Planning Assistant Resume Sample

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Graham Frami
531 Mills Lights,  Chicago,  IL
+1 (555) 325 6579

Work Experience


Financial & Planning Assistant Manager
11/2015 - PRESENT
Dallas, TX
  • Assist the paraplanners and advisor
  • Effective communication with advisors/staff
  • Write in a clear, grammatical manner with correct use of punctuation and phrasing that can be easily understood by a client
  • Perform basic calculations and mathematical functions essential to preparing a financial plan
  • Fosters an environment that promotes Eaton’s goals, philosophies, values, behaviors and encourages continuous improvement
  • Bi monthly management of fabric WIP’s for all programs
  • Add garment PO’s to capacity chart on a monthly basis to review capacity plan versus actual
Financial Analysis & Planning Assistant Director
07/2010 - 08/2015
Phoenix, AZ
  • Updating of files and systems related to planning processes
  • Maintain and manage a document flow, follow up and feedback process/system
  • Assist maintenance to optimize the effectiveness of maintenance strategies
  • Co-responsible for a reliable and achievable work package for execution week
  • Promote and meet acceptable output on planning deliverables
  • Create sub work orders for services and Hubs with input from Planners
  • Leveling of the execution week work package
  • EIS updating during shutdowns and complex jobs
  • Do plant walks and job scoping for responsible maintenance discipline/s
Planning Assistant
01/2007 - 05/2010
New York, NY
  • Plan, organize and control work and projects - Work and project plans meet technical / professional objectives
  • Create work orders with input from planners
  • Create task list ,detailed activities, recourses and standard times with input from planners
  • Create, track and follow up on documentation, JCE→PR→PO etc., for service providers
  • Assist with follow up on material/spares delivery dates
  • Print documentation for the execution week work package (work orders and inspection task sheets)
  • Responsible for work order control within set targets and according to prescribed standards

Education


The Ohio State University
2003 - 2007
Bachelor's Degree in Health Related Field Such

Professional Skills


  • Excellent modeling skills coupled with the ability of analyzing really wide, complex arrays of data
  • Strong basic math skills including ability to work with fractions and percents
  • Excellent computer skills required: excel and power point necessary
  • Strong organizational and time management skills to manage multiple projects simultaneously
  • Strong computer skills essential
  • Planning and organizational skills, with the ability to meet deadlines and the ability to multi-task
  • Networking and very good communication skills in multicultural environment

How to write Planning Assistant Resume

Planning Assistant role is responsible for excel, microsoft, travel, planning, modeling, design, advanced, compensation, purchasing, procurement.
To write great resume for planning assistant job, your resume must include:

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

Contact Information For Planning Assistant Resume

The section contact information is important in your planning assistant 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 Planning Assistant Resume

The section work experience is an essential part of your planning assistant 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 assistant 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 assistant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Planning Assistant resume experience can include:

  • Very strong planning/organizational skills sufficient to schedule and complete work within established timeframes, while accommodating changing priorities
  • Excellent multi-tasking and organizational skills
  • Work effectively with programs on sophisticated hardware
  • Team player and able to work effectively on own initiative when required
  • Experience of working in a TV broadcast environment, preferably with a scheduling function
  • Know about supply planning working experience

Education on a Planning Assistant Resume

Make sure to make education a priority on your planning assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your planning assistant 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 Assistant Resume

When listing skills on your planning assistant 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 assistant skills:

  • Assist with scheduling presses effectively for maximum utilization, low waste, and cost effectiveness
  • Excellent analytical, project management, interpersonal, organizational, planning, and PC skills
  • Planning and organizational skills, with the ability to meet deadlines
  • Ensure company policies are communicated, applied and effectively deployed (annualised hrs/ holidays/ rostering/ derostering)
  • Intermediate to advanced computer skills including Word, Excel & PowerPoint
  • Prior investment and/or personal financial planning experience

