Planning Associate Resume Samples

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B Schamberger

Brisa

Schamberger

401 Braun Cliff

Detroit

+1 (555) 252 5678

401 Braun Cliff

Detroit

Phone

p +1 (555) 252 5678

Experience Experience

Chicago, IL

Wealth Planning Associate

Chicago, IL

Kreiger, Hammes and Hessel

Chicago, IL

Wealth Planning Associate

Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BFAS offering
Participating actively in team learning development activities and team performance achievements
Assisting with drafting client assessment reports or memos including related appendices
Provide direct planning support to a number of Specialists by
Assist in the preparation and delivery of educational and marketing content
Assisting with timely and accurate responses to client inquiries which may include conducting research or specific analysis and calculations
Assist in reporting/managing of Group activity and other tasks as assigned

Philadelphia, PA

Resource Planning Associate

Philadelphia, PA

Denesik-Bartell

Philadelphia, PA

Resource Planning Associate

Identify opportunities for improvement of resource utilization and provide input on performance
Monitor real-time call performance. Alert management to real time changes in levels of service and/or areas of risk and opportunity
Monitor off production activities and approve based on established guidelines
Balance call center goals at network, site, queue, and account levels
Monitoring key competition developments and ensuring flow of information to the organisation
Manage vacation allotments
Identify and make recommendations relative to call and staffing patterns

present

Chicago, IL

Occupancy Planning Associate

Chicago, IL

Johnston, Flatley and Cormier

present

Chicago, IL

Occupancy Planning Associate

present

Assist in developing site-specific Planning Strategies with Senior Leadership
Assemble, update and report the top-down and bottoms-up seat count projections collected at the group-level for a rolling, 3-year planning horizon and work with the client to reconcile discrepancies with tops-down projections; (PFF = Population Forecast Form)
Provides a single point of contact for planning related questions for retail spaces for supported major regions
Develops scopes, schedules and budgets for small scale interior projects
Participates in Audits (including seat assignments, occupancy, vacancy, labs & equipment)
As necessary, participate in project and move coordination planning meetings
Ensures planning is aligned with corporate guidelines, and that all scenarios maximize use of space

Education Education

Bachelor’s Degree in Planning

San Diego State University

Bachelor’s Degree in Planning

Skills Skills

Basic knowledge of purchasing principles, techniques and philosophies. Knowledge of basic computer applications and the ability to learn and use multiple applications specific to this department including the ERP and office systems
Strong interpersonal skills and proven ability to work with diverse teams. Ability to adjust communication style in order to provide information and direction in an effective manner
Ability to handle multiple tasks while maintaining attention to detail and accuracy and working under tight time deadlines
Ability to analyze and assess impact of decisions on department and cross-functional business partners. Proactively identify business issues and develop creative solutions
Ability to problem solve independently & through strong partnerships with regional business partners
Highly proficient with Microsoft Excel
Manage in-season profitability to achieve or exceed seasonal performance at Geo / Category level
Support Retail Planning Manager & Lead in Regional S&OP to recommend profitable inventory decisions
Conduct quantitative analysis and insights to optimize line profitability—monetize new opportunities and identify risks
Basic math and data entry skills

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Annuity Planning Associate Resume Examples & Samples

Partner with their respective external counterpart, the APS, to increase year-over-year annuity sales in territory
Field incoming calls from Financial Advisors and provide world-class level of service
Become a product expert on all annuities available through our platform
Develop and maintain insurance carrier relationships with Internal and External Wholesalers
Detail oriented with an ability to handle multiple priorities
Strong phone skills
The ability to effectively manage multiple projects and tasks
Ability to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to work efficiently under pressure
Solid verbal and written communication skills required
Bachelor’s degree required. Advanced designations/Master’s degree a plus
Series 7 and 63/65 or 66 preferred. If not currently held, required within 90 days of hire

