Planning Consultant Resume Samples

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EM
E Morar
Emely
Morar
6560 Elmira Crest
Philadelphia
PA
+1 (555) 623 8740
6560 Elmira Crest
Philadelphia
PA
Phone
p +1 (555) 623 8740
Experience Experience
08/2015 present
Detroit, MI
Workforce Planning Consultant
Detroit, MI
Workforce Planning Consultant
08/2015 present
Detroit, MI
Workforce Planning Consultant
08/2015 present
  • Act as liaison between Claims, Training, HR and Finance business partners with regards to staffing and capacity planning. Develop and maintain strong working relationships with partners
  • Serves as the Company’s project manager for the implementation of new workforce planning technology tools (e.g., best use of Success Factors, internal portal, FreshPath, PeopleSoft capabilities)
  • Develop benchmarking metrics in order to understand efficiency/productivity of actual v planned staffing levels. Assess risk and opportunities
  • Makes recommendations regarding technology and other tools to improvement workforce planning and workforce management
  • Develops and delivers presentations to senior executives regarding workforce dynamics and metrics that impact business outcomes (e.g., improve the effectiveness of the sales force, identify specific competencies that drive better business results, reduce turnover in key positions, attract and retain a diverse workforce, improve M&A success rates)
  • Play a key role in the financial outlook and operating plan process within Claims by submitting staffing projections for current and outer years. Communicate detailed explanations of change drivers and gain approval from leadership on an ongoing basis
  • Act as liaison between Operations, Training, HR, Finance and Expense business partners with regards to staffing and capacity planning. Develop and maintain strong working relationships with partners
05/2011 06/2015
Phoenix, AZ
Resource Planning Consultant
Phoenix, AZ
Resource Planning Consultant
05/2011 06/2015
Phoenix, AZ
Resource Planning Consultant
05/2011 06/2015
  • Uses established procedures, assist in troubleshooting processes, explore process improvements, documents processes, and implements process improvements
  • Works on routine activities to maintain and learn deterministic and stochastic model inputs and outputs, operates the model and creates reports from model outputs
  • Provide and maintain correspondence through email, office communicator, as well as verbal communication for forecasting, scheduling, reports/data requests, employee time off maintenance (approved PTO and unapproved absences/FMLA)
  • Performs training both internal and external to the EMO and Trading & Risk Management groups
  • Participate in projects and work in groups to promote/develop/maintain professional relationships with all site personnel
  • Establish ongoing processes to maintain information
  • Performs MISO Resource Adequacy functions
03/2009 03/2011
Chicago, IL
Planning Consultant
Chicago, IL
Planning Consultant
03/2009 03/2011
Chicago, IL
Planning Consultant
03/2009 03/2011
  • Contributing to the preparation of technical proposals
  • Contributing to the delivery and improvement of business management systems, procedures and processes
  • Preparing and presenting evidence on appeals for core and external clients
  • Monitoring and managing budgets; and
  • Undertaking spatial planning work including neighbourhood planning, SEA/SA and Local Plan preparation support
  • Providing general planning advice to colleagues and clients
  • Preparing and submitting planning applications, including coordinating multi-disciplinary team across various project types
Education Education
Bachelor’s Degree in Value
Bachelor’s Degree in Value
University of Georgia
Bachelor’s Degree in Value
Skills Skills
  • Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
  • Strong relationship-building ability, proactive, results-oriented, and resourceful
  • Exhibit a high level of professionalism and excellent interpersonal skills
  • Ability to learn technology quickly through instruction and self-training
  • Ability to deliver excellent customer service at all levels of the organization and with external partners
  • Exceptional analytical skills; strong ability to think through range of possibilities and scenarios
  • Ability to work independently
  • Ability to communicate effectively, both orally and in writing, with external stakeholder, Department members, and leadership
  • Ability to organize and maintain filing systems and electronic databases
  • Ability to understand and apply rules, regulations, policies and procedures relating to the department
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1

Operations Analyses & Planning Consultant Resume Examples & Samples

  • Supporting ADP Implementation and Service Delivery on planning, analyses and support on decision making
  • Map customer requirements to technology capabilities; analyze requirements and highlight potential business or technical risks
  • Good understanding and working with Data Mapping, and Architecture
  • Utilize client requirements and application architect outlines to develop process mapping and streamlining
  • Develop and lead business analyses framework
  • Identify drivers and propose actionable recommendation
  • Improve business performance visibility, effectiveness and efficiency
  • Support and leads information and related processes integrity
  • Take a lead role and contributes in Operational efficiency, and effectiveness initiatives
  • Produce ad hoc analysis of service metric trends to support senior leadership in decision making
  • Generate and document internal business user and functional specification requirements using interviews, document analysis, workshops, surveys, site visits, and task and workflow analysis in moderate to highly complex environments
  • Provide findings and recommendations to management, focusing on improving operational efficiency
  • Communicate with management at all levels in a consultative role to identify trends from information and data analyzed
  • Strong Business Planning, Analyses and Reporting skills
  • Solid understanding of data query tools, spread sheets and MS Office
  • Experience on data mapping, architecture and streamlining
  • Strong data modeling and manipulation skills
  • Big picture individual who manage effectively competing priorities
  • Strong leadership, coaching and project management skills
  • Experience in Annual and Periodic Planning and Forecasting
  • Strong Project Management and Process Mapping skills Experience with data query programming is preferred
  • Excellent analytical ability combined with strong communications skills to articulate operational drivers and their implications, results and actions to various stakeholders
  • Significant Experience in MS Office Suite Excel, Power Point, and Word preferred MS Access
  • Strong background in either Business Objects, Cognos or other reporting/business intelligence application
2

Fin Planning Consultant Resume Examples & Samples

  • Responds to FA questions by telephone, email and occasional personal visits
  • Consults with FAs and their clients/prospects related to designing a tailored financial analysis or comprehensive plan that meets the client's/prospect's short and long-term financial needs and goals
  • Analyzes certain aspects and/or the entire financial circumstances of a client/prospect
  • In conjunction with the FA, reviews portfolio design and recommendations
  • Evaluates overall individual and employer-based retirement needs, researches various options, and provides planning alternatives
  • Provides guidance on estate planning options and techniques
  • Responds to and directs education funding questions including 529 plans
  • Provides guidance on small business planning
  • Conducts research as needed related to assigned client cases, including but not limited to specific income tax questions and other legal issues
  • Creates planning alternatives using proprietary and third party software packages and provides comprehensive technical support to users of the software
  • Designs and prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design
  • Occasionally participates in the client presentations (primarily over the phone, however sometimes in person); as requested by the FA
  • Creates presentations and is an instructor in various training programs attended by FAs
  • May represent the department in home office meetings, such as By Invitation Only (BIO) and home office visits (HOVs), and at RJ conferences
  • Writes articles on financial, income tax, retirement, risk management and estate planning topics
  • Develops marketing materials
  • Operating standard office equipment and using required software applications to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases
  • Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Use oral and written communication skills sufficient enough to interact effectively with and guide Financial Advisors and their clients on various planning options
  • Establish and maintain effective working relationships at all levels of the organization
3

Wealth Planning Consultant Resume Examples & Samples

  • Support our team of Client Advisors across the country, with specific focus in Vancouver and Calgary in client review and proposal meetings
  • Train and educate Client Advisors on our Wealth Planning products and services to ensure that we bring the full range of UBS competencies to life for our clients
  • Create comprehensive and tailored Wealth Plans for clients and prospects in accumulating, conserving, and distributing assets in accordance client objectives
  • Product management including assistance with new Wealth Planning product launches and management of existing product sales materials to ensure tax, trust and estate planning considerations are up to date
  • Identify domestic and and international tax, trust and estate planning solutions to meet client needs and objectives
  • Actively contribute to overall strategy of Wealth Planning in the context of the Wealth Management Investment Products & Services team in Canada
  • Liaison for establishment of trusts with all UBS Trustee offices
4

Wealth Planning Consultant Resume Examples & Samples

  • Training and educating the Advisor field force on wealth planning along with creating initiatives
  • Supporting Advisors with the use of SunTrust’s wealth planning tool, SummitView
  • Acting as a team member on small project teams assembled for implementing new solutions along with supporting upgrades to wealth planning tools
  • Working with Advisors to provide understanding and consultation of financial planning capabilities and solutions available for clients
  • Partnering with relationship managers during the consultative and planning process
  • Developing financial plans that touch all aspects of a client’s wealth, business and family
5

