Planning Associate Resume Sample
Anastacio Kassulke
147 Howell Run,
Detroit,
MI
+1 (555) 897 1943
Work Experience
Planning Associate
04/2016
-
PRESENT
Philadelphia, PA
- Experience with reading and interpreting insurance documents, wills, powers of attorney, shareholder’s agreements, articles of incorporation including preparation of organizational charts, etc
- Coordinates with Facility Management to document the actual occupancy of a department after a project move is complete
- Manages Work Order In-Box
- Participates in Audits, including seat assignments, occupancy, vacancy, labs & equipment
- Provides occupancy information to appropriate parties while participating in project move meetings
- Works on production planning assignments with clearly defined objectives
- Compile reports, plans, and spreadsheets, which support the planning organization for its internal processes or to facilitate decision-making by departments on a campus or within a building
- Gift Planning Administrative Support
- Daily scheduling of compound/rubber mixing requirements
Gift Planning Associate
01/2013
-
01/2016
Phoenix, AZ
- Review materials requirements and manage communication with rubber consumption areas and customers
- Manage material master data settings
- Coordinate production schedules to meet customer needs
- Review existing inventories for accuracy and as a cross-check to SAP reports
- Review system requirements, manage shortages, and run material planning and inventory reports
- Issue production orders consistent with SAP MRP requirements to insure delivery on a timely basis
- Work with Production Scheduling areas to make necessary adjustments to schedules based on availability of supply
Sales Operations & Planning Associate, Latam
11/2009
-
11/2012
Chicago, IL
- Work with suppliers to identify and implement material stocking programs and inventory replenishment opportunities, including providing forecast information as needed
- Manage communication on deliveries and supply issues to all stakeholders (i.e. Scheduling, Receiving, Buyers, Production, QA, etc.)
- Experience in related field
- Proficiently deliver department’s sales presentations
- Perform various financial/estate planning analysis, utilizing commercial planning software and Microsoft excel; including budget/cash flow projections, tax estimates, and retirement portfolio sustainability
- As appropriate, communicate directly with customers/clients and their external advisors to gather/share information necessary to provide complete and accurate planning analysis
- Support senior management in strategic, business and operational planning and ensure decisions are in line with the global sales organization’ approach
Education
Whitworth University
2004 - 2008
Bachelor's Degree in Engineering
Professional Skills
- Excellent organizational skills and verbal and written communication skills required
- Ability/Experience in using strong skills in analyzing, troubleshooting and evaluating problems
- Exceptional organizational skills and multi-tasking skills required
- Proven teamwork skills, with the ability to work independently
- Outstanding data analysis skill and planning experience
- Good customer service/phone skills and flexibility for handling a wide range of activities
- Detail-oriented, with exceptional problem solving skills and the ability to multi-task
How to write Planning Associate Resume
Planning Associate role is responsible for planning, excel, design, analysis, analytical, retail, finance, gis, database, purchasing.
