Planning / Forecasting Resume Samples

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J Gulgowski

Jeramie

Gulgowski

409 Taya Skyway

Phoenix

+1 (555) 698 4349

409 Taya Skyway

Phoenix

Phone

p +1 (555) 698 4349

Experience Experience

Houston, TX

Planning & Forecasting Analyst

Houston, TX

Pagac, Friesen and Ankunding

Houston, TX

Planning & Forecasting Analyst

Review the Competitor Pricing Intelligence framework to understand best practice ways of working
Prepare forecast performance review. Prepare the forecast document complete with any relevant insights, analysis and reasoning for the forecast figures
Recommending and implementing system enhancements to improve MSO planning and field service operations
Provide analytical support to identify key variances and the causes
Maintaining the rough-cut installation plan throughout the year while supporting operational changes and adjustments
Compile and distribute weekly sales forecast reports and manage the weekly sales forecasting process
Track pre-determined metrics and key performance indicators

New York, NY

Senior Planning & Forecasting Analyst

New York, NY

Feeney Group

New York, NY

Senior Planning & Forecasting Analyst

As part of the Workforce Effectiveness team, this position will provide oversight related to the short range planning process for UnitedHealthcare call centers worldwide; specifically, this role will focus on call center planning and call and metrics forecasting
Collaborate with the long range (financial) planning team on the budgetary process for the call centers
Collaborate with the workforce management team (scheduling and real - time) to provide future views into the staffing position for future weeks / months
Find creative solutions to complex problems through data management and analytics
Analyze, review, forecast, and trend complex data for several areas of business
Oversee the administrative functions related to the internal tool that is used for planning
Support short and long term operational / strategic business activities through analysis

present

Chicago, IL

Senior Consultant Planning & Forecasting

Chicago, IL

Bashirian, Fay and Conn

present

Chicago, IL

Senior Consultant Planning & Forecasting

present

Provide detailed analysis and insight of collections performance to identify trends and opportunities to drive improvements in core KPIs
Establish and maintain key relationships across the BT Group including Senior Management Team and external suppliers to support the Credit Risk function
Designs and implements a bad debt provision strategy and model, ensuring debt risk is managed in transparent and consistent manner across the BT group
Evidence of managing senior stakeholders and influencing senior management decisions
To maintain personal and professional development in the Credit risk area
Development and ownership of the forecast models monitoring KPI’s such as average bad debt and churn
Quantify the impact of initiatives and monitor progress against agreed plan to deliver company level targets

Education Education

Bachelor’s Degree in Business

University of California, Santa Barbara

Bachelor’s Degree in Business

Skills Skills

Good relationship and influencing skills, able to manage stakeholders and to establish good relationships with the rest of the group
Strong interpersonal skills with a proven ability to build rapport with different stakeholders within the organisation
Highly proficient in spreadsheets, including pivots and lookups
Great written, verbal, and organizational skills
Good organisation skills and time management
Excellent written and spoken English and Spanish
Excellent command of figures, analysis and excel
Experience in a business analysis or financial forecasting role
Report creation and data management experience
Experience using BI tools and CRM systems like Salesforce.com

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15 Planning / Forecasting resume templates

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Planning & Forecasting VP Resume Examples & Samples

Build, lead and develop a team of managers and analysts responsible for the end to end forecasting and planning process across Care, Collections and Fraud
Provide accurate and efficient workload forecasts across all contact centre, outbound and back office business units, ensuring full understanding of demand and drivers is incorporated into outputs, including change impacts, seasonality and customer propensity
Demonstrate a thorough understanding of contact centre and back office workforce planning methodology and systems, specifically TotalView, CACI, NICE and bespoke forecasting software pertinent to delivering customer insight and improved forecast accuracy
Ensure the team share best practices and operate with a consistent approach to ensure all SBU’s benefit from collective experience, guiding and advising the colleagues on best practice and sharing useful learnings
Ensure effective control and management by demonstrating ownership pf relationships with key internal stakeholders who provide forecasts for all activities which may ultimately impact contact centre volumes, including card despatch, terminal despatch, statements as well as marketing and sales campaigns
Significant previous experience in a resource planning related role or managing teams performing analytical roles
Excellent knowledge of planning methodologies and processes, including AOMi, eg.WorkManager, Nuqleus or similar systems
Knowledge of stock of pipeline management, and approach to reduce/stabilise in an operational environment
The ability to design and manage complex forecasting models in a manner that ensures easy audit and transparency of such models
Demonstrable attention to detail
Formal studies in statistics and modelling would be beneficial
Performance Management / Performance Development
Relationship management and negotiation
Resource planning experience gained within a multi-site environment

