Planning analyst job description
Updated March 14, 2024
12 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.
Example planning analyst requirements on a job description
Planning analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in planning analyst job postings.
Sample planning analyst requirements
- Bachelor's degree in business, finance, economics, or related field
- 2+ years of experience in a planning analyst role
- Proficiency in data analysis and reporting tools (e.g. Microsoft Excel)
- Strong understanding of financial analysis and forecasting
- Excellent problem-solving skills
Sample required planning analyst soft skills
- Ability to work effectively in a team environment
- Strong communication and interpersonal skills
- High level of attention to detail
- Ability to effectively prioritize and manage multiple tasks
- Excellent organizational skills
Planning analyst job description example 1
American Red Cross planning analyst job description
As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. We depend on the many generous contributions of time, blood, and money from the American public to support our lifesaving services and programs.
By joining the American Red Cross, you will enjoy a collaborative work culture committed to the diversity of our people, programs, and services. You will touch millions of lives every year and experience the greatness of the human spirit at its best.
Are you ready to be part of the world's largest humanitarian network? If you share our passion for helping people, Join us- Where your Career is a Force for Good!
The American Red Cross is searching for self-motivated and independent Strategy and Process Improvement Analyst to work
VIRTUALLY Monday- Friday 8am-530pm EST hours , to support the Biomedical Services Business Systems Integrations modernization efforts. This is a multi-year initiative focusing on large-scale software implementation and data management projects in a highly regulated environment. The individual will work on a wide variety of projects with tight timelines. Therefore, the right candidate must have strong analytical expertise, solid verbal and written communication skills, tactical & strategic strengths, proven academic track record and a keen attention to detail. And lastly, you must be a self-starter who can come up to speed quickly on new technologies and business acumen. Position is term-limited, benefits eligible: 18 months to 24 months with possibility of extension.
Responsibilities:
1. Conduct business process analyses, needs assessments, and preliminary
cost/benefits analyses in an effort to align solutions with business initiatives
improving processes by understanding and controlling variation, thus improving
predictability of business processes.
2. Formulate strategies working with Business Stakeholders, BSI leads, IT leadership and Third-Party Vendors around strategic planning to replace or enhancing current technologies in Biomedical Services.
3. Conduct business process analyses, needs assessments, and preliminary cost/benefits analyses in an effort to align solutions with business initiatives improving processes by understanding and controlling variation, thus improving predictability of business processes.
4. Identify processes for improvement, documents existing processes, identifies and analyzes gaps between current processes and the desired state, designs new processes, develops process performance measures and participates in planning the transition to a new process. Assist in defining the roadmap for executing strategic plans and monitoring progress against plan
5. Prepare business cases, key decision slides and white paper -presentation materials to support large spend requests or key decision support.
Requirements:
Education: 4-year college degree or equivalent combination of education and experience Business, engineering, or related field, MBA is preferred
Experience:
3-5+ years of overall experience with a professional consulting service, conducting strategic assessments and processes or working on large-scale software implementations. Ability to think strategically and creatively while making data-driven decisions. Analytical minded with problem-solving aptitude. Experience working across corporate functions. Excellent organizational capabilities, written and verbal communication skills, Strong MS Excel and PowerPoint skills, capable of creating formal PowerPoint presentations and data visualizations in executive briefings.
Essential Functions/Physical Requirements : Depending on work assignment, may require ordinary ambulatory skills sufficient to visit other locations; or the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of up to 20 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information. Overall mobility is essential. May include sitting for long periods of time, driving a vehicle and working under challenging conditions.
Work Conditions: Work is performed indoors with some potential for exposure to safety and health hazards related to emergency services relief work. May travel and participate in meetings and conferences throughout chapter jurisdiction, state and Red Cross system. Because the Red Cross is a disaster response organization, staff may be asked to be on 24-hour call during period of major disaster.
Company DescriptionAs one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. We depend on the many generous contributions of time, blood, and money from the American public to support our lifesaving services and programs.
By joining the American Red Cross, you will enjoy a collaborative work culture committed to the diversity of our people, programs, and services. You will touch millions of lives every year and experience the greatness of the human spirit at its best.
Are you ready to be part of the world's largest humanitarian network? If you share our passion for helping people, Join us- Where your Career is a Force for Good!