List of Typical Experience For a Planning Assistant Resume

1

Experience For Financial Planning Assistant Resume

  • Trouble shoot issues early and effectively
  • Well-developed and professional written communication skills
  • Prior experience in a fast paced administrative environment
  • Experience of working in a TV broadcast environment
  • Work efficiently and manage multiple priorities and projects in a fast-paced, changing environment
  • Good knowledge of scheduling computer tools (i.e. Primavera P6)
  • Experience in client service environment
  • Relevant Experience Required 2 to 5 years
  • Experience in Microsoft Office suite Word, Excel, Vizio and Powerpoint
2

Experience For Production Planning Assistant Resume

  • Operational experience, people oriented, and be able to make decisions which is in the best interest of overall performance and satisfaction
  • Experience with CostPoint or other similar Enterprise systems
  • Office administration knowledge and general office work experience
  • Experience with insurance and patient contact
  • Supporting the launch of events and secondary space to agreed timescales in line with critical path
  • Working knowledge of other computer software and business specific software (e.g. PPS Online, ISI Online, 534 Reports, E-Reports, FAST) would be an asset
  • Working knowledge of branch routine and operations of various head/regional office departments, would be an asset
  • Working knowledge of relevant regulatory requirements, securities industry and investment products would be an asset
3

Experience For Business Planning Assistant Resume

  • Understanding of SAP, Essbase, BPC, and other financial applications
  • Understanding of Tableau capabilities for data visualization
  • Responsible for creating, editing, and preparing new customer accounts as needed
  • Monitor, create and report on Planning Framework performance KPIs – quality, timeliness, customer focus being key
  • Be able to be creative with scheduling to meet the changing customer demands through-out the year
  • Assists staff with the coordination of transitions to post-acute facilities, ordering equipment (DME), and making referrals as directed
4

Experience For Resource Planning Assistant Resume

  • Assist the Planning and Scheduling Engineer to develop the Progress measurement system for various projects
  • Assist the Planning and Scheduling Engineer in the preparation of Extension of Time analysis and claims
  • Maintain departmental analytical and reporting tools ensuring format and content is to the required standard
  • Continuous work order status control including statutory work orders
  • Assist in gate keeping role in the Work Management Process
  • On an on-going basis, match the Nielsen actuals to CBS sales inventory in the sales system, Phoenix
  • Oversee monthly actualization of Account level Open-to-Buys and update 12 month rolling sales, inventory & shipment forecast
  • Develop, maintain and update reporting tools that give visibility to key business metrics by Account
  • Interest in TV scheduling practices
5

Experience For Merchandise Planning Assistant Resume

  • Check the frequency and number of hours a day the worker is required to do the following specific types of activities
  • Monthly Rolling Forecast (RFC)
  • Monthly Demand Planning templates
  • Conduct daily, monthly, quarterly, and seasonal sales reporting
  • Prepare charts, graphs, tables and other visual aids for advisor use in client meeting
  • Responsible for daily sales reporting
  • Ready to relocate to Wroclaw, living in or nearby
  • To undertake all administration functions, associated with the planning dept. and application thereof
  • Assist the team to manage the ordering process
6

Experience For Discharge Planning Assistant Resume

  • Assist and support store colleagues through ranging changeovers
  • Support planning team with replenishment orders & adhoc tasks
  • Support planning director with monthly B99 line cards & OTB prep
  • Actively participate in weekly coordination meeting with workshop and project review meetings with Project Manager
  • Attends meetings and prepares meeting minutes
  • Exercise discretion and sound judgment when dealing with confidential information
  • Prepares Weekly and Monthly progress reports for the Client and the Internal Reporting for the Project Manager
  • Meet with clients and present planning strategies
7

Experience For Financial & Planning Assistant Manager Resume

  • Adapt to changing projects and assignments and complete tasks on short notice
  • Attention to Detail (especially when collecting data)
  • Know about SOP meeting process
  • Assist Inventory Management team with the weekly/monthly reporting around key deadlines, deliverables, and meetings
  • Update internal planning system on monthly basis to reflect the latest inventory levels
8