Planning & Forecasting Senior Analyst Resume Examples & Samples

Responsible for the end to end forecasting and planning process across Care, Collections and Fraud
Develop volume forecasts that include sub-layer information such as independently measuring and summing different contact rates and drivers based on customer tenure, call type, customer segmentation etc
Ensure workload forecasts incorporate all relevant channels or work types, eg. Inbound, outbound, back office, IA’s, email etc., and modify/maintain models and approaches accordingly
Provide rigorous methodology and approach to documentation and version control, as well as knowledge management
Significant previous experience in a back office resource planning related role or working within teams performing analytical roles
A comprehensive understanding of resource planning and forecasting processes
Excellent knowledge of Microsoft applications, specifically Excel
The ability to design and manage complex forecasting models in a manner that ensure easy audit and transparency of such models
Rigorous methodology and approach to documentation and version control
Graduate calibre
Background in planning operations
Track record of delivery
Multi-media scheduling

Planning & Forecasting Manager Resume Examples & Samples

6-8 years experience in a financial environment
Excellent written and verbal communication skills to senior audiences
Strong financial analysis and modeling skills
Ability to work both independently and as part of cross-functional team
Knowledge of LAN based software including Word and PowerPoint with particularly strong Excel skills
Knowledge of wealth management industry and BMO Financial Group structure and financial systems are assets

GT COO Service Manager Head of Planning & Forecasting Resume Examples & Samples

Establishment of a consistent Planning & Forecasting process across GT in close collaboration with the Group technology COO / Group Operations COO / Group COO and coordinate common services and/or resourcing strategies
Accountable for annual budgeting and forecasting and capacity forecasting
Take the lead for cross service coordination in GT COO. In particular ensure that processes (e.g. planning) that operate across multiple dimensions are coordinated in their planning and operation
Transform the service lines tools and processes through simplifying, consolidating and standardizing those and redefine processes together with Finance
Prepare and present to Group Technology senior management on a regular basis

Senior Financial Analyst CB Finance Planning & Forecasting Resume Examples & Samples

Preparation of quarterly update and full year forecast
Consolidation of business line forecast in Planning and Forecasting tool
Complete analytical review to

Clinical Supplies Planning & Forecasting Team Lead Resume Examples & Samples

The Director, Clinical Supplies Planning will be a standing member of the Clinical Supplies Leadership Team (CSLT) and will collaborate with all group stakeholders
Work with the Process Development teams to understand and communicate global Clinical requirement and ensuring API, DS and DP are available on time
Manage a team of Clinical Supplies planning professionals responsible for negotiating clinical supplies delivery, including start-up and engagement based upon Shire Clinical Research needs, product availability, and internal and external resource capacity
Responsible for ensuring proper attendance at key meetings, communication and documenting of timelines and agreements, and communication of requirements to the Clinical Supplies production teams
Work with Quality Assurance to provide planning information to enable QA’s to effectively resource to ensure API, DS, DP and P&L are released on time
Develop processes and tools for managing key deliverable to assure clinical supplies for FPFV and clinical supplies to support on-going clinical trials
Develop processes for utilization of the ClinApps SmartSupplies Forecasting and/or SAP tools for estimating initial, changing, and final delivery requirements of bulk drug product and finished IMP needs to support Shire clinical programs
Responsible for delivery of comprehensive requirements for Interactive Response Technology and will be involved in user acceptance testing of those systems to ensure conformance to requirements
BS Degree in scientific/technical discipline, or significant job-related experience dealing with global Clinical Supply planning, forecasting, and supervision of staff
10+ years relevant Pharmaceutical Industry and/or contract supplier experience is preferred

