Planning Analyst

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Business Operations: Use keen critical thinking skills to evaluate business processes to discover areas for improvement. Typically requires collaboration with key stakeholders, development of process-improvement procedures, and implementation of strategies to achieve desired outcomes. May also require project management and performance monitoring. Financial Operations: Employ strong analytical skills to evaluate financial data, identify financial performance trends, assess financial risk, and make recommendations. Typically requires creating financial models, forecasting budgets and expenses, and researching economic conditions.

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.

Examine and validate data for accuracy and relevance utilizing varied statistical and analytical models. Liaise organization’s leadership to report and present data findings. Conduct research, collect, and analyze relevant information. Develop tools and protocols for collection of data to assure quality collection. Identify erroneous or questionable data via established and trusted protocols, methods, and procedures. Identify any problems with protocols and recommend course corrections.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.

Plan, direct, or coordinate the operations of public or private sector organizations, overseeing multiple departments or locations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services. Usually manage through subordinate supervisors. Excludes First-Line Supervisors.