Experience For Planning Assistant / Services Resume

  • Support and partner with the wider Buying, Inventory Management & Allocation team as and when required
  • Able to maintain the trust and performance of personnel on the manufacturing floor
  • O-Level / GCSE or equivalent in Maths and English Full UK Driving Licence
  • Support in your professional development due to training sessions and language courses
  • Communication with logistics regarding any allocation or dispatch issues for JAG
  • Assist with accurate and quality work order feedback information
  • Evaluate work identified (notifications): verify correctness of information and take action on deviations
  • Work order feedback after sign off and job completion – confirmations etc
  • Open work order control as per agreed targets to support committed cost flow
9

Experience For Data Planning Assistant Resume

  • Influence the reduction of maintenance cost; optimize and reduce equipment down time
  • Adheres to and ensures adherence to company safety standards – support safety through BBS culture
  • Driver’s license is a wish
  • Coordinates activity on upfront contracts with the out of town sales offices in Chicago, Detroit and Los Angeles
  • Learn how to build both upfront and scatter plans as well as media math
  • Assist with special projects as needed (e.g. the fluidity agreements with the Network advertisers allowing them to run part of their schedule both on VOD and our digital platforms)
  • Data retrieval, manipulation & consolidation of large datasets
  • Ownership of weekly, monthly & quarterly reporting, delivering the key suite of reports to the business
10

Experience For Project Planning Assistant Resume

  • Design and recommend planning approaches for key clients, to help achieve firm goals
  • Help prepare monthly reporting presentations for Ernst & Young Leadership (Americas Executive Board, AOG, US Executive Board, etc.)
  • Developing systems expertise & close partnership with IT & the wider business to continue Corporate Planning’s centre of excellence for BW, Excel & commercial reporting
  • Assist with dashboard creation & analysis to highlight potential Margin risk & opportunity
  • Responsibility for day-to-day financial issues for assigned clients

List of Typical Skills For a Planning Assistant Resume

1

Skills For Financial Planning Assistant Resume

  • Advanced ArcGIS skills, including the ability to edit and/or create shapefiles and geodatabase feature classes and the ability
  • Communication, interpersonal and problem solving skills
  • Proven leadership experience in a manufacturing environment totally geared at customer satisfaction
  • Demonstrated passion and interest to work in Fast Moving Consumer Goods (FMCG) or Beauty/Personal Care industries
  • Effectively prepare and present information and respond to questions from groups of managers, clients, providers and other customers
  • Apply common sense and basic logic skills to carry out instructions furnished in written, oral or diagram form
2

Skills For Production Planning Assistant Resume

  • Office experience or applicable experience
  • Demonstrate flexibility as demands and priorities change
  • Interpret and apply policies and guidelines effectively
  • Experience working in a Planning Assistant position
  • Review Prep list for client meeting two weeks prior to client meeting
  • Good team playing capability
  • Demonstrated ability to resolve conflicts with creativity and authority while maintaining a professional relationship
3

Skills For Business Planning Assistant Resume

  • Experience working with pivot tables in Excel
  • Experience in demand planning area
  • Two + years' experience with Microsoft Office products (Excel, Word, PowerPoint)
  • Strong ability to actively listen and communicate solutions
  • Proven ability to coordinate / schedule employees
  • Previous SAP/ CRM experience is highly desirable
4

Skills For Resource Planning Assistant Resume

  • Excellent attention to detail is vital
  • A first work experience is considered as an asset
  • Experience in working with MS Excel and MS PowerPoint
  • Experience in Planning and/or allocation
  • At least one year of experience working in an acute care hospital or community provider
5

Skills For Merchandise Planning Assistant Resume

  • Coordination with Planner, Project Manager, Expeditor and QC for ensuring delivery of materials and QC release as per schedule/priorities
  • Good attention to detail and the ability to multi-task
  • Help client establish Online Experience ability through eRegistration process and Total View
  • Three years’ experience in an administrative role
  • Excellent ability to work with number and data files
  • Skilled in the use of excel
6