Planning & Forecasting Analyst Resume Examples & Samples

Review the Competitor Pricing Intelligence framework to understand best practice ways of working
Utilise market reports, competitor financial analysis, and competitor strategy & profit pools data to understand the historical and current pricing strategy of ITG’s rivals
Set up a pricing and excise tax model and gather relevant data to enable the Pricing Manager to conduct effective scenario modelling
Ensure each price point decision should consider the likely consumer and competitive reactions to price changes and meet all criteria for regulatory compliance
In conjunction with Corporate and Legal Affairs and Cluster Finance, conduct analysis of ITG’s excise tax position. Identify ways in which the tax position can be optimised in specific markets
Generate Baseline Forecast for the Market and by SKU, ensuring information relating to future trends are captured and integrated
Prepare input regarding new product introductions and future events, and identify the impact to the forecast
Prepare forecast performance review. Prepare the forecast document complete with any relevant insights, analysis and reasoning for the forecast figures
Plan and Execute BMU Migrations: Post-migration, forecast one off costs and growth trajectory in collaboration with Finance and SCM. Following BMU migration and update sales forecasts
Significant experience in pricing and forecasting, providing support for market research and consumer research within the market
Previous experience in managing a large volume of SKUs, preferably but not essentially within FMCG
Good relationship and influencing skills, able to manage stakeholders and to establish good relationships with the rest of the group
Strong interpersonal skills with a proven ability to build rapport with different stakeholders within the organisation
Excellent command of figures, analysis and excel
Good organisation skills and time management
Excellent written and spoken English and Spanish

Planning & Forecasting Analyst Resume Examples & Samples

Compile and distribute weekly sales forecast reports and manage the weekly sales forecasting process
Resolve data integrity issues
Support strategic, mid-term, and sales annual planning activities
Track pre-determined metrics and key performance indicators
Provide analytical support to identify key variances and the causes
Partner with key stakeholders to identify areas for creating efficiencies in the planning and forecasting process
Experience in a business analysis or financial forecasting role
Report creation and data management experience
Highly proficient in spreadsheets, including pivots and lookups
Experience using BI tools and CRM systems like Salesforce.com
Great written, verbal, and organizational skills
Experience managing projects is a plus
Bachelor's degree with 3+ years relevant experience

Workforce Management Planning & Forecasting Specialist Resume Examples & Samples

Create a long-term staffing model for capacity planning to determine future growth needs. Partner with Senior Leadership to determine capacity requirements and constraints across facilities. Review forecast model and staffing plans on a regular basis for data validation and address any changing operational needs or business rules
Serve as the workforce management subject matter expert for other departments, internal customers and workforce management team members. Assist with training of staff on Workforce Management policies and procedures
Minimum seven (7) years of previous experience with forecasting and analysis utilizing Aspect/eWFM, TCS, Verint/Blue Pumpkin, or related software preferred
Experience with database and or data manipulation preferred

Senior Mgr Planning, Forecasting & Analytics Resume Examples & Samples

7+ years managing transportation networks, supply chain, transportation operations
Proven complex problem solving and project management skills
Demonstrable problem-solving, mathematics and analytical skills using data to drive decisions in a business environment
Demonstrated ability to work in a fast-paced deadline-oriented work environment
Experience in writing SQL queries and mining databases
Up to 25% travel
Experience with Six Sigma/ Lean, Operational Excellence Black Belt certification desired
The ability to use both formal and informal influencing skills across Amazon's cross-matrix organization is critical to the success of this role
Possess excellent business judgment, strong written and oral communication skills, and a practical, common sense approach to getting things done

Manager Group Planning & Forecasting Resume Examples & Samples

You will perform basic analysis to support budgeting/forecasting for several aspects of the group's international financial performance, strategic long-term planning, as well as investment controlling/appraisal
Your major tasks will include financial statement analysis and development of financial and cashflow-projecting models
Besides you will prepare and review a variety of key performance indicator (KPI’s) and research available controlling data
Moreover, you will assist our team in maintaining and updating financial models and forecasting tools, and support our investment controlling process and project valuation
At last but not least, you will be involved in ad-hoc requests for analysis of financial information to management

Planning & Forecasting Lead Resume Examples & Samples

5+ years of investment banking / consulting / corporate finance / operational FP&A or related experience; high-growth operations or startup experience
Proven ability to be an effective leader managing teams
Strategic thinking — while this is a finance role, the ability to understand strategic business drivers will be essential to your success
Elite Excel skills — no other way to say it, you’re a badass. Best practices are second-nature, your models are efficient, scalable and intuitive - you can handle complexity but strive for simplicity
Exceptional communication and people skills — numbers are key, but a business is built with people
Team player — this is a highly collaborative and supportive function
Balance attention to detail with swift execution — we need to do things quickly, and we need to do them well
Hustle — hustle and passion are the lifeblood of Uber!