Town Planning Consultant Resume Examples & Samples

  • A degree recognised by PIA or similar
  • A minimum of 1-2 years (up to 5 years) of relevant town planning experience, in either statutory and/or strategic work
  • Up to date knowledge of the VIC planning and approvals system
  • Understanding ofthe Property industry and the companies operating in the sector and its regulatory environment
  • Exceptional teamwork and relationship building skills
  • Previous consulting experience would be advantageous but is not essential
  • High appreciation and understanding of Health & Safety standards
  • Proven report writing skills
6

Senior Town Planning Consultant Resume Examples & Samples

  • Technical contributions to projects throughout the UK
  • Training and mentoring of team members
  • Prepare planning appraisals of land, buildings and concepts
  • Prepare planning applications, including planning statements
  • Preparation of appeal and Inquiry documents
  • Liaise with and attend meetings with clients, planning officers, employees of consultee organisations and third parties
  • Develop creative and original solutions to satisfy all parties
  • Maintain an awareness of market conditions and the impact of government policies
  • A relevant planning degree
  • Chartered membership of the Royal Town Planning Institute
  • Relevant post qualification experience in a planning role, ideally in both the public and private sectors
  • A sound, in-depth knowledge of planning law and procedures, including the planning system at national, regional and local levels
  • Experience in the management and delivery of multi-disciplinary planning projects
  • Excellent project management skills for multi-disciplinary projects
  • Proven ability to manage budgets
  • Flexibility to work in other UK offices according to workload demands
  • Full clean driving licence (preferable)
7

Impact Planning Consultant Resume Examples & Samples

  • Manage and coordinate Digital's project intake, estimation, planning and prioritization processes
  • Track, plan, and organize work that will turn into projects and impact Digital at present and in the future
  • Compose and compile project estimates, including assumptions and provisions, to deliver to requesting project sponsors
  • Partner closely with
  • Organization and documentation
  • Communication and Collaboration
  • Shared Services understanding with a focus on serving lines of business
  • Digital services understanding
  • Advanced knowledge of Workfront system
  • Proven ability to consult and collaborate with diverse stakeholders across the enterprise
  • Shared Services understanding (Finance, Impacts/Intake, Capacity Planning, Process Design, Governance)
  • Cost, Resource, and Time management experience
8

Phone, Regional Planning Consultant Resume Examples & Samples

  • Comprehensive understanding of all guidance tools, strategies, solutions, and products involved in the guidance planning process
  • Serve as a resource to reinforce Fidelity's guidance offering (from lead to plan)
  • Collaborate with the VP of Sales and call center management team to support areas listed above
  • Assist internal PWI associates with any and all guidance, PAS, FILI, Funds and Brokerage needs (training, coaching, support, etc.)
  • Broad based understanding of all financial planning and guidance concepts
  • Ability to develop relationships with retail business partners supporting business plan needs
  • Facilitate "best practice sharing" and dialogue, while driving accountability within phone teams
  • Ability to drive national initiatives and work will with peers throughout five phone sites
  • Series 7 and 63 required, Life Insurance and Series 66 within 4 months of hire date
  • Bachelor's degree, MBA, CFP and/or five years experience in the financial services industry is preferred
  • Financial planning expertise and experience is required with the ability to discuss and position all guidance tools, products, services and strategies
  • Significant sales experience required, branch and phone experience preferred
  • Extensive product and guidance tool strategy and knowledge required
  • Extraordinary facilitation, public speaking, training and development skills are required
  • Excellent interpersonal, phone-based communication skills, and motivation skills
  • Must be able to work well on a team in an often fast-paced, high pressure environment - effective collaboration skills
  • Demonstrated ability to provide leadership and direction for others
  • Excellent relationship building skills/positive attitude
9

Regional Planning Consultant Resume Examples & Samples

  • Confident and impressionable public speaking skills
  • Your unparalleled desire to coach and impact others’ results
  • You are an approachable leader with the ability to effortlessly influence others
10

VP Executive Planning Consultant Resume Examples & Samples

  • Oversee the overall relationship and guidance needs of an executive
  • Incorporate the executive’s benefits and plan provisions into the planning process of executives assets in order to exceed assigned targets and drive both PI and WI sales
  • Present (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc during annual business reviews
  • Ensure the personal satisfaction of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
  • Build and develop a Book of Business via referrals, seminars, and local events for the workplace companies we support
  • Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions
  • Identify, execute and follow up on opportunities to gather additional client assets
  • Leverage Fidelity’s products and services to best address the needs of the executive in order to drive crossover and convert them into PI customers
  • Develop understanding of each company’s corporate culture and executive needs in order to be aware of how benefit changes could affect the executive’s financial well-being
  • Series 7, 63, 65 licenses required and Insurance license must be obtained 6 months into role
  • A four-year College degree required
  • Certified Financial Planner (CFP) designation preferred
  • Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
  • 10 years minimum of experience with face to face investment sales and financial planning
  • Proven sales experience in the Financial Services industry
  • Experience working with senior-level executives and employee benefit plans
  • A proven track record in generating sales and managing relationships, with high net worth clients
  • Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions
  • Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • Outstanding written, verbal and interpersonal communication skills
  • Ability to think strategically and influence decisions of executives
  • Ability to travel up to 50%+
11

Charitable Planning Consultant Resume Examples & Samples

  • Building awareness and positioning FC products to financial, legal, and tax planning intermediaries
  • Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others
  • Proven sales or fundraising track record
  • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
  • 10+ years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
  • B.A. or B.S. degree required, JD preferred
  • Ability to adjust approach and messaging to the needs and nuances of different intermediaries
  • Strong interpersonal and communication skill
  • Strong public speaking experience and skills
  • Strong time, territory management and organizational skills to maximize efficiency and productivity
12

Long Term Resource Planning Consultant Resume Examples & Samples

  • Create, coordinate, manage and deliver all aspects of the long term resource plans across multiple contact centre groups and multiple levels by collecting contact center historical information from a variety of sources and groups, utilizing advanced statistical methods and workforce management software tools
  • Partner with key stakeholders across the organization (Sales, Marketing, Operations, Process Design and planning teams) to gather information, analysis and determine the contact centre FTE impacts of individual projects
  • Predict items such as volume, handle time, shrinkage, and staffing attrition at multiple levels of granularity
  • Drive the forecast process by engaging internal teams to identify variances (call drivers, abnormalities, project impacts, agent behavioral and performance trends etc.) and providing appropriate recommendations based on analysis
  • Responsible for the development of annual and quarterly FTE financial plans required to meet service
  • Provide clear direction and recommendation of capacity requirements (headcount) to senior contact centre leaders
  • Create reports and trend analysis based on insights from each business unit. Track and report on Forecast Accuracy
  • Use and maintain forecasts within the Verint (Workforce Management) system to create best statistical baselines within established processes
  • Continuously improve the overall resource planning and forecasting processes and demonstrate measureable improvement in forecast accuracy
  • Identify opportunities to improve processes that improve contact centre efficiency such as reduced call volumes, handle times, occupancy and efficiency including call routing strategies and design
  • A degree mathematics/statistics, finance, or economics
  • Expert Statistical knowledge with full understanding of Regression, Correlation and Forecasting techniques such as Exponential Smoothing and Box Jenkins
  • 2+ years of previous contact centre long term forecasting and resource planning experience building capacity planning and forecasting models for multi-skill / multi-site environments
  • 2+ years of previous Contact Centre Workforce Management experience
  • Outstanding analytical skills, including the ability to effectively analyze complex systems and develop reliable business models
  • Experience in contact centre forecasting tools such as Verint, Aspect, Totalview or ForecastPro (preference to those with Verint WFM and especially Verint Strategic Planner experience)
  • Ability to independently drive for forecast accuracy improvement
  • Excellent interpersonal communication skills and strong organizational abilities
  • Knowledge and understanding of contact centre methodology (queues, staffing, service levels, etc.)
  • Excellent attention to detail with a customer-centric approach
  • Ability to work successfully independently and within a team
13

