Planning Specialist Job Description
Planning specialist
provides leadership and the ability to influence key decisions, both as it pertains to the overall business needs and to the Finance function.
Planning Specialist Duties & Responsibilities
To write an effective planning specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included planning specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Conduct centralized, customized training support to Financial Advisors through LiveMeeting training programs to FA/FA Teams on the functional aspects of all financial planning tools deployed by Financial Planning Resources
Assist with research in resolving ADA issues for specific stores
Ensure data accuracy and integrity
Work closely with the business to understand and evaluate key business trends
Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management
Deliver presentations to Advisors and clients
Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans
Oversee the optimal flow of merchandise incl
Consult with FAs, clients, and outside tax and/or legal professionals on a broad mix of topics related to income tax, financial planning, and estate planning
Preparation, review, and presentation of custom income tax summary reports
Planning Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning Specialist
List any licenses or certifications required by the position: APICS, CPIM, PMP, PSP, SWP, ACE, EVP, CCP, ITIL, GIS
Education for Planning Specialist
Typically a job would require a certain level of education.
Employers hiring for the planning specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, Engineering, Finance, Economics, Management, Supply Chain Management, Technical, Business/Administration, Industrial Engineering
Skills for Planning Specialist
Desired skills for planning specialist include:
SAP
Tools
Excel
Ability to leverage that information in creating customized customer solutions
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Business operating systems
Operational
Ability to impact decisions within and outside own organization
Ability to use these to gather and analyze data on the learning needs of a target population
Anticipating
Desired experience for planning specialist includes:
5 yrs experience in Annuity industry as a wholesaler/specialist/sales manager
Support the business in the development of strategy implementation and investment plans
Handles complex analyses well
Tailors communication plans and implementation accordingly
Analyzes specific aspects of client systems and culture, and their potential project impact
Develops and implements action plans for specific impacts to systems and culture, , a specific process change or technology implementation
Planning Specialist Examples
1
Planning Specialist Job Description
Job Description Example
Our company is searching for experienced candidates for the position of planning specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning specialist
- Makes staffing decisions and communicates operational data and real-time impact to the operations staff, reservations leadership, and to agent groups
- Deploy measurement system to track and report progress on talent management to university management
- Provide consultation to academic and/or business unit management on adoption, customization, implementation, and measurement of effectiveness
- Present program and project updates at university staff and management meetings and other forums with the intent of building skills in Stanford’s managers and HR professionals in talent management and workforce planning
- Will need to collaborate internally with University Human Resources colleagues and other client organizations across the university to gather data
- On occasion, may provide learning event support and other logistical back-up to other coordinators as necessary
- Coordinate the debt covenants and guarantees reporting processes
- Assist in evaluating compensation plan design changes for finance professionals and field management
- Support financial modeling and analytics of business cases and initiatives to drive profitability growth
- Prepare and analyze quarterly product margin forecasts
Qualifications for planning specialist
- 1-2 years of Supply Chain Planning experience or similar skill set preferred
- Understanding of GAAP accounting and financial reporting
- Manage cost optimization process
- Customers - Mill & Staff Logistics, Marketing, Research, Mill & Staff Financial Analysts, Mill Operating Teams, Supply Vendors, Customer Service Representatives
- Ensure material and supply availability
- Data analysis of inventory, service, market trend, sales
2
Planning Specialist Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of planning specialist. 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 specialist
- Manage and support on NPI and PIPO by setting desired business system planning, demand parameters and initial stocking quantities within required lead-times
- Coordinate with AP Regional Supply Chain to ensure efficient product availability
- Manage Safety Stock and other parameters in planning system
- Liaising point for different functional units
- Participates in S&OP process and follows the action items as agreed in the S&OP process
- Keep up to date on relevant Supply Chain technology and process trends within FMCG industry
- Actively support Credo based behaviour, corporate policy and ethics
- Perform tasks and assignments as directed by the head of PMO to ensure timely implementation of projects, compliance with PAHW guidelines to reach overall and specific objectives of all activities
- Ensures that call volumes and required staff are forecasted accurately and managed daily through workforce adjustments and system application management
- Uses real-time data to analyze the operation and re-forecast or adjust staffing to meet daily volume
Qualifications for planning specialist
