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Business Planning & Strategy Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the business planning & strategy job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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• Using data developed from analyses, prepares recommendations for senior management review
• Develops new performance measures and internal benchmarks for an information framework to support process analysis and re-engineering activities
• High level individual contributor in this family; works with management to develop metrics and reports that support business objectives and results
• Oversee the production and distribution of monthly, quarterly and ad hoc senior leadership / stakeholder reports and presentations including trend analysis, variance analysis, benefit analysis, status of program initiatives, escalating issues and recommend solutions
• Creates communications related to complex strategic business plans and develops initiatives to disseminate information to all business partners
• Establish processes, standards, and procedures for the global metrics program; work with regions/countries to implement and ensure adherence to the standards
• Assists in the development and measurement of business annual budget planning activities
• Help create unified reporting model and lead decision management within O&T, identifying critical metrics and help create a discipline of monitoring
• Help create best- in-class processes and solutions and lead projects intended to optimize operational efficiency and improve quality
• Keep abreast of the developments in Operations and Technology and highlight concern areas timely
• High visibility role in Operations and Technology. Will work across all business partners and functions
• Learning opportunity while dealing with a very wide range of management challenges
• Manage strict controls to ensure the financial targets are met through operational efficiencies
• Visibility / contact with regional/corporate business heads/senior management
• Leading cross-team development, training and change management to implement ongoing improvement initiatives
• Be a trusted advisor/partner to EMEA Leadership, providing strategic advice and consulting on the most critical issues facing the business
• Contribute towards developing the Business Planning agenda for the company
• Assess progress against the agenda and develop recommendations to strengthen the impact of the Business Planning agenda
• Recognize the contributions team members make toward the success of these initiatives
• Directing the development and execution of financial plans, focusing on underlying business drivers by modeling and quantifying the potential effects of changes in business drivers
• Proactively develop relationships across the organization, from business unit leaders to research analysts, in pursuit of advancing the business
• Strong communications and interpersonal skills
• Finance and Capital Management
• Business Management
• Risk Management
• Problem Solving
• Networking and Influencing
• Negotiating skills
• Relationship Management

15 Business Planning & Strategy resume templates

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• 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
• Collaborate with Business Development / Affairs executives on the research, evaluation, and negotiation of ways to expand the monetization of our content and diversify revenue
• Manage the monthly agenda for BD and Planning meetings, ensuring prioritization, assessment and progress of key projects and initiatives
• Proactively evaluate the business, continually refining its operational, product and distribution strategies in order to future proof growth, maximize resources and increase profitability
• Co-lead Long Range Plan and Annual Operating Plan processes and outline resources required to achieve those strategies
• Be responsible for key strategy documents and presentations to senior executives
• Support the finance, strategy, research and business development functions to give and help executives act on proactive, strategic insights
• Assist in managing communication and consolidation of targets between divisions, Sales and/or Corporate stakeholders
• Champion collaborative processes across functions (e.g., ops, editorial, creative and tech) to continually help find ways to better innovate and enhance operating models
• Minimum 5 years of results-oriented work experience in an operational, strategy, and/or management consulting leadership role, including building and analyzing business plans and financial models
• Minimum two years professional experience working with digital metrics & Nielsen ratings
• Strategic thinker, able to synthesize and story-tell complex issues, write business plans and get stakeholder buy-in for driving change
• Team player who proactively promotes knowledge through open and collaborative discussions with executives, peers and clients across ABC News and with other DATG groups
• Knowledge of and passion for ABC News content
• Provide outstanding internal and external client service
• Ability to form and continue key internal and external client relationships
• Five or more years of results-oriented work experience in an operational, strategy, and/or management consulting leadership role, including building and analyzing business plans and financial models
• Three or more years professional experience working with digital metrics & Nielsen ratings
• BA or BS from an accredited college or university

Global Social Care Business Planning & Strategy Manager Resume Examples & Samples

• Knowledge and experience of project management and project management tools
• Ability to manage change, and be a catalyst in helping teams through change
• Ability to manage multiple tasks, prioritize, and work under deadline pressure
• Ability to foster collaboration, whether leading or participating in a team
• Ability to develop strong relationships and navigate through a dynamic organization
• Excellent presentation skills, able to distill key, compelling messages from data and narratives
• Expert in Microsoft applications i.e. Excel, PowerPoint
• High degree of responsiveness and follow through
• Keen sense of judgment
• Active and enthusiastic personal and/or professional user of social apps (e.g., Twitter, Facebook, Instagram, LinkedIn, YouTube, Pinterest)