Para Planning Consultant Resume Examples & Samples

  • Financial data inputting and analysis
  • Determining solutions to the various Financial Planning goals.Communicating Financial Planning recommendations made within Financial Plans to EFPS Regional team members
  • Assisting EFPS Planners in providing Estate and financial planning services to qualified clients of Sun Life through direct engagement with qualified assigned advisors
  • Providing personalized comprehensive Financial Plans and Special Reports to qualified clients via EFPS Regional team members and assigned CSF advisors
  • Acting as a technical resource for advisors in support of providing advanced personalized comprehensive financial support to their customers
  • Contributing to CSF sales results by providing EFPS qualified clients with compelling holistic financial planning recommendations
  • Provide estate and financial planning technical resources for advisors and Financial Centres where necessary and appropriate
  • Assisting in delivering seminars/presentations on advanced planning topics
  • Developing a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc
  • Experience in a Financial planning role an asset
14

Para Planning Consultant Resume Examples & Samples

  • Financial data inputting and analyzing the output data
  • Determining solutions to the various Financial Planning goals stated will be critical
  • Communicating Financial Planning recommendations made within Financial Plans to EFPS Regional team members
  • Providing Estate and financial planning services to qualified customers of Sun Life through direct engagement with qualified assigned advisors
  • Providing personalized comprehensive Financial Plans and Special Reports to qualified customers via EFPS Regional team members and assigned CSF advisors
  • Contributing to CSF sales results by providing EFPS qualified clients with compelling holistic financial planning recommendations. Provide estate and financial planning technical resources for advisors and Financial Centres where necessary and appropriate
  • Maintaining a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc
  • 2 -3+ years in a Financial Planning or related role and preferably one or more of the following accreditations: (or in the process of acquiring)
  • CFP/Pl.Fin. (in Québec)
  • CLU
  • CSC
  • PFP
  • CGA, CPA, CA
  • TEP
15

Financial Planning Consultant, GTA East Resume Examples & Samples

  • Generous base salary + competitive commission structure – among the highest compensation in the industry
  • 20-25 referral sources
  • Partnership opportunities – Commercial and Retail banking, Private Wealth
  • Work with relationship managers and their clients to identify retirement, estate, business succession and investment needs using appropriate financial planning methods/tools. Develop recommended financial plans to best meet client needs and based on these close the sale
  • Interview clients to define and analyze their needs and goals, find gaps, discuss solutions, recommend the appropriate asset mix and close the sale
  • Educate clients about their investments and their portfolio
  • Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager
  • Establish/maintain teamwork with branch network relationship managers to identify current and potential High Value Clients with holistic financial planning needs to obtain referrals
  • Review client portfolios as requested by the relationship manager
  • Conduct regular information sessions/seminars for relationship managers
16

Workforce Planning Consultant Lead Resume Examples & Samples

  • Provides workforce planning consulting services for initiatives across regions or functions
  • Assists the Principal WFP in the preparation of analyses on employee population
  • Prepares reports and presentations on demographic profiles, turnover ratios, etc for the Principal WFP consultant and various audiences
  • Serves as workforce planning content expert to senior leaders, managers and labor partners
  • Leads development of project structure, approach and work plan
  • Works independently with internal clients and WFP work unit to determine reporting needs and execute on these needs
  • Facilitates and contributes to the development of methodologies for supply/demand workforce forecast models
  • Provides direction on tools and processes and tactics to enhance the effective design, development, and implementation of workforce strategies
  • Monitors and measures effectiveness of workforce strategies
  • Analyzes data, provides recommendations, and makes presentations on workforce trends, forecasts and supply/demand gaps
  • Works on assignments of large scope and complexity, impacting multiple functions or regions, or having Program-wide impact
  • Requires very complex planning to coordinate with other departments or resources
  • Provides leadership and mentoring to more junior WFP consultants
  • Minimum eight (8) years of relevant experience in at least two (2) of the following areas: workforce forecasting, care delivery operations, recruitment, learning and development or management consulting
  • Written communication
  • Superior facilitation skills
  • Interpersonal relations
  • Assessment and feedback
  • Team building
  • Master's degree in business administration, organizational development, public health, public policy, or related field preferred
17

VM Planning Consultant Resume Examples & Samples

  • Order VM materials for new store openings and store projects
  • Communicate all VM equipment requirements with the ordering responsible and secure on time delivery for store opening
  • Support the Model Store process by providing layouts & Plug & Plays, identifying and Liaising with key stakeholders where they need to contribute
  • Manage tight time frames efficiently to complete VM opening schedule within the VM planning process timeline
  • Attend layout planning meeting where required
  • Ensure all store layouts are reflective of delivering the latest VM Guidelines
  • Work with stakeholders on range plan requirements for key store openings and ensure that key new store openings have the correct ranges as per the planning process timeline
  • Ensure clear communication to stakeholders as per VM P&P Planning Process
  • Cascade concerns and solutions where product ranges will not deliver into adidas VM guidelines
  • Support VM requirements for store openings
  • Support VM Category Planning in creating VM range build documentation to support accurate and premium delivery at retail
  • Provide Plug & Play opening support to stores that cannot be supported in person by VM and collaborate with the Field VM team where required
  • Provide remote feedback to stores that cannot be supported in person by VM throughout store opening period
  • Ensure the Market VM team is kept fully up to date on all aspects of openings in their markets
  • Experience of planning store openings within the Visual Merchandising remit, store opening process and of coaching & guiding teams to deliver
  • Excellent interpersonal & communication skills, with the ability to deal with both internal & external
  • University degree in Business or Marketing or Visual Merchandising equivalent
  • Minimum of 3 years progressive work experience in Retail, specifically Visual Merchandising
  • English Language fluency required. Arabic & French is an advantage
  • IT skills: Outlook and Word: Intermediate; PowerPoint & Excel: Advanced
18

VP, Executive Planning Consultant Resume Examples & Samples

  • Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • Your outstanding written, verbal and interpersonal communication skills
  • Exceptional presentation skills in both one on one and group settings
  • Effective territory management and execution skills to drive multiple projects
19

VP, Executive Planning Consultant Resume Examples & Samples

  • Your proven sales experience in the Financial Services industry
  • Your experience working with senior-level executives and employee benefit plans
  • You have a proven track record in generating sales and managing relationships with high net worth clients
20

Enterprise Resource Planning Consultant Resume Examples & Samples

  • Anticipates customer needs and proactively develops solutions to meet them
  • Serves as a key resource on complex and/or critical issues
  • Solves complex problems and develops innovative solutions
  • Performs complex conceptual analyses
  • Reviews work performed by others and provides recommendations for improvement
  • Forecasts and plans resource requirements
  • Authorizes deviations from standards
  • May lead functional or segment teams or projects
  • Provides explanations and information to others on the most complex issues
  • Motivates and inspires other team members
  • Gather/Analyze Business Requirements
  • Analyze Corporate Portals Application Designs
  • Design/Define Corporate Portals Functional/Technical Specifications/Design Documents
  • Develop/Enhance/Integrate Corporate Portals Applications
  • Perform/Support Testing of Corporate Portals Applications
  • Deploy and Maintain Corporate Portals Applications
  • Ability to jump into details and troubleshoot as needed
  • 5 or years of application development (or support) experience in a large enterprise environment. Experience may include project / program management
  • Agile, Scrum, and SDLC experience
  • Application management within metrics organization dealing with multiple departments
  • Project-resource estimating experience
21

Operational Planning Consultant Resume Examples & Samples

  • Provide technical support to major projects and lead on operational planning workstreams in small to medium sized projects
  • Prepare technical reports for public and private sector clients
  • Provide technical supervision and guidance to staff
  • Attend client meetings and participate in the presentation of work
  • Pro-actively develop skills both on the job and from formal training and share knowledge with colleagues; and
  • Assist in the preparation of bids and marketing
  • A thorough practical understanding of rail industry operational planning techniques including a detailed knowledge of at least two of timetable planning, rolling stock diagramming, train crew diagramming, train crew rostering and performance simulation
  • Previous experience of undertaking capacity assessments and analysis
  • A sound understanding of how operational planning fits within the wider railway industry
  • Practical experience in the use of at least two of the following rail industry operational planning packages
  • Voyagerplan
  • Railsys
  • TPS
  • Traintracs
  • Tracs-RS; and
  • Open Track
  • A good overall knowledge and understanding of the GB rail network including a detailed technical knowledge of the characteristics of at least one of Network Rail’s Routes
  • Experienced user of spreadsheets
  • Experience of producing high quality technical reports for public and/or private sector clients
  • An ability to work effectively as part of a team and to share ideas and expertise with team members to support ongoing learning and improvement
  • Membership of the Institution of Railway Operators (MIRO)
  • An appreciation of and ideally experience in running MOIRA
  • An understanding of rail industry cost drivers
  • An understanding of the fundamentals of track layout design along with signalling principles
  • Experience of undertaking performance modelling
  • Some previous experience of leading technical workstreams or managing projects with a large technical component; and
  • Some experience of providing analytical support in rail business models; including crowding, operating costs, performance and business case
22

