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Business Planner Job Description

Business planner duties & responsibilities.

To write an effective business planner job description, begin by listing detailed duties, responsibilities and expectations. We have included business planner job description templates that you can modify and use.

Sample responsibilities for this position include:

Business Planner Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Business Planner

List any licenses or certifications required by the position: APICS, PMP, HSEEP, CBCP, AGILE, CPIM, DRII, BCI, CSCP, SAP

Education for Business Planner

Typically a job would require a certain level of education.

Employers hiring for the business planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, MBA, Business/Administration, Education, Marketing, Accounting, Economics, Engineering, Management

Skills for Business Planner

Desired skills for business planner include:

Desired experience for business planner includes:

Business Planner Examples

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG
• Support vendor setup and management for US-based vendors o Coordinate & prepare all journal entries for global marketing team
• Communicate internal budget management timelines to team, including monthly budget process reminders
• Purchase order submission & management, including updating milestones, closing POs, parked invoice and expense reports Enable entire team with clear financial process, reporting, and insights that drive accountability and better marketing investment decisions Develop and execute vendor management strategy for Bing Ads Marketing
• Hit vendor efficiency targets of USD$750K annually through vendor efficiency strategy execution
• Serve as SPOC for the daily management of vendor relationships to reduce friction and monitor deliverable quality Deliver annual vendor budget and subsequent modifications with goal of reducing costs and/or improving efficiencies
• Run quarterly review to ensure a clear and accurate picture of the relationship is shared with stakeholders and a process exists for resolving issues
• Represent Windows Business Planning in commercial cross-company business planning forums, licensing field events
• Partner closely with BI team to address ad hoc analytics needs (define problem, scope solution, review analysis, synthesize and share results back to team
• Working with the team, develop and drive a standard way to measure games marketing ROI across traditional marketing campaigns in events and eSports
• Help craft business requirement documents and licensing requirements necessary to implement Windows OEM offerings in close partnership with OEM Division, operations, legal
• Capable of influencing and driving better decision making through a closed loop planning process in concert across multiple stakeholders
• Lean demand pull, Flexibility
• BS or Business Degree
• Background in technical / electronic / industrial master scheduling, forecasting or procurement
• Self-starter with strong analytical and financial skills
• Excellent problem structuring, identification, and resolution
• Analyze figures, validate parameters and provide time, cost, and materials etc for new or existing projects or services
• Support business cases, provide pricing proposals and assist with RFP responses, when necessary
• Advise on cost related issues and propose more cost efficient options where possible
• Translate analytic insights into concrete, actionable recommendations
• May coordinate the activities of clerk and/or other non-exempt employee(s)
• May evaluate the performance of non-exempt employees(s), based on pre-established performance parameters
• Support of Leadership on internal (Market Visits, Business Plans, Monthly Business Unit Review), external presentations for Clients and prospects
• Plan & manage special events, meetings, and initiatives and create related presentations materials
• NGA planning in support of NGA Operations Center (NOC), Enterprise Service Center (ESC), and cyber exercises associated with NGA, IC Security Coordination Center (IC SCC) and US Cyber Command (USCC) or Combatant Command (COCOM) high-priority plans
• Develop deep insights into users and the market landscape around monetization on connected devices (PC, Tablets, Phones, IoT )
• Bachelor’s degree in Business, Sales, Fashion, Marketing or a related field
• 4 + years of experience in Buying, Planning, &/or Allocation planning for a multi-store retailer
• Understanding of gross margin profitability planning
• Outstanding analytical skills - focus on data
• Flexible, goal-oriented problem solving approach
• Draw from and leverage a well-developed set of methodologies, analytical tools, and experiences to drive risk assessment
• Assist business units in the update of their business continuity plans
• Assist in business incident management process, including distribution of status message at the direction of management
• Work with the Disaster Recovery team to ensure the technology plans address the business recovery as outlined in the business continuity plans
• Work with application teams to understand the recoverability status of applications
• Coordinate contingency testing schedules at assigned recovery sites and participate in the recovery tests
• Provide support to Business Continuity Manager for annual Disaster Recovery Exercise, including scheduling of business unit meetings and gathering of business unit test scripts
• Schedule and support functional tabletop and automated notification tests
• Assist Business Continuity Manager in the update of the Business Impact Analysis (BIA), working with the business production owners
• Assist during an actual business continuity event, crisis management event, or other incident
• Partner with Operations to drive production builds, inventory buffer review stock rotations and scrap lists
• Experience in Media Planning in a broadcast television or media agency is advantageous, although not essential
• Education - degree level or equivalent, ideally in a numerate discipline
• Working proficiency in Arabic, Turkish or Greek is advantageous, but not essential
• CBCP certification preferred, but not required
• 2-3 years private sector business continuity experience preferred
• Salesforce or similar database experience preferred
• Leading the sales forecast monthly meeting
• Achieve fill-rate target and material availability targets per Market
• Achieve Gross inventory target
• Minimize excess and obsolete inventories and help meet operating expense targets
• Utilize the PDCA approachin establishing a plan and reviewing performance
• Maintain and update the project management framework and disciplines necessary to support portfolio development
• Record amount of time spent on project work and estimates to complete to evaluate project status and budget
• Works with department head to create account specific proposals and project planning based upon terms and expectations being negotiated
• Support organizational planning to address disasters, interruptions of business functions and enterprise resilience
• Interpret government regulations and applicable directives, and advises government management on the best course of action to meet program goals, objectives and compliance with program mandates
• Strong analytical and problem solving skills in terms of both research methodologies statistical methods
• The ideal candidate will have 5+ years of experience post BA/S in finance, business planning and/or strategy
• The ability to multitask and handle multiple requests with multiple degrees of priority simultaneously
• Knowledge of retail and merchandising metrics is a plus but not required
• 1 year of experience in a quantitative, analytical role at a top-tier organization is preferred
• Provides ongoing guidance for business continuation strategies to reach desired control level, , regulatory and legal requirements, customer SLA's
• Results focused – delivery to targets and budgets
• Demonstrate a level of Initiative and ability to manage own workload effectively
• Initiative – Show an eagerness to explore new ideas
• Provide a high level of analytical rigour to aid decision making
• Develop a broad personal network across the business establishing effective relationships with a range of stakeholders
• Utilise strong organisational skills to deliver projects to timescale
• Assist in building monthly open to buy & open to spend by region, by category plans
• Partner with DTC Planning Director to develop preseason financial sales plan targets by analyzing historical and current trends while identifying risks and opportunities
• Partner with Planning leads & Merchant team to create top line and divisional sales, inventory and gross margin goals
• Risk Management – Identify and Categorize outage exposures that could cause a business interruption, then design safeguard against a disaster event
• Demonstrated end to end perspective in technology business environments
• Manages the processing of customer orders
• Works with outside processors to coordinate production to meet customer delivery dates
• Works with internal shipping department to coordinate the movement of material to the outside processors
• Receives and responds to Commercial inquiries

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What Does a Business Planning Manager Do?

Find out what a Business Planning Manager does, how to get this job, salary information, and what it takes to succeed as a Business Planning Manager.

The Business Planning Manager plays a strategic role in steering the company’s direction through comprehensive market analysis, forecasting, and resource allocation. This position involves synthesizing complex data into actionable strategies that align with the company’s long-term goals and financial objectives. By closely monitoring industry trends and evaluating business performance, the Business Planning Manager ensures that the organization remains agile and responsive to changing market demands. Collaboration with various departments to develop and implement plans that enhance operational efficiency and profitability is also a significant aspect of the role. Through a balanced approach to risk management and opportunity identification, the Business Planning Manager supports the company in maintaining a competitive edge and achieving sustainable growth.

Business Planning Manager Job Duties

• Develop and implement comprehensive business plans to facilitate achievement by planning cost-effective operations and market development activities.
• Analyze and forecast financial, economic, and other data to provide accurate and timely information for strategic and operational decisions.
• Coordinate cross-functional teams to develop business strategies and objectives, ensuring alignment with corporate goals.
• Evaluate competitive market strategies through analysis of related product, market, or share trends.
• Identify and drive initiatives to improve operational efficiency, including process improvements, cost reduction, and systems enhancements.
• Facilitate communication and collaboration among departments to ensure that business planning and strategies are aligned with company-wide goals.
• Oversee the preparation of operational and risk reports for management analysis.
• Spearhead the development of new business opportunities, including expansion, mergers, acquisitions, and partnerships.

Business Planning Manager Salary & Outlook

Factors affecting a Business Planning Manager’s salary include industry sector, company size, years of experience, and specific skills in strategic planning, financial modeling, and market analysis. Performance outcomes and the ability to influence business growth also significantly impact compensation.

• Median Annual Salary: $110,250 ($53/hour)
• Top 10% Annual Salary: $152,000 ($73.08/hour)

The employment of business planning managers is expected to grow faster than average over the next decade.

This growth is driven by the increasing complexity of global markets, the need for strategic planning in competitive environments, and the demand for innovation in product and service development. Business Planning Managers are pivotal in navigating these challenges, making their role more critical than ever.

Business Planning Manager Job Requirements

Education: A Business Planning Manager typically holds a Bachelor’s Degree in Business Administration, Finance, or a related field. Coursework often includes strategic management, financial analysis, market research, and organizational behavior. Advanced degrees like an MBA can enhance prospects, focusing on leadership, advanced strategic planning, and international business. Specialized courses in data analysis, project management, and economics are also beneficial, equipping candidates with the necessary skills to excel in developing and implementing business strategies.

