Planning Consultant Resume Sample
Rebeca Yost
8769 Ebba Dale,
Los Angeles,
CA
+1 (555) 266 4617
Work Experience
Senior Workforce Planning Consultant
04/2016
-
PRESENT
Chicago, IL
- Relationship managers (ie. Commercial Banking Managers, Financial Advisors, Financial Advisors-Business, Private Bankers)
- Local Retail Distribution Business Banking leadership and Private Wealth Management Executive Directors
- Leadership teams within CIBC product groups and subsidiaries involved in client asset management (ie. CIBC Trust, CIBC Securities, Wood Gundy and CIBC Private Investment Council)
- Provide full research support to the Consulting Team
- Assist in the preparation of client correspondence, reports, and Power Point presentations
- Participate in and lead strategy and design of talent acquisition plans in the local markets.
- Leverage organizational knowledge, business unit understanding and labor market knowledge to create and influence workforce planning strategy.
Wealth Planning Consultant
07/2012
-
03/2016
San Francisco, CA
- Clearly manage and support business leader expectations on workforce plan, talent availability and labor management objectives, including use of market analytics to understand tradeoffs, quality and speed.
- Development (in concert with others) and execution of a staffing strategy focused on creative methods to source, identify, assess and engage high-potential, diverse talent.
- Effectively anticipate the changing needs of the business and hiring leaders.
- Build and maintain strong internal relationships and network with key stakeholders.
- Effectively balance process excellence and strategic and business effectiveness.
- Accountable for talent management performance targets.
- Assure Centura Health is in compliance with laws and regulations.
Product Planning Consultant
08/2006
-
06/2012
Philadelphia, PA
- Enable optimization of sound hiring decisions in the context of the broader talent strategy.
- Responsible for reviewing programs, suggesting modifications, and ensuring achievement of competitive market position and other goals identified by Centura Health.
- Ensures talent acquisition programs support Centura Health’s strategic objectives by remaining knowledgeable of the key business goals.
- Comply with applicable legal requirements, standards, policies, and procedures.
- Provide counsel to HR business partners, leaders and other recruiting staff regarding talent acquisition issues, and handle escalated issues as needed.
- Provide insight, technical analysis, and policy support to achieve equitable and successful programs/plans.
- Prepare and deliver regular (weekly/monthly) reports and analytics and recommendations on the talent acquisition plans/objectives, including course corrections, to key stakeholders.
Education
University of South Florida
2001 - 2005
Bachelor's Degree in Urban Geography
Professional Skills
- Excellent problem solving skills to identify the needs of clients through effective questioning and listening
- Excellent communications skills – listening as well as speaking/writing. Persuasive style
- Strong oral, written and presentation skills; able to tailor communicating complex analytical information to fit the recipient's communication style
- Prior experience and strong knowledge of financial and asset allocation planning system is required
- Strong oral, written and presentation skills; able to tailor communicating complex analytical information to fit the recipient’s communication style
- Proven experience in successfully managing high-volume global product categories is a strong requirement
- Strong Microsoft Word, Excel, Power Point and Outlook skills
How to write Planning Consultant Resume
Planning Consultant role is responsible for presentation, reporting, microsoft, analytical, outlook, excel, finance, training, integration, procurement.
To write great resume for planning consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Planning Consultant Resume
The section contact information is important in your planning consultant 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 Consultant Resume
The section work experience is an essential part of your planning consultant 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 consultant 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 consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Planning Consultant resume experience can include:
- Effectively balance process excellence and strategic and business effectiveness
- Your excellent written, verbal and interpersonal communication skills
- Questioning skills are essential to understand the brief
- Experience preparing and presenting financial plans to clients OR 2 years of experience and a CPA, CFP, or CFA
- Consultancy experience is an advantage, as is a need to demonstrate commercial expertise
- Extraordinary presentation skills in both one on one and group settings
Education on a Planning Consultant Resume
Make sure to make education a priority on your planning consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your planning consultant 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 Consultant Resume
When listing skills on your planning consultant 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 consultant skills:
- Good communication skills, with ability to draft reports to a high standard
- Strong analytical skills. Comfortable with data and numbers, quantitative representation of the facts
- Demonstrated self-management skills
- Excellent communication skills, both verbal and written are a necessity
- Strong presentation and communication skills in English, Mandarin would be an asset
- Working effectively with business partners to support CSF advisors with plan implementation using appropriate product solutions
List of Typical Experience For a Planning Consultant Resume
1
Experience For Wealth Planning Consultant Resume
- Effectively anticipate the changing needs of the business and hiring leaders
- Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions
- Undertaking evidence base studies (housing assessments, employment land reviews, infrastructure assessments etc.)