Senior Planning / Forecasting Analyst Resume Examples & Samples

Support short and long term operational/strategic business activities through analysis
Associate's degree or more in Business, Finance, Health Administration or related field
Bachelor degree in Business or Finance or related field

Product Control Planning & Forecasting Analyst Resume Examples & Samples

Analyze volume and pricing trends by product category and market segment
Develop monthly sales forecasts (Volume and Pricing)
Develops Excel-based quantitative analysis tools and models (as required) to support all reporting requirements
Generates daily/weekly/monthly Sales reports for the AM USA Commercial team pertaining to Bookings, Billings and performance relative to the Sales Forecasts and annual Business Plan
Prepares a monthly summary of contract customer performance
Coordinates with Finance and Logistics to verify and report Sales performance metrics on a monthly basis
Designs and prepares ad hoc analytical reports supporting both AM/NS Calvert and ArcelorMittal USA
Develops and maintains analytical models (Excel based Pivot tables) required by reporting requirements
Ensures daily/weekly/monthly reports are clear, concise and provide actionable information for senior-level decision makers
Ensures working knowledge of competencies as defined in ISO 9001:2008, 14001:2004 Team Member Competency Forms
Demonstrated experience and/or equivalent education in quantitative analysis and forecasting to include: time series trending, descriptive statistics and Excel-based analytical models
Applied knowledge of core business subjects including economics, accounting, and finance
2-5 years in a business analyst role or other analysis and forecasting-intensive position
Possess strong analytical capabilities (directly applicable to spreadsheet-focused responsibilities)
Ability to generate a sales forecast (volume and pricing) based on historical data at a customer level of detail
Strong written communication skills and the ability to interact professionally with a diverse group of executives, managers, and steel industry subject matter experts
Effective at explaining technical concepts to a varied audience in both individual and group settings
Ability to engage in multiple-simultaneous projects with rapidly changing assignments and multiple priorities
Ability to generate basic reports/queries using the SAP enterprise resource planning software
Technology independent – strong fluency with Microsoft Office suite. Position requires daily use of Excel (including Pivot Tables) and frequent PowerPoint presentation projects
Knowledge of flat rolled steel industry is helpful
Knowledge of the SAS statistical analysis software application is preferred
Ability to design and generate reports using SAP Business Objects (BOBJ) software application
Interest and ability to work at our site operations in Calvert, Alabama

Planning & Forecasting Consultant Resume Examples & Samples

Rectify issues arising from testing of newly created planning, forecasting, budgeting, capital, or target setting models/templates
Monthly/quarterly reporting and cause of change analysis for a portfolio of products
Measure actuals against budget & forecasts
Analysis of financial reporting, trending, and revenue opportunities
Incorporate industry trends & sales pipeline into revenue forecasts
Build financial materials and deck support for executive management
Ad hoc revenue reporting, trending and analysis

Consultant Planning & Forecasting Resume Examples & Samples

Prepare final financial plan, forecast, reporting and analysis for the business clients
Develop the Business Plan, Commitment View, Best View, including analysis, distribution, coordination with Markets and HQ Functions, and recommendations for management reviews
Prepare final monthly analyses of business trends and budget variance of financial results and Key Performance Indicators to be used in management reviews and strategic business analysis sessions
Coordinate budget transfer requests between various business units and the Center of Excellence
Conduct the development of strategic business analysis with overlays and commentary
Create final performance reports, including business insights, ad-hoc analysis and recommendations to executive management