Director Business Planning & Strategy Resume Examples & Samples

• Leading and motivating a team of Agile program managers, business planning managers, program coordinators, and business analysts to deliver high-quality business results
• Focusing the organization on delivering business value, process transparency, and leadership. This will require that you define and implement streamlined processes to manage and prioritize program requirements and dependencies across map content creation business units and teams
• Driving our strategy execution plan to support the governance of HERE which will require that you lead the key elements to baseline and execute the strategy. In this capacity, you will be providing analytical insight to the plan highlighting risks, opportunities, and areas for critical monitoring
• Working with the senior leadership team to manage the business and develop and refine techniques used to analyze performance. You and your team will be responsible for helping to identify issues that may lead to problems and helping to implement solutions
• Undergraduate and MBA degree or equivalent experience required
• 10+ years of prior experience in roles with heavy financial/business analysis, global planning, business strategy and project management roles of increasing responsibility. Experience in strategic planning, project budgeting/forecasting, decision support and management reporting
• Understanding of various methodologies for managing complex technical projects, including various structured, standards based, and agile development methods Demonstrated leadership skills with the ability to work effectively at executive levels Superior analytic, problem-solving, and critical thinking skills
• Experience managing and motivating teams in a dynamic environment
• Strong business acumen; sufficient business exposure and experience to interpret analytical results and translate into ideas and/or actionable recommendations Experience in evaluating, defining, and redesigning business and operational processes to improve quality, productivity, performance and financial results

Senior Principal Global Accounts Business Planning & Strategy Resume Examples & Samples

• Provides leadership in the planning, designing and implementing of Global Accounts strategic business objectives
• Participates in defining vision, strategies and tactics for Global Accounts
• Prepares materials for internal and customer presentations on products, business plans and management communications
• Evaluates and manages strategic business opportunities and initiatives
• Act as liaison with sales planning, analyses and reporting groups throughout the company to ensure Global Accounts’ needs are being met
• Develop and maintain appropriate proactive metrics to measure success and areas of improvement for Global Accounts

Business Planning & Strategy Head-operations & Technology Resume Examples & Samples

• Lead reengineering projects within O&T by consolidation of processes, reporting & be a part of all transformation projects as well. Lead a team of MIS / WFM specialists who supports various different businesses
• Help create unified reporting model and lead decision management within O&T, identifying critical metrics and help create a discipline of monitoring
• The role is strategic in nature and will be responsible for supporting execution 2.0 strategy, product reengineering and achieve excellence quality adherence
• Execute and monitor significant cost effectiveness and expense control standards by adopting new benchmark practices, standardization and technology efficiencies in financial planning
• The role will also ensure that all standards of quality, timeliness and cost efficiency requirements are meet for O&T business units
• The role will be focus on driving the strategic agenda and handle projects in operations and technology
• It will also be responsible for monitoring the implementation/execution of agreed to action plans
• Support South Asia O&T Head in all Ensure adherence to governance guidelines, while outsourcing / insourcing any processes
• Liaison with regional partners to ensure all standards are met and then monitor transition in partnership with the business heads
• Work closely with Risk & control functions to identify and timely highlight any risks / or exposure to Citi franchise due to any decision for change / or new practice
• Regularly provide strategic research, business inputs, Industry outlook and any change in the global policies
• Lead Key Management Reviews for Regional & Global Business Heads
• Build internal and external networks to support the strategic intent for South Asia O&T
• Business process management activities including financial reviews, strategic initiatives and business reviews
• Partner with HR to help drive key people processes
• Post graduate degree with 12 to 15 years of relevant Banking experience
• Strong knowledge of Citi’s products and services, primarily in Consumer and Corporate Operations
• Ability to work with people and drive key initiatives across Operations and Technology
• Experience in a high growth market, with good understanding of financial systems and macro-economic factors
• Capable of doing extensive research and business reviews to facilitate strategic initiatives