- Working experience of 3 or more years in ERP including configuration/development
- Progressive experience in engineering or Product Planning/Product Marketing/Product Management
- Experience in the field of product planning, preferably in consumer gaming products and peripherals
- Assist in scoping and prioritizing activities based on business and customer impact
- Maintain a good understanding of the data available to purchase in the marketplace and how to position FT’s own data appropriately
2
Experience For Product Planning Consultant Resume
- Manage multiple priorities in parallel, and meet constantly changing timeline
- Experience interacting with High Net Worth clients
- Work experience in the Financial Services industry required with focus on financial planning
- Experience with financial planning software programs (eMoney, Money Guide Pro, etc.)
- Experience in a related role
- Experience in global retailer
- Relevant experience within the private sector
3
Experience For Workforce Planning Consultant Resume
- Evaluating, identifying and managing a prospect list to meet goals in multiple channels
- Supporting Advisors with the use of SunTrust’s wealth planning tool, SummitView
- Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
- Leveraging marketing campaigns and collateral to deliver a consistent message to each channel
- Meeting or exceeding stated territory goals
4
Experience For Resource Planning Consultant Resume
- Using internal technology for client relationship management and activity reporting
- Understanding of the gaming industry and gamer mindset
- Developing financial plans that touch all aspects of a client’s wealth, business and family
- Partnering with internal support team to develop a regional strategy for goal achievement
- Conducting site visits where appropriate
- Providing timely updates as and when required for packages of work allocated
- Sharing lessons learnt and provide feedback as requested
- Working with the other members of the team to support client management and engagement initiatives
5
Experience For Financial Planning Consultant, Quality Review Resume
- Preparing town planning advice to clients on a variety of planning related matters
- Liaising with clients and stakeholders, including State and Local Governments; and
- Preparing development applications, reports, and proposals
- Ensure that the planning and reporting to key accounts is best of class ensuring deeper and repeated spend
- Leverage organizational knowledge, business unit understanding and labor market knowledge to create and influence workforce planning strategy
- Accurate VM equipment ordering & tracking
- Analysis of advertising performance to provide insight before, during and after campaign
- Help build WFP capability in our business functions by partnering with the relevant execution teams (primarily strategy and planning, operations teams)
- Facilitate medium to large groups of people at various organizational levels for the purposes of planning, problem solving or strategy development
6
Experience For Senior Workforce Planning Consultant Resume
- Enable optimization of sound hiring decisions in the context of the broader talent strategy
- Knowledge of tax, trust and estate planning
- Sound knowledge of UK Planning policy and legislation
- Ensure that the brief for a campaign is fully understood asking questions as needed to both the advertiser and agency
- Provide day-to-day planning advice to the Design Agent Service
- Responsible for recommending strategic alternatives for new program development (or discontinuation), service mix and capacity/technology investments
- To provide planning consultancy throughout the project lifecycle for allocated projects
- Design and implement management tools to optimize workforce planning and management (manager dashboards, reports)
- Define and support implementation of training, support and deployment requirements
7
Experience For Senior Performance Planning Consultant Resume
- Work with the Workforce Planning team to evolve our approach, tools, and data strategy
- Partner with WFP lead and our People Analytics function to establish a consistent, real-time workforce management reporting system and processes
- Participate in WFP discussions with the business, advise and enable the business leads in developing organization and talent models
- Develop and enforce product management process to improve efficiency in product planning and operations
- Provide support, analysis and reporting for business dashboards
8
Experience For Senior Planning Consultant Resume
- Advanced concepts and regulations related to financial planning
- Knowledge of public procurement and contracting practices
- Evaluate existing systems and recommend improvements
- Sound working knowledge of PC application (i.e. Word, Excel and Powerpoint)
- Tax manager working with HNW clients
- Financial Planning designation (CFP or CFP in progress)
9
Experience For Senior JDA Planning Consultant Resume
- Knowledge of financial planning software (knowledge of NaviPlan is an asset)
- Other advanced degrees related to planning, taxation, encouraged
- Firm understanding of software design, user interaction, and user interface design
- Proactive, enthusiastic attitude toward challenging problems
- Work well independently and as part of a diverse team spread across multiple continents in a fast-moving environment
10
Experience For Para Planning Consultant Resume
- Works independently and can manage challenging deadlines
- Expert knowledge of financial planning software (Knowledge of NaviPlan or WealthPath are assets)
- Participate in and lead strategy and design of talent acquisition plans in the local markets