The American Red Cross is searching for self-motivated and independent Strategy and Process Improvement Analyst to work
VIRTUALLY Monday- Friday 8am-530pm EST hours , to support the Biomedical Services Business Systems Integrations modernization efforts. This is a multi-year initiative focusing on large-scale software implementation and data management projects in a highly regulated environment. The individual will work on a wide variety of projects with tight timelines. Therefore, the right candidate must have strong analytical expertise, solid verbal and written communication skills, tactical & strategic strengths, proven academic track record and a keen attention to detail. And lastly, you must be a self-starter who can come up to speed quickly on new technologies and business acumen. Position is term-limited, benefits eligible: 18 months to 24 months with possibility of extension.
Responsibilities:
1. Conduct business process analyses, needs assessments, and preliminary
cost/benefits analyses in an effort to align solutions with business initiatives
improving processes by understanding and controlling variation, thus improving
predictability of business processes.
2. Formulate strategies working with Business Stakeholders, BSI leads, IT leadership and Third-Party Vendors around strategic planning to replace or enhancing current technologies in Biomedical Services.
3. Conduct business process analyses, needs assessments, and preliminary cost/benefits analyses in an effort to align solutions with business initiatives improving processes by understanding and controlling variation, thus improving predictability of business processes.
4. Identify processes for improvement, documents existing processes, identifies and analyzes gaps between current processes and the desired state, designs new processes, develops process performance measures and participates in planning the transition to a new process. Assist in defining the roadmap for executing strategic plans and monitoring progress against plan
5. Prepare business cases, key decision slides and white paper -presentation materials to support large spend requests or key decision support.
Requirements:
Education: 4-year college degree or equivalent combination of education and experience Business, engineering, or related field, MBA is preferred
Experience:
3-5+ years of overall experience with a professional consulting service, conducting strategic assessments and processes or working on large-scale software implementations. Ability to think strategically and creatively while making data-driven decisions. Analytical minded with problem-solving aptitude. Experience working across corporate functions. Excellent organizational capabilities, written and verbal communication skills, Strong MS Excel and PowerPoint skills, capable of creating formal PowerPoint presentations and data visualizations in executive briefings.
Essential Functions/Physical Requirements : Depending on work assignment, may require ordinary ambulatory skills sufficient to visit other locations; or the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of up to 20 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information. Overall mobility is essential. May include sitting for long periods of time, driving a vehicle and working under challenging conditions.
Work Conditions: Work is performed indoors with some potential for exposure to safety and health hazards related to emergency services relief work. May travel and participate in meetings and conferences throughout chapter jurisdiction, state and Red Cross system. Because the Red Cross is a disaster response organization, staff may be asked to be on 24-hour call during period of major disaster.
Company DescriptionAs one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. We depend on the many generous contributions of time, blood, and money from the American public to support our lifesaving services and programs.
Post a job for free, promote it for a fee
Planning analyst job description example 2
Weatherford International planning analyst job description
Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation.
We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition.
Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team.
When you join Weatherford, you instantly feel connected to something bigger – a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other’s successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford.
Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. We are focused on providing a challenging and enriching career path with a healthy balance of structure and flexibility to chart your own course. We are an innovative, global company with wide-ranging opportunities that include career-enhancing talent rotations. Our structured career paths will ensure that you know what it takes to build your ideal career at Weatherford when you join our Company. We also offer a comprehensive benefits program, including health insurance coverage, income protection plans, a 401(k) savings plan, Company paid holidays, and paid time off for vacation.
Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Job Description
Job Requirements
As a Stock Plan Analyst, you will Manage all aspects of equity plan administration by maintaining and reconciling equity program data with stock plan administrator, uploading equity grants, running reports, and answering stock plan related inquiries from employees.
Ensure accuracy, timeliness, and integrity of all equity data in our system of record. Regularly reconcile equity activity with the company/broker/transfer agent records and payroll data. Support annual and ad hoc equity nominations, enrolment, and vesting processes. Support monthly accounting processes (journal entries and reconciliations related to equity and stock-based compensation). Help ensure adherence with equity plan documentation for internal and SOX compliance. Prepare data needed for SEC filings, including 10-K and proxy compensation tables. Engage with employees by providing timely responses to their questions about equity awards. Partner with internal teams including F&A, Tax, Payroll, Legal, and people on all equity-related matters, including report generation and ad hoc requests. Design effective, efficient and easy to understand custom reports and dashboards to enable the organization to make fact-based equity decisions Develop and maintain process documentation to ensure consistent, accurate and repeatable processes, as well as identify and recommend process improvement opportunities for maximum efficiency Partner with payroll across a large number of countries to ensure pay-related payments, are processed in a timely manner Maintain positive relationships with stock plan administration vendors and third-party administrators Assist with compensation related activities Adhoc projects, etc.