Wealth Planning Associate Resume Examples & Samples

Minimum one year experience in financial planning data entry or financial planning practice assistance
Documented success with financial planning software, organizational ability and technology skills
Effective listening, written, and oral communication skills
Ability and eagerness to work with planning tools/processes
Certified Para-Planner or equivalent course work preferred

Capacity Planning Associate Co-op Resume Examples & Samples

Professional Development: Exposure to a variety of professional development topics facilitated through our partners at Comcast University and senior leaders within the organization. These sessions include speaker series, skill-building workshops, and networking opportunities
Review nightly network device data captures
Validate that all link inferences are properly determined by the tools, update as needed
Ensure that traffic metrics are imported correctly
Assist creating automations for reporting extreme outliers
Review Capacity reports with customers

Marketing Planning Associate Resume Examples & Samples

Marketing Analytics: Develop marketing plan with Marketing Manager based on financial projections, trends, inventory turns, and overall business needs
Evaluate data: Provide innovative approach to help answer complex questions (including boutique and web data analysis)
Digital Marketing: Assist with marketing plan for digital media (including website, SEO, PPC, and Social Media marketing
ROI Reporting: Assist Marketing Manager with developing a plan to increase ROI for boutiques and the digital space. Track success based on approved reporting templates
Marketing Budget: Assist Marketing Manager with department budget (including event marketing budget projections through the life cycle of event)
Support: Assist with developing actionable, revenue-driving strategies while keeping our guest and user experience in mind
Education: Bachelor’s Degree in Business Administration or Marketing Desired
Experience: 2-5 years of retail marketing and/or project management experience preferred
Computer Skills: Advanced knowledge of Microsoft Excel
Other Skills: Google Analytics Certification and/or experience with SiteCatalyst (or other digital marketing platforms) preferred
Superior verbal and written communication skills. Must have active social media accounts

Personal & Succession Planning Associate Resume Examples & Samples

At least four (4) years of experience
Superior drafting skills
Client relations and negotiation experience
Strong academic credentials
LL.M. in Taxation preferred
Licensed in Ohio, or eligible for waiver

Wealth Planning Associate Resume Examples & Samples

Excellent communication, interpersonal and presentation skills. Service oriented
Self Motivated, well organized individual with excellent time management and prioritization skills
IT Competency in MS Word, Excel, and Powerpoint
A professional designation, such as Certified Public Accountant (CPA) or Certified Financial Planner (CFP)
Financial Planning Experience
Background in finance, accounting, tax, legal or trust
Prior experience with financial planning software

