planning analyst

Saint Mary's College

<div>
 
 
 Description
 
 
 
 
 
 
 The Financial Planning Analyst leads budgeting and forecasting activities for the College. While the position's primary focus is the College's operating budget, the Analyst works closely with managers of grants, capital projects, and restricted funds to support comprehensive financial planning across all College funds.
 
 
 The Financial Planning Analyst is responsible for maintaining the College's multi-year financial plan and, in collaboration with Institutional Research and Student Engagement, the College's net tuition forecasting model. The position partners closely with Human Resources and the Provost's Office to support staffing planning and ensure personnel costs are accurately reflected in the budget.
 
 
 As a key member of the Finance and Operations team, the Financial Planning Analyst provides strategic financial analysis, forecasting, and decision support to senior leadership and contributes to presentations and reporting for the Board of Trustees' Financial Stewardship Committee. The successful candidate will possess strong analytical skills, budgeting expertise, financial systems knowledge, and the ability to communicate complex financial information to a variety of audiences.
 
 
 
 
 
 
 Job Responsibilities
 
 
 <ul>
 <li>
 Maintain and update the College's multi-year financial model to reflect changing assumptions, priorities, and institutional needs.
 </li>
 <li>
 Collaborate with the Office of Institutional Research and the Office of Student Engagement to maintain and enhance the College's net tuition forecasting model.
 </li>
 <li>
 Partner with Human Resources to maintain staffing plans and ensure budget projections accurately reflect approved staffing needs.
 </li>
 <li>
 Lead and oversee the College's annual budget development process.
 </li>
 <li>
 Chair the Budget Advisory Committee and participate in other committees and initiatives as assigned by the Vice President for Finance and Operations.
 </li>
 <li>
 Prepare and present major revenue and expense forecasts throughout the fiscal year, including variance analyses and recommendations for revenue enhancement and cost optimization.
 </li>
 <li>
 Support the Vice President and Controller in preparing financial reports, forecasts, and presentations for the Board of Trustees' Financial Stewardship Committee.
 </li>
 <li>
 Provide financial analysis and decision support to the Executive Team, including evaluating the financial viability of new initiatives and strategic investments.
 </li>
 <li>
 Serve as the functional lead for the College's budgeting and planning systems, including Oracle Enterprise Performance Management (EPM), Oracle Workforce Planning, and Oracle SmartView.
 </li>
 <li>
 Ensure data integrity, version control, testing, system enhancements, and ongoing optimization of budgeting and forecasting tools.
 </li>
 <li>
 Develop and maintain management reports, dashboards, and financial analytics to support informed decision-making.
 </li>
 <li>
 Collaborate with stakeholders across the College to promote sound financial planning and budgeting practices.
 </li>
 <li>
 Perform other duties as assigned.
 </li>
 </ul>
 
 
 
 
 
 Minimum Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in Accounting, Finance, or a related field.
 </li>
 <li>
 Five to seven years of progressively responsible experience in budgeting, financial planning, accounting, or related financial management functions, including at least three years of direct budgeting and forecasting experience.
 </li>
 <li>
 Higher education budgeting and financial planning experience strongly preferred.
 </li>
 <li>
 Demonstrated expertise in financial analysis, forecasting, budgeting, and quantitative modeling.
 </li>
 <li>
 Excellent written, verbal, and presentation communication skills.
 </li>
 <li>
 Strong interpersonal skills with the ability to build collaborative relationships across all levels of the organization.
 </li>
 <li>
 Ability to communicate financial and technology concepts effectively to both technical and non-technical audiences.
 </li>
 <li>
 Experience presenting financial analyses and recommendations to executive leadership.
 </li>
 <li>
 Strong project management and organizational skills with the ability to work independently and manage multiple priorities.
 </li>
 <li>
 Demonstrated leadership, critical thinking, and problem-solving abilities.
 </li>
 <li>
 Advanced proficiency in Microsoft Office, particularly Excel, and experience leveraging AI-enabled productivity tools such as Microsoft Copilot.
 </li>
 <li>
 Experience implementing, integrating, managing, or supporting ERP and/or budgeting systems.
 </li>
 <li>
 Strong sense of ownership, accountability, and continuous process improvement.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications
 
 
 <ul>
 <li>
 Master of Business Administration (MBA), Master of Public Administration (MPA), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), or related advanced credential.
 </li>
 <li>
 Exceptional time management and organizational skills.
 </li>
 <li>
 Experience with Oracle Cloud ERP.
 </li>
 <li>
 Experience with Oracle Cloud EPM Budgeting and Planning.
 </li>
 <li>
 Experience supporting financial planning and budgeting processes within a higher education environment.
 </li>
 </ul>
 
 
 
 
 
 Eligibility to Work
 
 
 
 Applicants must be legally authorized to work in the United States at the time of hire and must not require visa sponsorship from the College, either now or in the future.
 