- Clearly manage and support business leader expectations on workforce plan, talent availability and labor management objectives, including use of market analytics to understand tradeoffs, quality and speed
- Development (in concert with others) and execution of a staffing strategy focused on creative methods to source, identify, assess and engage high-potential, diverse talent
- Build and maintain strong internal relationships and network with key stakeholders
List of Typical Skills For a Planning Consultant Resume
1
Skills For Wealth Planning Consultant Resume
- Proven experience in workforce planning, organization and development
- Validated sales experience in the Financial Services industry
- Strong base of knowledge of specialized financial planning disciplines including lifetime and estate planning
- A proven track record in generating sales and managing relationships with high net worth clients
- Experience preparing and presenting financial plans to clients
- Experience analyzing and evaluating contract data
2
Skills For Product Planning Consultant Resume
- Demonstrated ability to apply technology in solving business problems
- Good understanding of HRIS systems characteristics, features and integration capabilities
- Demonstrates ability to work as a contributing team member in a matrix environment
- PEP input review and validation of Technology Projects related to BC staffing
- Solid understanding of an organization’s goals and objectives
- Strong team player – supports lead relationship managers and works collaboratively to deliver wealth plans
- Develop and sustain strong partnerships across Business and HR Leadership
- Ideally, good knowledge of applicable employment laws and regulations globally
- Managing and updating data on new starters, transfers and departures related to your specific operating unit
3
Skills For Workforce Planning Consultant Resume
- Representing the interests of third parties seeking to object to planning proposals
- Developing marketing process enhancements to ensure that the overall display marketing process can grow and scale with the business
- Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support
- Monitoring and managing project budgets and programmes
- Contributing towards the continuous improvement of the Planning team
- Overseeing the overall relationship and guidance needs of an executive
- Articulating complex technical issues to a non-technical audience
4
Skills For Resource Planning Consultant Resume
- Handling the overall relationship and mentorship needs of an executive
- Implementing Financial Planning, Budgeting, & Forecasting systems
- Develops and designs the National staffing annual and monthly forecasting for the salary plan for all Banking Centers and Retail Product and Operations and CLC
- A consistent track record in generating sales and handling relationships with high net worth clients
- Comfortable dealing with entrepreneurs, corporate executives and High Net Worth families
- Familiarity with talent management/applicant tracking systems and HR enterprise software packages
5
Skills For Financial Planning Consultant, Quality Review Resume
- The ability to research issues and confidently help advisors think through clients’ planning strategies
- The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day
- Full competence in the use of EFPS and Sun Life financial planning support tools
- Sound working knowledge of PC application (i.e. Word, primarily, but familiarity with Excel and Powerpoint would also be assets)
- Develop and maintain clear and concise analysis documentation for complex projects including process flow diagrams
- Health and Wellness programs including discounted corporate fitness membership
- Oversee completion of practitioner’s resumes and the reminders for updating of resumes on a regular basis
6
Skills For Senior Workforce Planning Consultant Resume
- Prepare comprehensive estate planning reports for clients
- Respond to estate planning inquiries from our financial advisors and other corporate personnel
- Prepare research papers and client newsletter articles on estate planning topics
- Train and educate corporate staff and financial advisors on estate planning matters
- Maintain complete confidentiality relating to all client matters
- Maintain professional standards and designations through continuing education and professional development
- Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients
- Examine and suggest financial planning opportunities
7
Skills For Senior Performance Planning Consultant Resume
- Develop financial plans according to clients’ individual needs and financial situation
- Assist with implementing financial plan
- Train junior Financial Planning Support Specialists - systems, industry knowledge, support processes and procedures
- Train junior Wealth Planning Support Specialists – systems, industry knowledge, support processes and procedures
- Where appropriate, suggest programmatic as a delivery method with a view to increasing total spend from advertisers
- Shape orders to ensure that the trafficking workflow is as slick as possible, that orders conform to SLA standards and provide opportunities for optimisation
- Monitors turnover and makes adjustments to the plan/hiring as needed
8
Skills For Senior Planning Consultant Resume
- Implements the national salary staffing model tool
- Develops and implements a process for the Project Managers and Leadership to follow for managing and report on project expenses
- To provide analysis services to defined quality standards balancing the trade across performance, cost and time
- To deliver Planning dashboards and reports to meet stakeholder requirements
