Planning Executive Job Description

Planning Executive Job Description

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Planning executive provides leadership for design, documentation, configuration, testing and integration of the new system related to the Supply Chain Planning processes including, production planning and scheduling, demand forecasting, inventory and warehouse management, sales and operations planning.

Planning Executive Duties & Responsibilities

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

Sample responsibilities for this position include:

TV/Pilot Greenlights
Partner closely with Human Resources and the senior leadership team to drive CCB and firm wide initiatives, champion employee experience and culture efforts
Order office supplies adhering to budget set for dept
Collect and verify expense reports for dept., including applying G/L codes
Maintain, extend, and implement a development plan to maximize planned gifts in support of Institute-wide priorities
Provide on-going training and education about tax-wise ways of giving and the gift planning program to members of the development staff to improve their skills in gift planning assessment and cultivation
Work with the gift planning team and in collaboration with regional and unit development officers, and intercollegiate athletics, to identify and cultivate prospective donors of planned gifts
Develop and implement a stewardship plan for gift planning donors through regular visits, ongoing communication and special events, as appropriate
Lead strategic planning, staff recruitment and retention, program administration, budget administration, and office management for the program
Provide insights into business performances and future build performances

Planning Executive Qualifications

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

Licensing or Certifications for Planning Executive

List any licenses or certifications required by the position: PMP, MBA, ITIL, AICP, APICS, AP, LEED, AIA, CFP, GSO

Education for Planning Executive

Typically a job would require a certain level of education.

Employers hiring for the planning executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Management, Education, Finance, Business/Administration, Marketing, Economics, Engineering, Hospitality, MBA

Skills for Planning Executive

Desired skills for planning executive include:

AutoCAD
Building Regulations
NHBC standards
SAP
Adoption processes and the technical process
Dealmaker
WideOrbit
Portfolio of products and manufacturing plant capabilities
Principles and strategy for Sales Forecasting / Demand and Supply Planning
Adazzle and IMS

Desired experience for planning executive includes:

The successful candidate must have previous experience as a Paraplanner for a Registered Individual
The right candidate will be aiming to achieve a Financial Planning Diploma
Perform Supply/Demand matching, to enable customer availability
Enable system improvements to enable increased accuracy and predictability of future demand
Interface between various partners across the world to provide seem-less delivery to the customer’s demand
Interface with factory to align capacity and demand fulfillment

Planning Executive Examples

1

Planning Executive Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of planning executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning executive
  • Ensure on time delivery of products to the various regions world wide
  • To prepare presentation script for videos, role plays and the training courses
  • To produce training manual for training courses
  • To prepare and present speeches or acts as Master of Ceremonies (MC) in public seminars, previews and other public functions
  • To assist on adhoc company projects organisation (Team building, BOSS Preview, Special BOSS preview, etc)
  • To coach, evaluate and train new trainers that joins the Training Unit
  • To oversee and report in the company's management meetings of all the activities in the Training unit
  • Shipping Notification (SN) two weeks out completion
  • Master Data integrity and accuracy
  • Define our overall product strategy, product roadmaps, and value propositions
Qualifications for planning executive
  • Possess people skills (Ability to handle impromptu situations, sharp and quick to response to questions given, tactful, pleasant and approachable
  • Possess creativity and open-mindedness (Ability to think out of the box, new ways of solving situations, willingness to learn and adopt new ideas)
  • Team spirit (Team player, supportive of other department)
  • Passionate, enthusiasm and initiative (Industrious in continuous effort in updating and gaining information about the Unit Trust Industry)
  • Willing to work odd hours travel frequently
  • Hire, mentor, and develop and a high performance team that moves incredibly quickly and respond to the market and stay head of competitors
2

Planning Executive Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of planning executive. 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 planning executive
  • Define our strategy for promotions and discounts, and partner closely with marketing team to drive customer acquisition on a quarterly basis
  • Model the economics of all of our pricing, product, and marketing constructs, and ensure all decisions meet the financial goals of the organization
  • Partner closely with our Consumer Insights group to understand consumer appeal around various pricing and offer decisions
  • Work with Product Management team to evolve our product and customer experience to best align with our value proposition and address our target customers
  • Deal with all administrative enquiries or problems from clients, intermediaries, solicitors, trustees and accountants , liaising where necessary with appropriate departments in Cazenove Capital or with the appropriate 3rd party and taking responsibility for ensuring timely client response and satisfaction
  • SN two weeks out completion
  • Master Data Audit Findings
  • Outstanding MMWF items
  • PPV (PO)
  • Personal Development plan in place
Qualifications for planning executive
  • 360 degrees Feedback
  • Atelier Swarovski past sales analysis
  • Summarising seasonal performance by product and region
  • Analysing historical performance of AS sales to identify strong performers per style and functionality
  • SWOT analysis per season
  • Maintaining awareness of competitor’s performance
3