Qualifications
7+ years of related experience Bachelor’s degree, preferably in Business Administration, HR, Finance, Accounting or related discipline Advanced proficiency in Microsoft Excel
PREFFERED
Master's and relevant certifications including CCP strongly preferred Experience in the Oil and Gas Industry Compensation experience Houston, TX location is preferred, but can work at other Weatherford work locations in the US.
Knowledge, Skills & Abilities
REQUIRED
Excellent interpersonal and communication skills both written and verbal, with the ability to work effectively in a team environment. Self-motivated individual with the ability to problem solve and work independently with a minimum level of supervision. Familiarity with enterprise HR data systems, preferably Peoplesoft 9.1 Familiarity with third party stock administration systems, preferably Bank of America/Merrill Lynch Strong attention to detail with excellent analytical skills Strong sense of urgency with demonstrated ability to work under tight deadlines and prioritize multiple activities Strong interpersonal, communication, organizational and administrative skills Highly collaborative with a strong desire to support and enable others High integrity with proven ability to handle extremely sensitive and confidential information Demonstrated track record of being a self-starter with the initiative and perseverance to deliver results Advanced analytical skills and complex problem-solving capabilities with the ability to draw conclusions from data, ensure quality and accurate data Curious, growth-oriented, proactive, and passionate about driving results Strong business and financial acumen
We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition.
Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team.
When you join Weatherford, you instantly feel connected to something bigger – a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other’s successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford.
Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. We are focused on providing a challenging and enriching career path with a healthy balance of structure and flexibility to chart your own course. We are an innovative, global company with wide-ranging opportunities that include career-enhancing talent rotations. Our structured career paths will ensure that you know what it takes to build your ideal career at Weatherford when you join our Company. We also offer a comprehensive benefits program, including health insurance coverage, income protection plans, a 401(k) savings plan, Company paid holidays, and paid time off for vacation.
Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Job Description
Job Requirements
As a Stock Plan Analyst, you will Manage all aspects of equity plan administration by maintaining and reconciling equity program data with stock plan administrator, uploading equity grants, running reports, and answering stock plan related inquiries from employees.
Ensure accuracy, timeliness, and integrity of all equity data in our system of record. Regularly reconcile equity activity with the company/broker/transfer agent records and payroll data. Support annual and ad hoc equity nominations, enrolment, and vesting processes. Support monthly accounting processes (journal entries and reconciliations related to equity and stock-based compensation). Help ensure adherence with equity plan documentation for internal and SOX compliance. Prepare data needed for SEC filings, including 10-K and proxy compensation tables. Engage with employees by providing timely responses to their questions about equity awards. Partner with internal teams including F&A, Tax, Payroll, Legal, and people on all equity-related matters, including report generation and ad hoc requests. Design effective, efficient and easy to understand custom reports and dashboards to enable the organization to make fact-based equity decisions Develop and maintain process documentation to ensure consistent, accurate and repeatable processes, as well as identify and recommend process improvement opportunities for maximum efficiency Partner with payroll across a large number of countries to ensure pay-related payments, are processed in a timely manner Maintain positive relationships with stock plan administration vendors and third-party administrators Assist with compensation related activities Adhoc projects, etc.
Qualifications
7+ years of related experience Bachelor’s degree, preferably in Business Administration, HR, Finance, Accounting or related discipline Advanced proficiency in Microsoft Excel
PREFFERED
Master's and relevant certifications including CCP strongly preferred Experience in the Oil and Gas Industry Compensation experience Houston, TX location is preferred, but can work at other Weatherford work locations in the US.
Knowledge, Skills & Abilities
REQUIRED
Excellent interpersonal and communication skills both written and verbal, with the ability to work effectively in a team environment. Self-motivated individual with the ability to problem solve and work independently with a minimum level of supervision. Familiarity with enterprise HR data systems, preferably Peoplesoft 9.1 Familiarity with third party stock administration systems, preferably Bank of America/Merrill Lynch Strong attention to detail with excellent analytical skills Strong sense of urgency with demonstrated ability to work under tight deadlines and prioritize multiple activities Strong interpersonal, communication, organizational and administrative skills Highly collaborative with a strong desire to support and enable others High integrity with proven ability to handle extremely sensitive and confidential information Demonstrated track record of being a self-starter with the initiative and perseverance to deliver results Advanced analytical skills and complex problem-solving capabilities with the ability to draw conclusions from data, ensure quality and accurate data Curious, growth-oriented, proactive, and passionate about driving results Strong business and financial acumen
Dealing with hard-to-fill positions? Let us help.