- Series 7, 63, 65 licenses required
9
Skills For Senior JDA Planning Consultant Resume
- Incorporating the executive’s benefits and plan provisions into the planning process of executives assets in order to exceed assigned targets and drive both PI and WI sales
- Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews
- Ensuring the personal satisfaction of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
- Developing an understanding of each company’s corporate culture and executive needs in order to be aware of how benefit changes could affect the executive’s financial well-being
- Analyzing workflow data, create and implement recommendations to
- How many candidates have been interviewed? Did not mention
- Ability and curiosity to seek out root cause and explain business performance
- Able to develop and articulate end-to-end business processes
- Expert discovery and interpersonal skills. Ability to interview a client and have them open up about personal goals to create personalized and meaningful wealth plans
10
Skills For Para Planning Consultant Resume
- Experience leveraging HR Systems/technology to create workforce analytics and metrics
- Knowledge of business theory, business processes, management, budgeting and business operations
- Influence and drive objectives through others
- Expertise in talent management processes highly desirable
- Understand complex business plans/requirements and translate into a Strategic Workforce Plan
List of Typical Responsibilities For a Planning Consultant Resume
1
Responsibilities For Wealth Planning Consultant Resume
- Possesses strong to advanced EXCEL skills
- Problem solving and analytical skills for interpreting planning issues and delivering results for clients
- PC Skills in Microsoft Excel, Word and PowerPoint
- Demonstrable experience of working as a planner/senior planning officer or consultant in the public/private sector
- A demonstrated passion for wealth planning and client service
- Operates independently with general direction. Self-starting. Detail oriented with commitment to operational excellence and quality
2
Responsibilities For Product Planning Consultant Resume
- Demonstrated ability to solve complex problems, as well as understand/analyze data
- Strong ability to take complex user requirements and distill them into a format that can be understood by developers as well as non-technical staff
- Experience in Scaled Agile Framework is suggested
- Being ambitious to enhance the reputation of the Minerals and Waste Planning service for innovation, quality and timeliness of delivery
- Providing planning advice to colleagues and clients; and
- Research and support various Resource Planning reports to determine forecast and staffing needs by line of business for weekly, daily and interval planning
3
Responsibilities For Workforce Planning Consultant Resume
- A demonstrable level of knowledge and understanding and application of current and emerging planning legislation
- Provide counsel to HR business partners, leaders and other recruiting staff regarding talent acquisition issues, and handle escalated issues as needed
- Assist in determining appropriate staffing levels and adjustment recommendations in order to meet service levels
- Efficient & accurate production of Plug & Play for optimum store opening delivery as per VM P&P process
- An understanding of advertiser metrics and how to plan campaigns to meet agreed goals
- Become an expert in the Adaptive Insights product, utilizing key data from the Workday Human Capital and Financials Products and beyond
4
Responsibilities For Resource Planning Consultant Resume
- Ensures talent acquisition programs support Centura Health’s strategic objectives by remaining knowledgeable of the key business goals
- Membership of the Royal Town Planning Institute
- CIM would be an asset
- Incorporate the executive’s benefits and plan provisions into the planning process of executives assets in order to exceed assigned targets and drive both PI and WI sales
- Leverage Fidelity’s products and services to best address the needs of the executive in order to drive crossover and convert them into PI customers
- Develop understanding of each company’s corporate culture and executive needs in order to be aware of how benefit changes could affect the executive’s financial well-being
5
Responsibilities For Financial Planning Consultant, Quality Review Resume
- Your ability to think strategically and influence decisions of executives
- Your unparalleled desire to coach and impact others’ results
- Gains a basic understanding of the business of a regulated electric utility including details of our fuel recovery rules in each of Alliant Energy’s jurisdictions
- Serve as the company’s representative at various MISO committees
- Leader company’s complex long range plans
- Able to work on own initiative and under pressure
- Through a strong understanding of inventory, products and what performs for different types of advertising campaigns, provide guidance to the sales team to ensure that briefs are responded to using a detailed understanding of audience, targeting opportunities, the correct FT products and available inventory
6
Responsibilities For Senior Workforce Planning Consultant Resume
- Provide pre-campaign analysis using tools such as Krux and Deeperview to understand the aspects of inventory that are worth consideration for a campaign
- Research and understand the overlaps between targeting segments and the impact on inventory. Through this analysis ensure that our high value inventory is fully utilised
- Ensure that the audience reach is fully understood both on FT properties and across the broader web
