Planning / Forecasting Analyst Job Description
Planning / forecasting analyst
provides analytical skills and financial capability as an integral aspect of the overall Hotel & Hospitality Group team.
Planning / Forecasting Analyst Duties & Responsibilities
To write an effective planning / forecasting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included planning / forecasting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Drives internal and external KPI reporting, including root cause analysis and score carding
Support demand forecasting at a daily, monthly and annual level using seasonally adjusted trend analysis
Provide data analysis and insights to support Digital operations/supply chain initiatives
Partner with Supply Chain, Product Management and Client Experience in roadmap feature prioritization and provide business case evaluation support for digital operational initiatives
Business Intelligence – use capability to generate insight and analysis to support continuous improvement, risk mitigation, the identification of new opportunities and the implementation of an effective strategy for DCC
Perform the role of key business partner to leaders of both the Finance and Legal Organizations by providing financial and operational analysis and guidance to assist them in operating more efficiently and effectively
University degree in Business Administration, Commerce or Accounting
Provide expert data retrieval support for channel performance reporting
Ensure workload forecasts incorporate all relevant channels or work types, egg
Ensure effective control and management by demonstrating ownership of relationships with key internal stakeholders who provide forecasts for all activities which may ultimately impact contact centre volumes, including card despatch, terminal despatch, statements marketing and sales campaigns
Planning / Forecasting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Planning / Forecasting Analyst
Typically a job would require a certain level of education.
Employers hiring for the planning / forecasting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Economics, Accounting, Business, Statistics, Computer Science, Engineering, Accountancy, Industrial Engineering, Business/Administration
Skills for Planning / Forecasting Analyst
Desired skills for planning / forecasting analyst include:
Analysis
Evaluation
Modelling and forecasting with strong analytical skills and attention to detail
MS Office
14001:2004 Team Member Competency Forms
Accounting
Aspect
Aspect eWFM
Competencies as defined in ISO 9001:2008
Complex technology/ERP/systems implementation environment
Desired experience for planning / forecasting analyst includes:
A minimum 3 years' experience in a similar position involving both planning, forecasting and commentary writing in a large, highly-matrixed organization
Ability to work both independently as part of cross-functional team and take initative
Support financial statement and footnote preparation
Draft detailed quarterly variance analyses
Provide financial statement valuation support for equity and debt transactions
Provide supporting information and explanations to internal and external audit
Planning / Forecasting Analyst Examples
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Planning / Forecasting Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a planning / forecasting analyst. 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 / forecasting analyst
- Using CPFR process & replenishment strategies, maintains the key account(s) target in stock rates, and weeks of supply
- Develops 30/60/90 process to aid execution and planning for product supply, to maximize availability
- Reviews, evaluates and analyzes the impact of such changes as new stores/ distribution, and new sku’s in the development of the planning forecast
- Aids account level forecast validation role on promotion forecasts for the trade customers
- Analyzes the impact of planned promotions on planning forecasts using available data
- Project demand needs at an item DC level
- Ensure that forecasts are filed
- Feed weekly Service Level update into file
- Update service level file
- Flag significant oversells/undersells
Qualifications for planning / forecasting analyst
- Must have strong financial report modeling skill using excel & InSight
- Develop SQL queries to derive financial data from large data bases
- 1-3 years of strong Treasury experience
- University degree preferred in a business related discipline, or equivalent combination of education and experience
- Minimum 2 years of progressive relevant experience with a strong track record of success
- Advanced experience in MS Excel & PowerPoint, Customer Systems
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Planning / Forecasting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a planning / forecasting analyst. 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 / forecasting analyst
- Work to build file that directly pulls forecast file
- Develop new tools and track trends across key performance indicators (KPIs) and shipping variables
- Create ad-hoc models and forecasts for planned marketing initiatives
- Provide timely reporting on business performance and issues to key stakeholders
- Communicate relevant forecasting inputs and insights to Call Center and Distribution Centers to optimize their planning efforts
- Deliver analyses and recommendations as it relates to demand, shipping methods, upgrades and cost implications
- Support forecasting and planning team to run holiday peak period scenarios
- Partner with business intelligence/tech teams to devise new methods for drawing operational insights from data to include development of centralized, flexible “data pool” to accurately capture KPIs and shipping variables
- Identify/implement strategies to reduce dotcom transportation costs and improve dotcom operational efficiency (digital order volume forecasts)
