Operations

Planning Analyst

Looking to hire your next Planning Analyst? Here’s a full job description template to use as a guide.

About Vintti

Vintti stands at the forefront of economically advantageous staffing solutions for US businesses. By facilitating partnerships between American companies and Latin American professionals, we offer a pathway to reduced operational costs without sacrificing quality. Our approach enables businesses to reinvest savings into core areas, fostering growth and enhancing overall market competitiveness.

Description

A Planning Analyst plays a crucial role in ensuring that an organization’s strategies are well-founded and actionable. They analyze data, market trends, and other relevant information to create forecasts and develop plans that align with business objectives. By collaborating with various departments, Planning Analysts help streamline operations and optimize resources. Their insights support decision-making processes, mitigate risks, and enhance overall organizational efficiency. This role demands a keen analytical mindset, attention to detail, and the ability to translate complex data into actionable plans that drive sustained success.

Requirements

- Bachelor’s degree in Business, Finance, Economics, Statistics, or related field
- Proven experience as a Planning Analyst or similar role
- Proficiency with data analysis tools (e.g., Excel, SQL)
- Strong analytical and quantitative skills
- Experience with financial modeling and forecasting
- Familiarity with business intelligence software (e.g., Tableau, Power BI)
- Excellent written and verbal communication skills
- Ability to present complex data in a clear and concise manner
- Strong organizational and project management skills
- Detail-oriented with a high degree of accuracy in work
- Ability to work collaboratively in a team environment
- Problem-solving skills and ability to think strategically
- Experience with budgeting and financial planning
- Knowledge of market research and analysis techniques
- Strong understanding of business operations and procedures
- Ability to manage multiple tasks and prioritize effectively
- Experience with enterprise databases and systems (e.g., SAP, Oracle)
- Adaptability and willingness to learn new tools and technologies
- Ability to work under pressure and meet tight deadlines
- High level of professionalism and ethical standards
- Relevant certifications (e.g., CFA, CPA) are a plus

Responsabilities

- Analyze data to identify trends and develop actionable insights to support business planning
- Prepare and deliver regular reports on key performance indicators (KPIs) and other relevant data
- Collaborate with department leaders to understand business needs and develop strategic plans
- Monitor and track project progress, identify potential issues, and recommend solutions
- Conduct financial analysis and budgeting to support resource allocation decisions
- Gather, interpret, and compile data from various sources to inform decision-making processes
- Develop and maintain forecasting models to predict future business performance
- Update and maintain databases and systems for accuracy and efficiency
- Communicate findings and recommendations to stakeholders through visual aids, charts, and presentations
- Support the annual planning process by providing relevant data and analysis
- Review and assess the effectiveness of implemented plans and suggest improvements
- Coordinate with cross-functional teams to align business objectives and strategies
- Track market trends and competitor activities to identify potential impacts on business plans
- Assist with the facilitation of strategy meetings and planning sessions
- Develop risk assessments and mitigation strategies for potential business challenges

Ideal Candidate

The ideal candidate for the Planning Analyst role will have a Bachelor's degree in Business, Finance, Economics, Statistics, or a related field, coupled with proven experience in a similar capacity. This individual will possess strong analytical and quantitative skills, demonstrated through their proficiency with data analysis tools like Excel and SQL, and familiarity with financial modeling and forecasting. They will excel in using business intelligence software such as Tableau or Power BI to translate complex data into clear, actionable insights. Key personal attributes include exceptional problem-solving abilities, attention to detail, and a proactive, results-oriented approach. The perfect candidate will be a strategic thinker with strong organizational and project management skills, capable of managing multiple tasks and prioritizing effectively. They will be adept at presenting data and recommendations clearly and concisely, both in writing and verbally, to various stakeholders. Collaborative yet capable of working independently, this individual will display a high level of professionalism, integrity, and adaptability to changing business needs. Additionally, a high degree of accuracy in their work, a strong understanding of business operations, and experience in budgeting and financial planning will set them apart. Familiarity with enterprise databases (e.g., SAP, Oracle), market research techniques, and a willingness to learn new tools and technologies further distinguish this candidate. Finally, possessing certifications such as CFA or CPA would be an added advantage, signaling their commitment to professional excellence and ongoing development.

On a typical day, you will...

- Analyze data to identify trends and develop actionable insights to support business planning
- Prepare and deliver regular reports on key performance indicators (KPIs) and other relevant data
- Collaborate with department leaders to understand business needs and develop strategic plans
- Monitor and track project progress, identify potential issues, and recommend solutions
- Conduct financial analysis and budgeting to support resource allocation decisions
- Gather, interpret, and compile data from various sources to inform decision-making processes
- Develop and maintain forecasting models to predict future business performance
- Update and maintain databases and systems for accuracy and efficiency
- Communicate findings and recommendations to stakeholders through visual aids, charts, and presentations
- Support the annual planning process by providing relevant data and analysis
- Review and assess the effectiveness of implemented plans and suggest improvements
- Coordinate with cross-functional teams to align business objectives and strategies
- Track market trends and competitor activities to identify potential impacts on business plans
- Assist with the facilitation of strategy meetings and planning sessions
- Develop risk assessments and mitigation strategies for potential business challenges

What we are looking for

- Strong analytical mindset with attention to detail
- Exceptional problem-solving abilities
- Proactive and results-oriented
- Excellent communication and presentation skills
- High level of integrity and professionalism
- Team-oriented with strong interpersonal skills
- Ability to adapt to changing business needs
- Strategic thinker with a focus on long-term goals
- High degree of accuracy and precision in data handling
- Strong organizational and time management skills
- Ability to work independently and take initiative
- Strong numerical and quantitative aptitude
- Tech-savvy with a willingness to learn new tools
- Resilient and able to work under pressure
- Creative and innovative in approach to problem-solving
- Ability to interpret complex data sets and make informed recommendations
- High level of curiosity and eagerness to learn
- Strong customer and stakeholder focus
- Demonstrated leadership potential and influence skills

What you can expect (benefits)

- Competitive salary range (commensurate with experience)
- Comprehensive health insurance (medical, dental, vision)
- 401(k) retirement plan with company match
- Paid time off (PTO) and holidays
- Flexible working hours and remote work options
- Employee assistance program (EAP)
- Wellness programs and resources
- Professional development opportunities and training
- Tuition reimbursement for continuing education
- Career advancement opportunities
- Performance-based bonuses and incentives
- Collaborative and inclusive work environment
- Company-sponsored events and activities
- Life insurance and disability coverage
- Commuter benefits and transportation subsidies
- Employee discounts and perks program
- Paid parental leave
- Health and wellness stipend
- Volunteer opportunities and paid volunteer time off

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