Business Planning Analysis Job Description
Business planning analysis
provides administrative support to HR Team such as facilitating employment changes, edit PowerPoint presentations and Excel spreadsheets.
Business Planning Analysis Duties & Responsibilities
To write an effective business planning analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included business planning analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Candidate should be proficient in all Microsoft Office applications, including Excel, Access and PowerPoint
Generate control reports on a regular basis to provide analytics related to policy effectiveness, dialer / function performance for the collections business
Analyze IVR / VRU data and provide meaningful MIS to help build effective business strategies
Provide analytical support for evaluating effectiveness of new strategies for the collections business
Participate in requirement gathering, designing & implementing changes to existing reports or building new reports
Create / schedule / execute codes on data warehouses
Develop and report on the Group’s annual operating budgets, forecasts, and monthly activity with the application of insightful relevant analysis
Contribute to operational risk management by monitoring and evaluating key accounting and financial control processes including residual cost and support cost analysis, and report findings to help inform management of potential process control issues and/or financial risks
Provide consultative services to management as needed to help inform on financial-related issues such as Planning And Control System (PACS) and Financial Accounting Manual (FAM) guidelines, account code issues, process requirements and forecasting
Conduct in-depth analysis of CG support costs to identify opportunities for cost saving using various analytical tools including trend analysis, benchmarking and insights into service level differentiation, and make recommendations to management accordingly
Business Planning Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Planning Analysis
List any licenses or certifications required by the position: BCS, APICS, MS, CPA, GAAP
Education for Business Planning Analysis
Typically a job would require a certain level of education.
Employers hiring for the business planning analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Education, Economics, MBA, Business/Administration, Engineering, Management, Computer Science
Skills for Business Planning Analysis
Desired skills for business planning analysis include:
Accounting principles
PowerPoint
BPC
MS Project
SQL
Visio
Excel
BW
Excel and PowerPoint
Media landscape and trends
Desired experience for business planning analysis includes:
You have a minimum of 1 year experience in a call-center environment
Minimum 3 years experience with SAS
Bachelor's Degree required (quantitative and/or technical degrees preferred)
Become financial forecasting system subject matter expert, assess customer business needs, document business requirements, write and provide quality review of functional specifications for systems development
Minimum of 5 - 10 years of hands on business analyst and/or project management responsibilities preferably with financial planning & analysis / financial reporting focus
Previous experience writing business requirements and test plans, creating and reviewing functional specifications
Business Planning Analysis Examples
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Business Planning Analysis Job Description
Job Description Example
Our company is looking for a business planning analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business planning analysis
- Provide daily functional expertise and support in core financial activities
- Contribute to operational risk management practices by monitoring and evaluating key accounting and financial control processes
- Interface routinely with the COE team (Center of Excellence) ensuring support cost allocations and invoice management activities are properly reflected
- Conduct in-depth data driven analysis using various analytical tools including trend analysis, scenario analysis and benchmarking, and make recommendations to management accordingly
- Provide consultative services to management as needed to help inform on financial-related issues
- Provide analytical support for capital investment decisions including new shops, renovations, caseline conversion, and other fixture enhancements
- Evaluate financial performance by location to identify opportunities to improve productivity
- Communicate changes in project timing to finance and business partners to ensure accurate financial planning
- BS in Finance or Accounting preferred
- Candidate should have 3-5 years of experience in a financial capacity, Capital Management experience is preferred
Qualifications for business planning analysis
- Evaluating the performance across our portfolio of existing partnerships to develop insights on best practices and where we can improve future deals
- 2 - 5 years of experience, ideally in investment banking or management consulting
- Bachelor's degree with emphasis on coursework of a quantitative nature, preferably Economics, Mathematics, Engineering or related fields
- Focused on quality and attention to detail
- Collaborate with Enterprise FP&A teams broader finance community
- Interface routinely with the COE team ensuring support cost allocations and invoice management activities are properly reflected
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Business Planning Analysis Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of business planning analysis. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for business planning analysis
- Ensure alignment with Business Management team
- Execute to internal financial requirements, including but not limited to comprehensive EACs, MAMs, Closing
- Actively support Earned Value Management Improvements to achieve Review For Cause objectives
- Provide leadership during program contracting from draft RFP through contract execution
- Foster positive Government customer relationships
- Building and maintaining valuations models for account level profitability calculations
- Building NPV frameworks to evaluate investment decisions for technology, operations and marketing spend
- Collaborating with Product team to design and launch new financial services products
- Preparation of regulatory reports and preparing for discussions with the regulators
- Responsible for the high level reporting and analytics of total company capital expenditures and depreciation for forecasting, annual planning and strategic plan
Qualifications for business planning analysis
- Ability to identify root causes, connect the dots and propose solutions
- Strong track record of willingness to take ownership over assigned roles and responsibilities and to escalate problems to management in a timely manner
