirement plans
Qualifications for planning associate
  • Working knowledge of medical affairs, clinical, legal, regulatory functions
  • University Degree (essential requirement)
  • Solid team player with proven ability to work well within a dynamic and collaborative team environment
  • Must possess at least 1 technical area of expertise within the Server/OS, Application, Network, Storage or other area applicable to current technologies being used within the industry
  • Strong customer service, analytical and troubleshooting skills
  • Self-motivated and directed with strong interpersonal and communication skills
5

Planning Associate Job Description

Job Description Example
Our growing company is looking to fill the role of planning associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning associate
  • Supports internal and external audit requests
  • Facilitates costs to maintain fiscal budget requirements and corporate pricing structure
  • Writes and submits work orders which provide detailed direction
  • Packs and ships all components needed for comp production
  • Troubleshoots any technical difficulties and follows-up to ensure accuracy and delivery dates
  • Coach and train Jr
  • Assist in the evaluation of Jr
  • Drive Business Analysis for assortment, shelving and Merchandising strategies for assigned Categories
  • Support Customer sell-in stories with insights in order to successfully execute Clorox's national plans to deliver brand's goals to grow share and sell innovation incrementally
  • Create sales/data tools and provide key learning's for use in the business planning sessions utilizing IRI, Shipment data, and market research finding (including Spectra, Nielsen Cross Outlet & Channel Facts)
Qualifications for planning associate
  • Minimum of 1 year site experience in Power construction and engineering (Mandatory)
  • Minimum of 2 years hands-on experience with Primavera Project Planner and similar software(Mandatory)
  • What is the status of a given project move?
  • Bachelor's degree in Architecture, Construction Management, Design, or a related field
  • Design and update databases, applying additional knowledge of spatial feature representations
  • Proficiency with MS Office Suite, Adobe Creative Suite/Creative Cloud, ESRI ArcGIS, AutoCADD, Microstation, and SketchUp

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