Planning analyst job description example 3
NBCUniversal planning analyst job description
At NBCUniversal, we believe in the talent of our people. It's our passion and commitment to excellence that drives NBCU's vast portfolio of brands to succeed. From broadcast and cable networks, news and sports platforms, to film, world-renowned theme parks and a diverse suite of digital properties, we take pride in all that we do and all that we represent. It's what makes us uniquely NBCU. Here you can create the extraordinary. Join us.
Operations and Technology is a global organization that provides enterprise technology, operations, engineering, and facilities management services to NBCUniversal's businesses and offices in the Tri-State area, London, Los Angeles and Miami. This is inclusive of the company's owned studio and post-production operations servicing television and film, including the network operating centers in Denver, New York, and New Jersey. In addition, global security and the global real estate portfolio (including the management and development of the Universal Studios property in Los Angeles) sit within the organization.
Within Operations & Technology, The Rockefeller Center Technical Operations group is responsible for supporting an array of television and production services across NBCUniversal, from running day-to-day Entertainment & News production operations, to long-term strategy development and capital planning. The team partners with businesses across NBCU to drive production, manage varying technology and operational initiatives to help define, meet, and maintain business goals with our partners.
As a member of the Studio Production Planning Team, the Analyst contributes to resource scheduling services, and operations management of a large production operations workforce supporting live news, sports and entertainment show production for NBC Studios, Rockefeller Center. Key areas of responsibility include analysis and reporting, product support, program coordination, project planning, and administrative organization. Bring your authentic self, your ideas, and proposed solutions to help develop, improve, regulate, and sustain efficient processes and business initiatives. This role will be a hybrid of working remotely and in the Rockefeller Center NYC office.
Analyze and measure data while considering human experiences to answer questions and provide insights with clear metrics visualization
Measure SLAs and KPIs to report progress, trends, and provide recommendations to solve problems
Build and maintain dashboards for workforce details including training, overtime, production volume, scheduling changes and process throughput
Organize, update, and maintain multiple data sets, lists, guides, trackers, coordinating with the team to correct and reduce input and format errors
Lead onboarding process and organization of materials
Assist in the development and improvements of frontline and back-office tools and applications, keeping pace with business changes and growth
Coordinate, track and help prioritize submitted product change requests
Assist to manage workflow, analysis, and presentation of production operations performance programs
Collaborate with the team to develop and produce engagement programs, group business initiatives, and internal events
Present project status, dashboards, and analysis for team review and discussion
Operations and Technology is a global organization that provides enterprise technology, operations, engineering, and facilities management services to NBCUniversal's businesses and offices in the Tri-State area, London, Los Angeles and Miami. This is inclusive of the company's owned studio and post-production operations servicing television and film, including the network operating centers in Denver, New York, and New Jersey. In addition, global security and the global real estate portfolio (including the management and development of the Universal Studios property in Los Angeles) sit within the organization.
Within Operations & Technology, The Rockefeller Center Technical Operations group is responsible for supporting an array of television and production services across NBCUniversal, from running day-to-day Entertainment & News production operations, to long-term strategy development and capital planning. The team partners with businesses across NBCU to drive production, manage varying technology and operational initiatives to help define, meet, and maintain business goals with our partners.
As a member of the Studio Production Planning Team, the Analyst contributes to resource scheduling services, and operations management of a large production operations workforce supporting live news, sports and entertainment show production for NBC Studios, Rockefeller Center. Key areas of responsibility include analysis and reporting, product support, program coordination, project planning, and administrative organization. Bring your authentic self, your ideas, and proposed solutions to help develop, improve, regulate, and sustain efficient processes and business initiatives. This role will be a hybrid of working remotely and in the Rockefeller Center NYC office.
Analyze and measure data while considering human experiences to answer questions and provide insights with clear metrics visualization
Measure SLAs and KPIs to report progress, trends, and provide recommendations to solve problems
Build and maintain dashboards for workforce details including training, overtime, production volume, scheduling changes and process throughput
Organize, update, and maintain multiple data sets, lists, guides, trackers, coordinating with the team to correct and reduce input and format errors
Lead onboarding process and organization of materials
Assist in the development and improvements of frontline and back-office tools and applications, keeping pace with business changes and growth
Coordinate, track and help prioritize submitted product change requests
Assist to manage workflow, analysis, and presentation of production operations performance programs
Collaborate with the team to develop and produce engagement programs, group business initiatives, and internal events
Present project status, dashboards, and analysis for team review and discussion
Start connecting with qualified job seekers
Resources for employers posting planning analyst jobs
Planning analyst job description FAQs
Ready to start hiring?
Updated March 14, 2024