Skills For Discharge Planning Assistant Resume

  • An ability to develop and manage good relationships with internal stakeholders
  • Preparation of historic sales files for consolidation in to Qlik (system) dashboard
  • Demonstrate knowledge of medical terminology
  • Issuance of available materials, with traceability details, to workshop as per schedule/priorities
  • Prioritize and multi-task to meet critical deadlines
  • Tracking hardware on programs through integration by working closely with Program Engineering, Quality, Test, Manufacturing, and the Operations Support group
  • Chasing in sales reports and processing data into useable format
  • Reporting of weekly/monthly product sales figures for Merchandising team
7

Skills For Financial & Planning Assistant Manager Resume

  • Tracking of all those materials and issuance of missing material report on weekly basis
  • Preparing detail packing list for every manufactured item/s of projects
  • Preparing and recording traceability report for loose supply items for projects
  • Working knowledge of CIBC’s organizational structure (in relation to the programs or unit’s activities and objectives)
  • Working knowledge of tax lots and the ability to pull up an
8

Skills For Planning Assistant / Services Resume

  • Working knowledge of a Master Production Schedule system (MPS)
  • Being part of a professional and dynamic team
  • Understanding importance of procurement in efficient organizations
  • Preparing the detailed material status reports for all items those are to be manufactured
  • Coordinates meetings by scheduling, securing locations, assisting participants with equipment, maintaining supplies, and making catering arrangements
  • Prepares periodic portfolio reports using PowerPoint for use by Senior Management to assist with portfolio monitoring, board reporting, and external reporting
  • Assist in performing daily cleaning of manufacturing integration high bay and common areas, and perform 5S activities
  • Assist the Planning and Scheduling Engineer in assimilation of data for progress reporting
9

Skills For Data Planning Assistant Resume

  • Analyze, evaluate and model a wide array of retail and merchandising data, from retail sales to merchandising metrics
  • Lead the operational management and deployment of Planning Frameworks and Infrastructure within the Digital Marketing Agency and Client stakeholders
  • Boredom doesn’t get a look in here! Zalando is a working environment where something new happens every day
  • Success at planning and managing resources (time, people, budget) to run optimal practice
  • Proficient in basic geoprocessing functions, such as clip, erase, buffer, adding fields, and the Field Calculator
  • Assist FPC in organizing sales activities, marketing materials, meetings, presentations, etc
  • Work with branch personnel in gathering/researching client packages required by FPC to complete financial plan/annual reviews/primary appointments
  • Positive approach to change, willing to assist in implementing new initiatives/procedures
10

Skills For Project Planning Assistant Resume

  • Ensure on time PO writing/tracking from EXL (3rd party); Approve PO’s
  • Assist with shipping/receiving activities for efficient process flow
  • Attend the weekly distribution meeting and feedback to the Central Planning team to support future activity
  • Ensure daily and weekly workload planning and volume forecasting administration
  • Assist the Production Planning Team Leader with daily tasks ensuring the needs of production are met

List of Typical Responsibilities For a Planning Assistant Resume

1

Responsibilities For Financial Planning Assistant Resume

  • Actively participates in team activities related to increasing overall department efficiency and effectiveness
  • Schedules manufacturing start dates using the current ERP system
  • Creates order packets for Engineering and Manufacturing purposes, and confirms that the packets are complete
  • Creates Towne Vacation-specific reports and documentation using MS Office Suite
  • Prepares and analyzes large amounts of data using Excel and summarizes findings
2

Responsibilities For Production Planning Assistant Resume

  • Uses judgement to make outcome driven decisions, escalating issues before they become problems
  • Enters Engineering Change Notifications (ECNs) into ERP system for future reference
  • When necessary, pulls orders from manufacturing that are affected by ECNs or Customer Change Orders, and re-issues order after revisions are complete
  • Schedules manufacturing start dates
  • Creates order packets for the Engineering department and confirms packets are complete
  • Prepare quotes, implement and coordinate disability insurance needs for clients as required
  • Assist in the development of annual monthly retail sales, receipt & margin plans for International non-direct businesses
  • Analyze retail sales performance and strategies by Account to identify opportunities and offset risks
  • Review stock levels by channel, determine whether transfers are appropriate & action
3