Senior Business Planning & Strategy Manager Resume Examples & Samples

• 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
• Identify and size emerging disruptions & opportunities, build new business models to capture new opportunities
• Create growth frameworks, business plans and long range forecasts that involves deep understanding of data, consumer insights and financials
• Build business cases to influence investment decisions, 3rd party partnerships, strategic deals
• Deliver insights on health of the business by analyzing performance of business drivers, key strategic bets and deeper insights into users using behavioral analysis. Work across teams to course correct as needed
• The ideal candidate would have 5+ years in strategy consulting, investment banking, product management
• Ability to work with and influence cross-functional teams across engineering, finance, business and planning teams
• Attention to detail and ability to meet multiple objectives in a fast-paced environment
• A good working knowledge of various business models, and internet consumer behavior is a plus
• Experience in building and using complex models (economic or statistical or financial)
• Advanced degree (MBA, Masters, PhD) in business, marketing, economics, finance or related field is a plus
• Serve as S&E Partner to EMEA
• Lead the annual business planning process for EMEA Leadership and staff
• Serve as S&E “partner-in-charge” to the EMEA business, ensuring all S&E work done for EMEA is appropriately scoped and delivered at a high quality and in a timely manner
• Facilitate effective collaboration and communication between EMEA Leadership and S&E
• Facilitate development of EMEA-related Business Objectives , and ensure effective execution of the EMEA Business Objectives (OSP) process by EMEA Leadership and staff
• Diagnose business needs, and develop solutions leveraging S&E capabilities in information/intelligence, business analysis and measurement, strategy development, prioritization and business planning, and program execution
• Provide thought leadership and support for strategic initiatives across EMEA
• Ensure alignment of EMEA Leadership with key corporate initiatives
• Own and deliver major portions of international business strategy projects
• Oversee and as appropriate conduct relevant analyses and scenario plans that reflect customer, competitive, regulatory, and technology dynamics and trends Incorporate evolving understanding of key business economics and rationale into project analytics and recommendations
• Prepare and deliver recommendations to business leaders and their organizations, as well as to related cross-functional support teams
• Identify, and propose options to act on, opportunities for Business Planning to help various parts of the business
• Constructively challenge others in the department in the development of this agenda
• Facilitate key cross-functional meetings that engender broad business planning conversations and empower effective cross-functional cooperation at the Director and above level
• Develop materials that will enable broad discussion and contribution to understanding
• Lead specific discussions in support of the Business Planning agenda
• MBA or equivalent desired
• Degree or equivalent in related fields required e.g. Business, Economics
• Demonstrable experience in clearing or technology and operations at a major financial services firm
• Strategy consulting experience with a top-tier management consulting firm is a plus
• Cross-functional experience is a plus
• Experience leading business planning or strategy development in either a consulting or corporate setting
• Project management/leadership experience in a corporate setting
• Proven ability to work both independently and in multi-functional teams
• Financial services experience required
• Experience both presenting to and leading discussions with senior audiences
• Experience addressing objections and concerns in a mature and inclusive manner

VP-business Planning & Strategy Resume Examples & Samples

• Work closely with the President, ABC Entertainment to develop strategies to improve ABC Entertainment’s revenue, grow its brand and leverage its partnerships
• Facilitate and manage the LRP and AOP processes for ABC Entertainment
• Provide ongoing insight and counsel on various strategic initiatives
• Work effectively with other executives and team members at ABC Entertainment and other areas of the Disney-ABC Television Group
• Help to identify franchise opportunities for ABC Entertainment with new and existing shows
• Partner with content creators, senior executives, and marketing heads to evaluate & assess new business ideas (e.g., spin offs, serialization, merchandise, internet commerce, community outreach)
• Oversee special projects related to strategic planning within ABC Entertainment
• Minimum of 10 years overall work experience in related field
• Significant experience in some combination of business planning, strategy consulting and/or financial analysis
• Experience working at a senior level inside a media/entertainment company
• Strong quantitative skills, with the ability to synthesize a variety of information into a clear story
• Ability to set a vision and a plan to achieve it (i.e., strategy, processes, tools, and infrastructure needed to deliver against plans)
• Strong strategic leadership and management skills with proven ability to build consensus across teams and negotiate complex environments
• Creative problem-solver with ability to present compelling, fact based business recommendations to senior executives
• Displays confidence and expert communication and negotiation skills
• Project leadership and management skills
• Strong team player and collaborator
• Experience working in or deep knowledge of digital media
• Strong understanding of the ABC demographic

Director, Global Business Planning & Strategy Resume Examples & Samples

• Evaluate the effectiveness of the DTI offerings and identify opportunities to improve efficiency and effectiveness
• Drive strategic initiatives including capacity planning, pipeline management and country-specific go-to- market plans
• Partner with executives to help design and implement effective go-to- market strategies across their business
• Work cross-functionally to develop growth plans for new geographies, and market segments
• Build executive presentations
• 7+ years of work experience in sales, sales operations or management consulting, with strong exposure to B2B go-to- market strategy
• Exceptional problem solving and analytical skills; demonstrated ability to structure complex problems, develop solutions, and craft high quality executive presentations

