Planning Associate Resume Samples

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B Schamberger
401 Braun Cliff
+1 (555) 252 5678
401 Braun Cliff
p +1 (555) 252 5678
Experience Experience
02/2016 present
Chicago, IL
Occupancy Planning Associate
Chicago, IL
Occupancy Planning Associate
02/2016 present
Chicago, IL
Occupancy Planning Associate
02/2016 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
02/2011 09/2015
Philadelphia, PA
Resource Planning Associate
Philadelphia, PA
Resource Planning Associate
02/2011 09/2015
Philadelphia, PA
Resource Planning Associate
02/2011 09/2015
  • 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
11/2004 12/2010
Chicago, IL
Wealth Planning Associate
Chicago, IL
Wealth Planning Associate
11/2004 12/2010
Chicago, IL
Wealth Planning Associate
11/2004 12/2010
  • 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
Education Education
Bachelor’s Degree in Planning
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
Create a Resume

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