Planning / Forecasting Resume Samples

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JG
J Gulgowski
Jeramie
Gulgowski
409 Taya Skyway
Phoenix
AZ
409 Taya Skyway
Phoenix
AZ
Experience Experience
07/2016 – present
Chicago, IL
Senior Consultant Planning & Forecasting
Senior Consultant Planning & Forecasting
07/2016 – present
Chicago, IL
Senior Consultant Planning & Forecasting
07/2016 – 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
02/2011 – 02/2016
New York, NY
Senior Planning & Forecasting Analyst
Senior Planning & Forecasting Analyst
02/2011 – 02/2016
New York, NY
Senior Planning & Forecasting Analyst
02/2011 – 02/2016
  • 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
09/2003 – 09/2010
Houston, TX
Planning & Forecasting Analyst
Planning & Forecasting Analyst
09/2003 – 09/2010
Houston, TX
Planning & Forecasting Analyst
09/2003 – 09/2010
  • 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
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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1

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
2

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
3

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
4

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
5

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
6

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
7

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
8

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
9

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
10

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
11

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
12

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!
13

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
14

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
15

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
16

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
17

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
18

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
19

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
20

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
21

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
22

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
23

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%
24

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
25

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
26

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
27

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
28

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
29

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
30

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
31

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
32

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
33

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