Business Planning & Strategy Resume Examples & Samples

• Responsible for financial analysis for South Asia O&T
• Help create unified reporting model and decision management within O&T, identifying critical metrics and help create a discipline of monitoring
• Develop key communication strategy for senior internal audiences
• Lead Key Management Reviews for O&T Business Heads
• Tracking progress on medium term, and day to day objectives
• Presentation Deck preparation for the O&T Head: internal and external
• Business Strategy Sessions and Events, senior visits

Senior Analyst, Business Planning & Strategy Resume Examples & Samples

• Development of presentations for key internal and external audiences, including Operating Committee, updates to the Chairman & CEO, Financial Community, etc
• Drive structured and analytical solutions to key projects, business problems and opportunities
• 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
• Development of Executive Team meetings; develop meeting objectives, organize events, coordinate off-sites, and provide support to Executive Team as needed
• Partner with Public Affairs and Communications and HR on all employee communications
• Strong analytical and problem-solving skills with the financial capability to effectively partner with Finance and other analytical teams (e.g. Risk, Information Management)
• Quick learner and highly motivated self-starter who is able to work with limited guidance, if needed
• Ability to build strong relationships across the organization at all levels and work effectively in a collaborative, multi-cultural, team environment
• Proven ability to drive results in a complex, fast-paced, matrix environment with limited direct authority independently or part of a team
• Superior attention to details
• Strong sense of integrity with ability to handle sensitive issues and maintain complete confidentiality
• Financial, Risk, Information Management or analytical background strongly preferred

Senior Business Planning & Strategy Advisor Resume Examples & Samples

• 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
• Support special programs such as MetLife Way, an enterprise-wide initiative to drive Lean deployments in sales and service in the U.S
• Conduct secondary research and competitive analyses (e.g., macro environment, product, financial performance, market positioning)
• Perform complex data analyses (e.g., financial modeling) to support GTO leadership with urgent, high priority tasks and key strategic decisions
• Synthesize large amounts of data (e.g., financial, customer, risk metrics) into critical insights, observations or trends and translate them into strategic recommendations
• Manage interactions and communication across a wide range of senior stakeholders in GTO and MetLife
• 5 years of relevant work experience (consulting or internal strategic planning background)
• 5 years of experience with a high degree of proficiency with Excel pivot tables and macros
• 5 years of experience and a high degree of proficiency with Power Point; experience using Think Cell is a plus
• Outstanding relationship building skills & excellent organizational, interpersonal, and communication skills, both written and verbal
• High School Diploma required, Bachelor’s degree or graduate degree a plus

Senior Business Planning & Strategy Consultant Resume Examples & Samples

• Support Chief of Staff/Strategy Function in executive planning, communications and executive reporting to senior leadership and key stakeholders
• Managing and executing on special projects as required (strategy, business planning, operations, and supporting chief of staff tasks)
• Oversight internal business reporting in partnership with subject matter experts related to monthly business reviews and departmental metrics reporting
• Conduct financial analysis and modeling in support of business planning activities in partnership with CFO and other key stakeholders
• Serve as community engagement/outreach liaison proving oversight for MetLife campus in Charlotte
• Support Employee Engagement team (Rewards &Recognition activities, Organizational Health, Lunch & Learns) including planning and execution of campus activities
• Support communications activities including ownership of Share Point strategy for departmental usage and connectivity to Enterprise online strategy
• 4- 7 years business planning, strategy development and project management experience
• Excellent working knowledge of business operations, planning, and performance measures
• Enjoy working in an entrepreneurial environment
• Experience in a start-up environment a plus
• Exceptional partnership skills and ability to build long-term strategic relationships
• Supports activities dedicated to facilitating governance and strategic review processes for top programs. Works with management to develop metrics and reports that support business objectives and results
• Collects key performance metrics from various sources, and using management analysis tools, completes complex analyses such as cost projections, feasibility studies, benchmark comparisons, and other reports. Using data developed from analyses, prepares recommendations for senior management review
• May act as a project lead
• May coordinate complex or highly visible events, and related travel arrangements
• 8+ years of relevant business experience in the financial services industry or in insurance operations
• Expert knowledge of business operations, planning, budgeting, re-engineering, and performance measures
• Strong record of proven success in business management processes and/or strategic planning in order to meeting the business's growth and profitability targets
• Requires expertise in establishing best in class processes to effectively plan and govern strategic priorities for a large scale business
• Competencies: Interpersonal Skills, verbal and written communication skills, presentation skills, sound business judgment, computer skills, ability to lead, analytical, and organizational skills