- Must be able to work in fast paced changing environment
- Undergraduate University student in any disciplines (non-first year university student)Excellent written and spoken English and Chinese (Mandarin and Cantonese)
- Able to build collaborative relationships, and drives creativity and innovation
- Strong communication skills with both technical and business staff needed
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Business Planning Analysis Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of business planning analysis. 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 business planning analysis
- Oversee all analysis and oversight on Capital Projects/Budgets including NPV, IRR, and ROI
- Facilitates short-term decisions to invest, spend, hire, based on latest forecasts and risks assessments
- Define the appropriate business controls for each area and ensure they are implemented
- Finance lead for validating and monitoring Operational Excellence savings reporting including involvement in Kaizen’s and suggesting cost savings opportunities
- Assist in developing business cases for strategic projects and present to executive leadership
- Supports portfolio decision making
- Steward accuracy and standardization of information from systems
- Identify and implement improvements to FP&A processes to improve information quality, efficiency and responsiveness
- Provide financial analysis and decision support to Houston and Area personnel as required
- Lead and support ad-hoc BPA Tech Ops projects in the region
Qualifications for business planning analysis
- Background in forecasting prepayments, attrition, balance, default projections for consumer lending protfolios
- Bachelors degree, Masters degree or higher preferred
- Strong Statistical background and hands-on experience in its usage is an advantage
- Demonstrated collaborative thinking, ability to build cross-functional approaches and consensus
- Demonstrates high degree of curiosity
- Keen interest in and understanding of financial services (products, competitors)
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Business Planning Analysis Job Description
Job Description Example
Our company is growing rapidly and is hiring for a business planning analysis. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for business planning analysis
- Drive towards the expected initiative outcomes with the Initiative Outcome Owner
- Provides key financial business support to the Divisional Finance Manager of the Central Western Cluster (direct reporting line) and Country Business Unit Managers (dotted reporting line), in order to achieve the sales and operating income objectives of the Medsurg (Endoscopy, Urology) Central Western Cluster (Germany, Netherlands, Switzerland, Austria)
- Participates in the development, preparation, analysis and reporting of divisional financial plans and forecasts
- Works with the sales team to convert country annual plan into sales targets (Territory Manager, Regional Sales Manager)
- Proactively manages plan execution/performance, identifies risks and opportunities, develops Action plans with Country Business Unit Managers in case of plan shortfall, identifies opportunities to improve financial performance in the cluster for Endo & UroPH (P&L management), proposes action plans and drive action
- Works in connection with the local Accounting teams (accrual management) on monthly/quarterly/year-end closing
- Calculates commissions for the sales organization based on European/local commission schemes for 3 divisions
- Operating expenses (OPEX) management, plans, reports& optimizes controllable travel, marketing and selling costs
- Continuously improves business processes
- Collaborates with local (FP&A from other divisions, Accounting, Customer Service ) and European (Finance Medsurg) stakeholders
Qualifications for business planning analysis
- MBA (desirable), Bachelor degree (Finance, Business Admin/Management/Economic)
- 3-5 Year in Accounting
- Fifteen to Twenty years of relevant accounting/financial experience in a manufacturing environment
- Extensive financial planning & analysis and Business Partnering experience
- Strong analytical skills combined with confident presentation skills (especially with senior management)
- Team player able to interact with all levels and work on projects in a cross-functional team environment interfacing effectively with parent and global counterparts
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Business Planning Analysis Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of business planning analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business planning analysis
- Prepare the expense forecast, budget and analysis for key areas of the US Commercial organization point of contact for finance matters related to the US Commercial organization
- Prepare the monthly close entries for the assigned functions and work closely with the Corporate Shared Service Center and Record to Report (R2R) to ensure all relevant documents and information supporting the monthly financial close are accurately reflected
- Provide finance consulting and advice to the US Commercial Leadership team assist with strategic planning
- Coordinate and analyze periodic forecasts of actual versus budget performance for the assigned function(s), validate submitted forecasts and input forecasts into Hyperion
- Work on ad-hoc projects to support the US Commercial and Finance organization
- Align with IT Project Managers to ensure proper accounting of Capital projects within the US Commercial organization
- Manage and develop processes, policies, and internal controls
- Manage and support activities related to accounting close, profitability analysis, forecasting, and budgeting for global operations
- Manage, mentor, and develop existing and new FP&A analysts as the team continues to grow
- Coordinate with the FP&A team to analyze and/or prepare reports to measure performance in support of overall business and company objectives
Qualifications for business planning analysis
- A good degree in Accountancy or Business Administration (major in Finance) with a minimum of 7 years of experience of which 5 years in management reporting position
- Experience in financial modelling and variance analysis
- Strong background in business process analysis and streamlining/reengineering experience
- Strong knowledge of profitability and performance management concepts, and understanding of key financial instruments and indicators
- Experience analyzing data, preparing reports and making presentations in an ever-changing business environment along with a Bachelor's degree in Business or a related discipline
- Minimum 1 year experience working for a financial/retail loan or credit granting institution