- Foreign Service, Civil Service, or military experience at the GS-14-15 or O-5 to O-6 levels, respectively
- Implementing knowledge management processes after action reviews to consolidate learning's and ensure continuous improvement in campaign design and planning
- Effectively translate Group Marketing Customer strategies and plans into campaigns and activities
- Build & implement collateral (merchandising material, advertising ) for campaigns and activities (ensure approval and alignment with key group functions marketing, product, customer, segment, enablement )
- Keep updated on all regulatory requirements and changes and drive behavior through campaign and activity plan implementation accordingly
- Right people, right roles, right time, right skills
3
Planning Specialist Job Description
Job Description Example
Our company is hiring for a planning specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning specialist
- Loss control (qualities products, origin demurrage costs, performance blends, implementation qualities norms)
- Optimize the operating mode of the process units in function of the desired intermediate and finished products and eventual (un)planned shutdowns and slowdowns
- Calculate blends in order to achieve a market conform and legally certified product with minimum costs and waiting times
- Coordinate and organize the required imports and exports in function of product stocks
- Apply the ISO philosophy within the department
- Special studies in order to prepare turnarounds/shutdowns and/or specification changes
- Optimize the capacity and efficiency of the installations (taking into account the limitations)
- Support on a daily / monthly bases with the scheduling team and lifting
- Discuss and negotiate contracts with the Partners
- Support Scheduling daily activities in optimizing the refinery
Qualifications for planning specialist
- Cloud Planning experience (services, consumption, support) and Governance (align, plan, build, operate)
- Finance or cost tracking experience
- Minimum of ten (10) years Project Controls supervisory positions working for International
- Oil Company in the Owner’s project organization
- Possess leading subject matter expertise on talent management problems and practices
- Minimum 3 years work experience in a Distribution Centre environment
4
Planning Specialist Job Description
Job Description Example
Our company is growing rapidly and is hiring for a planning specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning specialist
- Interpreting the customer needs, assesses requirements and identifies solutions to non-standard requests
- Explaining difficult issues and works to build alignment around a complex situations
- Applying knowledge of internal/external business challenges to provide input into recommendations for improvements to products, processes or services
- Provide expertise in Planning Support within the Supply Chain group and site IPTs
- Accountable for the effective and efficient running of all Supply Chain Planning operations within the IPTs
- Act as coach for all members of the Planning department
- Accountable for development and deployment of visual metrics within the Planning group
- Accountable for site capacity planning and alignment with Manufacturing Division Capacity Planning models
- Lead, promote and support the implementation and maintenance of EHS programs
- Works with North America team to drive better utilization and achieve revenue goals
Qualifications for planning specialist
- Drive consolidation and reporting of actual financial results, budgets and planning rounds
- Assist in collecting and analyzing business unit input used for financial planning
- Understand information needs and develop reporting to keep management and stakeholders informed of the company financial condition
- Assist in monitoring monthly financial performance and provides input for forecasts
- Responsible for updating Group Financial systems
- Assist with the preparation of meeting and presentation materials, and coordinate VW Group reporting requests
5
Planning Specialist Job Description
Job Description Example
Our company is searching for experienced candidates for the position of planning specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning specialist
- Coordinating with the co-pilots and other business partners using appropriate management tools for the planning process
- Managing the documentation of processes, evaluation and development and secure best practice across plants
- Securing best practices in inventory management
- Supporting team to establish close cooperation with Inbound Logistics, System and Operation Process (S&OP), Fulfillment, work with continuous improvements
- Ad hoc management support
- Leads strategic research projects, running advanced (e.g., modeling, multivariate) analytics and providing predictive decision metrics to business leaders
- Uses human capital/workforce planning methodologies to determine business unit strengths and strategic opportunities in collaboration with internal clients
- Assists in the identification of solutions and approaches to close or mitigate significant talent gaps and leads the design of measurement methods to monitor progress
- Manages all phases of projects, including contracting and consulting with clients, developing research/project plans, providing insights and recommendations to facilitate decision-making, and developing and presenting results summaries
- Assists in managing our workforce data (including survey data and HR employee data) to ensure the data is accurate and interpretable
Qualifications for planning specialist
- Experience with and knowledge of scheduling software
- Process driven and results oriented
- Computer proficiency with intermediate MS Excel Skills
- Staff scheduling experience
- Good personal discipline and an ability to work within set deadlines
- Demonstrated ability to coordinate people and tasks, follow up and work with a sense of urgency