Consultant Business Planning & Strategy Resume Examples & Samples

• To participate in the annual development of short-term plans (1 year view) and medium term plans (2-3 year view) through the provision of a business strategy perspective in the process
• To develop and assist in the development of annual business plans with a one year time horizon for all of the Transactional business areas and development of a consolidated business planning view for the T&D division
• To support the annual regional budget setting process, together with Finance and Pricing
• To facilitate business discussions around the implications of long-term local and global trends on the future sustainability of the business to enable responsive and adaptive strategies to be developed
• Together with the Head: Business Development and the T&D Exco develop an appropriate agenda to facilitate an effective Council process and delivery of sound strategic action items
• Maintain and update the Council member list and stakeholder list and ensure appropriate representation of key decision makers
• Ensure the preparation of material and inputs in collaboration with Council members to enable an effective session
• Develop an output document (Council Story) as a delivery of the session, prior to the end of the session for presentation to the CEO: Africa RBB at the session end
• Liaise closely with the Strategic Programme Manager and other stakeholders to monitor the effectiveness of strategic/transformation initiatives in attaining strategic goals
• Advise the Council on the effectiveness of initiatives in attaining strategic goals and advising on changes or adaptations required
• Develop and maintain a Council dashboard, monitoring the programme progress and impact of initiatives on key performance indicators to influence business performance proactively
• Monitor status of alignment between the BU’s Strategic Projects’ deliverables and the BU’s Strategy
• Ensure regular engagement with the broader Absa strategy community and alignment with the Absa Retail and Business Bank strategy
• To participate in the annual Short Term Planning (STP) and Medium Term Planning (MTP) process through the provision of a business strategy and planning view and alignment to the financial objectives
• To develop and assist in the development of annual business plans with a one year time horizon for all of the AVAF business areas and development of consolidated business planning view for the Transactional Retail division
• Assist and advise in business planning “both top-down and bottom-up” to ensure alignment and integration with the overall T&D strategy as well as alignment to the RBB Retail Markets and Business Markets strategic agendas
• To support the annual regional budget setting process, together with Finance and Business Pricing
• To support our RBB Business Partners in the development of a one-year Accountability: T&D Council
• To support our RBB Business Partners in the development of a one-year

Business Planning & Strategy Lead Resume Examples & Samples

• Supports in the development of overall strategy for customer service, channels and sales
• Develops topical strategies, that aligns with business objectives and priorities, as required by the functional lines
• Leads benchmarking effort for the various functions within CSC
• Supports in the development of strategic frameworks, and methodologies in support of CSC and functional lines
• Conduct external research to determine customer insights, industry trends and perform competitor analysis
• Develop hypotheses and synthesize large amounts of data to validate
• Collaborate with functional team members to develop and prioritize recommendations and draft business case
• Develop execution roadmap
• Develops internal framework to measure strategic / business plan objectives, and ensures that targets and timelines are tracked and met
• Define information needs, fact finding, and data analysis to support strategic problem solving and sound decision making
• Build strong working relationships, stakeholder support, and credibility at all levels of the organization
• Support development of concise and effective Executive presentations for functional leaders, MetLife’s Leaders Executive Group and Board of Directors
• Participates in the management of IT applications portfolios and prepares ROI analyses
• May coordinate complex or highly visible events, and related logistics
• May oversee high priority projects which require considerable resources and high levels of functional integration; interface with all areas affected by projects and ensure adherence to quality standards and review project deliverables
• Performs other duties as assigned or required
• Demonstrated success in executing and leading strategic engagements
• Experience building effective partnership with stakeholders, team members
• 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
• 8+ years of relevant business experience, preferable in the financial services industry or insurance

Director, Business Planning & Strategy Ops Resume Examples & Samples

• Collaborate with the leadership team to develop strategy, organization objectives and special programs/projects
• Assist in Global Organizational development and growth
• Develop and review GCCCX business plans to ensure alignment with organization objectives and desired outcomes
• Drive the MBO Scorecard and KPIs for the GCCCX organization
• Assist in Executive Business reviews with the creation of the material and presentation of the data
• Organize, facilitate, develop agendas and presentations for all SVP of Customer Care and Experience leadership staff meetings and QBRs and ensure alignment and communication across the GCCCX organization
• Ensure there are clear action items and follow-up after the meetings. On a less frequent basis, help plan and facilitate leadership events such as business planning and strategy off-sites
• Direct cross-functional teams and facilitate efforts to implement GCCCX business plan, streamline processes, and identify, qualify and present key business issues to the SVP and Customer Care and Experience leadership team
• Coordinate budget and planning process with Finance and track key organization KPIs
• Establish metrics and measure adoption to new change initiatives and programs
• Partner with HR and key stakeholders in successful implementation of change initiatives
• Demonstrate a deep understanding of Equinix business processes and operating models
• 10+ years’ experience in a similar role, with demonstrated increasing levels of responsibility
• Strong business acumen, flexible and strategic thinker, with proven success in planning and execution
• Exceptionally strong verbal and written communication skills: demonstrated ability to produce and edit persuasive business communications
• Process discipline and organization guru; ability to prioritize and maximize time and develop and execute strategy
• Incredible attention to detail, without losing sight of big picture
• Strong persuasion/negotiation skills; Ability to interact successfully with a diverse constituency
• Demonstrated expertise in facilitating business-critical decisions
• Experience interfacing with and presenting to C-level executives
• Experience in financial management, modeling, budget development and management
• Energetic, enthusiastic, disciplined, and a team player

