What does a Planning Analyst do?

Planning analysts gather data and create statistical models that help organizations improve their financial investments and avoid inefficiencies. They work for financial institutions including banks or securities firms, and insurance companies. Planning analysts look for business and marketing strategies that increase company profits while reducing costs and developing marketing and financial strategy to increase company profits and boost sales. They study and analyze various business data and financial information, including market trends, sales figures, and inventory control matters.

Planning analysts streamline daily business operations looking for ways to cut costs, maximize sales, and increase profits. They collaborate with managers and staff to implement financial and marketing plans, write reports outlining various business strategies, and design detailed plans to enforce them. Planning analysts create economic forecasts and sales projections based on new and current business data and need a bachelor's degree in business, economics, finance, or related fields of study.

What responsibilities are common for Planning Analyst jobs?
  • Ensure the resolution of programming issues through project completion.
  • Compile, analyze and interpret monthly reports and other data.
  • Collaborate with engineers, planners, and policy makers to research, analyze, or resolve complex transportation issues.
  • Direct the overall planning and development of new Space activities and the activities of current projects and programs.
  • Analyze working procedures with the objective to identify best practices.
  • Track and utilize client feedback data to create continual improvement cycles.
  • Monitor vendor performance and proactively identify issues and risks with their work.
  • Act in the best interest of the department to resolve conflict with external partners while maintain, a professional relationship.
  • Develop, present and maintain headcount budgets, forecasting and gearing ratios.
  • Be a key part of the team that provide strategic and tactical information as a critical tool in our decision making processes.
  • Provide zoning administration and coordinate presentations to the public, elected, or appointed officials.
  • Evaluate existing and proposed project sites and facilities with respect to program requirements.
  • Oversee the planning improvement processes for defined product families and suppliers to exceed company KPIs.
  • Meet regularly with client leads to evaluate team performance and identify areas for improvement.
  • Participate in hiring process including identifying hiring criteria, recruiting, and interviewing applicants.
  • Create and maintain financial models to drive business decisions.
What are the typical qualifications for Planning Analyst jobs?
  • Bachelor's or Graduate's Degree in business, engineering, computer science or statistics, or equivalent experience.
  • Experience with SQL and CPIM software and systems.
  • A leader and problem solver with attention to details and critical thinking skills.
  • Fluent in statistics, planograms, spreadsheets, and frameworks.
  • Demonstrated time management and prioritization skills.
  • Comfortable collaborating and making decisions with an eye on continuous improvement.
Work/Life Balance
3.6 ★
Salary Range--
Career Opportunity
3.6 ★
Avg. Experience2-4 years

Planning Analyst Salaries

Average Base Pay

$73,695 /yr
Same as national average
Not including cash compensation
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Median: $74K
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Glassdoor Estimated Salary

Planning Analyst Career Path

Learn how to become a Planning Analyst, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Planning Analyst

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Planning Analyst Insights

Read what Planning Analyst professionals have to say about their job experiences and view top companies for this career.
Delaware Valley Regional Planning CommissionDelaware Valley Regional Planning Commission
Planning Intern
Jan 25, 2021

“My supervisor has been really helpful and is willing to teach me things I don't know”

Senior Planning Analyst
Jan 27, 2022

“My onsite Team Lead was amazing and also supported me and any questions or concerns I had.”

Doosan BabcockDoosan Babcock
Aug 18, 2021

“Basic salary wasn't good with no wage increase in 5 years at one point and no incentives.”

Pioneer Power ContractingPioneer Power Contracting
Planning Lead
Oct 18, 2022

“There is no overtime payment even though you get to work at least 3 to 4 hours extra each day.”

Community Action Partnership of San Luis ObispoCommunity Action Partnership of San Luis Obispo
Planning Specialist
Mar 22, 2022

“There is a yearly COLA but raises are rare unless you are shifting duties or jobs within the agency.”

Department Of Communication and Public Information(TX)Department Of Communication and Public Information(TX)
Urban Planning
Jan 18, 2023

“Everyone I worked with was nice and helpful.”

Lowe's Home ImprovementLowe's Home Improvement
Jul 25, 2022

“Pay was ok for the difficulty of the job and the schedule was great.”

Pottery BarnPottery Barn
Inventory Planning Analyst
Dec 15, 2021

“People are nice and friendly.”

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Planning Analyst Interviews

Frequently asked questions about the role and responsibilities of a Planning Analyst

The most similar professions to Planning Analyst are:
  • Process Analyst
  • Operations Analyst
  • Business Systems Analyst
  • Business Analyst

Related Careers

Process Analyst
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Operations Analyst
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Business Systems Analyst
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Business Analyst
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Planning Analyst jobs