Business Planning & Strategy Resume Sample

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Amy Pfeffer
7092 Haag Prairie,  New York,  NY
+1 (555) 244 4050

Work Experience

Senior Business Planning & Strategy Consultant
03/2018 - PRESENT
Dallas, TX
  • Partner with News executives, as well as those across DATG and TWDC, to advance the division’s growth strategies and implement new business initiatives
  • Oversee the identification, exploration, and analysis of new opportunities, including the writing of business plans that support the division’s long-range growth objectives
  • Demand Forecasting, Traffic Shaping and Social Care Business Model
  • Budget Management & Financial reconciliation
  • Maintain Plan of Record
  • Manage Social Care Playbook (including industry dynamics, channel integration, ROI models, technology and tools, command center, consumer/commercial, funding models, communications, social quality, and business processes)
  • Team Training & Development
  • Coordinate monitoring of trends in online social behavior and expectations for post-sales brand support, including heat map results, demographics, languages, use cases, regional variations, and mobile and tech advances
  • VOW management and action Plans
Consultant Business Planning & Strategy
10/2010 - 09/2017
Philadelphia, PA
  • Act as liaison with sales planning, analyses and reporting groups throughout the company to ensure Global Accounts’ needs are being met
  • Learning / development opportunities across all businesses, products and functions
  • Through primary & secondary research, develop outlook of market landscape. Eg. online Ad market - one of the fastest growing industry that is evolving beyond ‘Ten blue links’ and growing across form factors
  • Execution of business planning and operational processes for the President’s office including Town Halls, Employee Engagement and Recognition Programs, budgeting, Scorecard and the company’s annual reporting process
  • Support the Chief of Staff’s office of the Executive Vice President & Head of MetLife’s GTO
  • Support development of concise and effective Executive presentations for MetLife’s Executive Group and Board of Directors
  • Monitor status of alignment between the BU’s Strategic Projects’ deliverables and the BU’s Strategy
Business Planning & Strategy Analyst
02/2007 - 07/2010
Detroit, MI
  • Support development of concise and effective Executive presentations for functional leaders, MetLife’s Leaders Executive Group and Board of Directors
  • High learning agility and intellectual curiosity; ability and desire to quickly develop a keen understanding of MetLife’s business strategies, models, products, and key offerings
  • Provides oversight to assigned business segment’s budget and expense management functions including: development and submission of planned portfolio in partnership with segment planning lead, review of monthly expense reports, analysis of budget forecast variances, and research and implementation
  • Leads benchmarking effort for the various functions within GCS
  • Supports in the development of strategic frameworks, and methodologies in support of GCS and functional lines
  • Translates senior management vision and develops strategic business plans and initiatives for GEB COE lines of business. Takes a visible role in translating vision into practical business strategies
  • Supports GEB’s AVP Product and Contract Development to launch key global initiative to execute contracts and products enhancements in key local countries and Worldwide Benefits operation
  • Collects key metrics from various sources, and using management analysis tools, completes complex analyses such as cost projections, feasibility studies, benchmark comparisons and other reports
  • Creates communications related to strategic business plans and develops detailed management reports and presentations


Strayer University - Prince George's Campus
2001 - 2006
Bachelor's Degree in Business

Professional Skills

  • Strong verbal and written communication skills. Presentation skills. Practices sound business judgment
  • Highly analytical and able to extract business insights from analysis; strong corporate and business planning, and financial modeling skills are a requirement
  • Excellent analytical, project management and problem-solving skills
  • Proficiency with computer systems. Strong MS Office (i.e., Excel, PowerPoint, Word, Share Point) skills
  • Strong communication skills including the ability to provide end user training, prepare communications and reference materials
  • Previous experience in management consulting, investment banking, or corporate strategy, with some experience in healthcare and/or enterprise sales businesses
  • Broad experience in Consulting, Auditing, Change or Engagement Management with 8-10 years’ project and program management experience

How to write Business Planning & Strategy Resume

Business Planning & Strategy role is responsible for reporting, modeling, finance, retail, training, procurement, insurance, travel, financial, business.
To write great resume for business planning & strategy job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Business Planning & Strategy Resume