Business Planning & Strategy Consultant Resume Examples & Samples

• Oversee the implementation of a refreshed Enterprise planning approach whose objective is to drive enhanced capital allocation to improve capital efficiency and grow value
• Participates in the creation, communication, and implementation of strategic business plans and initiatives
• Collects data; uses management analysis tools to conduct analyses such as performance analyses; makes recommendations and presents results
• May oversee budget and expense functions and prepare financial reports
• May assist in the development and refinement of performance measures and/or re-engineering processes
• May coordinate complex event planning for MetLife Executive Group level capital allocation meetings
• 3+ years of strategy or business planning experience, preferably within a complex financial services organization or consulting firm
• BS or equivalent degree preferred (higher degree MBA/MS a big plus)
• Demonstrate distinctive problem solving and analytical skills
• Show business maturity, have strong presence and possess good written and verbal communication skills
• Prior experience in projects that require detailed execution
• Exhibit strong collaboration skills and ability to engage across multiple functions and business units
• Flexibility to accommodate working across global time zones
• Foreign language skills are a plus

AVP, Business Planning & Strategy Resume Examples & Samples

• Represent Advisory Services in the divisional strategy planning process, executing on the strategic planning deliverables as required by Retail, the division and/or Corporate
• Contribute insights and information to support strategy development and vetting, generating enterprise competitive intelligence and targeted analysis of external trends and environment, competitor positioning and internal competitors
• Articulate / own the long term vision for Advisory Services, ensuring an integrated planning approach is being utilized to converge our annual project plans, medium term outlook and longer term vision into an actionable roadmap while ensuring alignment with the overall divisional focus on the customer experience with specific emphasis on delivering holistic, goals based advice
• Coordinate the activities to design and prepare strategy discussion materials for ASMT and the Strategic Plan submission for Retail
• Support the communication of strategy and execution progress to key internal stakeholders including Advisory Services officers and staff
• Assist in managing strategic initiatives from initial evaluation stages through due diligence and presentation. Mentor and train junior staff and new hires as required
• Use financial modeling skills to evaluate and analyze potential initiatives / projects from a strategic and financial perspective
• Develop presentations (written and oral) which present analyses and conclusions in a clear and concise manner
• Understand emerging industry and technology trends, as influences in the development of innovative strategies and approaches
• Strategies on
• MBA, CA, CFA or comparable types of designations
• Excellent understanding of Senior Management information needs and the ability to communicate effectively (oral and written) to all levels of management and technical / professional staff
• Politically astute with a professional presence, able to navigate within a matrix environment and influence across business units and all levels of management both internally and externally
• Excellent knowledge of strategy, finance and project management principles
• Flexibility, organizational and project management skills commensurate with prioritizing, managing and completing multiple projects concurrently
• High degree of self-motivation; comfort with ambiguity in problem-solving
• Knowledge of the Financial Services industry also considered a key benefit
• Knowledge of how Advisors deliver financial advice to their customers would also be a key benefit
• Transformation: Actively drive the transformation agenda around forward-compatibility and rolling out strategic initiatives
• Best-in-class Project Management: Play a lead role in projects that have franchise level impact for CitiPhone; for other projects, the incumbent will be responsible for monitoring the implementation/ execution of agreed to action plans by various product or regional teams
• Industry and Market Intelligence: Regularly provide strategic research, business inputs, Industry outlook
• Partner with HR, other O&T Leaders and VOE Council to help drive key VOE, Talent and people-related initiatives; Develop key communication strategy for senior internal audiences
• Senior Reviews/Visits/Presentations and MORs: Lead Key Management Reviews for Regional and Country Stakeholders, responsible for management activities including financial reviews, strategic initiatives and business reviews
• Work closely with Risk and control functions to identify and timely highlight any risks/or exposure to any decision for change/or new practice
• Participate in various initiatives towards business re-engineering, aligning India with regional projects and ensuring deadlines are met
• Financial Efficiency: Execute and monitor significant cost effectiveness and expense control standards by adopting new benchmark practices, standardization and technology efficiencies in financial planning
• Analyzing various planning variable includes Provisioning, re-classification, allocation of expenses and to provide recommendations to senior management
• Ability to work with people and drive key initiatives across diverse stakeholders
• Experience in a high growth market, digital revolution with good understanding of financial systems
• Ability to analyze large amount of data and translate into business insights
• Ability to multi-task and handle changing priorities while executing on numerous deliverables simultaneously
• Superior organizational abilities and project management skills, and strong team player
• Highly developed communication/presentation and interpersonal skills
• Strong Analytical and problem solving skills

