6 Planning Analyst Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Planning Analyst to join our dynamic team. In this entry-level position, you will play a key role in supporting the planning process by analyzing data, assisting in the development of strategic initiatives, and contributing to the overall success of our operations. This role is an excellent opportunity for recent graduates or early-career professionals looking to build their skills in data analysis and strategic planning.

Responsibilities

• Assist in the collection and analysis of data to support business planning and decision-making
• Help prepare reports and presentations for stakeholders that summarize findings and recommendations
• Participate in forecasting and budgeting processes by providing relevant data and insights
• Support the development of strategic plans and track progress against defined goals
• Collaborate with cross-functional teams to gather information and ensure alignment on planning initiatives
• Conduct market research to identify trends and insights that can inform planning activities

Required and Preferred Qualifications

Required:

• Bachelor's degree in Business Administration, Economics, Finance, or a related field
• Strong analytical skills with the ability to interpret data and provide actionable insights
• Familiarity with Excel and data visualization tools
• Excellent written and verbal communication skills
• A proactive attitude and willingness to learn

Preferred:

• Internship or coursework related to business analysis, planning, or financial modeling
• Experience with SQL or other data querying languages
• Knowledge of business intelligence tools (e.g., Tableau, Power BI)

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Excel for data manipulation and analysis
• Basic understanding of SQL for data retrieval and analysis
• Familiarity with data visualization tools (e.g., Tableau, Power BI) is a plus

Soft Skills and Cultural Fit

• Strong attention to detail and accuracy in work
• Ability to work independently and as part of a team
• Curiosity and eagerness to learn new skills and concepts
• Effective problem-solving skills with a results-oriented mindset
• Ability to adapt to changing priorities in a fast-paced environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company match
• Generous paid time off and holiday schedule
• Opportunities for professional development and growth
• Flexible work hours and fully remote work environment

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants from all backgrounds and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from diverse backgrounds and experiences to apply, even if you do not meet all the qualifications listed. Your unique perspective could be an asset to our team!

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Planning Analyst to join our team at [$COMPANY_NAME]. In this strategic role, you will leverage data analytics and forecasting techniques to support business planning and decision-making processes. You will collaborate closely with cross-functional teams to drive operational efficiency and contribute to our long-term growth objectives.

Responsibilities

• Conduct in-depth analysis of market trends, sales data, and operational metrics to inform business strategies
• Develop and maintain forecasting models that accurately predict future business performance
• Collaborate with stakeholders to prepare comprehensive reports and presentations that communicate findings and recommendations
• Support the budgeting process by providing data-driven insights and variance analysis
• Identify opportunities for process improvements and operational efficiencies within the planning function
• Assist in the development of key performance indicators (KPIs) and monitor ongoing performance against targets

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• 2+ years of experience in financial planning, analysis, or a related role
• Strong analytical skills with proficiency in data analysis tools and techniques
• Experience with Excel and other data visualization tools (e.g., Tableau, Power BI)

Preferred:

• Experience in a planning role within a manufacturing or retail environment
• Familiarity with ERP systems (e.g., SAP, Oracle)
• Advanced analytical skills, including statistical modeling techniques

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Excel, including advanced functions and pivot tables
• Experience with data visualization tools such as Tableau or Power BI
• Familiarity with SQL for data extraction and manipulation

Soft Skills and Cultural Fit

• Strong communication skills, with the ability to present complex data in an understandable format
• Detail-oriented with exceptional organizational and time management skills
• Proactive problem-solver with a strategic mindset
• Ability to work collaboratively in a team-oriented environment
• Adaptability to changing priorities and business needs

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, including:

• Health, dental, and vision insurance
• 401(k) plan with company matching
• Generous paid time off and sick leave
• Opportunities for professional development and career growth

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Location

This is a hybrid position, requiring on-site work at our office in [$COMPANY_LOCATION] at least 3 days a week.

We encourage applicants from diverse backgrounds and experiences to apply even if they do not meet all the qualifications outlined above.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly analytical and strategic Senior Planning Analyst to join our dynamic team. In this role, you will leverage your expertise in data analysis and forecasting to drive informed decision-making and optimize our planning processes. You will partner closely with cross-functional teams to ensure alignment and achieve the company’s strategic objectives.

