Planning / Forecasting Analyst Job Description
Planning / Forecasting Analyst Duties & Responsibilities
To write an effective planning / forecasting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included planning / forecasting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Planning / Forecasting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Planning / Forecasting Analyst
Typically a job would require a certain level of education.
Employers hiring for the planning / forecasting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Economics, Accounting, Business, Statistics, Computer Science, Engineering, Accountancy, Industrial Engineering, Business/Administration
Skills for Planning / Forecasting Analyst
Desired skills for planning / forecasting analyst include:
Desired experience for planning / forecasting analyst includes:
Planning / Forecasting Analyst Examples
Planning / Forecasting Analyst Job Description
- Using CPFR process & replenishment strategies, maintains the key account(s) target in stock rates, and weeks of supply
- Develops 30/60/90 process to aid execution and planning for product supply, to maximize availability
- Reviews, evaluates and analyzes the impact of such changes as new stores/ distribution, and new sku’s in the development of the planning forecast
- Aids account level forecast validation role on promotion forecasts for the trade customers
- Analyzes the impact of planned promotions on planning forecasts using available data
- Project demand needs at an item DC level
- Ensure that forecasts are filed
- Feed weekly Service Level update into file
- Update service level file
- Flag significant oversells/undersells
- Must have strong financial report modeling skill using excel & InSight
- Develop SQL queries to derive financial data from large data bases
- 1-3 years of strong Treasury experience
- University degree preferred in a business related discipline, or equivalent combination of education and experience
- Minimum 2 years of progressive relevant experience with a strong track record of success
- Advanced experience in MS Excel & PowerPoint, Customer Systems
Planning / Forecasting Analyst Job Description
- Work to build file that directly pulls forecast file
- Develop new tools and track trends across key performance indicators (KPIs) and shipping variables
- Create ad-hoc models and forecasts for planned marketing initiatives
- Provide timely reporting on business performance and issues to key stakeholders
- Communicate relevant forecasting inputs and insights to Call Center and Distribution Centers to optimize their planning efforts
- Deliver analyses and recommendations as it relates to demand, shipping methods, upgrades and cost implications
- Support forecasting and planning team to run holiday peak period scenarios
- Partner with business intelligence/tech teams to devise new methods for drawing operational insights from data to include development of centralized, flexible “data pool” to accurately capture KPIs and shipping variables
- Identify/implement strategies to reduce dotcom transportation costs and improve dotcom operational efficiency (digital order volume forecasts)
- Mentor, help coach and provide expert technical guidance and leadership to a team of Business Analyst in the development of forecasts for different queues, playing a consultative role in aspects related to Supply and Demand
- Additional job requirements may be assigned based on business needs
- Good knowledge in Funds transfer pricing (FTP) concepts
- SAP Experience is considered an asset
- Excellent communication skills (verbal and written) with demonstrated professionalism and confident style as it relates to customer interaction
- Self-motivated with strong teamwork skills, focus on building strong internal and external business relationships
- Must be able and willing to travel to Customer sites as required
Planning / Forecasting Analyst Job Description
- Identify and communicate areas for continual improvement of service levels and accuracy, recommending and initiating process improvements necessary to attain expected targets
- Facilitate monthly planning meetings with relevant parties
- Identify recurring problems with system processes, policies or procedures
- Proactively work with managers to recommend efficiencies and affect change
- As part of the Workforce Effectiveness team, this position will provide oversight related to the short range planning process for UnitedHealthcare call centers worldwide
- Operate consistently for all consumers regardless of their energy supplier
- Provide smart metering data to network operators in support of smart grids
- Allow authorised third parties to provide services to consumers who have granted them permission to use their data
- Subscriber management– work to meet the needs and requests from each of the subscriber groups, with a focus on delivering to a defined and agreed scope of support and timetable of activity
- Data architecture – maintain a clear understanding of data architecture, sources, definitions and owners
- Bachelor’s degree with 3+ years business experience in supply chain, operations, preferably with ecommerce or retail experience
- Intermediate SQL and strong excel capabilities working across large data sets
- Ability to effectively communicate key insights from analyses
- Ability to manage multiple priorities and work effectively under tight deadlines in a fast-changing environment
- Experience in retail/e-commerce preferred but not required
- Essbace experience preferred
Planning / Forecasting Analyst Job Description
- Data Integrity – deliver process for data integrity for all reporting and information (including Service User forecasts)
- Develop the bottoms-up annual expense operating plan, 3 Yr
- Actively partner with Management and other staff from the organizations to refine or establish effective processes and tools to better support their financial management
- Identify trends that may signal risks and opportunities and provide relevant recommendations
- Support on-going core Corporate FP&A activities including monthly management reporting, BOD reporting, coordination of forecast and close activities
- Demonstrate the ability to take initiative, define better processes, work with minimal daily direction, and prioritize time to deliver accurate results in a timely manner
- Forecast workforce requirements for new programs to determine costs and evaluate feasibility
- Understand, seek to improve and complete financial models for internal and external stakeholders
- Provide maintanance of internal reporting and planning tool
- Control data hub to ensure consistency in reporting
- French & English are required for bilingual roles
- Technology independent – strong fluency with Microsoft Office suite
- Bachelor’s Degree or equivalent work history required
- Working knowledge of MS Access and relational databases preferred, experience with MS SQL Management Studio is an asset
- Extensive Experience working with WFM applications
- Ability to build and maintain relationships with various levels throughout the business
Planning / Forecasting Analyst Job Description
- Prepare data for analysis/meetings
- Combines and integrates model results to generate the volume and revenue forecast
- Researches UPS data sources to identify new accounts, account losses, and accounts with significant increases and decreases in volume and revenue
- Updates report data (e.g., adds new accounts, volume changes, ) to build new reports
- Modifies the planning process, tools, programs, and business rules as needed to increase efficiency and accommodate changes (e.g., rates, new initiatives)
- Researches and develops new statistical forecasting techniques (e.g., econometric and other time series models) to improve the forecasting process
- Creates business rules, impact thresholds, and templates to collect field impacts (i.e., one time only increase or decrease in volume and revenue) to the business plan
- Prepares presentations to explain business and initiative results or business and initiative forecasts
- Support in analyzing business trends
- Works closely with Senior Director to build annual plan and in-year forecasts
- Proficient in Retail Link, APO, SAP, Microsoft Office
- 2+ years with deliverables to senior leadership
- Prior experience in divisional/corporate FP&A preferred
- Hyperion Essbase or Planning experience preferred
- Forecasting mindset
- Bachelor's or Master’s degree in Finance, Business, or a related field