Senior Planning & Forecasting Analyst Resume Examples & Samples

As part of the Workforce Effectiveness team, this position will provide oversight related to the short range planning process for UnitedHealthcare call centers worldwide; specifically, this role will focus on call center planning and call and metrics forecasting
Collaborate with the long range (financial) planning team on the budgetary process for the call centers
Collaborate with the workforce management team (scheduling and real - time) to provide future views into the staffing position for future weeks / months
Analyze, review, forecast, and trend complex data for several areas of business
Oversee the administrative functions related to the internal tool that is used for planning
Provide insight into areas of opportunity with call center metrics and the most efficient use of resources
Manage cross - functional interdependencies
Improve processes to optimize performance and value over time
Be a strong change agent and resilient to roadblocks
2+ years of experience preparing and presenting data
2+ years of experience gathering and documenting requirements from the client or business
2+ years of experience with process improvement, workflow, benchmarking or evaluation of business processes
Intermediate or greater level of proficiency with Microsoft Excel, including ability to pivot, graph and use complex formulas
Bachelor's degree in Business, Finance, Health Administration, or related field
Call center staff planning and / or workforce management experience
Experience working in a healthcare environment
Intermediate level of proficiency with Microsoft Word, PowerPoint and Access
Ability to problem solve including multiple priorities and research conflicting and / or inaccurate data
Ability to work with little direction, planning and prioritizing your own workload

Planning / Forecasting Resume Examples & Samples

Update and maintain staffing models for 3 - 4 direct business areas
Present staffing models and other data analysis to operational and business partners on a routine basis
Develop effective / strategic business solutions through research and analysis of data and business processes to solve staffing or inventory challenges
Works independently and strong business ownership
Develops innovative approach to solve problems
Serve as a resource to others
Associate's degree or more in Business, Finance, Health Administration or related field or related experience
Previous experience with MS Access database with the ability to understand basic queries
Worked in previous analytic roles and feels comfortable working in numbers and data
Ability to communicate analysis including trends and opportunities to the business in writing and verbally

Manager, Expense Planning & Forecasting Resume Examples & Samples

1 Support forecasting and planning processes as it relates to Canadian Banking business partners
Support the delivery of forecasts and profit plans, including: Post quarterly forecasts, Pre quarter forecasts, 5 Year Base Case plan, Stress Testing, 3 Year Strategic Plan and Annual Profit plan as it relates to CB Business Units, Product groups and their associated statutory expenses
Ensure the timely collection of data from CB business units and product groups
Complete analytic reviews to ensure accuracy and completeness of deliverables and understand relevant performance of the business
Co-ordinate and communicate deliverables among product teams and CB Finance Business units
Work with CB Business units to provide comprehensive commentary on submitted expense forecasts and plans
Support the end to end planning and forecasting process, including template and consolidation model updates
Respond to queries from senior management and Canadian Banking on the business line plan and forecast submissions
2 Subject matter expert as it relates to CB expense and staffing trends,
Perform adhoc analysis as required, in support of Canadian Banking Distribution Channels and Product teams
Analyze CB expense results and forecasts in an effort to understand variances and the impact to forecast and/or plan
Participate in the resolution of issues resulting from analysis
Added value analysis to provide senior management business insights into expense results
Subject matter expert as it relates to Expense reporting, planning and forecasting tools, including Web Based Application (EWA, Hyperion and EGL/OBI/Smartview
On behalf of CB Finance ensure COFA changes are captured in EWA
EWA stewart through, administration of user access, new user training, address data quality issues and version controls
Support Plan and forecast submissions in Hyperion Planning tool, ensuring accuracy through reconciliations
Support the development and testing of the planning and forecasting tools
4 Works under the direction of the Senior Manager and Director in efforts to enhance expense analysis, planning and forecasting processes
Develop added value for CB Finance through the continuous streamlining of forecasting processes to improve productivity
Provides coaching and training to colleagues and business partners on expense management processes
A solid understanding of financial and management reporting principles; ability to sustain a broad-based knowledge of the Bank’s and Canadian Banking’s strategy, operations and procedures
Strong analytical, problem-solving and organizational skills
Demonstrated leadership skills and stewardship capabilities in a complex and changing environment
A superior understanding of elements of effective control over integrity and completeness of financial reporting; attention to details
Ability to multi-task and deliver high-quality results under very tight deadlines; continuously assess priorities and business requirements, and balance between regular deliverables and priority Executive requests