Business Planning & Strategy for Credit Card Marketing Resume Examples & Samples

• Management and oversight of key strategic projects for the MGI business (e.g. business planning sessions, governance projects)
• Accurately manages headcount and expense budget; ensures accountability and awareness of performance vs. budget across team and coordinates all budget/forecast planning processes across the team
• Works with other support functions including controls and audit to ensure completion of all requirements on behalf of the team (e.g., Learning & Development, HR, Finance, etc.)
• Establishes communication across all teams within the organization in order to identify opportunities, resolve issues and implement modifications
• Coordination of monthly business update meetings across multiple functional areas for the senior leadership team
• Ensures all periodic reporting (weekly, monthly, quarterly, annually) and functional review processes are executed; ensures accountability and completion of action items from reviews
• Coordination of business unit updates with the Chase Card Services executive team
• Strategic analyses across the Chase Strategic Cards portfolios
• Bachelor’s degree required; Advanced degree in business, finance or economics preferred
• Must have prior experience driving alignment across multiple business units/leads toward a common goal
• Must have prior project management experience, including experience turning findings into executable plans
• Excellent communication skills – including the ability to create executive level presentations
• Excellent project management skills with the ability to manage multiple projects in a fast paced and dynamic environment with continual deadlines
• Ability to build strong partnerships and lead cross functional teams
• Strong understanding of the key financial metrics and drivers of the credit card business
• Strong analytical problem solving skills
• Demonstrated proficiency with Microsoft Office (Excel, PowerPoint
• 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
• Collects key performance metrics from various sources, and using management analysis tools, completes complex analyses such as cost projections, feasibility studies, benchmark comparisons, and other reports
• Participates in the management of IT application portfolios and prepares ROI analyses
• 4-6+ years of relevant experience
• Proficiency with MS Excel and Access
• Comfort with developing/presenting PowerPoint decks
• Strong communication skills and ability to build/maintain relationships
• In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
• Strong organizational/time management skills
• Strong interpersonal skills with the ability to work in a team environment