Wealth Planning Associate Resume Examples & Samples

Provide direct planning support to a number of Specialists by
Assisting with drafting client assessment reports or memos including related appendices
Develop client statements and analysis to support planning discussions, which may include client net worth, cash flow, corporate organization charts including corporate attributes
Developing projections and tax estimates for different scenarios identified that will meet a client’s financial, estate and family continuity goals
Assisting with timely and accurate responses to client inquiries which may include conducting research or specific analysis and calculations
Participating in the implementation of strategies and recommendations for clients, either directly or through coordination with relevant solution providers
Provide administrative support to Specialists by
Creating and maintaining client data/records/statements in CRM and other planning systems
Creating and maintaining robust client files that capture planning activities and recommendations
Assisting with the gathering of client information from a variety of sources (including third party professionals) necessary for planning engagements and meetings
Overseeing the administration of ongoing planning including filing and payment deadlines
Drafting client correspondence, including engagement letters, questionnaires, and all required Scotiabank-related forms that require client signoff (i.e. CASL, LOA etc.)
Updating tracking sheets and ensuring timely billing and collection
Act as initial point of contact on general questions from TOE and Relationship Managers by
Providing information regarding business and family wealth planning, including directing them to existing content that can be leveraged in support of advisor and/or client discussions
Answering questions regarding the BFAS offering (target client, service deliverables etc.)
Redirect advisors, as needed, to the most appropriate resources to receive proper support
Promote Business Family Advisory Services team and offering by
Being proactive in internal communication around the offering as a value added service available throughout Scotiabank, particularly in the regions the incumbent supports
Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BFAS offering
Contribute to the effective functioning of the BFAS team and broader FPAS group by
Participating actively in team learning development activities and team performance achievements
Building effective working relationships across the team and with various business lines
Maintaining a high level of client and team service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Actively sharing knowledge and experience to enhance the development of all team members
Experience in identifying financial planning issues and strategies
Minimum of 5 years of experience in the business owner/UHNW segment
Experience with reading and interpreting insurance documents, wills, powers of attorney, shareholder’s agreements, articles of incorporation including preparation of organizational charts, etc
Very good understanding of operating/investment holding companies, family trusts and private charitable foundations
Strong understanding of Microsoft Excel, Word and PowerPoint
Strong, proven written and oral communications skills are essential
Good understanding of both the personal financial planning process along with key business components and attributes
Ability to work and support various specialists simultaneously
Ability to work independently in a proactive manner as well as within a Team
Proven experience in dealing directly with clients and their professional advisors
Very strong organizational skills required
Strong analytical thinker with advanced numerical and problem-solving skills
Attention to detail with a strong sense of accountability and responsibility
Strong organizational/prioritization skills and ability to meet tight deadlines under pressure
Well-developed interpersonal skills and team player spirit

Site Merchandising Planning Associate Resume Examples & Samples

Consulting with Site Merchandisers to understand tools & technology needs, serving as subject matter expert on new & upcoming storefront initiatives
Partnering with the Product Management teams to understand product roadmaps. Specific responsibilities may include
BA with strong academic record plus 2-4 years relevant experience
Demonstrated ability to learn & understand complex technical tools
Process-oriented, always trying to improve systems
Analytical and creative approach to solving problems
Able to keep track of many projects at one time
Strong communicator able to translate complex technologies for site merchandisers, communicating with engineers in one minute and end-users in the next
Positive, people-oriented, and energetic attitude. Must thrive in a fast-paced environment
Experience or interest in ecommerce technology, customer behavior and/or product management preferred
Experience with Excel, Tableau, and SQL is a plus

CCB Capacity Planning Associate Resume Examples & Samples

Consolidated long-term view of capacity needs and required talent profiles to inform strategy for sourcing, training, developing and retaining talent where and when needed
Centralized view of skill and resource needs
Prioritized Demand Management
Forward-looking view on changing workforce demographics and talent/skills needed
Develop Capacity Planning technology solution
Liaise with LOB partners and HR stakeholders on data requirements and feeds
Manage data flow process, consolidating inputs and outputs, and ensuring standardization as needed
Design templates for analytics and reporting (e.g. dashboards)
Create data reporting package for review at HR Capacity Planning Forum
Manage data quality and integrity
Develop success metrics to measure the value and impact of activities
Identify opportunities for ongoing process improvement and simplification

Planning Associate, Accessories Rrl Resume Examples & Samples

Develop and present monthly forecast and OTB at brand, season level
Develop mark down pricing and promotion strategy
Communicate in-season business performance to cross-functional teams with action plans to drive sales
Utilize historical data and current trends to capitalize on new opportunities and identify risks
Develop pre-season financial targets and assortment plans at the location and brand, season, category level
Work closely with merchants to create assortment strategies based on hindsight analysis
Manage key item planning for basic styles
Create pre-season financial plans at the location and brand, season level
Demonstrates strong analytical capability and expertise in retail math
At least 1 year of experience in Merchandise Planning
Experience in both E-Commerce and Stores a plus