Sales Planning & Forecasting Intern Resume Examples & Samples

Dating Calendar / Analysis Project: forecast optimal dates for future film releases, analyze competitive film market environments
Film Summary Folders: research and compile detailed information on future WB film releases; create templates; complete reports and comparisons of films
China/Indian Film Analysis involving Domestic Marketplace Summary: research China market, compare US and China marketing reports; collect data and summarize international films
High School diploma required
Candidate must be currently enrolled in coursework at an accredited college/university in pursuit of a degree in Business Administration, Economics, Computer Science or related field
Must have proficient computer skills, including knowledge of MS Office, Excel, & Word
Attention to detail essential
Typing at 45 wpm preferred
Must have ability to work effectively in a fast-paced environment
Must have the ability to communicate effectively and tactfully with management and all levels of personnel
Must have the ability to pay close attention to detail
Must be able to work in a fast-paced environment

Financial Planning & Forecasting Analyst Resume Examples & Samples

Participates in the selection, implementation, configuration, testing, support, customization and optimization our clients’ financial reporting, forecasting and planning systems
Develops, configures and maintain accurate forecasting and planning models to meet client needs
Develops and maintains detailed technical knowledge of the specifications, operation, and diagnostics of reporting, forecasting and planning systems
Participates in process improvement projects, identifies and implements reporting and data efficiencies to reduce client time compiling data
Bachelor's degree or equivalent experience required; major in accounting or information systems preferred
Experience with Adaptive Insights preferred
Effective written and verbal communication skills. Able to articulate business value of systems enhancements or process change. Able to communicate technical information to a non-technical audience
Experience with process improvement and root cause analysis

Planning & Forecasting Manager Resume Examples & Samples

Lead and develop a team of analysts responsible for the strategic aspects of the planning process across all telephony and Back Office demand for Bank Operations Collections and Recoveries
Provide accurate and efficient workload forecasts across all Collections work-streams, ensuring full understanding of demand and drivers is incorporated into outputs
Develop volume forecasts that include sub-layer information such as independently measuring and summing different contact rates and drivers based on customer tenure, call type, work type, customer segmentation etc
Maintain detailed throughput forecasts and ‘does take time’ actuals, by understanding both surface and underlying timings, and factors that may affect this, such as customer tenure, work type mix, system issues, agent availability etc
Maintain detailed AHT forecasts by understanding both surface and underlying AHT, and the factors that may affect this, such as customer tenure, call type mix, system issues, agent availability etc
Demonstrate a thorough understanding of contact centre workforce planning methodology and systems, specifically NICE TotalView and Back Office, and bespoke forecasting software pertinent to delivering customer insight and improved forecast accuracy
Ensure effective control and management by demonstrating ownership of relationships with key internal stakeholders who provide forecasts for all activities which may ultimately impact contact centre volumes, including card despatch, terminal despatch, statements as well as marketing and sales campaigns
Assess and audit the accuracy and effectiveness of forecasts regularly, setting goals and improvement plans for team members appropriately
Provide coaching and development to your team through regular 1-2-1’s and individual personal development plans
Perform all standard team management tasks as required, such as holiday management, team motivation, recruitment as needed, expense and travel approval etc
Proactively challenge the status quo and be capable of establishing, through negotiation and rational articulation of logic, a change in existing processes and internal delivery from other functions and departments

Financial Planning & Forecasting Manager Resume Examples & Samples

Minimum of 5 years of financial applications systems experience required
Strong background in financial reporting preferred
Proficiency with Microsoft Office (Excel, Word, Outlook)
Able to think creatively, highly driven and self-motivated
Ability to travel up to 30%

Senior Consultant Planning & Forecasting Resume Examples & Samples

Designs and implements aged debt reporting, forecasting and monitoring, to support optimisation of performance to reduce aged debt, compulsory churn and bad debt
Designs and implements a bad debt provision strategy and model, ensuring debt risk is managed in transparent and consistent manner across the BT group
Introduce and maintain Compulsory churn end to end process for forecasting and actualisation management – identifying requirements, ensuring compliance and best practice to foster continuous improvement aligning to the wider product portfolio as required
Act as a subject matter expert in the field of Credit Risk Planning & Forecasting. Key point of contact for audit and regulatory queries
Create virtual teams across the wider business as and when required to resolve priority cross functional issues
Development and ownership of the forecast models monitoring KPI’s such as average bad debt and churn
Establish and maintain key relationships across the BT Group including Senior Management Team and external suppliers to support the Credit Risk function
Provide detailed analysis and insight of collections performance to identify trends and opportunities to drive improvements in core KPIs
Quantify the impact of initiatives and monitor progress against agreed plan to deliver company level targets
Produce consistent insight and deliver cohesive and coherent message on Credit Risk issues to present to Senior Stakeholders
Represent Credit Risk Planning & Forecasting in key governance meetings and operational forums to promote the successful adoption of initiatives and policies within the wider business
Ownership of the documentation of Planning & Forecasting Credit Policies ensuring credit capabilities become a key pillar of our overall competitive strategy
Ability to work on and support multiple concurrent projects across the business
Support the roll out of policies and processes within the Operation
To maintain personal and professional development in the Credit risk area