Responsibilities

• Develop and maintain comprehensive financial models to support long-term strategic planning and operational initiatives
• Analyze market trends, operational metrics, and financial data to derive actionable insights that influence business strategies
• Collaborate with various departments to identify business needs and develop solutions that enhance planning efficiency
• Prepare and present detailed reports and forecasts to senior management, highlighting key findings and recommendations
• Lead the annual budgeting process, ensuring accuracy and alignment with overall business goals
• Monitor performance against plans and budgets, providing timely updates and corrective actions as necessary

Required Qualifications

• 5+ years of experience in financial planning, analysis, or related fields
• Proven experience in building complex financial models and conducting variance analysis
• Strong proficiency in advanced Excel functions and data visualization tools (e.g., Tableau, Power BI)
• Excellent analytical, problem-solving, and critical thinking skills
• Strong communication skills with the ability to present complex information clearly to stakeholders

Preferred Qualifications

• Experience with ERP systems (e.g., SAP, Oracle) and financial planning software
• Knowledge of statistical forecasting techniques and methodologies
• Experience in a fast-paced, high-growth environment

Technical Skills and Relevant Technologies

• Advanced Excel and financial modeling
• Data analysis and visualization tools (e.g., Tableau, Power BI)
• Familiarity with SQL for data extraction and manipulation

Soft Skills and Cultural Fit

• Strong interpersonal skills with the ability to work collaboratively across teams
• Proactive mindset with a passion for driving continuous improvement
• Ability to thrive in an ambiguous and evolving business environment
• Detail-oriented with a strategic perspective

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plans with company match
• Flexible work hours and remote work options
• Professional development and training opportunities
• Wellness programs and employee assistance resources

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds to apply, even if you don't meet all the qualifications listed. Your unique experiences and perspectives can contribute to our team's success.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

As a Lead Planning Analyst at [$COMPANY_NAME], you will play a critical role in shaping our strategic direction and operational efficiency. This position requires a blend of analytical expertise, strategic thinking, and leadership capabilities to drive business planning processes and improve decision-making across various departments.

Responsibilities

• Lead the development and implementation of comprehensive planning frameworks to support organizational objectives and ensure alignment with business strategy.
• Conduct in-depth analyses of financial and operational data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to develop accurate forecasts and budgets, ensuring timely and effective communication of results.
• Facilitate the annual planning process, including planning sessions, workshops, and presentations to executive leadership.
• Mentor and guide junior analysts in best practices for data analysis, modeling, and reporting, fostering a culture of continuous improvement.
• Utilize advanced data visualization tools to present insights and recommendations to stakeholders at all levels.

Required and Preferred Qualifications

Required:

• 5+ years of experience in financial analysis, business planning, or a related field, with a proven track record of delivering actionable insights.
• Strong proficiency in data analysis tools such as Excel, Power BI, or Tableau.
• Excellent understanding of financial modeling, budgeting, and forecasting techniques.
• Exceptional communication skills, with the ability to convey complex information clearly and effectively to diverse audiences.

Preferred:

• Experience in a leadership role, with demonstrated ability to influence and drive change across an organization.
• Familiarity with ERP systems and data management practices.
• An MBA or equivalent advanced degree in finance, economics, or a related discipline.

Technical Skills and Relevant Technologies

• Expertise in financial modeling and analysis methodologies.
• Proficient in advanced Excel functions and data manipulation techniques.
• Experience with statistical analysis software and programming languages (e.g., R, Python) is a plus.
• Familiarity with project management tools and methodologies.

Soft Skills and Cultural Fit

• Proactive problem solver with a strategic mindset and a passion for data-driven decision making.
• Strong leadership skills, with a demonstrated ability to inspire and motivate teams.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
• Commitment to fostering an inclusive and collaborative workplace culture.