To write great resume for planning associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Planning Associate Resume
The section contact information is important in your planning associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Planning Associate Resume
The section work experience is an essential part of your planning associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous planning associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular planning associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Planning Associate resume experience can include:
- Working experience in an analytical/planning role
- Experience in advising high net worth individuals, in financial services, law or accounting environment
- Working experience in an analytical/planning role
- Work closely with the RSS and Sales Desk Manager to develop and implement effective territory strategies, including follow-up and prospecting calls
- Experience managing multiple concurrent projects and tasks
- Demonstrated success in collaborating across different departments and roles
Education on a Planning Associate Resume
Make sure to make education a priority on your planning associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your planning associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Planning Associate Resume
When listing skills on your planning associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical planning associate skills:
- Has good organization and time management skills, and can work cooperatively and collaboratively with internal staff
- Speak effectively with customers and internal staff
- Communicate effectively with a team and with clients
- Experience with the Microsoft Suite of programs and experience in other programs, such as Photoshop, Illustrator and InDesign, and ESRI ArcGIS desirable
- Possesses an understanding and experience applying fundamental transportation planning/ engineering concepts
- Direct experience in preparing and producing planning studies and analysis
List of Typical Experience For a Planning Associate Resume
1
Experience For Gift Planning Associate Resume
- Create and manipulate storefront perspectives and renderings using InDesign to help facilitate the leasing and merchandising process
- Foster team environment by reaching out to Glenmede colleagues outside the Wealth Planning group
- Manage and respond to client inquiries involving Glenmede WealthView
- Create and monitor manufacturing schedule daily and throughout the month to ensure on-time delivery of products to customers
- Customer On Time Delivery monitoring
2
Experience For Resource Planning Associate Resume
- Critical Shortages identification to Purchasing department
- Focal point for selling inventory
- Maintain confidentiality of private and sensitive information, records and reports
- Perform analysis on seasons’ financial and assortment performance in order to develop next seasons’ inventory plans
- Partner with the Leasing team to create and manipulate site plans, space plans, and create work letter and other lease exhibits using AutoCAD to support all leasing activities
- Participate in perspective tenant meetings and tours with Leasing and Asset Management to help identify space solutions based on tenant needs
- Create and manage design criteria for tenant storefronts, signage, etc
3
Experience For Sales Operations & Planning Associate, Latam Resume
- Coordinate with Tenant and Design Consultants to ensure buildouts meet tenant expectations and work letter requirements
- Interview, select, contract and manage third party designers, architects and engineers
- Manage design timelines and budget for redevelopment and tenant upfit projects in order to meet or exceed underwritten returns
- Prepare meeting presentation materials in collaboration with team members, including estate planning summaries, detailed net worth statements, financial planning models, and customized advice based upon a Client’s Wealth Objectives
- Command of Microsoft Office and the ability to embrace financial planning-oriented and other IT applications (i.e. eMoney Advisor, Salesforce)
- Work well in a team environment and multi task
- Communicate both orally to large groups and in formal written presentations
- Support senior Sales Planning & Operations management in strategic, business and operational planning and ensure decisions are in line with the global sales organization' approach
4
Experience For Wealth Planning Associate Resume
- Advanced communication (verbal and written) in English
- Become a subject matter expert on all annuities available through our platform
- Partner with respective external counterpart, the RSS, to increase year-over-year annuity sales in territory
- Capacity to meet daily number of touches
- Able to multi-task and to shift resources
5
Experience For Occupancy Planning Associate Resume
- State Life Insurance License
- Work with Sales and Operations to plan, develop, manage forecast, and establish production schedules to meet customer demands
- Develop production schedules in accordance with sales forecast, plant and employee capacity
- Coordinate planning/scheduling with sales, customer service, production, buyers, shipping and other team members to maintain capacity utilization, unit cost and customer service level goals
- Create and track orders to achieve required on time delivery goals
- Monitor the production schedule and anticipate possible changes as needed for when equipment fails and or resources do not arrive as planned
- Management of Customer Forecast and Purchase Orders