Experience: Business Planning Managers typically come from diverse experience backgrounds, with a significant portion having substantial experience in strategic planning, financial analysis, and project management. Many have progressed through roles that required increasing responsibility in business strategy and operations. On-the-job training is common, often through mentorship or rotational programs within a company, allowing for hands-on experience in different business units. Training programs focusing on leadership, data analysis, and market research are also valuable, equipping candidates with the skills to lead cross-functional teams and drive business growth. Successful candidates often demonstrate a blend of practical experience in business planning and strategic initiatives, coupled with formal training programs that enhance their analytical and leadership capabilities.

Certifications & Licenses: Certifications and licenses are not typically required for the role of Business Planning Manager.

Business Planning Manager Skills

Strategic Forecasting: Leveraging data-driven insights, a Business Planning Manager predicts market trends to develop strategies that align with organizational goals. This involves synthesizing diverse information sources to anticipate challenges and opportunities, keeping the company agile and competitive.

Market Analysis: Through the meticulous examination of trends, customer behaviors, and competitor activities, Business Planning Managers can forecast market demands and pinpoint opportunities or threats. This skill hinges on thorough data collection and interpretation to inform strategic decisions.

Financial Modeling: Business Planning Managers create detailed, predictive models of a company’s financial future to forecast revenue, assess risk, and efficiently allocate resources. This requires a solid grasp of accounting principles, spreadsheet software proficiency, and the ability to interpret market trends for data-driven strategic planning.

Risk Management: By identifying potential threats and developing strategies to mitigate them, Business Planning Managers protect the organization’s interests and ensure its long-term sustainability. Analyzing market trends, financial forecasts, and operational vulnerabilities is crucial for preemptively addressing challenges.

Stakeholder Engagement: Building and maintaining strong relationships with investors, partners, and internal teams is critical for aligning business strategies and meeting project milestones. This skill ensures smoother project execution and fosters an environment of trust and mutual respect.

Performance Optimization: Data-driven insights and lean methodologies are used to streamline operations, reduce waste, and boost business efficiency. Analyzing performance metrics, identifying bottlenecks, and implementing strategic interventions are key for sustained organizational improvement.

Business Planning Manager Work Environment

A Business Planning Manager typically operates within a structured office environment, where the workspace is designed to foster both concentration and collaboration. The setup usually includes personal computers, advanced planning software, and access to data analytics tools, essential for strategic decision-making and forecasting.

Work hours might extend beyond the traditional 9-to-5, especially during critical planning phases, though many organizations offer flexibility to accommodate work-life balance. The dress code tends to align with corporate standards, leaning towards business casual or formal, depending on the company’s culture and external meeting requirements.

The role demands frequent interaction with team members, stakeholders, and departments, necessitating strong communication channels and a cooperative atmosphere. Travel may be required for industry events or company-wide meetings, adding variety to the routine.

Professional development opportunities are often available, encouraging continuous learning and advancement in strategic planning methodologies and leadership skills. This role thrives in a setting that values analytical thinking, adaptability, and collaborative problem-solving.

Advancement Prospects

A Business Planning Manager can ascend to higher strategic roles within an organization, such as Director of Strategy or Chief Operations Officer (COO), by demonstrating exceptional analytical, leadership, and decision-making skills. Success in this career path hinges on the ability to drive business growth and efficiency through innovative planning and execution.

To achieve these advancements, a Business Planning Manager should focus on spearheading high-impact projects and initiatives that align with the company’s long-term goals. Gaining experience in cross-functional team leadership and developing a deep understanding of the industry’s competitive landscape are crucial.

Building a track record of successful business plans and strategies that have significantly contributed to the company’s profitability and market position will set a solid foundation for moving into top executive roles. Engaging in high-level decision-making processes and demonstrating a keen insight into market trends and business opportunities are essential steps toward career progression in this field.

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Planner: Job Description, Salary, and Skills for 2024

As the backbone of any project, a Planner plays a vital role in ensuring the smooth flow of operations from start to finish. A Planner has the responsibility of laying out the framework that guides a project’s progression from initiation to completion. In the broadest sense, a Planner is responsible for the identification and segregation of different tasks that make up a project, setting milestones and deadlines, and monitoring progress to an ultimate goal. The Planner plays a vital role in ensuring that a project is completed efficiently and on time, while staying within budget constraints.

To put it in simpler terms, a Planner is responsible for coordinating resources, timelines, and budgets to ensure a project is successful. They have the bird’s eye view on the entire project and are usually involved right from the start when the project is being conceptualized.

Primary responsibilities of a Planner include:

1. Develop Project Plans

One of the primary responsibilities of a Planner is to create plans that outline the steps and resources required for a project. This includes forming a documented roadmap and timeline to follow, which helps to ensure that the project progresses smoothly and on schedule.

2. Budget Management

Budget management is also an essential part of a Planner’s responsibility, and they must ensure that the project stays within the financial limitations set out. They keep a close eye on the cost of resources and materials needed and adjust budgets accordingly.

3. Team Management

A Planner has to manage teams of people working on different phases of a project, making sure the teams have the right resources at the right time. They communicate goals, deadlines, and help resolve any conflicts as well.

4. Risk Management

A Planner identifies any foreseeable risks and obstacles that may impact the project’s timeline or budget. They prepare contingency plans, provide risk analysis, and have measures in place to address any issues that may arise.

As a Planner, attention to detail, time management, and communication skills are key elements for achieving success. It’s also essential to be able to work in a team, handle pressure, and be adaptable, as projects could change or take unexpected turns.

Now that you understand the key responsibilities of a Planner, let’s delve deeper into what makes this job exciting and what it takes to qualify as a Planner.

Job Description

For individuals who are interested in a career in urban planning, it is essential to have an understanding of the job description, duties, and qualifications necessary to become a planner. In this section, we will take a closer look at the job description of a planner, as well as the required skills and qualifications, and education and training requirements.

Overview of the Job Description of a Planner

Planners are responsible for developing, implementing, and evaluating plans and programs related to land use, community development, and environmental issues. They work with local government officials, community groups, and key stakeholders to develop strategies that help create sustainable, livable neighborhoods and cities.

Duties and Responsibilities of a Planner

Planners are responsible for a wide range of duties and responsibilities, including:

• Conducting research and gathering data on community needs, environmental issues, and other relevant factors
• Analyzing data and creating reports to inform decision-making processes
• Working with local government officials to develop and implement zoning and land use policies
• Collaborating with other stakeholders to develop comprehensive plans for community development and redevelopment
• Evaluating the effectiveness of existing plans and programs and recommending changes as needed

Required Skills and Qualifications

To be successful in this role, planners are required to have a strong foundation in the following areas:

• Communication skills: Planners must have excellent verbal and written communication skills in order to work effectively with a range of stakeholders including government officials, community groups, and the public.
• Analytical skills: Planners must be able to gather and analyze complex data to inform decision-making processes.
• Problem-solving skills: Planners are often tasked with finding creative solutions to complex problems related to community development and sustainability.
• Project management skills: Planners must be able to manage projects from start to finish, often working within tight time frames and budgets.
• Knowledge of planning software: Familiarity with planning software is important for planners to effectively analyze data and create reports.

Education and Training Requirements

Most employers require planners to have a bachelor’s or master’s degree in urban planning, geography, or a related field. Some planners may also have a degree in architecture, engineering, or public administration. In addition to formal education, planners may also have training or certification through professional organizations such as the American Planning Association.

Planners play a critical role in shaping the physical and social landscape of our communities and cities. They are responsible for developing and implementing plans that create sustainable, livable neighborhoods and cities. To be successful in this field, planners must have strong communication, analytical, and problem-solving skills, as well as relevant education and training.

As an urban or regional planner, you can expect to earn a competitive salary that reflects your expertise and experience. Here, we’ll explore how much planners can earn, factors that influence salary, and average salaries for different levels of experience.

How much Planners can earn

According to the Bureau of Labor Statistics (BLS), the median annual salary for urban and regional planners in the United States was $76,240 as of May 2020. However, depending on their expertise, experience and location, planners can earn more or less than this amount.

Planners working in municipalities and government agencies typically earn less than those working in the private sector. The BLS states that the median annual wage for planners employed in local government was $75,600 and $72,830 for those employed in state government. In contrast, those working in architectural or engineering firms can earn upwards of $90,000 per year.

Factors that influence salary

There are several factors that can affect a planner’s salary, including their level of education, years of experience, geographic location, and sector of employment.

Salary tends to increase with education level, with planners who hold a master’s degree typically earning higher salaries than those with a bachelor’s degree.

The amount of experience a planner has can also significantly influence their salary. Entry-level planners with less than two years of experience can expect to earn less than those with more years of experience.

Geographic location also plays a significant role in determining a planner’s salary. Planners living and working in large cities or coastal areas typically earn more than those based in rural areas.

Lastly, the sector in which a planner works can significantly impact their salary. Planners who work in the private sector typically earn more than those working in the public sector.

Average salary for different levels of experience

As mentioned earlier, a planner’s level of experience can affect their salary. Here’s a breakdown of the average salaries for different experience levels, according to the BLS:

• Entry-level (less than 2 years of experience): $50,400
• Mid-career (2-4 years of experience): $60,540
• Experienced (5-9 years of experience): $75,130
• Late-career (10 or more years of experience): $89,320

Keep in mind that these are just average salaries, and actual salaries can vary based on the factors mentioned above.

Urban and regional planners can expect to earn competitive salaries that reflect their expertise, education, experience, and location. The salaries for planners vary depending on their area of expertise, sector, and level of expertise. Given the nature of the profession, with expected growth in urban planning jobs, it’s important to have an idea of the potential salary range for planners across different skill levels.