Benefits and Perks

Salary: [$SALARY_RANGE]

Full-time employees enjoy a comprehensive benefits package, which may include:

• Health, dental, and vision insurance
• 401(k) with company match
• Flexible work hours and remote work options
• Generous paid time off and holidays
• Professional development opportunities and learning stipends

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

Location

This is a fully remote position.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a strategic and analytical Planning Manager to join our team at [$COMPANY_NAME]. This role is critical in ensuring that our planning processes are efficient, data-driven, and aligned with our organizational goals. You will be responsible for leading the planning initiatives, optimizing resource allocation, and driving operational excellence across multiple departments.

Responsibilities

• Develop and implement comprehensive planning strategies that support organizational objectives and drive growth.
• Lead cross-functional teams to gather data, analyze trends, and create accurate forecasts.
• Monitor key performance indicators (KPIs) to assess effectiveness and make data-driven recommendations for improvement.
• Facilitate planning meetings and workshops to promote collaboration and transparency among stakeholders.
• Provide insights and reporting to senior leadership regarding planning processes and outcomes.
• Continuously review and refine planning methodologies to ensure alignment with industry best practices.

Required and Preferred Qualifications

Required:

• Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
• 5+ years of experience in planning, operations, or a related field.
• Proven track record of developing and implementing successful planning strategies in a fast-paced environment.
• Strong analytical skills with the ability to synthesize complex data into actionable insights.

Preferred:

• Master’s degree in a relevant field.
• Experience with ERP systems and advanced planning tools.
• Familiarity with Lean and Six Sigma methodologies.

Technical Skills and Relevant Technologies

• Expertise in data analysis and forecasting tools (e.g., Excel, Tableau, or similar).
• Proficiency in project management software (e.g., Asana, Trello, or similar).
• Understanding of supply chain processes and resource management.

Soft Skills and Cultural Fit

• Exceptional communication skills, both verbal and written, with the ability to present complex information clearly.
• Strong leadership capabilities with a focus on team collaboration and empowerment.
• Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.
• Proactive problem solver with a strategic mindset and a focus on continuous improvement.

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, including:

• Health, dental, and vision insurance.
• 401(k) plan with company matching.
• Generous paid time off and flexible work arrangements.
• Professional development opportunities and training programs.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a strategic and results-oriented Director of Planning to lead our planning initiatives at [$COMPANY_NAME]. This role is critical in driving the company's long-term vision and operational effectiveness through comprehensive planning processes. You will collaborate with cross-functional teams to establish robust planning frameworks that align with our organizational goals.

Responsibilities

• Lead the development and execution of strategic planning processes, ensuring alignment with company objectives and market conditions.
• Oversee demand forecasting, capacity planning, and resource allocation to optimize operational efficiency.
• Collaborate with executive leadership to identify key performance indicators (KPIs) and establish metrics to evaluate progress against strategic goals.
• Drive continuous improvement initiatives to enhance planning methodologies and tools.
• Facilitate regular planning meetings and workshops, fostering a culture of collaboration and transparency across departments.
• Analyze market trends and competitive landscape to inform planning strategies and make data-driven decisions.

Required and Preferred Qualifications

Required:

• 10+ years of experience in planning, strategy, or operations management, with a proven track record of leadership in a complex organizational environment.
• Strong analytical skills, with the ability to interpret data and provide actionable insights.
• Demonstrated experience in developing and implementing successful planning frameworks.
• Exceptional communication and interpersonal skills, with the ability to influence stakeholders at all levels.

Preferred:

• Master's degree in Business Administration or a related field.
• Experience in the [specific industry] sector.
• Familiarity with advanced planning tools and software.

Technical Skills and Relevant Technologies

• Proficiency in data analysis and visualization tools (e.g., Excel, Tableau, Power BI).
• Experience with enterprise resource planning (ERP) systems.
• Strong understanding of supply chain management principles.

Soft Skills and Cultural Fit

• Proactive and innovative mindset with a focus on problem-solving.
• Ability to navigate ambiguity and drive change in a dynamic environment.
• Strong leadership capabilities, with a commitment to mentoring and developing team members.
• Excellent organizational skills and attention to detail.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]. Additional benefits may include:

• Comprehensive health insurance plans.
• Retirement savings plan with company matching.
• Generous paid time off and holiday schedule.
• Professional development opportunities.

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, or veteran status.

Location

This role requires successful candidates to be based in [$COMPANY_LOCATION].