Sales & Planning Associate Resume Examples & Samples

Manage, compile and analyze retail sales through consistent evaluation of retailer sales reports weekly, monthly, seasonally and annually. Compile and report sales trends to Home management team as well as corporate management for Ralph Lauren home (Examples of reporting: Weekly Sales Flash, Bottoms up collection analysts, Weekly Sales Trends, Retail Development Sales Tracker, State of the Business reporting, Microstrategy reporting)
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. Prepare and update account forecasting document to be able to present any issues or opportunities in upcoming forecast to demand planning
Various weekly reporting downloads and maintenance to assist sales, account and demand planning
Various ad-hoc projects
Create and maintain various tools for market prep as well as assist in showroom meeting prep (food, water, carryover samples, meeting table/ chairs organized and available
Manage all calendar/ meeting requests between the accounts and RL
Point person for GFE sample entry and in-turn manage and inventory seasonal samples
Liaison for all account sample requests ensuring samples are messengered/ mailed based on communicated deadline
1-3 years of related experience in sales, retail analysis, account planning or replenishment forecasting
Self-started and highly motivated, strong communication and problem solving skills
Ability to develop and implement new tools/ processes to improve efficiencies
Strong computer and analytical skills with attention to detail and accuracy critical; advanced Excel (pivot tables, v-lookups) required
Proficiency in retail math
Home experience a plus but not required

Resourcing & Workforce Planning Associate Resume Examples & Samples

Work with Head of MENA Experience Management team to improve resourcing function to shift focus from regional/ geographical localities to a competency framework
Help develop the function, its offerings, reports and quality of service to provide a best in class, business partner solution to the business
Add value by understanding back-log, pipeline, demand planning, constraints (local holidays, annual leave, L&D) and skills gaps by providing commercial, timely and practical solutions
Proactive liaison with all stakeholders including Competency and Sector leads to ensure their engagement, support and advocacy with resourcing and its focus
Regularly meet stakeholders, partners, directors and managers - to understand client requirements and the wider needs of the business and facilitate effective pro-active resourcing
Challenge poor behaviours whilst ensuring individual remains engaged with resourcing
Understand the performance and commercial results of business areas and influence through strategic resourcing. Proactively make decisions on conflicting demands (e.g. which might lead to swapping people around in existing jobs), liaising with senior stakeholders and other members of the team (Resource Coordinators, Senior RM) as required
Review activity levels of new joiners to ensure optimal utilisation as efficiently as possible sharing issues and potential solutions with HR and Recruitment as needed
Proactive and early Involvement in recruitment decisions. Provide feedback and input in recruitment plans providing business context and/or challenge as needed
Understand and anticipate future projects and their needs
Deliver against resourcing KPIs in a pragmatic approach ensuring broader indicators are met whilst flexing where needed to reflect different situations
Contribution to MENA Advisory achieving budgeted utilisation
Requests are actioned and resources proposed within 5 days
Actual vs. forecast variances in E2C are minimised (within x%)
Escalate Missing Timesheets as appropriate
Monitor and report staff CVs are continuously updated
Monitor time charging to ensure codes opened in a timely manner
Ensure all work produced by team is of the requisite standard and in line with resourcing strategy before it is submitted to Head of MENA Experience Management team and/or stakeholders
Ability to work under pressure, to tight deadlines, and to prioritise competing demands effectively
Organised with good time management skills
Strong business acumen and financial awareness
Confident and resilient to deal with challenges from partners and managers in the business
Sound influencing and interpersonal skills
Good understanding of professional services firm, ideally having worked in this environment already

Resource Planning Associate Resume Examples & Samples

Achieve GPW targets for the designated territory / span of Brokers
Activation of agents
Ensuring training of Brokers as per business requirements
Ensuring business hygiene standards, in face of business pressure
Ensuring planned spread of business across diverse product lines of the company
Ensuring Brokers are motivated and building a long term connect between the agents and the company
Monitoring key competition developments and ensuring flow of information to the organisation
Performance screening of all Brokers allotted and taking appropriate action as may be required from time to time

