Associate Planning Job Description

Associate Planning Job Description

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Associate planning provides insights led solutions for brand problems through Change Planning and other media tools.

Associate Planning Duties & Responsibilities

To write an effective associate planning job description, begin by listing detailed duties, responsibilities and expectations. We have included associate planning job description templates that you can modify and use.

Sample responsibilities for this position include:

Operating, maintaining and developing the financial model
Preparing firm-wide global forecast and weekly reporting to senior management
Coordinating the collection, analysis, and delivery of the firm’s global forecast
Aiding in the preparation of strategic plans for various support groups
Conducting research and competitor analysis
Supporting broader finance and investor relations teams during the quarterly earnings release on an ad hoc basis in dealing with clients and investors
Preparation of quarterly board and audit committee packages, analyst call materials and SMD presentations
Creating ad hoc presentations for Senior Management on behalf of the CFO
Financial modeling / valuation analysis
Special projects in support of the Firm’s businesses

Associate Planning Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate Planning

List any licenses or certifications required by the position: APICS, CPIM, CPA, AICP, PMP, CFP, CSCP, CLU, APA, CHFC

Education for Associate Planning

Typically a job would require a certain level of education.

Employers hiring for the associate planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, Advertising, Communications, Business/Administration, Education, Business, Architecture, Finance, Landscape Architecture, Geography

Skills for Associate Planning

Desired skills for associate planning include:

MediaTools
Competitive tools like AdViews
Industry standard tools
Similar system and MRI for targeting
Supply planning/inventory management
Enthusiasm for digital
Search
Content owners
Media owners
Media planning tools and software

Desired experience for associate planning includes:

Prioritize and manage workflow to ensure quality, efficiency, and deadlines are met
1-2 years of experience in Project Planning, Retail Allocation, Logistics, or a similar role
Ability to manage multiple assignments/projects
Retail and customer service experience is a plus
Knowledge in AutoCAD is a plus
Must have effective problem solving skills and be able to think and see big picture

Associate Planning Examples

1

Associate Planning Job Description

Job Description Example
Our company is searching for experienced candidates for the position of associate planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate planning
  • Support in preparing global merchandise financial plans and reconcile against region/channel merchandise financial plans to identify shortfalls, for respective category
  • Leads preparation of key presentations for Senior Leadership for Board presentations
  • Prepare and analyze key performance indicators
  • Submit/track “Compliance Packages” for groups with federally regulated adjacency requirements
  • Provide Occupancy Reporting and Reservation Status reports from Archibus CAFM System
  • Conduct research and analysis to support the Corporate Planning Division at the direction of Division management
  • Support of project team meetings and larger project-related events (kickoffs, reporting sessions)
  • Support the identification and evaluation of an opportunity for expansion into new markets (territories, customer segments, distribution channels, ) through analysis
  • Run marketing & media reports and analyze data, gather costs, create and maintain flowcharts
  • Monitor and compile competitive advertising and spending data
Qualifications for associate planning
  • Own the implementation of non-category specific projects as needed
  • Must be disciplined, take and apply feedback
  • BA/BS/Masters in Economics, Business, Engineering
  • 4 years of banking, consulting, or commercial finance experience
  • Ability to collaborate with individuals from varying backgrounds and diverse skill sets
  • Willing to dive into the data combined with the ability to present to the Management Level
2

Associate Planning Job Description

Job Description Example
Our company is looking for an associate planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate planning
  • Sales representatives & media partners
  • Understand basic & advanced methodology and data behind 3rd party research tools and run the needed reports to assist in media recommendation development
  • Gather, analyze and disseminate data to provide sound, strategic, consumer-insights driven media recommendations
  • Make appropriate recommendations for the maintenance or growth of the media plan based on client activity
  • Seek client approval of plans and recommendation on a timely basis
  • Research incremental opportunities for client advertising
  • Maintain accurate budget control and flow of media activity, and proactively, consistently update client contact(s) through periodic analyses and projection reports
  • Implement and monitor digital buys/schedules, maintain campaign results
  • Compile monthly digital reconciliation against actuals for billing
  • Maintain certain aspects of client billing and budgeting process
Qualifications for associate planning
  • Foster inspiration through appropriate participation in team, agency, and industry initiatives
  • Propensity to be business-minded and professional
  • Experience working in government, consultancy and client-side is preferred
  • Experience on relevant projects at different scales
  • Ability to lead and manage complex, multi-disciplinary projects to successful delivery of outcomes within budget and programme
  • Experience working within government or on behalf of government on strategic planning, statutory planning and urban planning projects
3