- Mentor, help coach and provide expert technical guidance and leadership to a team of Business Analyst in the development of forecasts for different queues, playing a consultative role in aspects related to Supply and Demand
Qualifications for planning / forecasting analyst
- Additional job requirements may be assigned based on business needs
- Good knowledge in Funds transfer pricing (FTP) concepts
- SAP Experience is considered an asset
- Excellent communication skills (verbal and written) with demonstrated professionalism and confident style as it relates to customer interaction
- Self-motivated with strong teamwork skills, focus on building strong internal and external business relationships
- Must be able and willing to travel to Customer sites as required
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Planning / Forecasting Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of planning / forecasting analyst. 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 / forecasting analyst
- Identify and communicate areas for continual improvement of service levels and accuracy, recommending and initiating process improvements necessary to attain expected targets
- Facilitate monthly planning meetings with relevant parties
- Identify recurring problems with system processes, policies or procedures
- Proactively work with managers to recommend efficiencies and affect change
- As part of the Workforce Effectiveness team, this position will provide oversight related to the short range planning process for UnitedHealthcare call centers worldwide
- Operate consistently for all consumers regardless of their energy supplier
- Provide smart metering data to network operators in support of smart grids
- Allow authorised third parties to provide services to consumers who have granted them permission to use their data
- Subscriber management– work to meet the needs and requests from each of the subscriber groups, with a focus on delivering to a defined and agreed scope of support and timetable of activity
- Data architecture – maintain a clear understanding of data architecture, sources, definitions and owners
Qualifications for planning / forecasting analyst
- Bachelor’s degree with 3+ years business experience in supply chain, operations, preferably with ecommerce or retail experience
- Intermediate SQL and strong excel capabilities working across large data sets
- Ability to effectively communicate key insights from analyses
- Ability to manage multiple priorities and work effectively under tight deadlines in a fast-changing environment
- Experience in retail/e-commerce preferred but not required
- Essbace experience preferred
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Planning / Forecasting Analyst Job Description
Job Description Example
Our company is looking to fill the role of planning / forecasting analyst. 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 / forecasting analyst
- Data Integrity – deliver process for data integrity for all reporting and information (including Service User forecasts)
- Develop the bottoms-up annual expense operating plan, 3 Yr
- Actively partner with Management and other staff from the organizations to refine or establish effective processes and tools to better support their financial management
- Identify trends that may signal risks and opportunities and provide relevant recommendations
- Support on-going core Corporate FP&A activities including monthly management reporting, BOD reporting, coordination of forecast and close activities
- Demonstrate the ability to take initiative, define better processes, work with minimal daily direction, and prioritize time to deliver accurate results in a timely manner
- Forecast workforce requirements for new programs to determine costs and evaluate feasibility
- Understand, seek to improve and complete financial models for internal and external stakeholders
- Provide maintanance of internal reporting and planning tool
- Control data hub to ensure consistency in reporting
Qualifications for planning / forecasting analyst
- French & English are required for bilingual roles
- Technology independent – strong fluency with Microsoft Office suite
- Bachelor’s Degree or equivalent work history required
- Working knowledge of MS Access and relational databases preferred, experience with MS SQL Management Studio is an asset
- Extensive Experience working with WFM applications
- Ability to build and maintain relationships with various levels throughout the business
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Planning / Forecasting Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a planning / forecasting analyst. 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 / forecasting analyst
- Prepare data for analysis/meetings
- Combines and integrates model results to generate the volume and revenue forecast
- Researches UPS data sources to identify new accounts, account losses, and accounts with significant increases and decreases in volume and revenue
- Updates report data (e.g., adds new accounts, volume changes, ) to build new reports
- Modifies the planning process, tools, programs, and business rules as needed to increase efficiency and accommodate changes (e.g., rates, new initiatives)
- Researches and develops new statistical forecasting techniques (e.g., econometric and other time series models) to improve the forecasting process
- Creates business rules, impact thresholds, and templates to collect field impacts (i.e., one time only increase or decrease in volume and revenue) to the business plan
- Prepares presentations to explain business and initiative results or business and initiative forecasts
- Support in analyzing business trends
- Works closely with Senior Director to build annual plan and in-year forecasts
Qualifications for planning / forecasting analyst
- Proficient in Retail Link, APO, SAP, Microsoft Office
- 2+ years with deliverables to senior leadership
- Prior experience in divisional/corporate FP&A preferred
- Hyperion Essbase or Planning experience preferred
- Forecasting mindset
- Bachelor's or Master’s degree in Finance, Business, or a related field