Planners must have a specific set of skills to thrive in their job. In this section, we will discuss the essential skills required of a planner, soft skills necessary to excel in the role, and advanced skills to differentiate oneself in the field.

Essential skills required of a Planner

Effective planners must have strong analytical skills to successfully gather, analyze, and interpret data. They should be able to think critically, evaluate situations, and make informed decisions. Good numerical and financial skills are necessary as well. This includes an understanding of budgeting, forecasting, and cost analysis. A planner must also possess excellent communication skills to convey their findings and recommendations to various stakeholders in a clear and concise manner.

Soft skills needed to excel in the role

In addition to essential technical skills, planners must also have soft skills to excel in their role. They should have strong interpersonal skills, be able to collaborate and work effectively with others. Good time management and organizational skills are necessary for this fast-paced and dynamic role. The ability to adapt and work well under pressure is essential for success in this field.

Advanced skills to differentiate oneself in the field

To stand out in a competitive planning industry, it is necessary to have advanced skills that set you apart from others. These may include proficiency in data analytics and visualization, advanced financial modeling, project management, and market research. Knowledge of emerging technologies and experience in implementing new tools to streamline processes is also crucial. Effective networking, public speaking, and leadership skills can also be valuable. Continual research, learning and development can be a unique differentiator, especially when a planner is able to gain deeper insights through immersion in innovative, multi-disciplinary environments beyond their own field.

A planner’s success depends on a combination of essential, soft and advanced skills. By continuing to develop these skills, a planner can differentiate themselves in the field, bring more value to their organization, and ultimately earn a higher salary.

Types of Planners

It takes a variety of planners in different industries to help individuals or organizations effectively manage their resources, from finances and time to people and space. Here are some examples of planners and their job descriptions and responsibilities:

Financial Planners

Financial planners help clients make informed decisions about how to invest their money and plan for their financial future. They create financial plans, provide advice on investment strategies, and review clients’ portfolios regularly to ensure they meet their goals. They must also stay up to date with changes in tax laws, financial regulations, and market trends to best guide their clients.

Event Planners

Event planners organize and manage various types of events, including weddings, trade shows, music festivals, and corporate events. They liaise with clients to determine event goals, budgets, and timelines, then coordinate with vendors, manage event logistics, and handle all aspects of event production. They must have strong communication skills, attention to detail, and the ability to work well under pressure.

Urban Planners

Urban planners help communities create and manage land use plans, zoning ordinances, transportation systems, and environmental plans. They work with government officials, local residents, and developers to ensure projects meet community needs and goals. They must consider factors such as sustainability, accessibility, and economic feasibility when designing plans and recommending policies.

Production Planners

Production planners ensure manufacturing facilities run efficiently by creating production plans, maintaining inventory levels, and scheduling operations. They analyze data, predict demand, and optimize production processes. They must collaborate with various departments, including engineering, operations, and finance, to ensure timely delivery of products and minimize waste.

Academic Planners

Academic planners assist in student success by providing academic advisement, coordinating schedules, registering students for classes, and providing orientation for new enrollees. They must have an excellent knowledge of university policies, procedures and standards, and the different programs the school offers. They also have to be great communicators and good at dealing with people in high-pressure situations.

Planners play a vital role in ensuring effective and efficient management across various industries. Whether it’s financial planning, event production, community development or manufacturing, each type of planner is responsible for facilitating order and managing a range of responsibilities to reach established goals.

Industries That Need Planners

Planners are essential in various industries as they bring in their expertise to help organizations achieve their goals. Listed below are some of the industries that rely on the expertise of planners:

Public Sector

Private sector.

In the public sector, planners play a vital role in ensuring that the local community’s needs are met. They are responsible for developing comprehensive plans that guide land use, transportation, and economic development, among others. Planners in the public sector also work collaboratively with elected officials, community leaders, and other professionals to make sure that their plans are executed and policies are enforced.

One of the crucial tasks of planners in the public sector is to manage the growing demand for affordable housing, nearby transportation, and accessible amenities. They work to improve the quality of life in communities, providing equitable access to services and facilities.

In the private sector, planners contribute to the success of the organization by improving operational efficiency, managing resources and employees, and using data-driven approaches to make informed decisions. They provide insights into real estate development, land use, and zoning regulations that help businesses prosper.

Private sector planners also work in the development of private infrastructure, such as stadiums, office buildings, and housing developments. They are responsible for ensuring that these projects follow local, state, and federal regulations, as well as environmental and health standards.

Planners in the nonprofit sector have a unique set of responsibilities, as they work towards fulfilling the organization’s mission while serving their communities. They often have limited resources and rely on volunteers, so their planning is critical for a successful outcome.

Nonprofit planners develop strategic plans that align with the organization’s goals and priorities while collaborating with stakeholders, policymakers, and community members. They identify funding sources and grants for community development and implement programs that improve the quality of life and address social issues.

Planners are essential in various industries, whether it’s in the public sector, private sector, or nonprofit. Their responsibility is to ensure that organizations make informed decisions that lead to positive outcomes, which creates a better world for all of us.

Job Outlook

As a Planner, the employment outlook is promising. With the increasing need for organizations to plan and strategize how they use their resources, Planners are becoming more valuable in various industries.

In the coming years, several factors will influence the job market for Planners. First, the rapid pace of technological advancements means that organizations must continually adapt to new tools and systems. This will require skilled Planners who can effectively integrate new technologies into planning processes. Second, the growing concern for sustainability and ethical practices will require Planners to incorporate eco-friendly and socially responsible policies into their plans. This shift will create new opportunities for Planners with expertise in sustainable development and ethical practices.

Moreover, the growth opportunities for Planners are not limited to a specific industry. Every sector requires professionals who can analyze data, forecast trends, and create strategies for business growth. Therefore, Planners can find work in various fields, including government agencies, health care, education, transportation, and manufacturing.

In the government, Planners can work for local, state or federal agencies to develop policies and allocate resources that benefit the community. Similarly, in healthcare, Planners can work to optimize resource utilization, develop effective patient care plans, and ensure compliance with regulatory standards.

In the education sector, Planners can use data analysis and planning tools to ensure the success of educational programs and student advancement. They can also develop financial plans that increase the value of schools and universities.

In transportation, Planners can use their skills to reduce congestion, increase accessibility, and minimize the carbon footprint of transportation systems. In the manufacturing industry, Planners can optimize resource allocation, develop efficient supply chains and improve organizational efficiency.

The employment outlook for Planners is positive, with expected job growth projected in the coming years. Moreover, the adaptability of Planners means that they can work in various industries and find employment opportunities in multiple sectors, from government agencies to manufacturing firms. Finally, to be successful Planners, professionals must stay informed of the changing needs of their industries and develop adaptive skill sets that are relevant to the ever-evolving nature of their profession.

Pros and Cons of the Job

Being a Planner can be both rewarding and challenging. In this section, we will discuss the advantages of being a Planner as well as the challenges faced by Planners and how to overcome them.

Advantages of being a Planner

Job Satisfaction:  One of the biggest advantages of being a Planner is job satisfaction. Planners have the opportunity to create positive change in their communities by developing and implementing plans that improve the quality of life for residents.

Variety of Work:  Planners get to work on a variety of projects, which keeps their work interesting and diverse. From developing zoning regulations to designing public spaces, Planners get to use their skills in a wide range of areas.

Positive Work-Life Balance:  Many planning positions offer flexible work schedules that provide a good balance between work and personal life. This is a great advantage to those who value a healthy work-life balance.

Career Growth:  The field of planning offers plenty of opportunities for career growth and development. Planners can specialize in areas such as transportation planning or environmental planning, and can advance to leadership positions within their organizations.

Challenges faced by Planners and how to overcome them

Navigating Politics:  One of the biggest challenges faced by Planners is navigating the world of politics. Often, Planners are tasked with developing plans that are politically sensitive or controversial. To overcome this challenge, Planners need to develop strong communication and negotiation skills, and be able to work collaboratively with stakeholders to find solutions that benefit everyone.

Managing Conflicting Priorities:  Planners often have to balance competing priorities from various departments, organizations, or groups. This can be a challenging task, but Planners can overcome it by developing effective project management skills, keeping their priorities clear, and maintaining open communication with stakeholders.

Staying Current:  The field of planning is constantly evolving, and Planners need to keep up with the latest trends and technologies to remain effective in their jobs. To overcome this challenge, Planners should make a habit of attending conferences, networking with other professionals, and staying up to date with industry publications.

Building Consensus:  Another challenge faced by Planners is building consensus among stakeholders who have differing opinions or goals. To overcome this challenge, Planners need to be good listeners, skilled facilitators, and adept at finding common ground. Planners should focus on building relationships with stakeholders, fostering trust, and working collaboratively to achieve shared goals.

Being a Planner has many advantages, from job satisfaction to career growth. However, there are also challenges that come with the job, including navigating politics, managing conflicting priorities, staying current, and building consensus. With effective communication, negotiation, project management, and facilitation skills, Planners can overcome these challenges and continue to make a positive impact in their communities.

How to Become a Planner

If you’re interested in becoming a Planner, there are specific steps you can take to prepare yourself for this career path. In this section, we’ll provide you with a step-by-step guide on how to become a Planner, job search strategies for aspiring Planners, and common mistakes to avoid when applying for Planner roles.

Step-by-Step Guide on How to Become a Planner

Pursue a degree in Urban Planning, Geography, Environmental Science or other related fields: A Bachelor’s or Master’s degree in any of these fields will provide a solid foundation for a career in Planning.