Wealth Planning Consultant Resume Examples & Samples

  • Financial Planning designation (minimum CFP, IQPF (Quebec)); Able to build, discuss and deliver plans with clients. Leverages support from specialized planners (Tax, Estate, Succession etc.) where required
  • WPC – minimum of 1-3 years of financial planning experience
  • SWPC – minimum of 3-5 years of financial planning experience
  • Expert knowledge of financial planning software (knowledge of NaviPlan is an asset)
  • Experience with Salesforce.com desirable
  • In-depth experience dealing with High Net Worth clients
  • Knowledge of tax and/or estate planning viewed as an asset
  • Expert knowledge and technical proficiency related to wealth planning strategies, issues and trends
  • In-depth knowledge of Bank products, services, organization and Banking Group interrelationships viewed as an asset
  • In-depth knowledge of investment management principles, economics and financial markets viewed as an asset
  • Proven track record in developing and growing a profitable financial or related client services business
  • Expert discovery and interpersonal skills. Ability to interview a client and have them open up about personal goals and objectives so that we can create personalized and meaningful client plans
  • Comfortable dealing with entrepreneurs, corporate executives and the external market
  • Expert Practice Management capabilities – ability to operationalize business development strategies for the team and market
  • Strong proactive nature both with team and with clients to drive identification of new opportunities and proactive client contact
  • Attention to detail and ability to efficiently and effectively build plans and roadmaps
  • ‘Generalist’ with good knowledge of our business in order to identify solutions that may meet the clients’ needs (the Lead Relationship Manager will be the specialist to deliver and confirm the solution required)
  • Strong team player – supports lead relationship managers and works collaboratively with them to deliver a plan to their clients
  • In-depth business development and relationship management skills
  • Expert communication and interpersonal skills
  • Expert presentation skills (both written and verbal) with large groups and in an individual setting
  • Strong work ethic, works well under pressure and in a high stress, fast-paced and changing environment
  • Ability to communicate complex planning advice in a comprehensive and practical manner
  • Ability to be decisive in light of complex, critical and significant decisions to make, often in time-sensitive conditions
  • Flexible and empathetic, able to work effectively in a variety of situations
  • Ability to manage numerous demands that need to be prioritized within tight deadlines
  • Well developed sales acumen – proactive, self-starter, confident
  • Ability to establish rapport and credibility quickly with an audience
  • Ability to offer solutions to a magnitude of diverse, complex and ambiguous issues/situations in a creative manner
  • Expert understanding of complex financial planning concepts
  • Experience with financial planning for Holding Companies and corporations
23

Product Planning Consultant Resume Examples & Samples

  • Drive differentiated global product plan based on customer needs, competitive market and technology trends
  • Drive engineering, customer research, and partner collaboration to deliver leadership products that solve market problems and address customer needs
  • Develop timely and comprehensive business cases and concept charters to ensure product feature, cost competitiveness, and a healthy P&L (Revenue/Units/Margin)
  • Ownership of product definition through all facets of the Offering Lifecycle Management Process (OLP) ensuring appropriate feature/function tradeoffs are made to meet market expectations
  • Define peripheral, software, and services ecosystem
24

Enterprise Resource Planning Consultant Resume Examples & Samples

  • This position calls for designing, some coding, debugging, extensive testing, and documenting enhancements to the area applications
  • Requires providing effective and responsive production support to our mission - critical and time - sensitive financial applications with periodic on call responsibilities
  • We rotate the on call between 4 FTEs on the Team. Basically we rotate the on call between these 4 FTEs (2 weeks on call as primary resource coverage and 2 weeks on call as secondary resource coverage)
  • The Treasury Check Data application is a Critical Business Application (CBA), Tier 1 application
  • This application requires Priority 1 Service which includes 24 X 7 365 Day support and will have occasional War Room Calls
  • Tivoli Workload Scheduler (TWS/d)
  • PL/SQL (Analytical & Development)
  • SQL 2005 / 2008 / 2012
  • SFTP
  • UHG IT Service Management (HPSM)
  • SSIS for SQL Server
  • VB / Visual Studio / .Net (Programming in C# with Microsoft Visual Studio), ASP.NET
  • UNIX
  • Implementing and Maintaining Microsoft SQL Server 2008 Integration Services
  • Web Development with MS Visual Studio
  • Development of complex Native Oracle packages, stored procedures
  • SSH Communications Security
  • Crystal Reporting
25

Diabetes Portfolio Planning Consultant Resume Examples & Samples

  • 5+ years of pharmaceutical or healthcare experience in sales, marketing or PRA (pricing, reimbursement, access)
  • Diabetes experience strongly preferred
  • Proven cross-functional partnering capabilities, particularly with Medical
  • Strategic marketing experience developing brand plans
  • Either market research experience or engagement with market research in numerous projects
  • Clear understanding of the promotional rules of engagement and how we communicate with our customers
  • Ability to move work forward, even in the face of ambiguity
  • Ability to work independently and to prioritize (good project management skills)
  • Solutions-orientation
  • Passion for Diabetes
  • Experience in a global marketing or NPP role
  • Experience developing / refining brand positioning
  • An affinity for science
  • Inquisitive; wants to learn more
  • Position unlikely requires travel
  • Occasional evening conference calls will be necessary in order to engage with affiliates
26

IT Planning Consultant Resume Examples & Samples

  • Have involved at least one Enterprise IT Planning and related project is a must,
  • Strong enterprise architecture knowledge and experience on architect design is a must (e.g. Business architecture, Application Architecture, Information Architecture, Technology Architecture, IT government)
  • Understanding IT Technology trend and usability is must, e.g. Cloud, Big data, IOT, Mobility, Internet+
  • Have experience in global leading consulting company or global IT vendor
  • Extend experience on enterprise core application(e.g CRM, ERP, SCM) deliver is preferred
  • Extend knowledge on resource chemical industry business is preferred
  • Strong communication, presentation and documentation skill, able to work independently
  • Strong problem analysis and resolution skills
  • Good communication skills in both Mandarin and English
  • Flexibility to travel
27

Successfactors Succession Planning Consultant Resume Examples & Samples

  • 5 years of SAP HCM and SuccessFactors Workforce Planning and Analytics experience
  • 5 years of functional and Business Process Design experience
  • Experience implementing SuccessFactors Worforce Planning and Analytics
  • Experience with SAP HCM and other SuccessFactors modules a plus
  • Preferred, but not necessary, to have worked with FieldGlass and Concur
  • Desire to work in an information systems environment
  • Excellent leadership, communication (written and oral) and interpersonal skills
28

Town Planning Consultant Resume Examples & Samples

  • Tertiary qualifications in town planning
  • Experience in development applications and environmental approvals
  • Advanced analytical skills to determine planning issues and provide innovative solutions
  • Results driven attitude and ability to work in a multi-disciplinary team environment
29

Senior JDA Planning Consultant Resume Examples & Samples

  • Executing and lead supply chain planning continuous improvement projects centered around manufacturing and planning business systems with a focus on delivering business objectives against schedule and quality expectations
  • Analyze end-to-end JDA Demand and Master Planning post-implementation of current platform configuration regarding system logic, parameters, and process alignment which impacts end-user functionality
  • Construct and deploy to end-users advanced JDA system training modules and documentation based on analysis of post-implementation recommendations for both the technical and functional processes
  • Support future implementation of JDA/ERP upgrades as a subject matter expert to ensure adherence to supply chain processes
  • Lead various Supply Planning projects including network optimization and enhancements to S&OP process through collaboration with Sales and Marketing
  • Develop new reporting/analytical tools to support projects and departmental processes
  • 5+ years of experience in process design and reengineering (i.e. demand planning, supply planning, capacity management, production scheduling, S&OP)
  • JDA implementation, configuration and technical training experience
  • Previous experience leading teams
  • Ability to travel internationally
  • Master’s or Advanced Technical degree
  • Experience in created related documentation, i.e. Training Presentations, Technical Documentations, Test Cases, Root Cause Analysis Documents, Standard Operating Procedures, Impact Analysis Documents and various Work Flow and Instruction Manuals
  • Experience in ad-hoc tool reporting to support projects
  • Ability to utilize Lean Six Sigma/DMAIC principles
  • Fluency in Spanish
  • Excellent communication, teamwork, leadership and presentation skills
  • Proven ability to conduct complex, quantitative and statistical analyses complimented with qualitative inputs from multiple sources to draw conclusions, make recommendations
30