Associate Planning Job Description

Job Description Example
Our innovative and growing company is hiring for an associate planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate planning
  • May be responsible for informing client/team of new opportunities or issues
  • Participates and leads, if appropriate, face to face client and vendor meetings
  • May oversee the work of Assistant Communication Planners, ensuring that all deliverables are error free before they are submitted to Supervisors/clients
  • Ensures on-time shippability working with Purchasing, Forecasting and Planning Manager to develop i2 or package source plans that support production schedule and forecast requirements
  • Partnering with the Senior Associate in gathering necessary data for plan development
  • Bringing value-added support to new product introduction on post sales managing the new product parts activities
  • Track Distribution parts plan and work order release to meet requirements for repair center orders for new product manage inventory levels at Hub and 3rd party repair center
  • Process check and credit/debit card payments for Financial Planning Agreement fees
  • Plays integral role facilitating with the Communications Planning Director and Strategy Director in the collection and evaluation of syndicated consumer and media consumption information and play a contributing role in the creation of the communications plans
  • Serves as the comprehensive specialist in existing and emerging media opportunities (thorough awareness of available media and marketing services suppliers) that would be relevant to the assigned brand/category and ensure that opportunities within them are presented and communicated to Vizeum and client teams
Qualifications for associate planning
  • Respond to FP & client inquires and requests in a professional and timely manner, ensuring satisfactory resolution of all concerns
  • Be the number one resource for the FP
  • Investigate, resolve and follow up on FP and client issues
  • Should have experience in Inventory/ Procurement domain
  • Minimum 2 years of Inventory Planning Experience
  • Minimum of three years of experience – Marketing Strategy and Communications, Financial Services/Wealth Management preferred
4

Associate Planning Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of associate planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate planning
  • Establish and maintain communications process with clients, offline media teams, creative, for each piece of business within the team
  • Generate site specific procedure for CMS implementation in consultation with site works planning manager and approval of the Lead Site Planner
  • Set up CMS on site with all baseline data, and maintain with accurate and timely updates to quantities and physical progress in percentage
  • Coordinate with Sub-contractors and consortium partner to obtain and validate accurate and timely progress data
  • Coordinate with Engineering, Construction and Planning for revised CMS quantities and ensure agreement of Project Planner on any baseline quantity
  • Provide progress and forecasts input for MTS/STS updates
  • Generate special CMS reports as requested by the Lead Site Planner and Site Manager to support schedule analysis
  • Maintain the history of the project execution, including quantities & man hours for future project and for contractual purposes such as claims resolution
  • Direct various types of monetary transactions on a day to day basis
  • Confer with local authorities, civic leaders, and development specialists to devise and recommend arrangements of land and physical facilities for residential, commercial, industrial, and other urban uses
Qualifications for associate planning
  • Plans for and release work orders to meet requirements for repair center orders
  • Good experience and knowledge in a number of relevant transport planning and software packages SATURN, PARAMICS, CUBE, VISUM, TUBA
  • Experience producing technical challenging transport planning projects
  • Experience running a variety of projects as project leader dealing directly with clients
  • A minimum of one year of media experience
  • College diploma or university degree in the field of computer science preferred and/or 3-4 years equivalent technical work experience
5

Associate Planning Job Description

Job Description Example
Our company is growing rapidly and is hiring for an associate planning. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate planning
  • Manage automation projects with Global teams, prioritizing LATAM needs
  • Present regional calls to gather information and escalate important topics on a weekly basis
  • Own the short and long term financial forecasts for the Cloud Infrastructure
  • Continuously improve our capacity forecasting methodology and the related financial models
  • Report and iterate on key financial and operational metrics to bring more insight into engineering decisions
  • Drive cross-functional efficiency and strategic initiatives through analytics support and project management
  • Manage and develop a team of direct reports through strong and effective communication to all members of the team including Media Supervisors and Associates
  • Monitor real-time call performance
  • Using existing templates, pulls financial data, analyzes and escalates as needed for reviewers to generate corporate financial statements, dashboards, backlogs and other reports
  • Develops innovative solutions to budget monitor issues, improved report generation, data modeling, and facilitating new trainings
Qualifications for associate planning
  • Minimum undergraduate chemical engineering degree or equivalent experience required
  • 5 years refinery process engineering experience preferred
  • Years of related work experience in financial services and client service, Entry level candidates with significant internship experience will also be considered
  • Support urban design projects, master plans, and revitalization projects of varying sizes and complexities in diverse communities
  • Extract data from GIS software and uses varying analysis methods to arrive at results
  • Provide maps and data sets using GIS software and related equipment to clients to supplement analysis

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