Gain experience: Get some work experience in the field of Planning, whether through an internship, volunteering, or entry-level jobs. This will give you a better understanding of the field and help you gain the skills and knowledge needed to be a successful Planner.

Build your skills: In addition to academic qualifications and practical experience, it is also essential to develop a diverse range of skills that are relevant to the Planning profession. These may include analytical, critical thinking, communication, interpersonal, and project management skills.

Seek professional certification: Several organizations offer certifications that can help you stand out to potential employers as a qualified Planner. These include the American Planning Association’s (APA) AICP certification and the National Institute for Certification in Engineering Technologies (NICET) certification.

Apply for Planner positions: Once you’ve gained the necessary qualifications, skills, and certifications, you can start applying for Planner roles in various organizations, including government agencies, consulting firms, and non-profit organizations.

Job Search Strategies for Aspiring Planners

Get involved in networking: Attend industry events, join professional organizations, and connect with other Planners on social media platforms to build your professional network.

Research potential employers: Identify organizations that align with your goals and interests in Planning, and research their values, projects, and culture to see if they are a good fit for you.

Tailor your resume and cover letter: Customize your application materials for the Planner position you’re applying for to stand out to hiring managers.

Common Mistakes to Avoid When Applying for Planner Roles

Forgetting to proofread: Check your application materials for typos and grammatical errors. A clean and polished application shows attention to detail and professionalism.

Not doing research: Not researching the organization and the position you’re applying for can make you appear disinterested or unprepared during interviews.

Focusing solely on technical skills: While technical skills are crucial for a career in Planning, hiring managers also value soft skills such as communication and teamwork. Make sure to highlight both sets of skills on your application materials and during interviews.

By following these steps and job search strategies while avoiding common mistakes, you can increase your chances of becoming a successful Planner.

Certifications and Advancements

As a Planner, obtaining relevant certifications and advanced qualifications is crucial to stand out in today’s competitive job market. Certifications not only enhance a Planner’s credibility but also demonstrate a commitment to ongoing professional development.

Importance of Certifications for Planners

Certifications provide a comprehensive understanding of the principles, tools, and techniques used in planning, which helps Planners make informed decisions and provide effective services to clients. Employers are increasingly recognizing the value of certified Planners, and many job listings now require applicants to hold a relevant certification.

Some of the most recognized certifications for Planners include:

Certified Planner : Offered by the American Institute of Certified Planners (AICP), this certification is the most widely recognized and respected credential in the planning profession. AICP-credentialed Planners have demonstrated a mastery of the principles and practices of planning and are committed to ethical conduct and professional excellence.

LEED Accredited Professional : This certification by the U.S. Green Building Council (USGBC) demonstrates expertise in sustainable building and design practices. Planners with this certification can help clients develop environmentally responsible projects and initiatives.

Project Management Professional (PMP) : Offered by the Project Management Institute (PMI), this certification demonstrates expertise in planning, executing, and delivering projects on time, within budget, and with high quality.

Advanced Qualifications to Help Planners Stand Out

In addition to certifications, Planners can pursue advanced qualifications that deepen their expertise in specific areas of planning. These qualifications may include:

Master of Urban Planning (MUP) : A graduate degree in urban planning that provides a theoretical and practical understanding of urban and regional development, transportation planning, community engagement, and environmental planning.

Professional Certificate in Sustainable Urban Development : This certificate program offered by Columbia University provides a comprehensive understanding of the principles and practices of sustainable urban development.

Certified Economic Developer (CEcD) : This certification by the International Economic Development Council (IEDC) demonstrates expertise in economic development strategies, marketing, and community revitalization.

Additional Training Options for Planners to Consider

Alongside certifications and advanced qualifications, there are various training options that Planners can consider to enhance their skills and knowledge. These may include:

Attending conferences : Conferences provide opportunities for Planners to learn about emerging trends, network with industry professionals, and gain insights into best practices.

Taking online courses : Online courses offer the flexibility to learn at one’s own pace and can cover topics ranging from GIS mapping to community engagement strategies.

Participating in community initiatives : Participating in community initiatives can help Planners understand the needs and challenges of the communities they serve, while also giving back to the community.

Example of a Day in the Life of a Planner

As a planner, your daily routine is never set in stone. You will spend most of your time coordinating with various stakeholders, researching and analyzing data, and strategizing for upcoming events or campaigns. Here is a typical day in the life of a planner:

Morning Routine (8:00 AM – 10:00 AM)

Most planners start their day by checking emails and scheduling meetings with clients or colleagues. They may also use this time to review their to-do list for the day and prioritize tasks based on urgency and importance.

After that, the planner may begin conducting research and gathering data on various aspects of the project, such as target audience demographics, market trends, and industry best practices.

Afternoon Routine (12:00 PM – 2:00 PM)

After lunch, the planner may start analyzing the data they gathered in the morning, using it to create strategies for the project. They may work on creating timelines, budgets, and other relevant documents.

The planner may also spend this time coordinating with various stakeholders, such as vendors, contractors, and team members, to ensure that everyone is on the same page and that the project is moving forward as planned.

Evening Routine (4:00 PM – 6:00 PM)

As the workday winds down, the planner may use this time to review their progress and prepare for the next day. This could involve revising their to-do list, checking in with team members, or wrapping up any loose ends.

Some planners may also attend networking events or meetings in the evening to expand their professional network and stay up-to-date on industry trends.

Insights from Current Planners

According to current planners, the daily routine can vary significantly depending on the specific project, employer, and industry. However, there are a few common themes that many planners share:

Communication is key: Planners spend a significant amount of time communicating with clients, team members, and vendors to ensure the project runs smoothly.

Research is essential: Planners must conduct in-depth research and analyze data to develop effective strategies for the project.

Adaptability is crucial: Plans can change at a moment’s notice, and planners must be able to adapt quickly to keep the project on track.

Attention to detail is a must: One small mistake can have significant consequences, so planners must pay close attention to all aspects of the project.

Being a planner requires a wide range of skills and abilities, from communication and research to adaptability and attention to detail. However, for those who enjoy working in a fast-paced environment and making a real impact on the success of a project, being a planner can be an incredibly rewarding career path.

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Strategic Planner job description

A Strategic Planner is responsible for shaping business strategy, developing plans, analyzing data, and aligning goals to achieve the company’s objectives. Strong strategic thinking, analytical skills, and market research experience are essential.

Nikoletta holds an MSc in HR management and has written extensively about all things HR and recruiting.

Refreshed on

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Senior Recruitment Manager

This Strategic Planner job description template is optimized for posting to online job boards or careers pages and easy to customize for your company.

What is a Strategic Planner?

A Strategic Planner is a professional who is responsible for shaping the overall business strategy of a company, developing strategic plans, and assessing company performance to achieve business objectives.

What does a Strategic Planner do?

A Strategic Planner develops and implements plans to materialize the company’s strategy, conducts research and data analysis to inform business decisions, and aligns department goals with the overall strategy. They also monitor industry trends, provide insights into organizational changes, and support senior executives in making effective decisions.

Strategic Planner responsibilities include:

• Shaping the company’s overall business strategy
• Developing strategic plans and assessing company performance
• Conducting research and data analysis to inform business decisions

Want to generate a unique job description?

Looking for a job.

We are seeking a Strategic Planner to shape our company’s direction and create plans to achieve our business objectives.

You will play a crucial role in maintaining our competitive edge and effectively allocating resources.

Strategic thinking is a vital skill required for this position, along with strong analytical and organizational abilities.

Your contributions will be instrumental in guiding our company through changes, fostering growth, and ensuring long-term success.

As a Strategic Planner, you will have the opportunity to make a significant impact on our company’s strategic decisions and drive our business forward.

Join our team and be a key player in shaping our future.

Responsibilities

• Understand and shape the company’s strategy and mission
• Develop plans to materialize strategy and analyze business proposals
• Research competition to identify threats and opportunities
• Assess the company’s operational and strategic performance
• Align processes, resources-planning and department goals with overall strategy
• Provide support and insight into significant organizational changes (e.g. shift in strategic focus, mergers and acquisitions)
• Educate senior executives in making effective decisions
• Construct forecasts and analytical models
• Monitor and analyze industry trends and market changes

Requirements and skills

• Proven experience as a Strategic Planner or Business Consultant
• Understanding of market research and data analysis
• Knowledge of business operations and procedures
• Demonstrable strategic thinking abilities
• Analytical mind with problem-solving aptitude
• Organizational and leadership skills
• Excellent communication skills
• BSc/BA in Business Administration, Marketing, Finance or a related field; MSc/MA/MBA is a plus

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Strategy Job Descriptions

Business planning analyst job description, business planning analyst.

As a Business Planning Analyst at [Company Name], you will play a crucial role in driving the company's growth and success. You will be part of the [Team], reporting to the [Reporting To]. In this role, you will work closely with the [Teams Collaboration] to support and strengthen the company's business planning and strategy.

Responsibilities:

• Conduct market research and analysis to identify new business opportunities.
• Assist in the development and implementation of business plans and strategies.
• Analyze financial data and create reports to support decision-making processes.
• Collaborate with cross-functional teams to assess and optimize business processes.
• Monitor and track key performance indicators to evaluate the effectiveness of business initiatives.
• Prepare presentations and reports for senior management and stakeholders.
• Support the development and execution of budgeting and forecasting activities.
• Stay updated on industry trends and competitive landscape to provide insights and recommendations.