 
 
 
 
 
 Schedule
 
 
 
 40 Hours per Week / 12 Months / Monday&ndash;Friday
 
</div>

Financial Planning Analyst

Endeavor Health

<div>Hourly Pay Range:
$32.60 - $48.90 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.
Position Highlights:<ul><li>
Position: Financial Planning Analyst</li><li>
Location: Warrenville, IL/Arlington Heights, IL</li><li>
Full Time/Part Time: Full Time</li><li>
Hours: Monday-Friday, 8am &ndash; 4:30pm</li><li>
Required Travel: NA</li></ul>
Job Summary:
Builds strong relationships throughout Endeavor Health, and acts as budget financial planning, and financial analysis support for clinical and operational teams, primarily through financial analysis, productivity tracking, budget analysis and operational improvement initiatives. Supports, trains and helps build the annual capital and operating budgets. Utilizes all key financial systems for budgeting, reporting, financial statements, physician compensation, long range financial planning and financial analysis. Increases the flow of information across the organization by identifying opportunities to build standardized reports and dashboards. Supports and interacts with leaders using key analysis and recommendations, and ad hoc reporting.
What you will do:<ul><li>
Distributes bi-weekly productivity data to ensure that staffing levels are working effectively across the System. Meets with various departments to educate, explain and discuss opportunities for improvement, and ensures integrity of the data.</li><li>
Provides timely financial analysis as it relates to productivity and budget variances across the System. Assists management in using and interpreting financial information to make decisions regarding the expansion of services or programs, to identify and implement opportunities to improve profitability, or to eliminate services, etc. Also finds solutions to data needs that will aid in the decision making process.</li><li>
Builds strong relationships across the System, including leadership. Effectively uses information to provide analysis and recommendations that strengthen these relationships and ultimately improve operational performance.</li><li>
Partners with department leaders to develop and support improvement initiatives using financial information and key analysis.</li><li>
Supports, trains and helps build the annual capital and operating budgets. Assists in the entry of baseline data in preparation for the operating budget completion. Reviews and analyzes the submitted budget requests and helps prepare a consolidated summary and any needed presentation material. Participates in approval process by providing technical data, analytical and ad hoc analyses as requested. Maintains a thorough working knowledge of the process in order to be able to explain variances and respond to inquiries. Ensures needed updates are tested and implemented correctly.</li><li>
Maintains liaison with operational managers to advise on projects, cash flows and related financial matters.</li><li>
Assists in the preparation of various written and/or financial reports and analysis for management, physicians, internal committees and external agencies.</li><li>
Assists in the preparations of post project reviews on projects as required by the Finance Committee and/or Senior Leadership.</li><li>
On an as needed basis, assists in all aspects of physician compensation, including compensation plan modeling, incentive plan, review of fair market value, submission of survey data, and analysis of survey data results. Reviews information and results with the appropriate parties.</li><li>
Assists with the preparation of presentations for analysis and projects to management and internal committees for approval.</li><li>
Conducts financial analysis of new and existing services and/or programs, capital investments, capital and operating leases, and other financial arrangements as assigned to financial measure the financial impact of the opportunity and alternatives.</li><li>
Learns and utilizes key financial systems. Actively involved in the implementation of new systems and ensures all reporting needs and functionality are incorporated. Ensures the integrity of these financial systems is accurate and updated on a timely basis.</li><li>
Effectively uses databases to gather, sort and extract data necessary for the proper tracking of key improvement initiatives.</li><li>
Provides reporting to help explain monthly budget and productivity variances. Works diligently with departments to review and understand their variances and help prepare an action plan.</li><li>
Distributes data to assist in the monthly financial close process.</li><li>
Distributes standardized reports to aid in the overall understanding and assessment of business performance. Seeks out opportunities to build dashboards and reports.</li><li>
Maintains budget, management reporting, and long-range financial planning systems</li><li>
Prepares ad hoc reporting, using financial, statistical, or patient visit data sources. Provides technical and informational assistance, as well as guidance, to others on the use of these sources.</li><li>
Demonstrates a positive, open minded, can-do attitude, setting the example for staff to follow. Represents willingness/enthusiasm to embrace and facilitate change. Takes initiative and ownership of issues, is responsible, organized, efficient, and focused on goals. Consistently follows through on commitments and gets results. Able to think outside of current practices, roles and conditions to creatively generate new possibilities for solutions, expectations, and efficiencies. Exercises a high level of confidentiality and sound judgment in accessing, using and sharing sensitive information.</li><li>
Proactively anticipates customer needs and provides clear, concise analytical data that is user friendly and easily understood. Thoroughly understands source of data and can easily explain how and why the information was derived and manipulated.</li><li>
Fosters innovative thinking and functions as a change agent to facilitate greater efficiencies, higher quality output and improved customer service.</li><li>
Maintains knowledge of current trends and developments in field of expertise by reading appropriate books, journals and other literature and attending related seminars &amp; conferences.</li></ul>
What you will need:<ul><li>
Education: Bachelors Degree Required</li><li>
Certification: n/a</li><li>
Experience: 1 year of previous financial analysis, cost accounting, budgeting, statistical or related experience</li><li>
Unique or Preferred Skills:</li><li>
Proficiency with Microsoft Office Suite with an emphasis on Excel</li><li>
Proficiency in financial software packages with the ability to learn new systems easily</li><li>
Strong problem solving and analytical mindset</li><li>
Desire to learn, grow, and seek increased responsibility</li><li>
Strong written, verbal communication and presentation skills. Ability to convey information in a clear, focused, and concise manner</li></ul>
Benefits (For full time or part time positions):<ul><li>
Opportunity for annual increases based on performance</li><li>
Career Pathways to Promote Professional Growth and Development</li><li>
Various Medical, Dental, Pet and Vision options</li><li>
Tuition Reimbursement</li><li>
Free Parking</li><li>
Wellness Program Savings Plan</li><li>
Health Savings Account Options</li><li>
Retirement Options with Company Match</li><li>
Paid Time Off and Holiday Pay</li><li>
Community Involvement Opportunities</li></ul>
Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals &ndash; Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) &ndash; all recognized as Magnet hospitals for nursing excellence. For more information, visit www.endeavorhealth.org.
When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential.
Please explore our website (www.endeavorhealth.org) to better understand how Endeavor Health delivers on its mission to &ldquo;help everyone in our communities be their best&rdquo;.
Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information.
At Endeavor Health, we are united by a shared commitment to working together to create a culture of connection and belonging&mdash;each of us bringing different skills and experiences as we deliver safe, seamless, and personal care. Every person, every time. We are committed to fostering an environment where all team members can be their best, learn, and pursue excellence together.
EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.</div>