Resource Planning Associate Resume Examples & Samples

Good in teamwork and strong responsibility
1~2 year of payroll experience is preferred
Interpersonal savvy
Ability to organize and prioritize

Production Planning Associate Resume Examples & Samples

Calendar maintenance
Meeting coordination
Meeting packet creation
New hire preparation for IS ticket issuance

Planning Associate Resume Examples & Samples

Plans and coordinates end-to-end supply chain planning, including when goods should be produced and in what quantity, while optimizing the balance between customer delivery requirements and inventory levels
Interfaces with Marketing, Sales, Production, R&D, Finance, Materials, Logistics, Service Part Organization, Customer Service and contract manufacturers (CM) and original design manufacturers (ODM) to compile, develop, validate and communicate production/shipment plans and associated strategies that support overall business objectives
Uses enterprise resource planning (ERP) system(s) for processes such as inventory tracking, supplier scheduling, process and workflow management, etc
Establishes and manages relationships with suppliers/partners
May be responsible for coordinating new product introduction (NPI), product transfer and new supply chain setup including assuring materials, labor and test capacity are in place to meet volume production
May have global or multi-site inventory management responsibilities
Solves problems of limited scope and complexity

Planning Associate Resume Examples & Samples

Basic understanding of specific customer needs
Basic math and data entry skills
Ability to evaluate, prioritize and problem solve a variety of tasks to ensure their timely and accurate completion
Ability to communicate effectively, both verbally and in writing, with a wide variety of internal and external customers

Sales Operations & Planning Associate, Latam Resume Examples & Samples

Support senior management in strategic, business and operational planning and ensure decisions are in line with the global sales organization’ approach
Ensure we have strong plans at the LATAM level, vertical and account level
Provide sophisticated research and analysis (e.g., market/industry/competitive trends and insights) for the business leadership to support decision-making
Support quota setting process for the Sales Teams in the Region
Support Sales teams with planning and operational requests
Lead statistical analysis on product performance to drive insights & recommendations
Focus on process and continuous improvement of core projects through automation and process enhancement
Project manage the development of centralized tools that sales teams can use to extract data / insights for daily business management in an automated manner
Partner with the sales channels to drive accurate analysis around product adoption and revenue performance
Provide analytics in support of new or enhanced products , including KPIs, goals, and adoption rates across advertisers
Analyze current channel, vertical, and sub-vertical performance and identify levers for driving revenue growth
Support sales strategies and client recommendations based on robust analysis of user and advertiser behavior
At a minimum, Bachelor's degree in an analytical field
Experience in management consulting or sales operations in digital or software industry preferred
2+ years work experience in a quantitative field or equivalent educational experience
Demonstrated problem solving ability with experience providing practical business insights from large, complex data sets
Advanced Excel and SQL skills is a plus
Fluent in English and Spanish is a plus

Occupancy Planning Associate Resume Examples & Samples

Manages Work Order Inbox
Participates in Audits (including seat assignments, occupancy, vacancy, labs & equipment)
Conduct Dark Space Studies
Incorporates churn-related information (M-A-Cs completed by Facility Management) into the planning database
Assists Occupancy Planner in planning-related initiatives and project move planning
Minimum 3 years of experience in a corporate environment

Senior Capacity & Planning Associate Resume Examples & Samples

Responsible for volume forecast and capacity planning for Fulfillment, Transportation and Cross-border
Work closely with other teams to ensure capacity is well planned and optimized with high accuracy and low risks
Manage 3PLs allocation model and L++ feature to meet allocation strategy and optimize delivery leadtime/cost performance
Manage Fulfillment productivity and capacity requests
Provide business insights, business scenarios, analysis to support decision making
Initiative key strategic projects to optimize our business

