Corporate Planning Job Description
Corporate Planning Duties & Responsibilities
To write an effective corporate planning job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Planning
List any licenses or certifications required by the position: MBA, CPA, APICS, CIA, CA, PMP, CMA, CSCP, CPIM, RA
Education for Corporate Planning
Typically a job would require a certain level of education.
Employers hiring for the corporate planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, MBA, Economics, Business/Administration, Engineering, Education, Management, Statistics
Skills for Corporate Planning
Desired skills for corporate planning include:
Desired experience for corporate planning includes:
Corporate Planning Examples
Corporate Planning Job Description
- Seek opportunities to automate & improve financial reporting, forecasting, and month-end close processes
- Create new reports to track new incentives evolve reporting to a more centralized and interactive tool
- Prepare Management Discussion and Analysis section of SEC filings
- Prepare information for Audit & Finance Committee of the Board of Directors
- Ensure accuracy of earning release and earnings call scripts
- Support Investor Relations and Public Relations teams
- Manage monthly management reporting for Executive Committee and majority shareholder
- Act as a liaison with IT to ensure optional set up of consolidation systems for management reporting
- Contribute to the analysis for the Board of Director meetings
- Lead an efficient, thorough and insightful planning process
- Develop an understanding of Item Life Cycle in electronic retailing
- Learn how to write a show to attain sales and margin plans
- Used English for business
- Strong business partnership, collaboration and influence skills
- Highly motivated proactive individual and team player with ability to lead and manage various work streams
- Ability to collaborate with other teams in the organization
Corporate Planning Job Description
- Responsible for analyzing and track current and forecasted capital expenditures
- Lead capital budgeting and management, inventory, sales/ mix analysis, new products business case development
- Responsible for creating & maintaining planning tools, summaries & associated analysis, including global consolidation for Product Divisions and Regions, members of the Senior Leadership Team
- Ensure/Coordinate landlord/retailer criteria have been received and logged to the Corporate Retail Development Platform
- Coordinate and ensure all projects are accurately loaded in to the Corporate Retail Development Platform and maintain its status on a daily basis
- Process/maintain/log all purchase orders and related invoices
- Maintaining a strong working relationship with the brands, Corporate Real Estate and Finance, Corporate Retail Store Education, Corporate Store Planning + Development Canada and retail partners
- Assist in the production and coordination of the FR Y-14A forms, rule interpretation and documentation
- Produce critical data to support the strategic and business planning (SBP) process at OSTA
- Provide five-year financial plan, incorporate business trends, integrate new product and value engineering valuations
- Ability to comprehend business issues and develop coherent & comprehensive business solutions
- BPC 10 experience preferred – or other financial planning software
- Knowledge or experience with Real Estate and/or Construction industry preferred
- Ability to work under tight deadlines, handle multiple tasks and varied personalities with diplomacy, tact, good judgment, patience and flexibility
- Experience in Long Range Financial Planning and Budgeting
- 5 to 10 years experience in a Financial Planning & Analysis
Corporate Planning Job Description
- Ensure an effective framework exists for managing and diagnosing company and business unit progress against objectives
- Provide concise feedback to all levels of management regarding performance against annual KPIs
- Partner cross-functionally with sites to align on detailed action plans to avoid or overcome issues
- Develop a thorough knowledge of business partners’ needs in order to provide customized and relevant input in the building of financial models
- Accountable to maintain and/or develop financial models and seek continuous improvement that would reduce risks
- Educate business partners on financial analysis models and processes
- Participate as a subject matter expert in special projects and provide ad hoc analysis as required
- Analyze sales performance, gross margin performance cost trends
- Oversee quarterly forecast process annual budget preparation
- Ownership of the firm non-compensation CCAR Model and business unit coordination, communication and documentation
- Must be able to relocate to Peoria, IL area for the duration of the internship and complete daily work commute using reliable transportation
- 15+ years of business/ finance related
- Bachelor’s degree with emphasis on coursework of a quantitative nature, preferably Economics, Mathematics
- Engineering or related fields
- Proficiency in Hyperion Smartview or similar tool
- While based in Melville, this position will require regular travel to the NYC based company operations
Corporate Planning Job Description
- Partner with key senior stakeholders to define strategic plans, actions and capability gap assessments
- Help coordinate Corporate Strategic Discussions on key initiatives/topics
- Coordinate timelines and reporting requirements for the planning and quarterly projection process
- Partner with and provide superior customer service to divisional controllers and finance managers to ensure smooth execution of plan and projection cycles
- Analyze Corporate and Divisional plans/projections to identify material trends
- Prepare consolidated financial statements and presentation materials for Management
- Develop Corporate Profit and Loss and Balance Sheet for plan, projection and long range plan
- Coordinate plan and projection data for company owned distributor(s)
- Assist corporate cost center managers with budgeting, projections and in obtaining approval for capital
- Assist and train corporate personnel in preparing ROI’s and lease vs
- 3+ Years in an administrative/coordinator role, financial and systems experience preferred
- Knowledge or experience with Real Estate and/or Construction industry helpful
- Must have excellent command of writing, reading and speaking English and Japanese
- Master of Business Administration from an accredited institution
- Candidates must be legally authorized to work in US without company sponsorship now or in the future
- Master of Business Administration from a top tier business school preferred
Corporate Planning Job Description
- In-depth experience utilizing software tools (Excel, Tableau) to effectively present graphs, reports, and dashboards
- Manage and develop KTI unit budgeting and planning process
- Contribute to the development of the KTI Financial metrics and KPI’s
- Create high quality, visual financial presentations with analytical focus on business performance
- Develop analysis methodologies to value R&D and IT investment proposals
- Manage a portfolio of projects that aim to develop financial planning and analysis tools and methods for KTI
- Investigating and updating metrics
- Reconciliation of various reporting
- Assisting with the implementation of Qlik project
- Other ad hoc projects that may arise
- BA degree with an emphasis in analytical disciplines (Finance and/or Accounting) is preferred
- Minimum of 10 years business planning and financial management experience is required
- Minimum of 3 years in both corporate planning and division finance experience is preferred
- Minimum of 4 years supervisory or management experience is essential
- Must have achievements demonstrating strategic thinking the ability to lead initiatives through implementation
- Strong oral and written communication skills are esential