Planning Analyst 1, 2, Senior

Summary

The Planning Analyst will manage the Customer Programs budget, coordinating budgetary plans, initiatives, objectives, and reporting with the management team. This role requires a diligent, detail-oriented individual with strong analytical and writing skills, who is quality control minded and excels in collaborative environments. The analyst will support departmental teams with purchase order creation and invoice processing tasks, track and report against budget variances, and facilitate planning and strategy initiatives. Coordination with Customer Strategy organization and executive management is essential.

What You'll Do

•            Budget Management: Coordinate the development, implementation, and reporting of budgetary plans and initiatives. Complete budget templates and input tasks as required by Financial Planning or Executive Analysts. 

•            SAP Proficiency: Utilize SAP for managing budgetary tasks, ensuring accurate financial tracking and reporting.

•            Expense Management Support: Assist departmental teams with the creation and management of purchase orders, invoice handling, and maintaining meticulous records.

•            Variance Tracking: Monitor and report monthly on budget variances, providing detailed analysis and actionable insights.

•            Strategic Facilitation: Facilitate and document planning and strategy initiatives, ensuring alignment with organizational goals and objectives.

•            Reporting: Prepare and deliver comprehensive oral presentations and written reports to management on budgetary and strategic planning activities.

•            Analytical Studies: Conduct in-depth analytical studies to support budgetary and strategic planning efforts. Possess the analytical skills to develop bottom-up budget models for programs, portfolios, and departments.

•            Project Leadership: Lead projects related to budgetary and strategic planning, ensuring timely and quality outcomes from the Customer Programs leadership team.

•            Continuous Improvement: Evaluate and refine methodologies for budget tracking and strategic planning to enhance accuracy and efficiency.

•            Collaboration: Work closely with internal and external teams to integrate data into planning processes.

•            Quality Control: Ensure all processes and outputs meet high standards of quality and accuracy.

What It Takes To Succeed

Experience

•            Proven experience in budget management, financial analysis, or strategic planning.

•            Proficiency in SAP and comfort working within its environment.

•            Accounting or Finance background will be beneficial.

•            Exceptional analytical and writing skills.

•            Strong ability to report and present findings to executive management effectively.

•            Demonstrated diligence, attention to detail, and commitment to quality control.

•            Excellent teamwork and collaboration skills.

•            Dedication to meeting tight deadlines for month-end, year-end, and budget development tasks.

•            Patience to guide fellow team members and leaders through budget development, financial reporting, invoicing, PO management processes.

Experience

Experience in planning, marketing analysis, financial analysis, or statistical analysis.

romotion to Level 2 requires a minimum of two years experience at Level 1; demonstrated capability to perform advanced and more difficult work as determined by the supervisor.  Promotion to Senior Level requires a minimum of three years experience at Level 2; is fully competent in all aspects of functional area of assignment and as such would be recognized as a specialist in area of assignment and may have periodic or occasional lead responsibilities.

Education