Planning Consultant Resume Samples

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E Morar

Emely

Morar

6560 Elmira Crest

Philadelphia

+1 (555) 623 8740

6560 Elmira Crest

Philadelphia

Phone

p +1 (555) 623 8740

Experience Experience

Chicago, IL

Planning Consultant

Chicago, IL

Cassin and Sons

Chicago, IL

Planning Consultant

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

Phoenix, AZ

Resource Planning Consultant

Phoenix, AZ

Sanford, Schmitt and Littel

Phoenix, AZ

Resource Planning Consultant

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

present

Detroit, MI

Workforce Planning Consultant

Detroit, MI

Bechtelar, Williamson and Stokes

present

Detroit, MI

Workforce Planning Consultant

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

Education Education

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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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

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

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

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

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

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)

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

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

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

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%+

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 **

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

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

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

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

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

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

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

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)

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

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.*

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

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.*

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.*

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

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

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

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