Resource Planning Consultant Resume Examples & Samples

  • This position may be filled at a higher level
  • Alliant Energy will not provide sponsorship for an employment visa (e.g. H-1B visa) now or in the future for this position
  • Responsible for working on capacity and long term resource forecasts and models
  • Works on routine activities to maintain and learn deterministic and stochastic model inputs and outputs, operates the model and creates reports from model outputs
  • Defines and follows standard practices and procedures in support of capacity and resource planning
  • Gathers and aggregates information from subject matter experts to ensure valid input assumptions
  • Establish ongoing processes to maintain information
  • Uses established procedures, assist in troubleshooting processes, explore process improvements, documents processes, and implements process improvements
  • Develops an understanding of appropriate procedures, policy tools, systems and regulations related to the EGEAS model, MISO energy and capacity market rules
  • Performs MISO Resource Adequacy functions
  • Gains a basic understanding of the business of a regulated electric utility including details of our fuel recovery rules in each of Alliant Energy’s jurisdictions
  • Performs training both internal and external to the EMO and Trading & Risk Management groups
  • May be required to cross-train and provide backup on any responsibility area listed in the position summary
  • Serve as the company’s representative at various MISO committees
  • This position requires a four year degree from an accredited college or university with an emphasis in business, engineering or related field and three years of experience. In the absence of a degree seven years of related experience is required
  • Specific electric utility experience including some experience in real time power plant or transmission operations preferred
  • Ability to demonstrate understanding basics of the electric system
  • Demonstrated effective interpersonal, verbal, and written communication skills
  • Demonstrated ability to use computer software programs (e.g., e-mail, word processing, spreadsheet, and project management). Advanced working knowledge of Excel and related analytical tools preferred
  • Ability to setup, maintain and draw conclusions from large data sets
  • Knowledge of analytical methods and analysis preferred
  • Ability to work in a diverse work environment
  • Note: All Candidates selected for employment with Alliant Energy will be required to successfully complete a drug screen and background check
31

Financial Planning Consultant, Quality Review Resume Examples & Samples

  • Review, analyse and report on the quality of financial plans created by Financial Advisors with particular focus on retirement plans, using a two-step process 1) against a template of criteria and 2) leveraging own subject matter expertise and experience in financial planning and specifically building retirement plans to establish an overall assessment
  • Obtain, review and interpret documentation/information/client notes provided by the Financial Advisors to validate inputs utilized in the creation of the financial plan
  • Liaise directly with the Financial Advisor for further clarifications and understanding of assumptions made, data used and discussions with the client during the discovery phase
  • Understand what comprises a high quality plan in different situations across various degrees of complexity, be able to identify important missing information or omissions and able to validate various calculations or estimates incorporated into the plan as well as to assess overall “reasonableness” of various assumptions
  • Identify potential exposure to reputational or other risk in cases of poor quality or incomplete plans presented as final plans to CIBC clients
  • Provide constructive and helpful feedback to Financial Advisors and their Banking Centre Leaders (BCLs) of the results of the quality review, including exposure to reputational or other risk
  • Clarifies/answers questions that arise from the review and partners with FPAC Coaches for further development of advisors to enhance the quality of plans by leveraging tools, training and other resources
  • Liaise with the BCL upon learning a quality review for the specific Financial Advisor cannot be conducted due to lack of retirement plans built or updated
  • Document recommendations made to Financial Advisors and their BCL following the review of the financial plans, complete with action steps and timelines
  • Establish an annual follow-up process to determine Financial Advisor’s progress against action steps based on results and feedback provided from past reviews
  • Identify opportunities for new training, job aids, and resources that will help enhance quality financial plans, with a focus on retirement plans
  • Design and develop training content in partnership with Talent Management or directly with stakeholders or independently, such as tools (e.g. job aids), and resources (e.g. advisor articles); deliver training either remotely or in person
  • Provide continuous feedback and share insights and suggestions on modifications/updates to planning tools to drive quality and build capability
  • Provide input when building processes to enhance the group’s operational effectiveness and productivity including fine-tuning the criteria template, determining plan selection processes, how to access the data used by the Financial Advisors etc
  • Stay current in financial and retirement planning strategies and concepts through internal and external courses
  • Establish and maintain relationships with internal and external resources to participate/assist in problem resolution
  • This role interacts on a regular basis with Senior Directors and Directors as well as Financial Advisors, Banking Centre Leaders and DVPs
  • This role will also interact with Talent Development and internal groups responsible for planning tool development and maintenance
  • As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
  • Minimum of three years' practical financial planning experience and mandatory Financial Planning accreditation (e.g. CFP, PFP and IQPF or equivalent)
  • In-depth knowledge of the financial planning process (e.g. discovery, assessing value of assets for future income streams, helping clients assess cost of desired retirement lifestyle, determining gaps and providing recommendations/solutions to close gaps)
  • Well-developed understanding of financial planning, with particular focus on retirement plans (including knowledge of Defined Benefit, Defined Contribution and Hybrids Pensions as well as Commuted Values and incorporation into a retirement plan)
  • Well-developed financial background with strong knowledge of associated financial planning tools (e.g. the horizon planning tools)
  • Well-developed interpersonal skills in order to influence and persuade others coupled with strong communication, writing and facilitation skills
  • Resourceful and effective problem solver with high initiative and strong ability to analyze and interpret complex financial information
  • Team player – effective in working with and through others
  • Flexible, able to cope with ambiguity and continuous change
32

Long Range Planning Consultant Resume Examples & Samples

  • Leader company’s complex long range plans
  • Consultant will be doing LRP modeling. Excel base loaded with macros and “gazillion” subsidiaries/business units that roll up. Outputs that are financial statements that present well. 90% of the work is done, consultant needs to finish out robust model, so strong refinement skills needed
  • Tell the story so the LRP can be presented to May 24th board meeting
  • Consultant needs to distill story down to distinct story. Make qualitative and quantitative. Needs to look and sound good
  • Strong at working with executive egos. Consultant will need to be herding, facilitating and corralling all leaders (from head of retail, ecommerce, and heads of divisions)
  • 1-Expert modeling skills- experience doing LRP modeling
  • 2- PowerPoint skills and ability to be able to create a deck/story with the LRP-both numbers and qualitative, succinct story. Needs to look and sound good
  • 3- Strong at working with exec egos. Herding and facilitating and corralling. Not just the numbers
  • Someone that are more strategic in the way they talk. Also operational speak/savvy. Probably been in role before
33

Workforce Planning Consultant Resume Examples & Samples

  • Development and maintenance of Claim staff models
  • Budget and forecast development for staff and staff related expenses
  • Variance and scenario analysis
  • Act as liaison between Claims, Training, HR and Finance business partners with regards to staffing and capacity planning. Develop and maintain strong working relationships with partners
  • Influence and negotiate with business partners and colleagues. Clearly articulate points of view and provide compelling rationale to influence decisions
  • Develop benchmarking metrics in order to understand efficiency/productivity of actual v planned staffing levels. Assess risk and opportunities
  • Research, forecast and report on workload demand drivers. Review forecast for accuracy and make proactive changes to minimize variances
  • Develop and maintain expertise in business process. Be able to translate into working staff model that allows the isolation of impacts of change in variables
  • Understand the interrelationship between model variables and the impact to service level commitments
  • Establish staff plans and/or capacity requirements based on data and analytics. Maintain comprehensive knowledge of staffing model inputs and methodology. Work closely with Claim business partners in the development of work process time standards
  • Working closely with the Claims Finance Expense and FP&A leads, identify trends, quantify impacts, and communicate business results relative to staffing implications on a monthly basis. Respond to “what-if” scenarios, cost benefit requests, and other projects that have staffing implications. Able to quantify implications of initiatives on staffing needs
  • Participate in model optimization techniques that drive efficiency and optimize resource utilization
  • Play a key role in the financial outlook and operating plan process within Claims by submitting staffing projections for current and outer years. Communicate detailed explanations of change drivers and gain approval from leadership on an ongoing basis
  • Demonstrated ability to clearly articulate points of view and provides compelling rationale to influence decisions
  • O Ability to influence and negotiate with business partners and colleagues openly
  • Possesses strong to advanced MS EXCEL skills
  • Familiarity with COGNOS / TM1 and workforce planning tools preferred
  • Experience in constructing quantitative analysis and/or modeling in a professional environment
  • Adept in data mining, data analysis, and data presentation
  • Able to identify relevant data and data sources to provide meaningful analysis
  • Exhibit innovation in approach
  • Operates independently with general direction. Self-starting
34