- Work with Sales and Campaign Management to build insertion orders that focus of the performance goals stated in the brief but also adhere to the reality of adserving both on and offsite
- Responsible for the support of Nikkei’s product
- Understand the broader aspects of the campaign and how FT fits into the bigger picture so as to frame the response correctly and spot opportunities for taking a larger proportion of spend
- Understand the aspects of inventory that are worth consideration for a campaign
7
Responsibilities For Senior Performance Planning Consultant Resume
- Where appropriate, suggest programmatic as a delivery method and provide price floor guidance for both the open market and deals including data with a view to increasing total spend from advertisers
- Develop best of class audience segments as required for sales briefs
- Analyzes financial and headcount results and trends to forecasts by market and position
- Manages and implements the processes needed to meet the budget (lag, staff reductions, salary recommendations, promotions, merits)
- Develops and recommends cost savings initiatives to Retail Executives
- Serves as an internal consultant to senior leaders regarding the use of workforce data and analytics. Understands the Company’s strategic and operating plans and workforce utilization requirements. Acts an SME regarding workforce planning methodology and associated tools/reports
- Serves as the Company’s project manager for the implementation of new workforce planning technology tools (e.g., best use of Success Factors, internal portal, FreshPath, PeopleSoft capabilities)
- Review recorded phone calls via audio and video recordings
- Supporting the management and successful delivery of major infrastructure projects, including major development projects through the development consenting process (including procedures under the Planning Act 1990, the Planning Act 2008 and the Transport and Works Act 1992)
8
Responsibilities For Senior Planning Consultant Resume
- Supporting the management and successful delivery of planning applications, including assisting in the coordination of multi-disciplinary teams across various project types
- Supporting the management and development of the Environment and Planning business, including contributing to the preparation and submission of bids
- Drafting various reports (planning statements, design and access statements, statement of community involvement, appeal statements etc.) for inclusion within planning applications and appeal submissions
- Assisting the principal consultant in site appraisals regarding the requirement for planning permission, planning considerations and assessment of various schemes
- Representing the interests of clients in enforcement proceedings, including negotiations with enforcement officers
9
Responsibilities For Senior JDA Planning Consultant Resume
- Attendance at planning committees for minor developments
- Prepares and makes presentations of findings and recommendations to management and staff
- Collects data and prepares reports on services, activities and community benefits for senior management
- Completes research for, consults with and advises senior leadership, directors and managers to identify and characterize strategic and business needs at various levels of the network
- Leads or participates in complex inter-departmental projects in collaboration with staff, physicians and their practice representatives, representatives of joint venture firms, and external consultants such as developing business plans for new initiatives, new services and/or joint ventures
- Collaborates with administrative, clinical, finance and planning staff to develop common understanding of projects (strategic and business plans, capital requests, integrated strategic financial plans, etc.)
- Plans and manages department's portion of projects
- Collects information and extracts data about services from individuals and electronic databases
- Integrates data analysis, market information and health care trends and makes recommendations regarding actions that site leaders can take to achieve volumes, payor mix and market share and strategic goals
10
Responsibilities For Para Planning Consultant Resume
- Researches local and national trends in demographics, health care delivery systems, technology and providers
- In collaboration with external consulting firm(s), plans and manages planning projects which use this research to develop complex models to project future utilization and volumes of services in the community
- Provides support and training to departmental staff (Planning and other departments) in implementation and use of these models
- Analyzes local market trends and competitor plans to estimate and project market share overall and in various service lines
- Collaborates with administrative, clinical, finance and planning staff to develop common understanding of projects (strategic and business plans, capital requests, integrated strategic financial plans, etc.). Plans and manages department's portion of projects
- Collects information and extracts data about services from individuals and electronic databases. Researches local and national trends in demographics, health care delivery systems, technology and providers. Analyzes local market trends and competitor plans to estimate and project market share overall and in various service lines
- Prepares and makes presentations of findings and recommendations to management and staff. Collects data and prepares reports on services, activities and community benefits for senior management
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