Planning / Forecasting Job Description
Planning / forecasting
provides analysis and review to the tax reporting function as needed (i.e., forecasts, financial statement reporting, tax compliance).
Planning / Forecasting Duties & Responsibilities
To write an effective planning / forecasting job description, begin by listing detailed duties, responsibilities and expectations. We have included planning / forecasting job description templates that you can modify and use.
Sample responsibilities for this position include:
Build hiring and/or training plans based on load projections, skillset base analysis, potential gaps and other elements such as costs, business priorities, attrition
Strategic Analysis/Problem Solving - Works to fully understand business
Coordinate with business partners in order to develop the annual plan and forecasts
Provide advice and guidance to appropriate stakeholders on a range of financial management issues within the scope of own area
Manage the end to end Resource Planning process inclusive of forecasting, scheduling, and rostering in order to ensure that the IDS business is utilising its people to optimal levels
Lead the design, development and evolution of resource and sales planning tools including “Maximize you Market Performance” (MyMP) and Acclerated Market Performance (AMP), insights, and processes to enable effective planning
Optimize capacity by evolving sales and service capacity planning benchmarks, processes and tools
Support Role Strategy in achieving annual FTE continuity deployment objectives
Oversee communication and integration of all capacity planning workstreams, and facilitate orientation to the leaders and executives
Enable cross-channel capacity and workforce optimization
Planning / Forecasting Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning / Forecasting
List any licenses or certifications required by the position: APICS, IBF, F&O, D365, FPX, CIMA, ACCA, CMA, CPA, MBA
Education for Planning / Forecasting
Typically a job would require a certain level of education.
Employers hiring for the planning / forecasting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Business, Accounting, Engineering, Statistics, Business/Administration, Mathematics, Computer Science, MBA
Skills for Planning / Forecasting
Desired skills for planning / forecasting include:
Generally Accepted Accounting Principles
FASB and SEC requirements
Tax reporting and accounting practices and International Financial Reporting
Common business and cost drivers
Deep-dive analysis
Financial statement analysis
FASB requirements
Excel
Tax reporting and accounting practices and International Financial Reporting Standards
Analysis
Desired experience for planning / forecasting includes:
MBA or CPA and nice plus
Significant previous experience in a forecasting and resource planning related role or managing teams performing analytical roles
Excellent knowledge of planning methodologies and processes, including WFM systems, specifically NICE TTV/IEX
Knowledge of ACD configuration and routing and skills based routing technology
Exposure to call centre working processes and practices
Establish & maintain effective relationships with cross-functional product teams, colleagues and process teams, including virtual environment
Planning / Forecasting Examples
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Planning / Forecasting Job Description
Job Description Example
Our innovative and growing company is hiring for a planning / forecasting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning / forecasting
- Continue to evolve and refine models used to benchmark and classify markets and branches and deploy into capacity planning processes and deliverables
- Advocate and execute simplification and streamlining of capacity-related metrics, reporting, and tools
- Lead the development of the communication to the field and facilitate the orientation to the leaders/executive
- Understand key business drivers including market trends, seasonality, pricing offers, product mix, channel mix , and develop robust forecasts by geography and by sales channel
- Proactively identify risks in the plan and escalate where required
- Design and implement resource requirements or propose new modelling solutions in response to client issues or additional work stream requests
- Identify behavioural operational issues/trends that impact on profitability
- Work with General Managers to ensure that contracted service levels are met by improving schedule efficiency, utilisation, adherence and productivity and proactively identify service delivery issues working with General Managers, Operations Managers and the Client (where appropriate) to resolve issues/amend contract commercials assisting in the achievement of adherence
- Influence and assist General Managers in prioritising client specific requirements, to deliver overall optimal business benefit and assist in managing client expectations
- Manage, motivate and develop a team of up to 10 direct reports with overall responsibility for management of a larger team of Planning specialists to ensure delivery of high quality output
Qualifications for planning / forecasting
- Understanding of TDBFG financial systems would be an asset
- Bachelor’s degree and at least 5 years of analytics experience
- Manage redeployment processes and utilisation of resource across the business to ensure optimum business efficiency
- Formulate budget assumptions and future resource requirements for existing clients to enable Commercial and Operations to agree yearly budget and/or reforecast
- Formulate actual and future resource requirements to support business decisions around training and recruitment
- Responsibility for authorising planning aspects for client areas to enable accurate billing to take place
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Planning / Forecasting Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of planning / forecasting. 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 planning / forecasting
- Lead, coach, develop, and provide performance feedback of small team of network planners
- Communication with the Distribution Centers, Production, Customer Service, and Sales throughout the company to improve service
- Responsible for the requirements planning and stocking in the Distribution Centers
- Release of the daily orders for intercompany suppliers
- Placing of daily orders on some 3rd party suppliers
- Co-ordination of the supply chain between supplying and receiving sites
- Monitoring and action to address back orders
- Identify and follow up customer specific requirements, making use of the whole logistics network to serve the customer
- Production of weekly department statistics
- Lead process improvement activities in sites to improve customer service levels