The section contact information is important in your business planning & strategy 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
  • Email
  • Telephone number

Work Experience in Your Business Planning & Strategy Resume

The section work experience is an essential part of your business planning & strategy 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 business planning & strategy responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular business planning & strategy position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Business Planning & Strategy resume experience can include:

  • Leading the ownership of project timelines and deliverables, providing status updates to relevant stakeholders
  • Own forecasting process through close coordination with regional finance, including tracking country, product and client performance
  • Leads development of project manager capabilities, including workshops and learning events
  • Prepares for and facilitates critical meetings (e.g., steering committees, executive presentations, operating reviews, and All Hands)
  • Create standardized, recurring dashboards and tracking mechanisms to aid in delivery of Visa revenue growth targets and strategic objectives
  • Build a deep understanding of market, industry, and competitive dynamics for existing and new business opportunities

Education on a Business Planning & Strategy Resume

Make sure to make education a priority on your business planning & strategy resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your business planning & strategy 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 Business Planning & Strategy Resume

When listing skills on your business planning & strategy 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 business planning & strategy skills:

  • Competencies: Communicates / presents effectively, advanced relationship building skills, and ability to work across multiple levels of supervisors
  • Strong quantitative, analytical, and financial skills
  • Strong strategic mind-set with excellent attention to detail while retaining a “big picture” focus
  • Demonstrated experience and excellence in driving complex and cross-functional projects with multiple stakeholders
  • Experience in a similar role, with demonstrated increasing levels of responsibility
  • Strong leader with demonstrated sound business judgment. Able to inspire the trust, confidence and respect of peers and other senior leaders

List of Typical Experience For a Business Planning & Strategy Resume


Experience For Senior Business Planning & Strategy Consultant Resume

  • Develops and manages with operational metrics, including financial and headcount reporting
  • Develops, manages, and monitors the comprehensive strategic roadmap for Governance, Enterprise Program Management, and Global Value Assurance
  • Manages the annual budget and performance management processes
  • Manages and supports the annual financial and performance management process
  • Engages with stakeholders to execute strategy

Experience For Director, Business Planning & Strategy Ops Resume

  • Ensures a consistently high standard for all executive communications
  • Supports all team communications including the Enterprise Program Management Operating Committee, All Hands, Leadership Development Series, and various Value Assurance and Post Implementation Reviews
  • Supports the development of enterprise program and benefits realization methodologies
  • Measures and supports the department operational metrics, financials, recruitment, intake and findings
  • Supports control activities such as value assurance, risk management, and internal audit management findings
  • Work closely with Country Leadership and Sales Team on business planning, strategy development & preparation for the Quarterly Business Reviews and Management Business Reviews with Visa's executive management In conjunction with Country Management and key functions
  • Support key strategic projects as directed by Country Leadership by working with cross functional teams, to support profitable and sustainable results in the Philippines
  • In line with regional and global business initiatives, support revenue growth and assist functional groups with executional support for identified projects, events, and other adhoc/strategic projects, engaging with clients when necessary
  • Interface between regional and global functions to ensure strong support for area initiatives

Experience For Business Planning & Strategy Lead Resume

  • Serve as business owner responsible for the implementation and follow up of international business strategy to grow global employee benefits business outside of the U.S
  • Drive global CRM strategy across 30 markets outside of the United States, including development of new initiatives, promote the community usage, PAR request, deployment and ongoing productivity improvements
  • Drive distribution opportunities with team members and external partners/consultants for non-BAU growth
  • Work with executives and business partners in a variety of international markets
  • Collaborate with GEB teams and IT project team to manage work flow and key milestones

Experience For Consultant Business Planning & Strategy Resume

  • Responsible for development of internal and external thought leadership
  • Expert knowledge of employee benefits, with proficiency in CRM process
  • Expert knowledge of support products, mainly voluntary and worksite
  • Role in US with travel 10-15% of time
  • Knowledge of CRM system
  • Demonstrated strategic planning, analytical problem solving, project management and organizational skills, with a proven record of driving results in a distribution setting