Object 1 Real Estate

We are Object 1 (object-1.com), a contemporary development of the new world. Multicultural, aesthetic, intelligent, and sustainable. We are part of the international TSZ Group and look at contemporary architecture as a work of art, an innovative masterpiece.For 10 years we have been successfully implementing our architectural projects on the world stage.Due to fast growth and launching new projects, we are looking for a Senior Budgeting &amp; Planning Analyst to join our team in Dubai.Key Responsibilities:<ul><li>Lead the annual budgeting, forecasting, and long-term financial planning processes</li><li>Develop and maintain financial models for development projects and corporate planning</li><li>Monitor project budgets and analyze variances against actual performance</li><li>Prepare management reports, dashboards, and financial presentations for senior leadership</li><li>Support strategic decision-making through financial analysis and scenario planning</li><li>Track project costs, revenues, cash flows, and profitability</li><li>Collaborate with development, commercial, construction, and finance teams to ensure accurate planning assumptions</li><li>Identify financial risks and opportunities and provide actionable recommendations</li><li>Support the implementation and enhancement of budgeting and reporting processes</li><li>Ensure accuracy, consistency, and integrity of financial planning data</li></ul>Requirements:<ul><li>Bachelor's degree in Finance, Accounting, Economics, or a related field</li><li>5+ years of experience in budgeting, financial planning &amp; analysis (FP&amp;A), or corporate finance</li><li>Experience within real estate development, construction, or a project-based environment is highly preferred</li><li>Strong financial modeling, forecasting, and analytical skills</li><li>Advanced proficiency in Excel and financial reporting tools</li><li>Experience working with ERP systems and budgeting software</li><li>Ability to interpret complex financial data and present insights clearly</li><li>Strong attention to detail and problem-solving skills</li><li>Excellent communication and stakeholder management abilities</li><li>Professional qualifications such as ACCA, CPA, CMA, CFA, or equivalent are an advantage</li></ul>What We Provide:<ul><li>Competitive salary as per the market</li><li>Official employment under UAE Labour Law</li><li>Employment visa and medical insurance</li><li>Modern office and friendly environment at work</li></ul>If you are seeking dynamic growth and want to be part of a team who builds the future of Dubai, send your application!Тип вакансії: Повна зайнятістьМісце роботи: Фізична присутність