Requirements:

• Bachelor's degree in business, finance, or a related field.
• [X years of experience] years of experience in business planning, strategic analysis, or a similar role.
• Strong analytical and problem-solving skills.
• Proficiency in data analysis and financial modeling.
• Excellent communication and presentation skills.
• Ability to work in a fast-paced and dynamic environment.
• Advanced knowledge of Microsoft Excel and PowerPoint.
• Experience with business intelligence tools and ERP systems is a plus.

Success Metrics:

• Timely completion of business plans and strategies.
• Accuracy and quality of financial analysis and reports.
• Contribution to improved business processes and efficiency.
• Positive feedback from senior management and stakeholders.

Your role as a Business Planning Analyst at [Company Name] will be instrumental in driving the company's growth, development, and achievement of strategic objectives. By providing valuable insights and supporting the implementation of effective business plans and strategies, you will contribute to the overall success of the organization.

Add [Contact Name] at [Email] to apply.

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Find your next business planning analyst.

Use our free tailored job description for the role of Business Planning Analyst. Our job description provides detailed responsibilities, requirements, success metrics, and more. It can be customized to meet the specific needs of your organization. Take the guesswork out of hiring and ensure you find the perfect candidate for the job.

About the Business Planning Analyst

A Business Planning Analyst plays a crucial role in the organization's strategic planning and execution. They are responsible for analyzing market trends, financial data, and business performance to develop actionable plans and recommendations. They collaborate with cross-functional teams to identify opportunities for growth, improve operational efficiency, and drive overall business success.

FAQs about the Business Planning Analyst

What is the role of the business planning analyst about.

The role of the Business Planning Analyst is to support the organization's strategic planning and execution efforts. They gather and analyze data, develop insights, and provide strategic recommendations to drive business growth. Our tailored job description provides a detailed overview of the responsibilities, requirements, and success metrics for this role. Examples of tasks may include conducting market research, creating financial models, and assisting with budget planning.

Why do you need a Business Planning Analyst?

A Business Planning Analyst is essential for effective strategy execution. They help organizations make informed decisions, identify growth opportunities, and align resources to achieve strategic goals. This supporting strategy execution role depends on the specific needs and structure of the organization. However, having a skilled Business Planning Analyst can significantly enhance the organization's ability to drive success and navigate complex business challenges.

What would be an average salary for the Business Planning Analyst?

The average salary for a Business Planning Analyst in the US ranges from $60,000 to $90,000 per year, depending on factors such as experience, location, and company size. This estimate is based on data from reputable sources like Glassdoor and can vary depending on the specific circumstances of each position.

Ready to find your next Business Planning Analyst? Create your tailored job description.

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Business planner job description.

Preparing for disaster helps reduce the impact that unforeseen events have on an organization. The best plans prevent disruption from taking place by identifying important people, processes and equipment that keep a business running. Business planners focus on developing procedures that protect organizations from catastrophe and return operations to normal as quickly as possible.

Education and Skills

The majority of business planners have a bachelor's degree or a post-baccalaureate certificate before applying for this job. The minimum requirement for most business planners is a bachelor's degree in a related field, such as emergency management, business and public administration. Business planners need critical-thinking skills and the ability to make important decisions under stressful circumstances that require a rapid response. You also need excellent communication and collaboration skills and strong leadership abilities.

Professional Development

The Business Continuity Planners Association gives you access to resources and connections difficult to find elsewhere. The Business Continuity Institute has a certification training program that teaches best practices for business planners, preparing them to earn a certificate from the institute by passing a BCI examination. Earning certification and continually developing skills and connections through professional business continuity organizations increases your chance for advancement in the face of declining demand for business planners. Previous experience in emergency management with police and firefighters sets you apart for advancement in the eyes of potential employers.

Business Planner Duties

As a business planner, you collaborate with your peers to determine the best course of action in the event that a disaster or an unfortunate occurrence threatens the normal operations of your organization. This requires that you help colleagues develop recovery plans that enhance their ability to return to full capacity. Another important business planner duty minimizes the disruption of operations when calamity strikes by developing improved processes that are more resilient to upheaval.

Additional Duties and Responsibilities

Business planners help analyze the impact of disruptions and identify the most important issues when surviving threats. They develop and document plans for efficient recovery from disaster and coordinate training exercises to help prepare the best response from vital colleagues. Preparing business continuity reports for senior management ensures that all critical functions have a backup plan. Business planners also create procedures that protect and backup vital hardware such as data servers and communication systems.

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• O*Net Online: Business Continuity Planners
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• Business Continuity Planners Association: About BCPA
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• Data Center Assistance Group: Business Continuity and Disaster Recovery Job Descriptions
• U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: Emergency Management Directors

Kent Tukeli has been writing for business and media organizations since 2007, including Valnet Inc., Top Affiliate Publishing and Mirvish Productions. He honed his skills at the University of Toronto, earning a Bachelor of Arts in English literature.

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• Financial Advisor

Financial Planners Help Get Your Financial Life In Order

Fact Checked

Updated: May 30, 2024, 4:51pm

A financial planner can help you chart a course for your financial life. From budgeting and saving, to managing taxes and leaving a legacy for your children, these money experts share their expertise so you can get your personal finances in order.

What Is a Financial Planner?

A financial planner is a professional who works with clients to manage their financial affairs, develop financial goals and create strategies to achieve those goals. Financial planners offer expertise and guidance for budgeting, investing, retirement, tax planning, insurance and estate planning.

The primary role of a financial planner is to help people assess their current financial situation, understand their goals, and develop a comprehensive financial plan tailored to their specific needs and circumstances. This involves gathering financial information, analyzing it and formulating strategies to improve their financial well-being.

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What Does a Financial Planner Do?

When you hire a financial planner, they help you understand your financial goals and you a plan to meet them. Financial planning goals include things like buying new home, investing money for retirement, setting aside funds for your children’s education or deciding which insurance products you need.

Financial planners may perform a wide range of tasks, including:

• Setting goals. Their main job is to help you identify you short-term and long-term financial goals —buying a home, saving for retirement, funding education or starting a business—and make a plan to achieve those goals.
• Financial analysis. As part of the goal-setting process, they review your financial information—income, expenses, assets and liabilities—to evaluate your financial health and identify areas for improvement.
• Retirement planning.  Retirement is a key goal for everyone, and financial planners will help you determine how much you need to save in your  401(k) plan , IRAs and other retirement accounts.
• Investment advice. You’ll need to invest money to achieve most of your financial goals—especially retirement—so planners advise you on investment options and asset allocation based on your risk tolerance and time horizon .
• Insurance planning. Understanding how much insurance you need can be big challenge for most people. Financial planners have the expertise to ensure you get the coverage you need.
• Taxes. Nobody likes doing taxes, and financial planners can optimize your tax strategies: maximize deductions, manage investments for tax efficiency and help you understanding the tax implications of different financial decisions.
• Estate planning. Preparing an estate plan that includes a will, trusts and powers of attorney ensures the orderly transfer your assets with minimal taxes after you pass away.

A financial planner analyzes every aspect of your situation, deploying their expertise and insight to help you optimize your budget and spending to achieve all of your goals.

Financial Planner vs. Financial Advisor

The terms financial planner and financial advisor are often used somewhat interchangeably. In fact, both types of professional offer financial planning services that help clients reach their financial goals.

Financial advisors, however, are generally considered to be a much broader category. They are professionals who manage your investments, arrange insurance coverage and act as your stock broker—in addition to offering financial planning services. Financial planners limit themselves to more targeted services.

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Types of Financial Planner

It’s important to note that “financial planner” itself is an unregulated umbrella term. Anyone can call themselves a financial planner and offer financial planning services. Some may specialize in certain aspects of planning, like retirement or tax management, while others take a more holistic approach.

Fiduciary Financial Planners

A fiduciary financial planner is required to act in their client’s best interest. The term fiduciary duty means that a planner is bound to put their client’s financial interests before their own.

In practical terms, a fiduciary financial planner must offer their clients the best possible solutions at the lowest price point, no matter what fees or commissions the planner earns—from the client or other sources.

Some financial planners are only held to a suitability standard. Under a suitability standard, a financial planner or advisor’s recommendations must meet your needs, but they are permitted to recommend products or services that charge you higher fees or earn them higher commissions than similar products might.

When choosing a financial planner, the best policy is always to choose a fiduciary so you know the products and services they recommend are best for you, not them.

Certified Financial Planners

Certified financial planner (CFP) is an industry credential with rigorous educational and ethical requirements that fully prepares advisors to provide comprehensive financial planning services.

Notably, all CFPs must act as fiduciaries, and most work on a fee-only basis, meaning they’ll only be compensated by you, not by the products they suggest. Because of their thorough training and fiduciary standard, CFPs are mainstays of the financial planning community—and where many clients choose to start their financial planning journey.

Investment Advisers

Investment advisers—spelled with an “e” because that’s how the law applying to these financial planners spells it—are individuals or companies that assist clients with buying and selling securities and may provide financial advice.

There are two main types, chiefly differentiated by whether they adhere to a suitability standard or a fiduciary standard:

• Registered representatives. Registered representatives buy and sell securities on behalf of their clients and are usually licensed through the brokerage firms that employ them. With many registered representatives, you make the decisions, and the representative simply carries them out. However, some advertise themselves as financial advisors or planners. If you choose to work with a registered representative who is providing financial advice, keep in mind that they are only held to a suitability standard, which may impact the products and services they recommend to you.
• Investment adviser representatives . IARs are employed by companies called egistered investment advisors , which are firms that provide financial advice and planning services. Unlike registered representatives, IARs are held to the fiduciary standard. Many may have additional credentials, like CFPs, to enhance their financial planning abilities.