Experience For AVP, Business Planning & Strategy Resume

  • Possesses excellent communication and interpersonal skills, with a history of building relationships, navigating complex, cross-cultural situations, and effective partnerships with executives
  • Demonstrates the ability to present and communicate clearly, succinctly and persuasively to a variety of internal stakeholders (corporate business partners, team members, functional colleagues, etc.)
  • Effectively lead and motivate teams with diverse skills and backgrounds globally
  • Manage projects and deliver results through others
  • Analytical and capable of understand a full P&L and its impacts

Experience For Business Planning & Strategy for Credit Card Marketing Resume

  • Support in the production and delivery of strategic presentations, materials and messages to leadership and other key stakeholders
  • Works with management to develop metrics and reports that support business objectives and results
  • Support development of strategic presentations and CAO leadership communications
  • Maintain and manage CAO leadership events calendar
  • Develop strategic business/investment cases to support new business models and products for employers, health plans, and health systems

Experience For Business Planning & Strategy Analyst Resume

  • Cultivate thought leadership around new business models and opportunities
  • Coordinate with GTO data governance teams and USB business teams to drive a consistent data strategy across USB
  • Lead key strategic initiatives across USB
  • Coordinate with procurement and businesses to manage strategic vendors across USB
  • Partners with procurement to ensure alignment of projects to guidelines

Experience For Business Planning & Strategy Associate Resume

  • Partners with GTO to track and report on the USB IT portfolio
  • Tracks cross-USB audit issues and reports on progress toward closure
  • Creates reports to track governance across USB
  • Develops leadership presentations and other communications
  • Coordinates recognition across USB

Experience For Business Planning & Strategy Consultant Resume

  • Manage Help & Training email and phone inquiries from 900+ and 300+ Broker Opportunity Place users (user activation/deactivation; merge and delete account and contact records; issue troubleshooting)
  • Draft end user communications related to system changes and updates
  • Manages projects and business initiatives as needed

List of Typical Skills For a Business Planning & Strategy Resume


Skills For Senior Business Planning & Strategy Consultant Resume

  • Work with effectively members of the organization across all levels
  • Project Management and Powerpoint skills
  • Demonstrated ability to achieve measurable results in a matrix setting through stewardship, influence, motivation and leadership
  • Strong analytical capabilities in translating quantitative/qualitative data into actionable recommendations
  • Be decisive and support change; ability to prioritize
  • Strong knowledge of Citi’s products and services, primarily in Consumer and Corporate Operations
  • Relevant business experience in financial services industry or insurance operations
  • Broad experience in a strategic role, preferably in the consulting industry

Skills For Director, Business Planning & Strategy Ops Resume

  • Strong ability to effect change
  • Experience in various business roles with progressive responsibility, preferably within the financial services or insurance industry
  • Solid knowledge of Group Benefits business
  • Solid knowledge of and how the Group Benefits sales team uses
  • Advanced business analysis and requirements development knowledge and experience
  • Prior exposure to service and operations metrics and risks advantageous but is not essential

Skills For Business Planning & Strategy Lead Resume

  • Leads the development of an effective approach to professional services fees that allow our group to track and win work on merit
  • Runs the annual project manager effectiveness survey
  • SharePoint O365 experience
  • Analytic thinker capable of streamlining and simplifying complicated processes across the organization
  • Support development, monitoring, and reporting of key results and key performance indicators for the business unit
  • Responsible for coordinating planning and governance activities across USB

Skills For Consultant Business Planning & Strategy Resume

  • Interfaces with key partners including finance, IT, operations, marketing
  • Think globally, strategically, and objectively to translate data into actionable insights, strategies, and financial and operating plans
  • Capable of functioning as a collaborative partner and value-added business contributor to the Senior Management
  • Local and regional Employee Benefit members in key markets, as well as functional heads for IT, Operations, and Marketing
  • Project Management Professional (PMP) certification and continuing to maintain certification
  • Knowledge of U.S. Business: products, services and supporting technology
  • Interest in working in team environment with individual and shared responsibilities and ability to manage workload with independence
  • Assist GEB focus countries in development and execution of key strategies resulting in scalable operations, cost reduction and higher business quality
  • Navigate requests from initial concept phase through final implementation, post-deployment and debriefing