Senior Budgeting & Planning Analyst

UnitedHealthcare

<div>At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together 
The Workforce Planning Analyst will lead the design and hands-on development of enterprise-scale planning models supporting workforce planning, finance, sales, and operations. This role sits within a centralized planning team and plays a critical part in delivering scalable, high-performance solutions that enable data-driven decision-making across the business. 
This is a high-impact, execution-focused role with ownership of model design, build quality, and delivery outcomes. The ideal candidate is a proven Anaplan builder with experience delivering end-to-end implementations, who thrives in a structured environment and contributes to both solution delivery and team standards. 
Primary Responsibilities:<ul><li>
Support building and maintaining Anaplan models (modules, lists, and basic workflows)</li><li>
Help translate business needs into simple, structured solutions</li><li>
Assist in developing and updating models through iterative work cycles</li><li>
Support data validation, model accuracy, and basic performance improvements</li><li>
Work with finance and business teams (FP&amp;A, operations) to understand planning needs</li><li>
Assist with data integrations and data preparation from different sources</li><li>
Follow established modeling standards, documentation, and governance practices</li><li>
Participate in testing, reviews, and deployment support activities</li><li>
Leverage tools (including automation and AI where applicable) to improve efficiency and accuracy</li><li>
Independently owns model components or functional domains end-to-end</li><li>
Decomposes complex planning problems into scalable, maintainable solutions</li><li>
Ensures accuracy, performance, and long-term sustainability of models</li><li>
Builds trust with stakeholders through delivery, clarity, and reliability</li><li>
Supports onboarding, mentoring, and development of team standards and best practices</li></ul> 
***ENGLISH PROFICIENCY ASSESSMENT WILL BE REQUIRED AFTER APPLICATION*** 
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:<ul><li>
1+ year of experience in workforce management (real time management, scheduling, and forecast &amp; planning)</li><li>
Experience in analytics, financial analysis, or data-focused roles</li><li>
Experience with FP&amp;A processes (budgeting, forecasting, financial modeling)</li><li>
Solid analytical skills with experience in structured logic, data modeling, and scalable solutions</li><li>
Working knowledge of SQL and/or BI tools (Power BI, Tableau)</li><li>
Proficiency in large dataset handling and advanced Excel</li></ul> 
Preferred Qualifications:<ul><li>
Anaplan Model Builder Certification (Level 2+)</li><li>
Training/certification support may be available for high-potential candidates</li><li>
Experience working in enterprise planning environments (multi-model ecosystems, CoE/governance structures)</li><li>
Experience in workforce planning, capacity planning, or headcount modeling at scale</li><li>
Familiarity with Agile delivery frameworks</li><li>
Exposure to Anaplan or similar planning tools</li><li>
Exposure to platforms such as Workday, SAP, Snowflake, or similar enterprise systems</li></ul> 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. 
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.</div>

Workforce Planning Analyst - San Juan, PR

PepsiCo

<div>
 
 Overview
 
 
 
 We are seeking a proactive and analytical Distribution Requirements Planning (DRP) Planner to join our Supply Chain team at PepsiCo Egypt. In this role, you will be responsible for managing the deployment of finished goods across our distribution network to ensure high product availability, cost-efficient logistics, and service excellence. The ideal candidate will have a strong understanding of supply chain dynamics and planning processes, with the ability to balance demand, inventory, and logistics constraints while driving continuous improvement in planning efficiency and accuracy.
 