Robo-Advisors

Robo-advisors provide automated investment management. Most place you in a pre-built investment portfolio based on your goals and willingness to take on risk that they’ll then manage and maintain for you over time.

Robo-advisors are technically RIAs, meaning they’re also held to a fiduciary standard, and increasingly many are complementing their automated offerings with more comprehensive financial planning provided by human planners and CFPs. If you’re a beginner investor who might only occasionally need the services of a financial planner, this hybrid approach could be a good fit.

Wealth Managers

In practice, wealth managers are financial planners for high-net-worth individuals. Due to the clientele they work with, they typically specialize in aspects of financial planning more commonly affecting the wealthy, like estate planning, legal planning and risk management to preserve assets.

As with the term financial planner, wealth manager is not regulated, meaning anyone, regardless of credentials, can call themselves a wealth manager. This means only some wealth managers, but not all, are fiduciaries.

How Much Does a Financial Planner Cost?

The cost of hiring a financial planner can vary widely depending on their experience, credentials, location and the complexity of your financial situation.

Some financial planners charge an hourly rate for their services. Hourly rates can range from around $100 to $400 or more, depending on the planner’s expertise and location. The total cost will depend on the number of hours spent on your financial plan or specific consultations.

Financial planners may offer flat fees for specific services or a comprehensive financial plan. Fees for the latter can range up to several thousand dollars. The cost will depend on the complexity of your financial situation and the depth of analysis and recommendations required.

For a longer-term relationship, planners may charge a percentage of assets under management. This fee structure typically applies to investment management services, where the planner actively manages your portfolio.

Average financial advisor fee rates are listed in the table below, broken down by fee type:

Do You Need a Financial Planner?

While most everyone could benefit from the services of a financial planner, the truth is not everyone may need one. If your finances are fairly simple—meaning you are working, have some money in savings and are tucking money away into a retirement account —you may not need a financial planner.

However, a financial planner can help you if your finances are more complex or if your situation changes, such as if:

• You receive a significant windfall. If you come into a sudden influx of cash—such as a large bonus from work or inheritance after a loved one passes away—a financial planner will work with you to develop a plan for the money to ensure you can reach your goals.
• Your income changes. If you get a new job that changes your income substantially, a financial planner can help you create a new budget and adjust your retirement contributions.
• You are getting married. If you are getting married, you and your future spouse might meet with a financial planner to discuss how to handle existing debt, save for a new home or plan for children in the future.
• You are getting divorced. Financial planners can also help you deal with difficult situations, like divorce. By working with a financial planner that specializes in divorces, you can get assistance with determining child support and alimony, dividing up personal property and understanding tax laws.
• A new child is coming to the family. If you are expecting or are planning to adopt, a financial planner can help you decide what type of life insurance policies you need and how to save for your child’s college education.

How to Choose a Financial Planner

If you decide working with a financial planner is the right move for you, there are a few things you’ll want to look for :

Credentials

Because anyone can call themselves a financial planner, it’s wise to look for credentials that are highly respected, like:

• CFP: A certified financial planner is well equipped to help you plan out every aspect of your financial life. If you’re looking for general help getting on top of your finances, a CFP is a great place to start as they all must meet intense requirements and act as fiduciaries for their clients.
• CPA: A certified public accountant specializes in tax planning and is licensed within their state. If you’re looking for help managing your taxable income or decreasing what you owe come tax time, you may want to turn to a CPA.
• CFA: A chartered financial analyst can act as a financial planner, though most choose to work helping companies manage their finances, rather than individual consumers. That said, if you encounter a CFA offering financial planning services, take heart that they’ve passed many rigorous industry exams and have years of work experience qualifying them for that credential.

Fiduciary Duty

If you aren’t a financial professional yourself, you probably aren’t familiar with the ins and outs of most financial products and their associated tax codes. That’s why it’s invaluable to have an expert guide you through the process who has only your financial best interests at heart.

Unfortunately, not all financial planners are fiduciaries. Some only offer advice on products they sell, such as certain investments or insurance accounts, and may guide you toward products that will earn them higher commissions. Be sure to ask any prospective financial planners if they’re a fiduciary so you know whether they’re looking out for your bottom line—or theirs.

Typical Clientele

Even general CFPs may specialize in specific types of clients, like doctors, lawyers, or those with high amounts of student loan debt. Ask potential financial planners about the kinds of people they typically work with and the kinds of services they tend to provide. This way you can make sure you choose a professional with extensive experience dealing with the kinds of financial issues you yourself face.

Formal Complaints

Unfortunately, not every financial planner is a good actor. Before you enter into a relationship with a financial planner, who will have access to confidential financial information, check their credentials and disciplinary history on BrokerCheck . If they’ve had any complaints filed against them, those could be red flags.

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For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt. Kat has expertise in insurance and student loans, and she holds certifications in student loan and financial education counseling.

Assistant Athletic Director for Performance Nutrition

• Madison, Wisconsin
• INTERCOLLEGIATE ATHLETICS/ADMINISTRATION
• Administration
• Staff-Full Time
• Opening at: Aug 9 2024 at 18:45 CDT
• Closing at: Aug 23 2024 at 23:55 CDT

Job Summary:

Under the direction of the Senior Associate Athletic Director for Student Services, the Assistant Athletic Director for Performance Nutrition (Registered Dietitian) will lead the programming and execution of the Performance Nutrition Programs at Wisconsin Athletics. This includes coordinating the day to day operations of the nutrition department, coordinating the Performance Nutrition Education Program, managing the nutrition budget while serving as a resource for students and staff.

Responsibilities:

• 20% Directs, implements, and monitors strategic planning initiatives to ensure appropriate use of financial, administrative, and staffing resources
• 15% Recommends, reviews, and directs personnel resource allocation to ensure appropriate utilization of resources
• 15% Supervises managerial, professional, and support staff of the unit or division and facilitates unit staff developmental opportunities
• 5% Serves as the unit liaison to internal and external stakeholder groups providing organizational information and representing the interests of the unit
• 15% Develops and audits administrative operating reports, budgets, policies, and procedures to comply with regulations, institution policies, and business objectives
• 10% Exercises supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 full-time equivalent (FTE) employees
• 20% Serves as the primary point of contact and provides nutrition services support for assigned teams, including pre/post recovery, meals, supplements, and performance testing (e.g., hydration, body composition, etc.).

Institutional Statement on Diversity:

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals. The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world. For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion

Required Bachelor's degree in clinical nutrition, food and nutrition, or related area, granted from a U.S. regionally accredited college or university required. Preferred Master's degree in nutrition or exercise physiology preferred.

Qualifications:

- Must hold or be eligible to obtain state certification as a Certified Dietitian in the State of Wisconsin as provided under WI Statutes 448.70 through 448.94. - Minimum of 5 years of experience in nutrition counseling, preferably with emphasis on sports nutrition and in a collegiate athletic setting.

Full Time: 100% It is anticipated this position requires work be performed in-person, onsite, at a designated campus work location.

Appointment Type, Duration:

Ongoing/Renewable

Minimum $87,112 ANNUAL (12 months) Depending on Qualifications The starting salary for the position is $87,112, but is negotiable based on experience and qualifications. Employees in this position can expect to receive benefits such as: - Generous vacation, holidays, and paid time off; - Competitive insurances and savings accounts; retirement benefits; - Badger gear & season tickets for Badger football, men's basketball and men's hockey, and/or the varsity sports pass. More Benefits information can be found at https://hr.wisc.edu/benefits/ .

Additional Information:

Conditions of Appointment: This is a 100% Limited appointment. Salary will be assigned within the appropriate range, commensurate with the candidate's qualifications and experience. An excellent benefits package is also included. Successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment.

How to Apply:

To ensure full consideration, please submit your completed application no later than 11:55 p.m. CST on the assured consideration date. Your application should include: 1. A cover letter detailing how your qualifications and experiences align with the responsibilities of the position. 2. A comprehensive resume. 3. Contact information for at least three professional references. Finalists will be contacted before any communication with these references. Applicants selected to proceed in the selection process will be notified directly. All applicants will receive notification once a final selection has been made and the search is complete.

Tianwei Miller [email protected] 608-265-4138 Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

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Administrative Director (B)(AD048)

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A42-INTERCOLLEGIATE ATHLETICS/GENERAL OPERATNS/SPRTSNUTR

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Job number:, the university of wisconsin-madison is an equal opportunity and affirmative action employer..

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10 High-Paying, In-Demand Jobs of the Future That I Would Consider If I Were Planning My Career Now The career market is set for significant changes in the coming years.

By Georgi Todorov Edited by Chelsea Brown Aug 9, 2024

Key Takeaways

• As the job market evolves, there will be a demand for roles designed to handle the immense growth of data and the increasing complexity of financial technologies.
• If you're entering the workforce in the near future or contemplating a career change, consider these roles that are expected to be lucrative and highly sought after in the coming years.

Opinions expressed by Entrepreneur contributors are their own.

By 2027, 23% of jobs will transform, leading to the creation of 69 million new positions but the loss of 83 million existing ones. This will open an opportunity for innovative and emerging professions to take center stage, catering to the evolving needs of the digital age.

Among these future-focused careers are roles specifically designed to handle the immense growth of data and the increasing complexity of financial technologies. If you're entering the workforce in the next few years or seeking a career change, you should consider these 10 lucrative jobs that will be in demand in the future.