Skills For AVP, Business Planning & Strategy Resume

  • Drive monthly operating reviews - Proactively pursue sources of data and insight needed to complete analysis, ensure pace of progress and completion
  • Support planning and coordination of employee engagement initiatives such as townhalls, and rewards and recognition program within CAO
  • Support external orientation through research and benchmarking of relevant trends
  • Support department wide events from planning to execution
  • Collaborate closely with product, product marketing, and sales teams to define product and solution roadmaps
  • Provide reports to management and end users, provide report creation support to end users and participate in user acceptance testing
  • Produce, own and maintain reference material content and develop/conduct end user training
  • Influence across all lines of business and at all levels in the organization critical driver for success

Skills For Business Planning & Strategy for Credit Card Marketing Resume

  • Works on problems that are complex and require analysis of data and evaluation of various factors
  • Exercises judgment within defined practices and procedures to select methods and techniques to obtain results
  • Position requires proven ability to work in a global-matrix organization interacting with and influencing business partners in home office, regions and 30+ countries to achieve goals and objectives
  • Frame and structure ambiguous problems to actionable analysis and land recommendations
  • Business Management CONSULTING execution(Strategy & Execution), preferable in a Matrix environment within the financial services/insurance industry or insurance

Skills For Business Planning & Strategy Analyst Resume

  • Work within a complex strategic, analytical and organization
  • Practical business sense with the ability to translate between strategic business decisions and their operational implications
  • Exhibit strong collaboration skills and ability to engage across multiple functions and business units. Possess strong ability to manage across numerous cultures and complex matrix reporting structures
  • Demonstrated ability to take large volumes of complex information and create easily understood summaries that can be presented to diverse and various levels across the organization for action
  • Experienced in developing and delivering presentations using MS PowerPoint, Word and Excel as appropriate for an executive level audience
  • Drives Results – Sets aggressive goals and is accountable for continuously driving improved performance ensuring high standards
  • Expertise in written communications and “telling the story”
  • Successful in managing multiple requests simultaneously directly or indirectly through delivery teams in support of country, regional and enterprise objectives

Skills For Business Planning & Strategy Associate Resume

  • Excellence in oral and written executive presentations
  • Work cross functionally in a collaborative global team environment
  • Statistical analysis (SPSS) for survey analytics is a nice to have
  • Thought leader, high energy, proactive, detail oriented and highly organized
  • Motivates People – Gains people commitment and can influences others in a matrix organization, to achieve business objectives through clear communication of the company’s vision
  • Service and operations management experience managing large scale, highly visible strategic global requests at a financial services company or comparable experience working as an advisor to a financial services company is essential

Skills For Business Planning & Strategy Consultant Resume

  • Enthusiastically support projects
  • Champion change, inspire a shared vision and promote key values
  • Able to inspire the trust, confidence and respect of peers and other senior leaders
  • Strong interpersonal and teamwork skills – including oral and written communications, relationship building, collaboration, influence, negotiation and conflict mediation – across a broad range of levels in the organization
  • MetLife Global Employee Benefits leadership (NY)
  • MetLife Global Technology & Operations (GTO) partners

Skills For Senior Business Planning & Strategy Advisor Resume

  • Understands organizational structure and global relationships
  • Supports oversight of GEB COE lines of business profit & loss results and financial projections
  • Conducts markets research and competition analysis to identify and quantifies new market opportunities and areas of expansion, both organically and inorganically
  • Develops, manages, and monitors the comprehensive roadmap for developing leadership capabilities within our group
  • Completes complex analyses such as projections, feasibility studies, benchmark comparisons and other reports
  • Participate in the management of IT applications and supports related ROI analysis
  • Provides guidance to junior staff and project team staff
  • Lead, influence and motivate GEB’s global community members that are not direct reports

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