Business Planning & Strategy Associate Resume Examples & Samples

• Collaborates with GHPN leadership and FHI 360 Country and Regional Office staff members to identify priority health opportunity pursuits
• Adapts Business Development & Diversification (BDD) corporate systems and processes for GHPN
• Trains GHPN staff in the processes and systems
• Leads the GHPN-specific process, including the bid justification memo review and submission for all opportunities
• Participates in the bid board meetings
• Identifies proposal managers and proposal writers, including consultants, for proposal support. Supports proposal teams in identification of additional team members
• Provides oversight for all GHPN capture and proposal efforts
• Ensures GHPN data are up-to-date in corporate systems, related to watch, capture, submissions, withdrawals, awarded and denied opportunities
• Manages the GHPN BD SharePoint site with up-to-date tools and resources
• Assists the GHPN BD Director in annual planning for BD resources
• Provides supervision for GHPN proposal managers
• Comprehensive knowledge of fundamental concepts, practices and procedures with business development
• Ability to analyze data, identify trends and prepare reports
• Ability to negotiate, influences, and collaborate with others
• Bachelor's Degree or its International Equivalent - Business Administration, Public Health, Social Sciences or Related Field
• Typically requires 5-8 years of experience with business development internationally and domestic
• Prior work experience in a non-governmental organization (NGO)
• Support Director of Employee Engagement Programs, who leads the Global Technology & Operations Rewards and Recognition Program
• Conduct analytics and reporting for program
• Work daily with program platform vendor to manage user experience
• Collaborate with data reporting managers to develop data analysis and assist with user experience
• Use strong business judgment to work autonomously on troubleshooting and responding to program-related questions, stakeholder requests, and user experience issues
• Build engagement by creating marketing and training materials in both print and online
• Host virtual workshops with global program stakeholders
• The role provides an opportunity to interact and communicate with GTO associates from over 40 countries and other key stakeholders across MetLife. As such, the ability to adapt communication style and project a strong command of the program will be imperative
• The ideal candidate will have a versatile skill set in areas such as project management, vendor relationship management, and data analytics
• The candidate will also need to present metrics to key stakeholders and create compelling, visually-appealing executive communications for the program
• The candidate will also have a desire and ability to work with various operations and technology associates in other parts of the globe
• The ideal candidate will have a successful track record academically and in business, and will preferably have experience in management consulting, strategic consulting or a strategic corporate role
• Experience analyzing data and developing reports using Excel
• Experience developing and delivering presentations using MS PowerPoint and Word as appropriate for key stakeholders
• Experience executing projects from start to finish
• Collect, review and analyze operational, transactional and performance metric data across Global Operations
• Effectively interpret and transform business intelligence/data into meaningful and actionable insights that business leaders can reference to drive business outcomes, make business decisions, identify trends etc
• Identify areas of improvement, recommend, clarify, define and implement metrics, and the method in which data is tracked, stored and reported
• Proactively communicate reporting modifications and process changes to contributors and stakeholders based on senior management request and team observations
• Assist in preparing executive summaries for senior management
• Assist in modeling and business case development and review
• Manage strategic projects that encompass both short and long term business planning. Work as a team member on projects
• Support various initiatives by providing financial, work measurement, and metrics reporting support
• 5 years of related work experience to include financial and / or operational
• Strong analytical and written communication skills
• Ability to understand business needs and formulate solutions
• Self-starter, able to work independently, in a fast-paced environment
• Ability to manage multiple priorities and adhere to deadlines
• Ability to work with, motivate and sometimes lead cross-organizational and cross-regional project team members
• Strong Interpersonal Skills, including the ability to partner at multiple levels in the organization, build and maintain relationships, and influence decisions
• Ability to work with large volumes of data and drill into details, while maintaining a “big-picture” focus
• Knowledge of business operations, budgeting, reengineering and performance measures
• Strong PC skills, including a high level of competency in Excel and PowerPoint
• Previous experience in planning, metrics reporting and analysis
• Experience with data analytic and business intelligence tools
• Background in MetLife's financial and/or operational systems and processes
• Insurance industry experience as well as familiarity with products comparable to those sold by MetLife
• Must be able to work in a matrixed environment to include geographically dispersed team members
• Must be flexible to accommodate working across time zones and respond to changing business needs
• Bilingual and able to read, write and speak Spanish proficiently

Business Planning & Strategy Analyst Resume Examples & Samples

• Provides analytic support for corporate strategic initiatives and implementations across the company. Identifies opportunities and risks through analytic tracking and reporting. Reconciles information within the database ensuring completeness and accuracy. Reviews and analyzes processed results to identify developing trends for the organization and plans, executes the necessary steps to correct the data if needed. Interprets and reports data base information and may refine methodologies to enhance the database information for each software model. Assists with development of management reports presented to executive management
• Works with business units to ensure that necessary BOH data is gathered for financial management reporting purposes. Assists business managers with monitoring of business unit/individual performance as well as analyzing business strategies through the use of data analytics. Provides report development and ongoing general support for business units through the use of available data systems Bank wide. Partners with IMSG and other analysts to ensure business units have access to sufficient data to support corporate strategic initiatives
• Supports information culture. Works collaboratively on idea generation and development, communicates ideas to a variety of audiences and works with the team to prioritize the needs of the overall institution. May propose and implement solutions to attain business unit and corporate objectives
• Minimum three to four years of increasingly responsible positions in financial management, management reporting and analysis or related areas
• Should include project management or process improvement team experience with significant roles and implementation responsibilities
• Some exposure to strategy development, analytic reporting or related experience preferred
• Banking or other financial service industry experience preferred
• Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software
• Knowledge of or ability to use bank software and systems
• Requires working knowledge of some of the following--Oracle Business Intelligence, Microsoft Dynamics and SharePoint or similar software and internet applications, Business Objects, Blue 360 and other internal BOH systems preferred
• Demonstrated written and verbal communication and presentation skills to all levels of management
• Possess strong analytical, quantitative and problem solving skills to identify opportunities and risks and make recommendations
• Able analyze and interpret and communicate findings in a business context
• Must demonstrate strong project management and implementation skills
• Proactive, curious, self-starter who requires minimal supervision with the ability to work across multiple departments and divisions
• Demonstrated drive to learn, research, and resolve issues independently and/or with others
• Able to work flexible hours including holidays, weekends and evenings as needed or assigned

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