Sales Planning & Forecasting Manager Resume Examples & Samples

Drive efficiencies and enhancements in existing data environment, including ETL processes, data marts, and BI tools
Ensure accuracy of results and validation of analytic methods
Collaborate with key business users to identify needs and opportunities for improved data management and delivery
Assist in development and delivery of metrics, analysis and recommendations to support strategic decisions related to sales, products, pricing, and guidelines
Work collaboratively with commercial, risk, and finance groups to
Bachelor’s Degree in Finance, Business, or related discipline
Minimum 6 years business analytics and business support functions
Proven excellent analytical skills and business acumen
Ability to translate business needs into technical requirements
Ability to document and communicate analytical results to non-analytical business users and executive decision makers
Demonstrated ability to shape and implement business strategy, working with senior management
Proven ability to quickly grasp industry and business-wide concepts and translate into implementation programs
Demonstrated leadership in influencing and leading cross-functional teams on a variety of tasks
Able to work with structured and unstructured data
Strong database, Excel, PowerPoint skills
Certification and hands-on experience working with SAS (base SAS, EG, BI) as well as SAS statistical package
Experience with BI visualization software (Tableau Preferred)
Experience with logistic regression, time series, forecasting, optimization, and other predictive modeling techniques
Prior experience in the mortgage industry
Able to work extended hours as business dictates

AVP Planning & Forecasting Resume Examples & Samples

Coordinate and execute on projects and reports with business partners, IT, vendors and senior management
Map out current processes, identify disconnects and re-engineer processes to gain efficiencies
Develop ad hoc reports to help the business understand current operational performance
Pull data and perform second-level operational analysis to determine opportunities to optimize effectiveness and efficiency
Work with Senior Operations Management to understand data and analysis, allowing them to make suggested improvements based on recommendations
Utilize tools, such as Visio, Excel, Access, Sequel Management Studio and CMS reports to mine data and present solutions in an organized, professional way
Coordinate with other analysts to put proper reporting metrics in place to measure quality and productivity results
Clearly communicate analytical results to senior operations management
Perform ad hoc analysis for operations to help them understand their business better
Manage a team of Reporting Analysts
Graduation from a 4-year college or university with major course work in a quantitative discipline (economics, mathematics, engineering, etc.) Will consider the equivalent combination of job experience & education that demonstrates the ability to perform the essential functions of this job
Advanced proficiency with MS Office tools required
Experience with Visio and MS Project a plus
Advanced proficiency with SQL required
Ability to mine data using SAS or Access a plus
Experience using LSAMS and Remedy a plus
10+ years experience as a Project Manager or Business Analyst is highly preferred
5 + of management experience required

Planning & Forecasting Analyst Resume Examples & Samples

Forecasting annual service and installation operational plans and budget requirements for all Mass Customer accounts and the MSO field service organization
Creating an annual rough-cut capacity plan for all mass channel installation activities
Maintaining the rough-cut installation plan throughout the year while supporting operational changes and adjustments
Creating and distributing monthly labor hours for all serviced mass channel accounts and field service part-time positions
Analyzing operational plan and budget performance variances and recommending changes to meet budget and operational plan requirements
Maintaining the field service organization territory and account assignment structure
Identifying and escalating incidents for the MSO planning systems
Recommending and implementing system enhancements to improve MSO planning and field service operations
Communicating and coordinating plans and problem solutions with other Hallmark operational areas and supply chain
Bachelor’s degree or at least 4 years of experience in retail service merchandising operations
Bachelor's degree in business, engineering, computer science, information systems, or other similar field, or other relevant experience
Highly analytical and detail oriented
High problem solving ability
Field service operations experience and knowledge
Database and data management experience
SAP systems experience (CRM, TM, ECC preferred)
Microsoft applications, including Access and VBA
Basic programming logic and techniques
Communication and relationship building skills