Resource Planning Consultant Resume Examples & Samples

  • Follows standard practices and procedures in support of capacity and resource planning
  • Assists in writing and supporting responses to regulatory requests
  • This position requires a four year degree from an accredited college or university with an emphasis in business, engineering or related field and one year of experience; in the absence of a degree five years of related experience is required
  • Specific electric utility experience including some experience in real time power plant or transmission operations is preferred
35

Senior Workforce Planning Consultant Resume Examples & Samples

  • Provides workforce planning consulting services for initiatives within an assigned function or region
  • Designs and prepares reports and presentations on demographic profiles, turnover ratios, etc for various audiences
  • Works independently with some supervision to determine reporting needs
  • Supports National Function and regional committees and work groups charged with implementing workforce strategies
  • Works on assignments of medium to large scope and complexity, impacting single functions or regions
  • Development of summary-level presentations
36

Planning Consultant Resume Examples & Samples

  • CFP designation
  • Active FINRA Series 7
  • Active FINRA Series 63/65 or 66
  • Prefer a minimum of 3 years of financial services experience
  • Passion for financial planning as a way to help clients manage their financial futures and build stronger relationships with clients
  • Ability to build client trust to uncover client wishes, wants, and needs to better understand how to help them plan for their financial future
  • Genuine interest in understanding client life events and translating what that means for a client’s plan
  • Demonstrated experience showing passion for the client and the ability to strengthen and retain client relationships within one-off conversations
  • Preferred: Insurance licensing
37

Planning Consultant Resume Examples & Samples

  • Analysis of large data sets to support financial modeling inputs/trends/recommendations
  • Undertake marketing efforts where appropriate
  • Undertake analysis related to development scenarios to demonstrate “added value” for a wide range of asset types
  • Assist with the preparation of detailed Consulting proposals / reports focused on strategic planning, retail and other asset class demand modeling
  • Undertake Highest and Best Use analysis including financial feasibility for select client projects inclusive of land use scenarios, trade area analysis and report preparation including findings
  • Evaluation of urban design alternatives, built form options
  • Undertake Economic Development Strategies including research, development of strategic plans and implementation/action plans
  • Undertake a wide range of planning policy research based on an understanding of the planning policy context at the local government level including Zoning, Official Community Plans, Design Guidelines and the planning approval process
  • Undertake Planning projects working with other Consulting Staff and providing liaison with client. Work includes managing team resources, timeline, budget
  • Obtain market comparable sale/leases in support of the financial analysis
  • Liaise with other Colliers departments to obtain property data
  • Liaise with stakeholders on a variety of real estate/development issues
  • Provide GIS mapping support for strategic planning reports. This could include preparing demographic propensity maps, trade area analyses, or mapping to identify market potential
  • Provide members of the public with information regarding development projects and coordination of community consultation events
  • Any other ad hoc duties as assigned
  • Undergraduate degree required ideally with an undergraduate degree in Urban Geography, Urban Planning or Economics. A Master’s degree would be an asset
  • Minimum of 2 years work experience in a planning or real estate environment
  • Computer proficiency in MS Office (Outlook, Word and PowerPoint) and very strong skills in Excel and GIS mapping preferred
  • Exceptional analytical skills; strong ability to think through range of possibilities and scenarios
  • Is discreet; understands when confidentiality is required
  • Ability to deliver excellent customer service at all levels of the organization and with external partners
  • Possess strong organizational, time management and project management skills with a demonstrated ability to work both independently and within a team environment
  • Advanced skills in Microsoft Office applications (MS Word, Excel, PowerPoint and Outlook)
  • Exhibit a high level of professionalism and excellent interpersonal skills
  • Strong relationship-building ability, proactive, results-oriented, and resourceful
  • Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
38

Financial Planning Consultant, Quality Review Resume Examples & Samples

  • Financial Planning Accreditation (CFP, PFP or IQPF )
  • 3 years (min) of Financial planning experience within large Bank/FI
  • Strong knowledge of financial planning with particular focus on Retirement planning
  • Well Developed interpersonal skills coupled with strong communication and coaching skills
  • Self-sufficient team player who loves a new challenge and would like to be part of building a new team
39

Retail Planning Consultant Resume Examples & Samples

  • Connect with Nike retail business leaders to understand direction for retail planning processes and system needs
  • Partner with technical and product teams in the global headquarter to ensure European needs are included in global strategies
  • Participate in the creation of global retail planning roadmaps and take ownership of translating this to European retail planning roadmaps
  • Bring the roadmap to live, by starting projects, hiring, and lead the right people in the team and amplifying a “getting it done” attitude!
  • Stay current on market trends in retail planning processes and system solutions
  • Bachelor/Master Degree in Business Administration or likewise
  • At least 5 years’ experience in global retailer
  • Deep understanding of all retail planning processes
  • Experience with implementing retail planning solutions in a multi country retail organization
  • Ability to multitask, prioritize and meet deadlines
  • Strong communication and analytical skills, able to work in a matrix organization
40

Planning Consultant Resume Examples & Samples

  • The role presents the opportunity to work on a range of interesting and challenging projects and within the role you will be involved in an varied body of planning work comprising
  • Providing planning advice and supporting the consenting and assessment process on large scale infrastructure projects
  • Providing general planning advice to colleagues and clients
  • Undertaking spatial planning work including neighbourhood planning, SEA/SA and Local Plan preparation support
  • Working in partnership with other members of the Planning/Environment Team (both within the East Midlands and across the UK), delegating activities to junior staff as applicable
  • Contributing to the preparation of technical proposals
41

Campaign Planning Consultant Resume Examples & Samples

  • Assist in the development of a framework around planning with a view to ensuring the service can operate at scale
  • Continually seek out ways to present data in an engaging format
  • Maintain a good understanding of the data available to purchase in the marketplace and how to position FT’s own data appropriately
42

Phone, Regional Planning Consultant Resume Examples & Samples

  • Your planning skills and in-depth knowledge of financial product offerings
  • Confident and impressionable public speaking skills; You have excellent interpersonal, phone-based communication skills
  • Your unparalleled desire to motivate, coach and impact others’ results
43

Resource Planning Consultant Resume Examples & Samples

  • Intraday and real time monitoring of Avaya CMS, Verint I360, Avaya Predictive Dialer, and CAS for volume including inbound calls, outbound calls, and faxes
  • Adjusting workflow/skills and staff/schedules to ensure service levels and performance goals are met while allocating resources to outbound/offline functions either by manual adjustments or using the Avaya Predictive Dialer
  • This position covers 12 hours of operations by 6 days per week
  • Participate in projects and work in groups to promote/develop/maintain professional relationships with all site personnel
  • Provide and maintain correspondence through email, office communicator, as well as verbal communication for forecasting, scheduling, reports/data requests, employee time off maintenance (approved PTO and unapproved absences/FMLA)
  • The ability to identify, analyze and solve complex issues involving a variety of factors in a narrow turn-around time and provide solid factual information is a key part of this role
  • This position works with many groups to acquire, analyze data trends and distribute staffing/scheduling needs to Operations, Vendors, Clients or other internal groups
44

Campaign Planning Consultant Resume Examples & Samples

  • Responsible for the support of Nikkei’s product
  • Relevant experience is advantageous but high potential to grow is more vital
  • Ability to demonstrate analytical and reporting skills
  • Pro-active self-starter, attention to details and results-driven
  • Good team player with good communications, presentation and interpersonal skills
  • Able to work independently in a flexible and agile way
  • Proficient in computer skills and preferably with knowledge on campaign analysis tools
45

Resource Planning Consultant Resume Examples & Samples

  • Scheduling in Verint WFM for multiple locations
  • Assisting with forecasting, scheduling, and managing all
  • Assisting in determining appropriate staffing levels and
46

Senior Workforce Planning Consultant Resume Examples & Samples

  • Analyzes data and provides recommendations to be reviewed by Lead and Principal WFP consultants and management before being presented to executive management
  • Master's degree in business administration, organizational development, public health, public policy, or related field
  • Health care or health insurance knowledge
47