Qualifications for planning / forecasting
- BA/BS general degree or 8+ years of experience in supply chain required
- Experience using Oracle or SAP highly preferred APICS CPIM/CSCP Certification a plus
- Strong background in Supply Chain Planning
- Solid analytical skills and results oriented
- Must be able to effectively influence in an extremely matrixed organization
- BA/BS Business Administration or Finance
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Planning / Forecasting Job Description
Job Description Example
Our company is hiring for a planning / forecasting. 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 planning / forecasting
- Own the baseline quarterly plan for our trading team
- Manage personnel to provide direction, feedback, training & ensure assigned projects & tasks are completed accurately and within specified deadlines
- Contribute to the selection of personnel & the development of the team
- Develop monthly and balance of year forecast by working with functional teams to provide key inputs on sales, gross profit and operating expenses
- Ensure rolling forecast process is timely, accurate and reflects latest perspective of financial performance
- Key contributor to annual planning process by leading target setting (High level and field), key assumptions development and corporate departmental targets
- Develop key tools to inform leadership how financial plan potentially drives EVA and other external metrics which correlate to share price
- Lead multi-year and annual capital planning and forecasting process by working with functions to ensure appropriate levels of capital to manage base business and support new initiatives
- Provide leadership and coaching for 0-6 direct reports by modeling appropriate leadership techniques, providing employee feedback through effective performance management practices, ensuring employee skill and leadership development, and conducting regular one-on-one meetings
- Provide budget modelling and forecast processes
Qualifications for planning / forecasting
- Ability to present business conclusions to Senior Management
- 5+ years of investment banking / consulting / corporate finance / operational FP&A or related experience
- Ability to manage workflow within a constantly changing environment
- Demonstrates accountability and responsibility
- Ability to lead and facilitate communication between cross-functional teams on projects, day-to-day operations
- Proactive and skilled in anticipating, troubleshooting and solving problems
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Planning / Forecasting Job Description
Job Description Example
Our growing company is looking to fill the role of planning / forecasting. 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 planning / forecasting
- Data cube and BI experience including ETL
- Wholesale/Retail industry experience
- The ability to exercise independent judgement and take action
- A proactive work ethic and ability to creation solutions
- Drive rigorous operational execution and oversight, ensuring accurate forecasting of Specialists to manage total business transparency and planning
- Own all Specialist Capacity Planning and Resource Management modeling
- Proactively monitor the Specialist measures to mitigate capacity and staffing barriers
- Work cross functionally with leaders from Global CSG, Sales Compensation, Specialist Leaders, CSG Product Management, Cloud Practices and Employee Success to ensure that measures align with capacity
- Align closely with executive leadership to ensure strategic decisions are supported by operational data
- Provide requirements to cross functional teams to confirm capacity prior to product launches
Qualifications for planning / forecasting
- Exceptional quantitative and qualitative analytical skills – ability to assess past performance, current issues, and expected trends within the retail industry
- Lead the Planning Built teams globally to run concentric sessions on the best practices, delivery mechanism, implementing inbound & outbound queues
- Previous experience managing Resource Planning and Forecasting team essential
- In-depth knowledge of resource planning methods such as Erlang C and experience of contact centre scheduling and productivity tools such as WFM - Aspect, Avaya
- Experience of managing the resource planning and forecasting function in a multi-site, blended contact centre environment
- Enjoy finding solutions to complex problems
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Planning / Forecasting Job Description
Job Description Example
Our company is searching for experienced candidates for the position of planning / forecasting. 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 planning / forecasting
- Responsible for presenting and raising awareness to Senior Leadership on program elements as it pertains to staffing, forecasting and capacity
- Support oversight of weekly reporting on key program metrics and provide data insights as it pertains to program demand and capacity
- Help evolve systems and tools to support more robust capacity planning and forecasting
- Exce
- Leading a high-performing team through effective selection and development of talent
- Creating credible forecasts of baseline production and expenses from our existing agency plant
- Modeling the ‘efficient frontier’ of what initiatives should lead to what levels of production, and contributing to ongoing efforts to better understand the underlying economics of the small business insurance industry
- Leading the annual planning process related to new business submissions – using multivariate analyses to forecast how much production we should see in any given area
- Forecasting the impact of initiatives on our new business production (e.g., what does a change in claims service satisfaction mean to submission volume?)
- Developing processes to attribute shortfalls/unexpected gains in new business production to certain factors (e.g., geography X or independent agent type Y are driving Z% of our shortfall), and understanding drivers
Qualifications for planning / forecasting
- Be analytical and inquisitive by nature, able to understand and spot trends in complex data and interpret them
- Work well as part of a team, with the ability to effectively influence and manage stakeholders
- Pursuing college degree in related field of study
- Ability to establish and maintain effective relationships with management staff, associates, vendors and general public
- Creates fulfillment plans to align call center management, corporate real estate, staffing and training for optimal efficiency
- Reviews, updates, and improves workforce planning and forecasting methods to provide reliable, consistent forecast and plan data