Speedo Planning / Forecasting Intern Resume Examples & Samples

Exce; based projects
Interact with Planning, Merchandising and Design departments to secure information
Create and present a proposal to the team

Personal Lines Financial Planning & Forecasting Lead Resume Examples & Samples

Advanced proficiency with Microsoft Office
Extensive experience with planning and forecasting tools/systems
Advanced level of business acumen in Business Operations and Finance
Advanced proficiency with BI Tools (SAS, SQL, Tableau, Essbase)
Proven ability to mentor others
Exceptional communication skills (verbal and written)
Advanced analytical and financial model-building skills
Advanced P&C insurance experience
Advanced experience leading projects and consulting with leadership
Intellectual curiosity and drive for continuous improvement; track record of taking initiative

Base Planning & Forecasting Analyst Resume Examples & Samples

Tell the story of our customers’ journey to leaving us, highlighting future opportunities
Understand customer behaviour to maintain and develop churn forecasts built around key drivers, analysing our large datasets and tapping into front-line agent experience
Use models to understand and determine the impact of initiatives and to inform business decisions
Develop outputs for senior management that identify and articulate risks and opportunities to increase revenue
Input into KPIs targets that drive the organisation to improve revenue and reduce churn
Working with the wider team, you’ll help translate technical, data-centric information into user-friendly, easy to digest summaries
Drive improvements in reporting for the customer value management team, delivering a solid stream of performance reports and top line analysis through automated and self-serve means including
Development and maintenance of automated reports and dashboards using tools such as QlikSense
Collaborating with other insight teams across Virgin Media to ensure consistency and efficiency of reporting solutions
Analytical, with the ability to understand the meaning behind numbers and align what the data tells us to qualitative inputs
Commercial focus with understanding of the industry and key issues affecting our business
Ability to work to tight deadlines, in a fast-moving, ever-changing environment
Strong MS Excel skills and a basic understanding of SQL with enthusiasm to continue learning in these fields
Ability to clearly communicate actionable insights and complex findings
Able to manage situations of complexity with positive outcomes
Familiarity with emerging technologies and its impact on analytics and user behaviour

Senior Planning & Forecasting Analyst Resume Examples & Samples

10 years’ experience in a technical field. Aviation and maintenance are preferred, but similar technical fields such as manufacturing or engineering will be considered
5 years leadership experience is required
5 years employment experience in analytical capacity

Sales Planning & Forecasting Manager Resume Examples & Samples

Minimum of 5-10 years of experience in Sales Forecasting, Demand Planning, or FP&A with a consumer packaged goods company
Experience working with major retailers
Highly analytical and detail-oriented with strong reporting skills
Ability to balance analytical data with real business
Outstanding follow-through, time management and planning skills to deliver results
Demonstrated communication skills (both verbal and non-verbal) with senior/executive levels of management including the ability to summarize and present data in levels of detail appropriate for audience
Able to work in a dynamic, fast-paced environment as market develops in unpredictable ways, producing high quality work and projecting a positive attitude
Knowledge of forecasting systems
Experience with an ERP system, Microsoft Access, and PowerPoint
Experience working with a sales organization

Contact Centre Planning & Forecasting Analyst Resume Examples & Samples

Create effective resource and demand plans that ensures we can optimise our productivity
Establish KPI’s and reporting/forecasting tools and methods to ensure progress is monitored, whilst facilitating an excellent customer journey
Be the point of escalation for Contact Centre and Head Office (Swindon)
Plan effective utilisation of resource in line with the workload. This will include calls, emails, multi media contacts and customer administration across the area
Be responsible for all aspects of MI reporting and analysis
Take accountability for the Interactive Voice Response (IVR) system, ensuring consistency of application of customer messages
Assist in the development and optimisation of ACD (Automatic Call Distribution) and associated Telephony systems
An awareness of IT and Telephony systems
Previous Contact Centre planning and scheduling experience
An understanding of Telephony routing and reporting
Experience of managing IVR scripting, queue messages and support processes
Experience of MI & Reporting within a Contact Centre environment
Experience using workforce management software solutions and real time schedules in the contact centre