Workforce Planning Consultant Resume Examples & Samples

  • Act as liaison between Operations, Training, HR, Finance and Expense business partners with regards to staffing and capacity planning. Develop and maintain strong working relationships with partners
  • Establish staff plans and/or capacity requirements based on data and analytics. Maintain comprehensive knowledge of staffing model inputs and methodology. Work closely with Personal Lines business partners in the development of work process time standards
  • Conduct planning meetings to discuss and or communicate capacity needs, risks, opportunities and results to various functions
  • Conduct detailed variance analytics and identify key business drivers of change. Research, forecast and report on demand drivers. Review forecast for accuracy and make proactive changes to minimize variances
  • Working closely with the Personal Lines Finance, Expense and Operations leads, identify trends, quantify impacts, and communicate business results relative to staffing implications on a monthly basis. Respond to “what-if” scenarios, cost benefit requests, and other projects that have staffing implications. Able to quantify implications of initiatives on staffing needs
  • Develop benchmarking metrics in order to understand efficiency/productivity of actual planned staffing levels. Assess risk and opportunities
  • Play a key role in the financial outlook and operating plan process by submitting staffing projections for current and outer years. Communicate detailed explanations of change drivers and gain approval from leadership on an ongoing basis
  • Possesses strong to advanced MS EXCEL skills- Pivot Tables, VLOOKUPS, Formulas
  • Familiarity with IEX and workforce planning tools preferred
  • Ability to independently develop data and trend based recommendations and provide advice to business leaders and support rationale logically and effectively
  • Ability to influence and negotiate with business partners and colleagues openly
  • * NO AGENCIES PLEASE **
48

Senior Workforce Planning Consultant Resume Examples & Samples

  • Developing a labour optimisation methodology and plan to deliver an agile and efficient workforce
  • Drive cross functional agility, automation and / or external workforce to reconcile demand
  • Identify the right strategic go to market model for sourcing activities for all employment types with a focus on contingent workforce, including contribution to negotiations, contract discussions, and service and performance standards potentially building a system to track and monitor progress
  • Ownership of quantitative activities such as headcount/FTE planning, workforce analytics, scenario forecasting, benefit tracking and demand-supply requirements to support workforce optimisation framework/s that will inform the workforce optimisation strategy
  • Assess existing processes to identify, redesign or enhancement opportunities to deliver improved productivity or efficiency to the business
  • End to end workforce planning and optimisation skills
  • An analytical mindset
  • Strong relationship management and stakeholder engagement skills
  • Solid technical skills in workforce management with the ability to build databases
  • Experience in vendor management, capability management and succession planning
  • Strong Business and Commercial acumen
  • Experience in Transformation and change programs of work is essential
  • Background in Business Operations, Transformation or HR will be highly regarded
  • Ability to remain open-minded, agile and flexible in a dynamic environment is a must
49

Materials Planning Consultant Resume Examples & Samples

  • Ownership of the Sales Segment Plan for a specific business segment in EMEA
  • Provide the projected weekly booking volume in units
  • Drive a collaborative S&OP process by partnering with Global Operations, Sales, Marketing and Finance
  • Drive initiatives through our planning processes that support our core objectives that improve our end to end S&OP processes
  • Define & implement strategies that optimize the balance between Demand, Supply and Operational effectiveness incorporating understanding of product life cycle management, forecasting analytics and market intelligence
  • Exercise influence driving Sales Organizations to Plan What They Sell & Sell What They Plan
  • Provide interface between Regional and Global Planning Teams supporting global product strategy execution
  • Extensive and in-depth knowledge of planning, data analysis and data modelling
  • The person should have solid analytical skills to resolve ad-hoc issues and adjust to the dynamic requirements of our customer and supplier base
  • High level of proficiency is required in spreadsheet and database analysis tools, specifically MS Excel, Hyperion & PowerPoint
  • Must be a team player, have the ability to be flexible, be able to develop in the role and develop relationships across the business
  • Degree and/or MBA in any discipline (Business, Finance, Economics, Engineering or related field)
  • Confident operating and influencing at various levels of the organization including executive level
  • Excellent product and technical knowledge
50

Planning Consultant Resume Examples & Samples

  • State records management
  • Budget analysis/accounting research
  • Experience with MyFloridaMarketPlace
  • FHP policies and procedures
  • Exceptional analytical problem identification and solving skills
  • Skill in researching information
  • Skill in performing audits
  • Ability to schedule and coordinate assigned work responsibilities
  • Ability to handle multiple priorities
  • Ability to organize and maintain filing systems and electronic databases
  • Ability to communicate effectively, both orally and in writing, with external stakeholder, Department members, and leadership
  • Skill in providing customer service to internal and external stakeholders in a tactful, courteous and non-judgmental manner
  • Skill in the use of Microsoft Word, Excel, Outlook, and Power Point
  • Skill in the use of operating a personal computer, printer, fax machine, telephone, copier and scanner
  • Ability to understand and apply rules, regulations, policies and procedures relating to the department
51

Retail Workforce Planning Consultant Auburn Hills Resume Examples & Samples

  • Bachelor's degree from an accredited University
  • 4 years of financial analysis experience
  • 2 years experience managing small to medium projects
  • 3 years of advanced and complex excel experience
  • 3 years experience building financial tools
  • 1 year experience with Access
52

Performance & Planning Consultant, Senior Resume Examples & Samples

  • 5+ years of experience with strategy and management consulting
  • Experience with gathering data and compiling into clear, concise reporting
  • Experience with strategic planning, process improvement, or performance management
  • Ability to work independently with little oversight
  • Possession of excellent critical thinking skills
  • Possession of excellent oral and written communications skills
53

Senior Planning Consultant Policy & Consultancy Resume Examples & Samples

  • Local Planning Policy commissions assisting our client Local Authorities to deliver aspects of their Local Plans
  • Assisting in the delivery of our expert witness offer for appeals
  • Consultancy services for public and private sector clients including site appraisals; planning application; and making representations on Local Plans and other planning documents
  • Contributing to the delivery and improvement of business management systems, procedures and processes
  • Supporting the growth of the team by making a positive contribution to business development, securing repeat work and applying a commercial lens to all work undertaken and behaviours
  • High level of ability to prioritise and manage a workload whilst working flexibly to meet both the commercial and contractual needs of the business
  • Demonstrable experience of working as a senior planning officer or consultant in the public/private sector
  • A high level of knowledge and understanding and application of current and emerging planning legislation
  • Being ambitious to enhance the reputation of the Planning and Consultancy team for innovation, quality and timeliness of delivery
54

Planning Consultant Resume Examples & Samples

  • Serves as the primary point of contact for BTFF funded grantee media requests and issues
  • Facilitates and/or provides technical media assistance to BTFF funded grantees
  • Develops appropriate media trainings, materials and support documents to BTFF funded grantees
  • Assists with the development and coordination of marketing plans and campaign strategies
  • Collaborates with other Bureau programs to assess relevant marketing/media needs
55

Workforce Planning Consultant Resume Examples & Samples

  • Serves as an internal consultant to senior leaders regarding the use of workforce data and analytics. Understands the Company’s strategic and operating plans and workforce utilization requirements. Acts an SME regarding workforce planning methodology and associated tools/reports
  • Recommends, develops and implements metrics and other measurements for workforce productivity, ROI, HR program effectiveness, etc. to improve business results
  • Designs, conducts, and directs other staff regarding data gathering, needs assessment and survey processes to provide data/business intelligence that produces actionable insights
  • Designs and implements management tools to optimize workforce planning and management (manager dashboards, reports)
  • Designs and implements reports/info tools (in house or directing third-party vendors) that serve as a catalyst for change by helping leaders and managers make data-driven decisions about their workforce (e.g., turnover, span of control, headcount demographics, staffing efficiencies, effectiveness of hiring processes)
  • Develops and delivers presentations to senior executives regarding workforce dynamics and metrics that impact business outcomes (e.g., improve the effectiveness of the sales force, identify specific competencies that drive better business results, reduce turnover in key positions, attract and retain a diverse workforce, improve M&A success rates)
  • Makes recommendations regarding technology and other tools to improvement workforce planning and workforce management
  • Serves as the Company’s project manager for the implementation of new workforce planning technology tools (e.g., best use of Success Factors, internal portal, FreshPath, PeopleSoft capabilities)
56