Related: The 30 Best High-Paying Jobs of the Future

1. User-Generated Content Creator

User-generated content (UGC) is considered one of the most authentic forms of advertising, influencing purchasing decisions for 70% of Gen Z and 78% of millennials . With the growing importance and application of UGC in marketing, there's also an increasing demand for UGC creators. Because UGC creators are peers rather than celebrities, they allow brands to build trust with their audience and humanize marketing. At the same time, their content production process can be much more cost-effective than other types of promotional content.

2. Dental Robotics Engineer

The medical field is set to create 45% of new jobs in the U.S. , reflecting a growing demand for skilled professionals. As both medical robotics and AI technologies advance, there will be increased growth in AI-related positions in healthcare. Employment for dentists is projected to rise by 4% from 2020 to 2030 . A dental robotics engineer, focusing on enhancing precision and efficiency in dental procedures, designs and programs diagnostic and surgical tools, tests and optimizes systems and ensures regulatory compliance while collaborating with dental professionals and staying updated on technology advancements.

3. NFT Curator

NFTs are expected to generate $2.378 billion in revenue in 2024 and expand into new and diverse sectors. An NFT curator selects and manages digital artworks tokenized as NFTs, working with artists to create and promote virtual exhibitions. They research market trends, ensure asset authenticity and educate the public about NFTs. Key skills include artistic knowledge, blockchain proficiency, analytical abilities and marketing expertise. With experience in art curation or digital marketing, NFT curators will bridge traditional and digital art as the NFT market expands.

4. Self-Driving Software Developer

The global self-driving car market was valued at $121.82 billion in 2023 and is expected to reach $2,354.12 billion by 2030 . A self-driving software developer creates and optimizes software for autonomous vehicles, focusing on real-time decision-making and sensor data integration. Key skills include programming in C++ and Python, machine learning and robotics. The role involves extensive testing, collaboration with hardware engineers and ensuring compliance with safety standards.

Related: Jobs 3.0: How You Can Prepare For The Future Of Work

5. Smartphone Eco-Designer

Ecodesign requirements will come into effect for smartphones, feature phones, cordless phones and slate tablets entering the EU market from June 20, 2025 . As this shift takes place, a smartphone eco-designer will play a crucial role in creating environmentally sustainable smartphones, focusing on biodegradable materials and eco-friendly manufacturing processes. They collaborate with engineers and manufacturers to ensure recyclability, reduce electronic waste and promote energy-efficient production, thereby setting new industry standards for sustainability in consumer electronics.

6. Data Extraction Specialist

The role of a Data Extraction Specialist is already established, but as the volume of data worldwide continues to grow dramatically, the demand for this profession will also increase significantly. In 2024, the amount of data created is 402.74 million terabytes each day . Soon, the focus will shift from creating new information to finding and properly structuring existing data. Instead of generating new information, data extraction specialists focus on identifying and extracting the exact information needed and properly structuring it. This profession is poised to become one of the most crucial roles in the future, given the ever-increasing importance of efficiently managing and utilizing vast amounts of data.

7. Blockchain and Crypto Accountant

As the blockchain and cryptocurrency sectors continue to expand, the need for specialized accounting professionals in these fields is growing rapidly. The blockchain and crypto market is projected to reach $4.94 billion by 2030 , more than three times its estimated size of $1.49 billion in 2020. Blockchain and crypto accountants will play a critical role in managing and auditing transactions, ensuring compliance with evolving regulations and providing financial insights specific to digital assets. Their expertise will be essential for businesses and individuals navigating the complexities of blockchain technology and cryptocurrency markets, which will make this profession highly sought after in the future.

8. Data-Driven Digital PR Specialist

Another profession that will be in demand in the future is the Data-Driven Digital PR Specialist, who uses data to enhance public relations efforts. A recent study found that 17.5% of respondents noted that quantifiable data improved their digital PR results. These specialists leverage data to craft effective campaigns, target audiences precisely and measure success, making them essential for navigating the evolving digital landscape .

9. Commercial Window Tinting Technician

Commercial window tinting, which applies a protective film to building windows, is increasingly important for improving energy efficiency and reducing UV radiation. By cutting sunlight, it reduces heat build-up and glare, leading to lower air conditioning needs and cost savings. With stricter energy efficiency regulations, the global window tint film market is expected to grow to $15.67 billion by 2030, a 37% increase from 2023. The demand for commercial window tinting technicians is set to rise, solidifying it as a future profession.

Related: Here Are the Best High-Paying and Fast-Growing Jobs for the Next Decade

10. Virtual Real Estate Agent

As the metaverse grows, virtual real estate agents are becoming essential. They handle buying, selling and managing properties in virtual worlds. In 2023, North America held 35% of the metaverse real estate market , underscoring the region's significant role. These agents will guide clients in acquiring digital assets and navigating virtual landscapes, proving crucial for success in the expanding metaverse real estate market .

The future holds exciting and unpredictable possibilities, and as we navigate this ever-evolving landscape, we're living in an extraordinary time of transformation and opportunity.

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Small Business Trends

56% of creative employees plan to leave their jobs within a year.

Justin Gignac, Co-founder & CEO of Working Not Working, expressed concern over the findings, noting that despite the post-COVID reevaluation of life priorities, many companies have failed to align their workforce management strategies with these new employee expectations. “We initially sent this out as the Happiness Survey, but the results quickly dictated we rename it. In a time when our humanity and creativity should be doubled down on as a key differentiator, too many businesses that rely on creativity have left their employees feeling like cogs: burned out, underutilized, and underappreciated. The solution is obvious: employees want to feel seen, valued and understood. They want opportunities that align with their passions. They want to make great work with a company and colleagues they believe in. And they want to be treated like humans, not headcount,” Gignac said.

What They Do

What does a Business Planning Manager do?

A business planning manager is responsible for overseeing the business management process and ensuring that the staff meets productivity goals and targets. Business planning managers recruit and train new staff, handle budgets for projects, and identify opportunities that would increase more revenue resources and profits for the business. They also coordinate with clients for updates and adjust business plans as needed. A business planning manager must have excellent communication and leadership skills to manage teams and achieve long-term objectives.

• Responsibilities
• Skills And Traits
• Comparisions
• Types of Business Planning Manager

Business planning manager responsibilities

Business planning managers play a crucial role in ensuring that a company's products and services meet customer expectations in an ever-changing market. They manage processes that produce or support the firm's products, requiring the ability to analyze data to make informed decisions, drive continuous improvement, and solve problems through critical thinking. Dr. Kim Roberts , Professor of Operations Management, emphasizes this, stating, "Business professionals lead organizations by focused efforts that revolve around products/services, processes, and people."

Resume snippets for business planning managers often highlight responsibilities such as demand planning various product lines, managing customer service division policy deployment and ISO 9000 preparation and audits, and achieving 80% demand forecast accuracy through the implementation of dashboard metrics, KPIs, and competitive market analytics. These tasks demonstrate the ability to manage processes, analyze data, and make informed decisions that drive continuous improvement.

Here are examples of responsibilities from real business planning manager resumes:

• Lead central team summarizing and prioritizing all DOD opportunities, enabling more efficient and effective resource allocation across several program departments.
• Create and implement new product BOM's.
• Verify WIP movement transactions are complete and with the latest BOM changes.
• Provide management with managerial reporting, variances explanations, and KPIs for decision making.
• Perform discounted cash flow and ROI analysis to plan and approve capital equipment investments.
• Create and execute a global staffing scorecard to measure hiring process focusing on ROI to ensure essential staffing.
• Provide specialized CRM consulting, strategy development and systems integration services to help clients leverage technology to build effective customer relationships.
• Generate statistical forecast models using Manugistics and NEFOR (proprietary forecasting tool).
• Maintain and document forecasting and reporting procedures used in forecasting software (Manugistics).

Business planning manager skills and personality traits

We calculated that 19 % of Business Planning Managers are proficient in Business Planning , Competitive Analysis , and Direct Reports . They’re also known for soft skills such as Creativity , Interpersonal skills , and Organizational skills .

We break down the percentage of Business Planning Managers that have these skills listed on their resume here:

Create, communicate and coordinate quarterly adjustments to the annual plan as dictated by Corporate Business Planning and operational requirements.

Developed a market research and competitive analysis strategy that successfully differentiated the Ford product offering that increased sales and revenues.

Created, approved, and processed compensation transactions for senior executives and their direct reports.

Provided training to project management audience to promote efficient and standardized project management processes.

Develop metrics, performance measures and reports that support the business objectives and results.

Analyzed market trends, price cliffs, and competitor behavior to ensure pricing strategy drove profitable growth.