Responsibilities For Business Planning Assistant Resume

  • Identify & action seasonal recodes of product
  • Create commercial invoices for projects as needed in other regions.
  • Support paperwork and hardware issues
  • Serve as the Lean Enterprise contact for VAFB
  • Create and maintain flowcharts; Update/maintain archives on the server Knowledge
  • Weekly sales forecast (GSR)
  • Updation of schedules under Lead project planner’s guidance
  • Collaborate with Distribution to monitor the stores pick estimates/directive & cages on hold. Highlight all potential challenges and recommend solutions to ensure stock continues to flow smoothly to stores
  • Organise store delivery schedules with the Distribution team. Communicate to key stakeholders tactical changes for peak planning and Bank Holiday interruptions
4

Responsibilities For Resource Planning Assistant Resume

  • With the CPM/Assistant Central Planner (ACP) take responsibility for raising awareness of the function of Central Planning to ensure clear understanding across all TDSE departments
  • Carry out ad hoc projects and reports under Planning Managers’ direction as and when needed
  • Communicate at varying levels
  • Visit stores and the EDC with CPM/ other TDSE cast members to understand operational issues and the impact on capacity and throughput
  • Knowledge and experience of MS Office, specifically Word, with advanced Excel skills, demonstrating the ability to quickly collate and manipulate data across multiple workbooks
  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades (when licensed) and transactions as described by the advisor
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, and complete follow up actions
  • Ensure client frequency schedule is set for each client
5

Responsibilities For Merchandise Planning Assistant Resume

  • Help Advisor maintain client dashboard
  • Collect Compliance documents that need to be signed by client and/or advisor
  • Seasonally, quarterly and semi-annually upload of sales forecasts into Oracle
  • Enter projections into AS400
  • Manage Cheryl's Cookie's Forecast e-mails and follow up with departments who have not answered their e-mails within 24 hours
  • Enter approved increases into Oracle; update forecasts with decreases for future months
  • Oversee the 1-800-Baskets.com product communication and communicate line plan
  • Initiate product set-up in systems and maintain/ edit information, as needed
6

Responsibilities For Discharge Planning Assistant Resume

  • Provide any markdown support, as needed
  • Support in driving a continuous improvement culture within the operation. To carry out ad hoc projects that both improve and advance the depot planning processes
  • Work in collaboration with other DHL sites/colleagues to maximise efficiency and best practice
  • Organise and lead the focus on improved productivity levels
  • Support key initiatives as defined by the Site and Regional Leadership Teams
7

Responsibilities For Financial & Planning Assistant Manager Resume

  • Work a designated shift pattern which includes bank holidays and weekends is essential
  • First point of contact for all store queries
  • Assist and Support store colleagues with adhoc stock requests
  • Create supplementary orders and customer orders
  • Run and prepare sales and stock reports
  • Assist and support store colleagues through promotional changeovers
  • Utilize Excel to monitor work order flow and process
8

Responsibilities For Planning Assistant / Services Resume

  • Check and monitor product inventory levels
  • Accurately input customer orders and data into their company system
  • Understand each board grade and match to production orders to ensure quality products for customers
  • Weekly and Daily production number charts issued to key personnel
  • Plan schedules based on press crews, longest run times, and lowest waste numbers
  • Ensure all cycles are submitted to all facilities, sales, customers, and in-house
9

Responsibilities For Data Planning Assistant Resume

  • Participate when available in monthly food safety internal audits
  • Participate in the yearly HAACP review
  • Understand all facility reports and figures
  • Support all SQF, safety, and quality regulations
  • Assist in rescheduled shipments of product in event of stock recovery or recall
10

Responsibilities For Project Planning Assistant Resume

  • General maintenance and up-keep of databases (WSSI/OTB files)
  • Performs all clerical functions related to insurance authorization and Post-Acute Care providers
  • Interacts with community partners to provide order specifics for transitions of care post hospitalization and provide information for authorizations
  • Responds rapidly to requests for Durable Medical Equipment, Infusion Therapy, Medical Supplies, Home Health services, Skilled Nursing Facilities and any other post-acute providers within the community
  • Multi-task and solve unique problems with insurance coverage authorization and post-acute providers in a creative and independent manner

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