Planning Executive Job Description

Job Description Example
Our company is growing rapidly and is looking for a planning executive. 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 executive
  • Market Share and Competitive Flow share
  • Coordinate the maintenance THE OUTNET Product Marketing events schedule and planning process, to support key designers, trends, marketing promotions and editorial content across multiple platforms
  • Work with Planning, Buying, Marketing, Fashion & Editorial departments to help manage product exposure through the Events Schedule to maximise sales
  • Assist with the setting of daily, weekly and monthly promoted product KPIs and monitor performance through the web analytics tool
  • Report on the KPIs to monitor performance of the Product Marketing activity to inform future activity
  • Work with the Product Merchandsing Manager and Site Team to build The Outnet’s product marketing strategy
  • Fully support and help to drive targeted marketing activity and product selection both onsite and offsite
  • Maintain records and filing of Event Schedule and Product Marketing Activities
  • Supports the planners in the conversion of Purchase Requisition (PR) to Stock Transfer Order/Purchase Order (STO/PO) and issues these to vendors/affiliates
  • Updates STO/PO in the system to provide accurate supply visibility to the markets
Qualifications for planning executive
  • Work within a cross functional team that manages all aspects of the WFM planning cycle
  • Serve as an independent contributor for a component of the Record to Report function inclusive of, General Ledger, Fixed Assets, Reconciliations, Month End Close, Statutory & Financial Reporting, Management reporting, product costing data integrity and quality
  • The Financial Reporting Analyst will perform specific tasks allocated by the line manager in the area of integrity, quality and reasonableness of the management and statutory reporting process, which includes QPR and QTR reporting exercises
  • Assistance in preparation of various submissions of the management reporting unit legal entity reporting requirements as per the deadlines and with the frequency set by the IBPM process
  • Previous programme scheduling experience
  • An analytical mind with creative flair to identify key facts, trends and issues
4

Planning Executive Job Description

Job Description Example
Our company is hiring for a planning executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning executive
  • Administrative Support – Manage calendar for SVP, VPs, and Directors, schedule meetings, ensure calendars are kept current reflecting travel for business, vacations, Make travel arrangements, place orders for supplies and services, and handle expenses
  • Communication – Handle and route inquiries to various members of the team, field and screen calls for SVP, develop weekly team update email, and serve as a key contact and as the communication hub for the team
  • Reporting – Assists in preparing and reviewing various monthly reports and forms
  • Presentations – Create or update PowerPoint presentations to ensure executive readiness, excellent formatting, consistency, and visually appealing pages
  • Finance – Act as the liaison between dedicated finance team for commercial sales and the IBP
  • Cross-functional collaboration- coordinates with executive administrative assistants across the business and externally to plan meetings
  • Assist with on-going operation efficiency projects strategic initiatives
  • The Executive Director, Gift Planning will develop meaningful and productive relationships with a portfolio of planned gift donors including grateful patients, donors and community members
  • Collaborate with Foundation Executive Directors and major gift officers across the health system to effectively design and execute gift planning strategies
  • This position is responsible for engaging philanthropic support for system-wide and care site based priorities and will work primarily with major, principal, and planned gift donors assigned to his/her portfolio
Qualifications for planning executive
  • Resilience to cope with the pressure of tight deadlines and a demanding workload with changing priorities
  • Understanding of audience research
  • Clear understanding of the Discovery Brands and a passion for television
  • Experience of working in a commercial organization
  • Strong knowledge & understanding of AXP vendor payables processes
  • Experience in vendor payments, CPC, & reconciliation processes
5

Planning Executive Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of planning executive. 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 executive
  • Create and implement a strategic plan for maximizing gift planning opportunities in the USAFA donor community, including graduates, parents, friends, and individuals
  • Build and manage a portfolio of donors engaged in gift and estate planning conversations with an emphasis on principal gift opportunities at the $1 million+ level
  • Provide required support to the Vice President, Development and development officers on promoting and executing complex gift and estate plans
  • Maintain oversight of the entire gift planning pipeline of donors, including those individuals managed by other gift officers, to ensure proper progression with gift planning opportunities
  • Work closely with the Director of Research & Prospect Management to (1) develop the Endowment’s “planned giving donor profile”, (2) identify new prospects with emphasis on $100,000+ opportunities, and (3) ensure an effective assignment process/strategy of new gift planning prospects to Endowment development officers
  • In coordination with the Vice President, Development, inform comprehensive campaign planning and execution, including but not limited to (1) developing and implementing a campaign plan specific to the portion of the campaign goal that will be testamentary gifts, and (2) developing campaign counting guidelines
  • Create and implement a strategic marketing plan for gift planning
  • In collaboration with the Director of Stewardship and Donor Relations, develop a strategic stewardship plan for members of the Polaris Society (those individuals who have provided documentation of an estate plan including USAFA to the Endowment)
  • Provide staff support and guidance to the Planned Giving Committee of the USAFA Endowment Board
  • Provide once or twice-yearly training on gift planning instruments to the Endowment’s development staff
Qualifications for planning executive
  • Strong expertise with MIS & reporting tools, Word, Excel, & MS Office tools
  • Typically holds a Bachelor's Degree in any discipline, with Commerce subjects at least at an intermediate level
  • Thorough knowledge of Financial Management, budgeting, and charge-out methodologies
  • Demonstrated ability to work well with others in a matrix environment
  • Drives Innovation and Change -Demonstrates ability to think strategically and tactically about the involved processes, with strong independent problem solving skills -Utilizes collaborative working practices with a strong ability to deal with ambiguity/conflicting objectives
  • The ideal candidate will have a good understanding of overall business strategy including market trends and business analytics

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