 
 
 Responsibilities
 
 
 
 Lead the execution of DRP cycles, ensuring timely and accurate product deployment to warehouses and distribution centers. Maintain optimal inventory levels across the network, avoiding both shortages and excess. Collaborate with Supply Planning, Customer Service, Logistics, and Transportation teams to align on distribution priorities and inventory strategies. Monitor KPI performance (Order Fulfillment Rate, freshness, deployment accuracy) and identify areas for improvement. Ensure all planning parameters (lead times, safety stocks, and reorder points) are regularly reviewed and updated in planning systems. Analyze replenishment trends and provide insights for capacity planning and network optimization. Support new initiatives and transformation projects, including process automation, warehouse integration, and system enhancements. Drive operational discipline and best practices within the DRP process to improve efficiency and service performance.
 
 
 
 Qualifications
 
 
 
 Bachelor&rsquo;s degree in Supply Chain, Engineering or a related field. 0&ndash;1 years of experience in Supply Chain, Planning, or Logistics (preferably within FMCG). Strong analytical and problem-solving skills with attention to detail. Proficiency in Excel and comfort with large data sets; knowledge of SAP/APO or JDA is a plus. Excellent communication and stakeholder management skills. Demonstrated ability to work in a fast-paced, cross-functional environment. Fluent in English.
</div>

Supply Network Planning Assistant Analyst

Overview: 
We are seeking a proactive and analytical Distribution Requirements Planning (DRP) Planner to join our Supply Chain team at PepsiCo Egypt. In this role, you will be responsible for managing the deployment of finished goods across our distribution network to ensure high product availability, cost-efficient logistics, and service excellence. The ideal candidate will have a strong understanding of supply chain dynamics and planning processes, with the ability to balance demand, inventory, and logistics constraints while driving continuous improvement in planning efficiency and accuracy.
 
Responsibilities: 
Lead the execution of DRP cycles, ensuring timely and accurate product deployment to warehouses and distribution centers. Maintain optimal inventory levels across the network, avoiding both shortages and excess. Collaborate with Supply Planning, Customer Service, Logistics, and Transportation teams to align on distribution priorities and inventory strategies. Monitor KPI performance (Order Fulfillment Rate, freshness, deployment accuracy) and identify areas for improvement. Ensure all planning parameters (lead times, safety stocks, and reorder points) are regularly reviewed and updated in planning systems. Analyze replenishment trends and provide insights for capacity planning and network optimization. Support new initiatives and transformation projects, including process automation, warehouse integration, and system enhancements. Drive operational discipline and best practices within the DRP process to improve efficiency and service performance.
 
Qualifications: 
Bachelor’s degree in Supply Chain, Engineering or a related field. 0–1 years of experience in Supply Chain, Planning, or Logistics (preferably within FMCG). Strong analytical and problem-solving skills with attention to detail. Proficiency in Excel and comfort with large data sets; knowledge of SAP/APO or JDA is a plus. Excellent communication and stakeholder management skills. Demonstrated ability to work in a fast-paced, cross-functional environment. Fluent in English.

Overview: 
We are seeking a proactive and analytical Distribution Requirements Planning (DRP) Planner to join our Supply Chain team at PepsiCo Egypt. In this role, you will be responsible for managing the deployment of finished goods across our distribution network to ensure high product availability, cost-efficient logistics, and service excellence. The ideal candidate will have a strong understanding of supply chain dynamics and planning processes, with the ability to balance demand, inventory, and logistics constraints while driving continuous improvement in planning efficiency and accuracy.
 
Responsibilities: 
Lead the execution of DRP cycles, ensuring timely and accurate product deployment to warehouses and distribution centers. Maintain optimal inventory levels across the network, avoiding both shortages and excess. Collaborate with Supply Planning, Customer Service, Logistics, and Transportation teams to align on distribution priorities and inventory strategies. Monitor KPI performance (Order Fulfillment Rate, freshness, deployment accuracy) and identify areas for improvement. Ensure all planning parameters (lead times, safety stocks, and reorder points) are regularly reviewed and updated in planning systems. Analyze replenishment trends and provide insights for capacity planning and network optimization. Support new initiatives and transformation projects, including process automation, warehouse integration, and system enhancements. Drive operational discipline and best practices within the DRP process to improve efficiency and service performance.
 
Qualifications: 
Bachelor’s degree in Supply Chain, Engineering or a related field. 1–3 years of experience in Supply Chain, Planning, or Logistics (preferably within FMCG). Strong analytical and problem-solving skills with attention to detail. Proficiency in Excel and comfort with large data sets; knowledge of SAP/APO or JDA is a plus. Excellent communication and stakeholder management skills. Demonstrated ability to work in a fast-paced, cross-functional environment. Fluent in English.

Supply Network Planning Assoc Analyst

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