6
Experience For Customer Planning Associate Resume
- Customer communication to follow backlog orders
- Weekly Production plan review
- Customer weekly shipment plan review
- Inventory control on EC implementation
- Knowledge of basic computer applications and the ability to learn and use multiple applications specific to this department including the ERP and office systems
- Manage the flow of all documents and correspondence for the Office of Gift Planning. Respond to initial donor inquiries. This includes the use of planned giving software (PGCalc) in order to prepare gift illustrations and proposals
- Detail-oriented, ability to prioritize tasks with strict deadlines
- Assist with aspects of the Gift Planning marketing plan; track marketing and communications initiatives to determine rate of response and return on investment
- Act as liaison with major prospects, donors and volunteers in the absence of the Director of Gift Planning and/or the Assistant/Associate Director of Gift Planning
7
Experience For Campaign Planning Associate Resume
- Acquire thorough knowledge of PeopleSoft database system. Coordinate processing of planned giving commitments; maintain PeopleSoft database files and perform other necessary database management activities. Provide regular database reports
- Ensure that acknowledgment and document processing of all life income gifts takes place in a timely manner. Monitor and report changes of address, direct deposit, and other program relevant personal information for participants
- Assisting with planning and facilitating meetings, workshops, and open houses
- Coordinating between federal, state, and local officials; community groups; academia; private sector; and public stakeholders in developing plans
- Creating and maintaining databases in Excel and Access formats
- Occasional work beyond normal business hours to complete projects or attend occasional College evening and weekend programs
- Proficient with Microsoft Excel, including v-lookups and pivot tables
- A high level of accuracy and attention to detail, even when working under pressure
8
Experience For Sales Planning Associate Analyst Resume
- Conduct research and prepare statistical planning reports on land use, physical, social & economic possibilities, and constraints
- Serve as primary day-to-day contact with Bryn Mawr’s custodial bank for life income gifts
- Work closely with the CFO and Controller’s office to maintain tracking system for pending estates and bequests. Coordinate the opening, administration, collection and closing of all pending estate distributions and maintain files. Act as liaison with estate attorneys and/or executors. Provide regular updates on bequest administration status
- Provide administrative and clerical support as required
- Prepare materials for Board of Trustees meeting, i.e. fiscal year gift lists and reports. Compose routine correspondence or email to provide accurate information to colleagues, alumnae/i, and other constituents
- Conducting extensive research, data collection, analysis and the preparation of written technical documentation pertaining to land use, policy, demographics, hazard risk and vulnerability, transportation and transit, among others
- Developing graphics and templates associated with written plans and reports
9
Experience For CCB Capacity Planning Associate Resume
- Proficient with Excel/Power Point/Word
- Read and interpret documents such as safety rules, procedure manuals and contracts
- Analysis data, identify issues and problem solve to correct issues
- Interested in network design and performance
- Has used sniffer technology such as wire shark
10
Experience For Annuity Planning Associate Resume
- Critical thinking skills with ability to synthesize complex data sets to develop business insights, fact base analysis and hypotheses to help solve complex problems
- Experience in related field
- Self-starter who balances when to escalate and when to make progress with ideas/recommendations
- Sense of urgency and achievement
- Language: fluent in both written and spoken English
- Accommodate moderate travel
- Collect a variety of quantitative and qualitative data to prepare reports and maps
List of Typical Skills For a Planning Associate Resume
1
Skills For Gift Planning Associate Resume
- Direct or related transportation planning/engineering experience
- Experience creating executive presentations using data to support analysis and recommendations
- Three to five years’ relevant office administration experience, preferably in fundraising with knowledge of gift planning vehicles
- Experience of working in the Clinical Trial industry is desirable
- Strong understanding of production of complex equipment and system integration
2
Skills For Resource Planning Associate Resume
- Develop production schedules to meet all finished goods requirements while optimizing capacity usage, unit costs and inventory levels
- Brings a passion to learn, be adaptable and demonstrate a commitment to delivering quality work products
- Experience in hazard resiliency, climate change or floodplain management
- Experience in public outreach
- Three years’ experience in a corporate environment
- Multi-task, meet tight deadlines and adjust priorities on demand
- Excellent customer satisfaction focus, results oriented
3
Skills For Sales Operations & Planning Associate, Latam Resume
- Strong detail and organizational orientation
- Working knowledge of planning software programs, including Microsoft Office applications, Internet applications, and GIS mapping