Most business planning managers use their skills in "business planning," "competitive analysis," and "direct reports" to do their jobs. You can find more detail on essential business planning manager responsibilities here:

Creativity. To carry out their duties, the most important skill for a business planning manager to have is creativity. Their role and responsibilities require that "advertising, promotions, and marketing managers must be able to generate new and imaginative ideas." Business planning managers often use creativity in their day-to-day job, as shown by this real resume: "managed 6 business planners in multiple countries coordinating all scheduling, delivery, and inventory activities for $250m+ product line. "

Interpersonal skills. Another essential skill to perform business planning manager duties is interpersonal skills. Business planning managers responsibilities require that "managers must deal with a range of people in different roles, both inside and outside the organization." Business planning managers also use interpersonal skills in their role according to a real resume snippet: "trained new employees in business practices, new business development, and interpersonal communication. "

Organizational skills. business planning managers are also known for organizational skills, which are critical to their duties. You can see how this skill relates to business planning manager responsibilities, because "advertising, promotions, and marketing managers must manage their time and budget efficiently while directing and motivating staff members." A business planning manager resume example shows how organizational skills is used in the workplace: "influence strong organizational effectiveness including effective project management, cross-functional leadership, corporate training and organizational development. "

Analytical skills. business planning manager responsibilities often require "analytical skills." The duties that rely on this skill are shown by the fact that "advertising, promotions, and marketing managers must be able to analyze industry trends to determine the most promising strategies for their organization." This resume example shows what business planning managers do with analytical skills on a typical day: "performed project and product profitability analysis for all product lines of the organization. "

Communication skills. A commonly-found skill in business planning manager job descriptions, "communication skills" is essential to what business planning managers do. Business planning manager responsibilities rely on this skill because "managers must be able to communicate effectively with a broad-based team made up of other managers or staff members during the advertising, promotions, and marketing process." You can also see how business planning manager duties rely on communication skills in this resume example: "directed business planning and internal communication activity for the $1.6b global transportation industry. "

Most common business planning manager skills

The three companies that hire the most business planning managers are:

• Ernst & Young 56 business planning managers jobs
• Oracle 48 business planning managers jobs
• Samsung Electronics Device Solutions (Semiconductor & Display) 15 business planning managers jobs

Choose from 10+ customizable business planning manager resume templates

Compare different business planning managers

Business planning manager vs. manager, strategy.

A strategy manager is an individual who reviews a company's objectives for growth and works with executives to formulate actionable plans to achieve these objectives. To make comprehensive recommendations, strategy managers must conduct data analysis of the organization as well as the overall industry. They must provide assessments of market trends and identify business threats and opportunities. Strategy managers should also work with department heads to develop individual team goals and break them down into actionable steps for the employees to complete.

There are some key differences in the responsibilities of each position. For example, business planning manager responsibilities require skills like "business planning," "continuous improvement," "supply chain planning," and "business performance." Meanwhile a typical manager, strategy has skills in areas such as "portfolio," "client facing," "digital marketing," and "strategic thinking." This difference in skills reveals the differences in what each career does.

Business planning manager vs. Product manager

A product manager is responsible for ensuring product development, providing the best marketing strategies, and effectively handling the sales and marketing team. Product managers' duties include monitoring the market trends and conditions, identifying business opportunities and plan initiatives, and collaborating the product launch process with the appropriate departments. A product manager is also responsible for generating ideas on improving product features, determining timetables and reasonable pricing, and analyzing product sales. A product manager must have excellent strategic and decision-making skills to contribute to its growth and profitability.

Each career also uses different skills, according to real business planning manager resumes. While business planning manager responsibilities can utilize skills like "business planning," "business objectives," "financial analysis," and "data analysis," product managers use skills like "product management," "qa," "product strategy," and "user stories."

Business planning manager vs. Market manager

A marketing manager is an executive who manages a brand or product's promotion positioning. Marketing managers analyze the trends in the industry and the demand for certain products and services. Typically, they attract more customers to purchase products and/or services and raise brand awareness through marketing campaigns. They research, identify, examine, and evaluate product demand. Also, they review advertising materials like print ads to boost the marketing strategy of the company and strengthen its campaign.

The required skills of the two careers differ considerably. For example, business planning managers are more likely to have skills like "business planning," "business objectives," "financial analysis," and "data analysis." But a market manager is more likely to have skills like "customer service," "strong analytical," "excellent interpersonal," and "human resources."

Business planning manager vs. Manager finance planning and analysis

A manager finance planning and analysis oversees the daily operations of a company's financial planning department. They typically have administrative duties such as setting goals and guidelines, establishing timelines and budgets, delegating tasks among teams and staff, and reviewing financial reports regularly. They also perform research and assessments, gather and analyze financial data from different departments, coordinate staff, and solve issues and concerns when any arise. Additionally, as a manager, they must lead and empower staff to reach goals while implementing company policies and regulations.

Even though a few skill sets overlap between business planning managers and managers finance planning and analysis, there are some differences that are important to note. For one, a business planning manager might have more use for skills like "business planning," "competitive analysis," "project management," and "business objectives." Meanwhile, some responsibilities of managers finance planning and analysis require skills like "customer service," "visualization," "financial operations," and "financial reports. "

Types of business planning manager

• Business Development Manager
• Business Manager

Product Manager

• Business Operations Manager
• Business Unit Manager
• Business Leader

Updated June 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

What Similar Roles Do

• What a Brand Manager Does
• What a Business Development And Marketing Manager Does
• What a Business Development Manager Does
• What a Business Director Does
• What a Business Leader Does
• What a Business Manager Does
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• What a Business Partner Does
• What a Business Unit Manager Does
• What a Manager Finance Planning And Analysis Does
• What a Manager, Strategy Does
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• What a Media Manager Does
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Business Planning Manager Related Careers

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Chipmaker Intel to cut 15,000 jobs as tries to revive its business and compete with rivals

FILE - The symbol for Intel appears on a screen at the Nasdaq MarketSite, on Oct. 1, 2019 in New York. Intel Corp. Intel reports earnings on Thursday, Aug. 1, 2024. (AP Photo/Richard Drew, File)

FILE - Workers listen as President Joe Biden speaks on March 20, 2024, at the Intel Ocotillo Campus in Chandler, Ariz. Intel reports earning on Thursday, Aug. 1, 2024. (AP Photo/Jacquelyn Martin, File)

FILE - President Joe Biden listens to Intel CEO Pat Gelsinger, left, as Intel factory manager Hugh Green watches during a tour of the Intel Ocotillo Campus, in Chandler, Ariz., on March 20, 2024. Intel reports earnings on Thursday, Aug. 1, 2024. (AP Photo/Jacquelyn Martin, File)

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Chipmaker Intel says it is cutting 15% of its huge workforce — about 15,000 jobs — as it tries to turn its business around to compete with more successful rivals like Nvidia and AMD.

In a memo to staff, Intel Corp. CEO Pat Gelsinger said Thursday the company plans to save $10 billion in 2025.

“Simply put, we must align our cost structure with our new operating model and fundamentally change the way we operate,” he wrote in the memo published on Intel’s website. “Our revenues have not grown as expected — and we’ve yet to fully benefit from powerful trends, like AI. Our costs are too high, our margins are too low.”

The job cuts come in the heels of a disappointing quarter and forecast for the iconic chip maker founded in 1968 at the start of the PC revolution.

Next week, Gelsinger wrote, Intel will announce an “enhanced retirement offering” for eligible employees and offer an application program for voluntary departures.

“These decisions have challenged me to my core, and this is the hardest thing I’ve done in my career,” he said. The bulk of the layoffs are expected to be completed this year.

The Santa Clara, California-based company is also suspending its stock dividend as part of a broader plan to cut costs.

Intel reported a loss for its second quarter along with a small revenue decline, and it forecast third-quarter revenues below Wall Street’s expectations.

Its stock plunged 19% in after-hours trading, indicating that Intel could lose roughly $24 billion of its market value when the stock market opens Friday.

The company posted a loss of $1.6 billion, or 38 cents per share, in the April-June period. That’s down from a profit of $1.5 billion, or 35 cents per share, a year earlier. Adjusted earnings excluding special items were 2 cents per share.

Revenue slid 1% to $12.8 billion from $12.9 billion.

Analysts, on average, were expecting earnings of 10 cents per share on revenue of $12.9 billion, according to a poll by FactSet.

“Intel’s announcement of a significant cost-cutting plan including layoffs may bolster its near-term financials, but this move alone is insufficient to redefine its position in the evolving chip market,” said eMarketer analyst Jacob Bourne. “The company faces a critical juncture as it leverages U.S. investment in domestic manufacturing and the surging global demand for AI chips to establish itself in chip fabrication.”

Gelsinger noted in a conference call with analysts that Intel has previously said that its investments in the AI PC market would pressure its profit margins over the short term but should benefit the company in the long term.

“We believe the trade-offs are worth it. The AI PC will grow from less than 10% of the market today to greater than 50% in 2026,” he said.

Unlike its rivals like Nvidia, Intel manufactures chips in addition to designing them. It has been working to build up its foundry business making semiconductors in the U.S., competing with rivals such as market leader Taiwan Semiconductor Manufacturing Co. or TSMC.

Helped by Gelsinger’s lobbying efforts since he took the company’s helm in 2021, Intel has been a major beneficiary of the 2022 CHIPS and Science Act. The Biden administration helped shepherd that through Congress amid concerns after the pandemic that the loss of access to chips made in Asia could plunge the U.S. economy into recession.

In March, President Joe Biden celebrated an agreement to provide Intel with up to $8.5 billion in direct funding and $11 billion in loans for computer chip plants around the country, talking up the investment in the political battleground state of Arizona and calling it a way of “bringing the future back to America.” At the time, Gelsinger called the CHIPS Act “the most critical industrial policy legislation since World War II.”

In September 2022, Biden praised Intel as a job creator with its plans to open a new plant near Columbus, Ohio. The president praised the company for plans to “build a workforce of the future” for the $20 billion project, which he said would generate 7,000 construction jobs and 3,000 full-time jobs set to pay an average of $135,000 a year.

“The U.S. government wants to reinvigorate domestic manufacturing, especially this is the area of advanced computer chips,” Bourne said. “And Intel has been kind of earmarked for this money. But there’s a lot of infrastructure that goes into this, there’s the building of these facilities, which are really highly specialized — and then you also need to upskill the local workforce where these plants are located. And so it takes time. This is not something that happens overnight.”

Associated Press Writer Josh Boak contributed from Washington.