Senior Planning Consultant Resume Examples & Samples

  • Develop and implement appropriate project management processes, tools, templates and controls, with accountability for their effective and efficient application, ensuring the professional delivery of IS enabled change
  • Coach and mentor Programme and Project Managers on best in class techniques to underpin successful IS enabled change
  • Monitor and maintain the project management standards taking and/or recommending appropriate action where any deficiency or deviation from standard is found
  • Ensure that detailed project plans are maintained and fully resourced by name to ensure successful delivery of IS enabled change
  • Ensure that programme/project risk, issues, change, quality and communications are defined and actively maintained for each project
  • Compile relevant and appropriate management information, including functional, financial and governance reporting, on the status and progress of projects ensuring transparency and alignment of interested stakeholders
  • Develop strong relationships with IT and business stakeholders at all levels ensuring that there is alignment and proactive dialogue resulting in closer working and partnerships
  • Experience of PMO best practice
  • Well-developed analytical and enquiring skills
  • Interpersonal skills and ability to communicate and present effectively at all levels
  • Stakeholder management skills with the ability to interact and influence at all levels both internally and externally
  • Well-developed planning and problem solving skills
  • Well-developed Programme/Project Management skills
  • Ability to travel globally 10% of the time
  • Experience working in a global matrixed organization
  • Programme/Project Management qualifications
  • PMO qualifications
  • PMO audit experience
57

Workforce Planning Consultant Pah Resume Examples & Samples

  • Large hospital and/or health system experience preferred, including the ability to manage close partnerships with internal human resources, compensation, finance, and nursing professional groups
  • Exceptional quantitative and analytical capabilities
  • Strong business acumen, forward thinker, financially astute, attention to detail and strong sense of logic will be critical to success in this role
  • Demonstrated ability to organize and manage multiple priorities and programs
  • High proficiency in MS Word, Excel, PowerPoint and Outlook
  • Effectively anticipate the changing needs of the business and hiring leaders.*
  • Build and maintain strong internal relationships and network with key stakeholders.*
  • Assure Centura Health is in compliance with laws and regulations.*
  • Ensures talent acquisition programs support Centura Health’s strategic objectives by remaining knowledgeable of the key business goals.*
  • Comply with applicable legal requirements, standards, policies, and procedures.*
  • Provide insight, technical analysis, and policy support to achieve equitable and successful programs/plans.*
58

Workforce Planning Consultant Parker & Castle Rock Adventist Hospitals Resume Examples & Samples

  • 5 years combined experience in recruiting and human resources with at least 2 years in a business partner/consultative position; ideally operating in a large, changing environment
  • Comprehensive behavioral based interviewing and candidate assessment skills
  • Proven success in partnering with business leaders to execute recruitment strategy effectively
  • A high energy level, hands-on style, excellent written and verbal communication skills, and excellent interpersonal skills with a customer service orientation. Ability to effectively present material appropriate to the level of the audience, including executive leadership
  • Knowledge of the marketplace, developments and trends related to the talent acquisition function
  • Understands federal, state and local laws as it pertains to talent acquisition administration
  • Clearly manage and support business leader expectations on workforce plan, talent availability and labor management objectives, including use of market analytics to understand tradeoffs, quality and speed.*
  • Enable optimization of sound hiring decisions in the context of the broader talent strategy.*
  • Challenge and educate hiring leaders in regards to candidate selection, behavioral interviewing, proficiency assessment, business/talent risks and talent assumptions.*
  • Responsible for reviewing programs, suggesting modifications, and ensuring achievement of competitive market position and other goals identified by Centura Health.*
  • Provide counsel to HR business partners, leaders and other recruiting staff regarding talent acquisition issues, and handle escalated issues as needed.*
  • Important notification to applicants as of Nov. 20, 2014: Effective Jan. 1, 2015, Centura Health will no longer hire tobacco users in Colorado and Kansas. The change to our policy does not apply to associates hired on or before Dec. 31, 2014. Centura Health is an Equal Opportunity Employer, M/F/D/V
59

Workforce Planning Consultant San Resume Examples & Samples

  • Strong subject matter knowledge in administration and implementation of strategic workforce planning programs, processes, and issues; ability to participate knowledgeably in the design of programs
  • Demonstrated experience in building relationships, consulting and influencing hiring managers, with ownership over the hiring manager experience
  • Leverage organizational knowledge, business unit understanding and labor market knowledge to create and influence workforce planning strategy.*
  • Development (in concert with others) and execution of a staffing strategy focused on creative methods to source, identify, assess and engage high-potential, diverse talent.*
  • Accountable for talent management performance targets.*
  • Prepare and deliver regular (weekly/monthly) reports and analytics and recommendations on the talent acquisition plans/objectives, including course corrections, to key stakeholders.*
60

Workforce Planning Consultant Resume Examples & Samples

  • Experience developing and executing talent acquisition strategies
  • Ability to work under pressure, meet critical deadlines; work collaboratively in a highly matrixed, complex organization; ability to navigate a large, growing organization, including handling integration of acquisitions
  • Participate in and lead strategy and design of talent acquisition plans in the local markets. *
  • Effectively balance process excellence and strategic and business effectiveness.*
61

Resource Planning Consultant Resume Examples & Samples

  • Provide training and navigational support to end users
  • Candidate must be able to provide professional support by maintaining high standards of courtesy, listening skills, rapport building skills, client expectation management and handling difficult situations. They will also need to know how to prioritize tasks in an environment with goals that sometimes conflict
  • Address and Process adhoc requests from management
62

Senior Performance Planning Consultant Resume Examples & Samples

  • Design and develop premium technical solutions to deliver company products and services to clients
  • Highly iterative business centric delivery model required
  • Manage and meet delivery milestones
  • Provide expert technical advice and guidance to project team members, client stakeholders, and our staff
  • Contribute positively to our team culture and the practice
  • Bachelor’s degree in Computer Science, Math, Statistics, Business Finance, Accounting or other relevant program is required
  • Finance background, planning systems implementation (Anaplan, TM1, Hyperion, others)
  • Expert level Cognos TM1 required (Certifications preferred but not mandatory)
  • Strong quantitative analysis skills, ability to interpret analytical results and present findings
  • Strong business and financial savvy
  • Strong English communication skills (verbal and written) with an ability to communicate with internal and external customers. This can include communicating technical information to nontechnical audiences
  • Ability to work collaboratively, be diplomatic and influence stakeholders, vendors and global teams
  • Strong logical, analytical and organizational skills with meticulous attention to detail and the keen ability to anticipate and avoid problems
  • Strong tenacity and ability to overcome barriers due to technology, process, or people
  • Strong customer and user experience focus with the ability to manage complexity and ambiguity
  • Broad technical knowledge including relevant industry trends, flexibility and adaptability in regard to learning and understanding new technologies, and a solid understanding of the software development lifecycle
  • Preference will be given to candidates with additional experience in Anaplan, and/or Hyperion
  • A Master’s degree in Business Administration, Computer Science or related IT fields preferred
  • 5+ years of related experience working with Business Analytics and Business Intelligence strongly preferred
  • Healthcare and/or manufacturing experience a strong plus
63

Planning Consultant Resume Examples & Samples

  • Become an expert in the Workday Planning product, utilizing key data from the Human Capital and Financials Products
  • Perform the following on an engagement: understand client business requirements, demonstrate the configurations through building prototype systems, configure the Workday solution, and assist the client in testing and deployment
  • Work with the client to convert legacy financial models into Workday, where appropriate
  • Complete the work assigned to you by the Project Manager within the budgeted time allocated
  • Understand and use Workday’s Implementation Methodology
  • Help mentor new consultants by sharing your knowledge
  • Provide product feedback in order to assist in the evolution of the Planning product
  • Ensure the client takes advantage of Workday best practices
  • Ensure the client is referenceable once the client is in production
  • Participate in regular training to be an expert with each new release
  • 4-10 years implementing Financial Planning, Budgeting, & Forecasting systems
  • Previous consulting experience either as a consultant with a consulting company or as an internal consultant
  • Experience implementing financial planning systems like Hyperion Planning, Anaplan, and Adaptive Insights highly preferred; experience with Workday, SAP, Oracle, PeopleSoft, NetSuite or similar finance applications recommended
  • Strong finance and analytical skills
  • Experience with technical solutions
  • Business analysis and requirements gathering abilities
  • Ability to learn technology quickly through instruction and self-training
  • Experience with multiple financial applications a plus
  • Ability to travel up to 50% of the time