- Creating and updating hazard maps using ArcGIS
- Formulating and implementing marketing and promotional activities for public transportation
- Attending community meetings and assisting with public outreach documentation
- Supporting the facilitation of planning charrettes for clients as a member of a facilitation team
- Supporting master plan development, urban design, and revitalization projects of varying sizes and complexities in diverse communities
4
Skills For Wealth Planning Associate Resume
- Collecting and compiling a variety of quantitative and qualitative data to prepare reports and maps
- Collecting and analyzing a variety of demographic, social, economic, and land use data to prepare reports and maps
- Preparing drawings, illustrations, maps, and planning graphics for technical codes and studies, long-range plans, and urban design documents
- Supporting the facilitation of planning workshops and design charrettes for clients as a member of a facilitation team
- Preparing drawings, illustrations, maps, and planning graphics for long-range plans and studies
- Conducting research to analyze customers’ behavior (e.g. purchasing habits, trends and preferences)
5
Skills For Occupancy Planning Associate Resume
- Conducting surveys, and performing project research related to traffic, transit, roadway, and/or freight related projects
- Preparing correspondence and reports summarizing process and findings of transportation analysis
- Preparing and presenting reports and findings with clients, other agencies, citizens and officials
- Assisting in the analysis of various transportation performance measures to support long-range planning activities
- Preparing demographic profiles of communities and regions for use in planning and environmental documents and public engagement efforts
6
Skills For Customer Planning Associate Resume
- Scheduling Customer backlog orders according to production plan
- Understanding of network technologies (ie, OSPF, BGP)
- Researching best practices, legal regulations, and development standards
- Attending client and public meetings to support project planners, managers, and clients
- Writing reports under the direction of the project manager
- Researching best practices, legal requirements, and development standard
7
Skills For Campaign Planning Associate Resume
- Assisting in research and coordination with regulatory agencies
- Evaluating the performance and adequacy of transit services
- Assisting project managers in coordination of project activities and work products
- Knowledge of one or more planning disciplines, such as master planning, urban planning, community planning, economic development, or land use
- Knowledge of one or more planning disciplines, such as urban planning, community planning, economic development, or land use
- Support buying team on buying planning issues
8
Skills For Sales Planning Associate Analyst Resume
- Compile financial planning data to create financial statements, goal-planning, or other wealth planning solutions
- Major: Information Systems/Information Systems Technology, Computer Science, Computer Engineering, Electrical Engineering, Etc
- Knowledge of planning principals, best practices, & techniques of planning
- Prepare reports utilizing a combination of text, mapping, and graphics
- Partner with the Development, Investments and Leasing teams to create the redevelopment business plan and execute design and planning activities for each asset
- Assist the Director of Wealth Planning and the Wealth Planning team in daily responsibilities
- Prepare and deliver internal meeting communications on wealth planning topics
9
Skills For CCB Capacity Planning Associate Resume
- Serve on firm committees and contribute to the functioning of the Wealth Planning group and the firm overall
- Works closely with other departments, i.e. production, purchasing, engineering, quality, customer service to ensure the completion of common goals
- Attendance at public meetings and helping with meeting logistics
- MRP output analysis and MRP planning parameters monitoring
- Attained or working towards an accredited designation (i.e. CPA, TEP)
- Aptitude for public speaking and client interaction
- Participates in APA and pursuing AICP certification
- Data extract from databases using SQL
- Urban and/or Community Planning background
10
Skills For Annuity Planning Associate Resume
- Lead and execute urban design, master plans, and revitalization projects of varying sizes and complexities in diverse communities
- Develop and produce occupancy packages reflecting options to support desired capacity
- Maintain tracking database for retail program sites in managed regions
- Facilitates and/or resolves issues related to planning
- Desire to work and thrive in a fast-paced, constantly evolving industry
List of Typical Responsibilities For a Planning Associate Resume
1
Responsibilities For Gift Planning Associate Resume
- The ability to support other planning projects and topics for climate change, active transportation, corridor/urban planning, community planning, public involvement, GIS activities and other planning topics is desired
- Proficient in Adobe Creative Suite and other graphic and visualization products (i.e. SketchUp)
- Manage multiple tasks and assignments independently under limited supervision
- Proficient in Microsoft Office suite, ArcGIS and InDesign
- Research occupancy capacity and conditions at retail locations
- Presents occupancy plan and appropriate updates to Corporate Real Estate
- Proficient in CDS
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