Gift Planning Associate Resume Examples & Samples

High level of comfort in speaking with donors and prospects about planned gifts
Intelligent, articulate, highly motivated self-starter
Superior organizational skills, verbal and written communication skills, and the ability to articulate the needs, interests, and accomplishments of the University and the donor
Ability to relate effectively with upper management, peers and others
Independently carry out multiple and diverse tasks concurrently
Take on added responsibility as it is presented
Ability to articulate complicated gift planning concepts to donors, professional advisors and internal constituents
Demonstrated record of meeting specific annual goals for contacts and solicitations
Team player who is highly motivated and dedicated to the goals of advancing higher education
Ability to work collaboratively within a large Advancement Office and performg in an intellectually rigorous and complex academic environment
Ability to apply sound judgment skills in all situations, especially related to donor issues
Meticulous attention to detail
Meet and exceed specific measurable goals for face-to-face donor visits and donor-related contacts, solicitations, and verified bequests and planned gifts
Prepare gift planning documents relating to the solicitation and closing of charitable gift annuities. This will include CGA proposals as well as annuity contracts
Review legal documents necessary to close planned gifts
Draft correspondence to donors, personal representatives, trustees, attorneys and insurance companies
Other duties or projects as assigned as appropriate to rank and departmental mission

Global Planning Associate Resume Examples & Samples

Willingness to work in and contribute to a team environment
Proficient in MS Excel, and experience of MS Project or other project planning tool
Experience of an administrative role in a service industry
Experience of working with little supervision on a day to day basis

Planning Associate Resume Examples & Samples

Prepare and gather data for the analysis of SDAD's overall portfolio, and present to SDAD management. Analyze and make strategic recommendations regarding the portfolio to SDAD management
Interact with various departments and groups within SMBC to obtain and compile necessary information, and report to SDAD senior management
Assist SDAD management to prepare reports in Japanese and/or English as required
Assist SDAD management on enforcement of departmental compliance in terms of policy and procedures (both credit and business operations)
Assist in responding to periodic and ad hoc inquiries from various counterparties pertaining to the entire department.　
5-7 years of experience in finance preferred
Japanese fluency (verbal and written) are required
Ability to work with spreadsheets and models to perform analysis and make recommendations to senior management
High degree of adaptability to internal procedures, policies, systems and compliance
Familiarity with Loan IQ, MS Word, Excel, Power Point, Access
Familiarity with Lotus Notes preferred
Proactive approach to tasks with intellectual curiosity and independent thinking
High degree of attention to detail
Team player, flexible, reliable, punctual, and goal oriented
Ability to manage competing deadlines

Sales Planning Associate Analyst Resume Examples & Samples

Interpret and analyze data, identify trends and establish reports for management
Develop key performance metrics and dashboards that help the Marketplace team focus on performance drivers
Work cross-functionally to create policy, process and procedures to drive and support critical business priorities
Participate in the design and development of internal analysis tools
General administrative duties ensuring process adherence by all departments
Analyze sales performance, inventory levels and put together action plans for the team
Analyze bestsellers (e.g., bestselling price points, colors or styles)
Monitor slow sellers and take action to improve performance
Identify high potential areas for assortment development

Gift Planning Associate Resume Examples & Samples

May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations
May be required to occasionally travel to outside customers, vendors or suppliers
May at times require physical labor
Knowledgeable in CLARA (fundraising database) or similar CRM database
Some working knowledge and understanding of fundraising and donor relations concepts, principles, procedures and techniques. Knowledge of gift planning vehicles a plus
Knowledge and experience using technology to enhance communications as well as operational efficiencies in the office
Knowledge of budget management practices. Familiarity with financial, tax and legal terminology desirable
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution
Must be a goal-oriented and exceedingly well-organized individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment
Exceptional verbal, writing, and research skills, with a high degree of accuracy, preferably demonstrated in an academic setting or development office
Expert planning, coordination and organizational ability, including skill to manage numerous projects simultaneously
Excellent computer skills; proficiency in using advanced functions of word processing, Excel spreadsheets, PowerPoint, database and web resources
Demonstrated ability to establish credibility with broad and diverse constituencies within a complex organization based upon integrity, critical thinking, outstanding operational performance, customer service orientation and excellent interpersonal skills
Demonstrated sound judgment in situations requiring independent decision-making and in handling highly confidential and sensitive material
Demonstrated ability to manage time and workload to multitask and achieve goals in a deadline-driven environment while maintaining strong attention to detail and customer service
Ability to take initiative, present options, and anticipate outcomes; to work with both urgency and calm; the ability to juggle multiple projects simultaneously; flexibility; and comfort working in a fast-paced and changing environment
Ability to work flexible hours when needed (some evenings)
Minimum of four years professional experience working for a non-profit organization, higher education institution or related field

Occupancy Planning Associate Resume Examples & Samples

Ability to understand and drive client space solutions and be able to solve for business needs at retail locations
Ability to interpret and apply financial services regulatory requirements affecting space and associate locations including privacy, functional separation, and line of sight
Strong ability to prepare graphic plans (AutoCAD test fits) and communicate potential solutions in a retail setting
Strong ability to assess the impact and respond to current conditions (FF&E and finishes) in developing space solutions
Facilitates and/or resolves planning issues identified in the customer planning meetings
As necessary, participate in project and move coordination planning meetings
10% - 15% travel required

Business Solutions Planning Associate Director Resume Examples & Samples

In coordination with Senior Director, will proactively and collaboratively work with Actelion management and business and technical subject matter experts throughout the company
Establish strategic and operational objectives and define achievable/measurable goals supported by plans for their areas of responsibility
Work in collaboration with core brand leadership to implement brand plans
BA/BS with 12 years relevant experience of which seven years are in direct program management experience supporting complex, multi-functional business projects; equivalent combination of advanced degree and less experience may be considered

Resource Planning Associate Resume Examples & Samples

Identify opportunities for improvement of resource utilization and provide input on performance
Analyze call volumes, arrival patterns and associated staffing requirements
Influence to achieve budgeted on production, occupancy, ASA, AHT, and Adherence through effective utilization of staff
Optimize skilling of Phone agents to ensure SLA’s are met
Maintain and update IEX database for scheduling and forecasting purposes
Receives and processes calls, Agent Web Station requests, and e-mails for scheduling needs and adjustments
Balance call center goals at network, site, queue, and account levels
Manage vacation allotments
Bachelor’s Degree strongly preferred
1 years of Work Force Management experience required
Experience of a Real Time reporting platform (Aceyus etc) and working knowledge of a Workforce Management platform (IEX etc) is required
The ability to multi task effectively

Campaign Planning Associate Resume Examples & Samples

Designing and implementing marketing campaigns
Conducting research to analyze customers’ behavior (e.g. purchasing habits, trends and preferences)
Setting up tracking systems for online marketing activities
Work with VP Engagement Strategy to support business development presentations and proposals
Manage proposal development process from request to delivery
Work with Database Marketing to obtain customer data required for proposal planning and development
Use proprietary tools to conduct financial analyses integral to proposal development process
Work with proprietary systems (based on Excel and Tableau) to create reports and graphics to support proposals
Collaborate with Development and Operations teams to bridge from proposal to delivery when initiating new client campaigns

Customer Planning Associate Resume Examples & Samples

Set up new product file numbers in the A-File System
Print product labels for panel and/or powder samples and prepare shipping documents necessary to ship samples per customer request including UPS labels
Prepare and print product labels (GPS and NACL) for finished goods
Update data in database for daily customer service report; print report and email to all Customer Service Representatives
Track and maintain Excel database for Customer Consignment Inventory
Research history on color card stock and stocking agreement items to determine what products require inventory replenishment
Place orders with outside vendors for special finished goods
Process customer Return Goods Authorization (RGA) Forms and forward to sales representative
Maintain internal inventory of finished goods and process product transfer orders to outside warehouse
Assist with research and response to general information emails