What is a Planning Analyst?

Learn about the role of Planning Analyst, what they do on a daily basis, and what it's like to be one.

  • What is a Planning Analyst
  • How to Become
  • Certifications
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Definition of a Planning Analyst

What does a planning analyst do, key responsibilities of a planning analyst.

  • Conducting detailed data analysis to inform strategic planning and decision-making processes
  • Developing financial models and forecasts to predict outcomes and support business initiatives
  • Collaborating with cross-functional teams to gather data and understand business needs
  • Identifying trends and patterns in data to uncover opportunities for growth and efficiency
  • Creating reports and presentations that clearly communicate analytical findings to stakeholders
  • Assisting in the budgeting process by providing insights into potential costs and revenues
  • Monitoring and evaluating the effectiveness of strategic plans and recommending adjustments
  • Supporting the management team with ad-hoc analysis, planning, and project management
  • Ensuring compliance with industry regulations and organizational policies in planning activities
  • Utilizing advanced analytics tools and software to enhance the accuracy of projections and reports
  • Participating in the development and implementation of planning systems and processes
  • Providing training and support to other departments on data-driven decision-making practices

Day to Day Activities for Planning Analyst at Different Levels

Daily responsibilities for entry level planning analysts.

  • Gathering and compiling data from various sources
  • Assisting with basic analysis to support planning decisions
  • Creating and updating reports and dashboards for internal use
  • Supporting senior analysts in larger projects and initiatives
  • Participating in meetings and providing administrative support
  • Engaging in professional development to improve technical and analytical skills

Daily Responsibilities for Mid Level Planning Analysts

  • Conducting in-depth data analysis to inform strategic decisions
  • Developing forecasting models and performance metrics
  • Collaborating with cross-functional teams to align planning efforts
  • Presenting findings and recommendations to management
  • Identifying trends and potential issues in business operations
  • Assisting in the development and refinement of planning processes and tools

Daily Responsibilities for Senior Planning Analysts

  • Guiding the strategic planning process and setting analytical priorities
  • Overseeing complex analyses and the development of advanced forecasting models
  • Advising senior management on planning outcomes and business implications
  • Leading cross-departmental initiatives to improve operational efficiency
  • Contributing to policy development and organizational strategy
  • Mentoring junior analysts and fostering a culture of data-driven decision making

Types of Planning Analysts

Financial planning analyst, supply chain planning analyst, urban and regional planning analyst, strategic planning analyst, workforce planning analyst, project planning analyst, what's it like to be a planning analyst , planning analyst work environment, planning analyst working conditions, how hard is it to be a planning analyst, is a planning analyst a good career path, faqs about planning analysts, how do planning analysts collaborate with other teams within a company, what are some common challenges faced by planning analysts, what does the typical career progression look like for planning analysts.

How To Become a Planning Analyst in 2024

business planning analyst description

Related Career Paths

Balancing supply and demand, forecasting trends for strategic business planning

Optimizing stock control, ensuring efficient product availability and business success

Optimizing business efficiency, analyzing processes for improved operational performance

Optimizing product flow, ensuring efficient delivery from supplier to consumer

Navigating supply chain complexities, ensuring optimal value and quality in procurement

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Planning Business Analyst Job Description

Planning business analyst duties & responsibilities.

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

Sample responsibilities for this position include:

Planning Business Analyst Qualifications

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

Licensing or Certifications for Planning Business Analyst

List any licenses or certifications required by the position: APICS, MIT, IBF, PMP, CPIM, COO, CE, CBAP, APIC, CPSM

Education for Planning Business Analyst

Typically a job would require a certain level of education.

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

Skills for Planning Business Analyst

Desired skills for planning business analyst include:

Desired experience for planning business analyst includes:

Planning Business Analyst Examples

  • Microsoft Word (.docx) .DOCX
  • PDF Document (.pdf) .PDF
  • Image File (.png) .PNG
  • Identifies, tracks, monitors and communicates on project-related issues, scope changes, variances and contingencies that occur during the course of projects
  • Monitors project work to ensure that progress is maintained within expected guidelines
  • Assist in developing the Consumer Engagement strategy for responding to industry trends in the home improvement marketplace
  • Work with cross-functional teams in business process improvement and information technology projects
  • Assist in preparing the Business Strategic Plan by analyzing trends and forecast
  • Translate findings into business strategies and process improvement with the Director of Consumer Engagement
  • Execute key business initiatives that will drive business operations
  • Manage budget, rolling forecast and monthly reporting processes for Development
  • Support decision making and follow up activities within the Business/Functions through helping to develop financial evaluation of a) proposed projects and b) planned or actual data in order that enhanced financial performance is delivered
  • Engage in data cleansing activities to ensure the quality of sales data for management reporting
  • Interpersonal based academic training that enhances ability to work in a diverse international oriented environment is a significant advantage
  • Extensive project coordination experience
  • Must have experience with technology / business related systems
  • Very strong proficiency and expertise in PowerPoint and Excel is a must
  • Comfortable with high degrees of ambiguity and problem solving
  • 2+ years’ experience with budget analysis, tracking and reporting
  • Create and managing accounting reporting and analysis (daily/weekly/monthly) in order to provide the most accurate information as it relates to the business activities
  • Review stakeholder requirements to validate that they fit into the organizational plan for multiple efforts
  • Provide information and reports to the Demand Review process as part of the Integrated Business Planning model to achieve a consensus forecast for demand in respective sub-region
  • Act as a Subject Matter Expert (SME) in the design and maintenance of demand planning related information technology
  • Prepare and update KPIs scorecards and metrics to measure process performance
  • Conduct advanced process and data flow analysis
  • Continues improvement and support of the documentation/mapping of current and future state processes, key decisions, RACI, timelines, writes detailed universally understood procedures for permanent records and for use in training, to deliver better value to the customer
  • This position requires 3 years experience in applied analytics and relational database skills preferably Oracle, Terradata and SQL
  • Represent actively the Marketing & Sales function through participations in all required meetings, presentations preparation, taking minutes, action points log and following up
  • Develop and Maintain a standardized set of MIS reports to complement existing Capabilities
  • Experience working in a operational, client-facing and/or cross-functional role
  • Extremely process-oriented and able to develop solutions that serve multiple parties
  • You think that Salesforce is awesome and love building systems at scale
  • Exceptional writing skills with the ability to adapt materials for various audiences
  • Comfortable navigating complex projects and analysis with little supervision
  • Obsessive about detail
  • Review and track professional service spending and staffing agencies performance metrics
  • Follow standard methods for estimating and reporting ROI for technology based initiatives
  • Support ad hoc requests for quantification of initiatives and impact analysis
  • Bring captured information up to a high enough level that it becomes actionable
  • Work closely with IT management team to identify areas for operational improvement
  • Design, maintain and test business processes in line with internal control and SOX requirements
  • Defines and constantly improve periodic performance and forecasting reporting
  • From model design to implementation, facilitate project meetings and collaborate with business stakeholders, external implementation partners, cross-functional stakeholders and developers to ensure the desired end state is achieved
  • Drive business process improvements and perform continuous reviews to align processes and documentation with changing business conditions
  • Be accountable for testing activities including writing end-to-end scenarios, data coordination and preparation, test execution, defect follow-up and resolution
  • 8+ years of experience in B2C e-commerce, with particular focus on consumer engagement and conversion
  • Experience performing competitive analysis and developing strategic plans
  • Experience with web analytics and reporting
  • Strong skills and understanding of the project management process, and bringing projects to successful fruition
  • Excellent project management skills, attention to detail and comfortable working in a fast-paced, matrix environment
  • Effective communicator and collaborator working in a cross-functional environment
  • Work with the Director of PPMO and Demand Management to revamp the current state portfolio management methodology and governance processes and implement ongoing improvements
  • Ensure governance standards and methodologies are adhered to and promote best practices
  • Prepare monthly reports, metrics, and presentations for Governance Board meetings
  • Use tools and technology for managing and analyzing the enterprise project portfolio
  • Providing timely financial insights
  • Developing key performance indicators
  • Delivering fact-based decision support
  • Analyzing monthly performance
  • Building the long range business plans and forecasts
  • Provide the business with accurate, timely and insightful reporting on key performance indicators
  • Strong IT aptitude - advanced Excel techniques essential
  • Knowledge of SAP and advanced enterprise performance management applications
  • Professional MS Excel and Power Point skills
  • Advanced working knowledge of SQL and Excel
  • Ability build financial and/or mathematic models
  • Ability to apply basic statistical techniques
  • Review business units expenses to understand the variances, in trends and to budget, and be prepared to present variances to leadership
  • Analyze Profit and Loss statement budget vs
  • Maintain data systems which support the Foundry Operations group, including Front-End Price Engine (FEPE) maintenance and update, Metrics creation and reporting, and e-business interfaces
  • Work closely with planning in identifying forecast and production operations requirements and communicating those in a timely and accurate manner to foundry subcontract manufacturers
  • Work closely with the site purchasing organization to ensure accurate purchase orders are placed in support of both Engineering and production wafer requirements, including regular backlog reconciliation and A/P (ERS) maintenance and support
  • Documentation of procedures/policies specifying methodologies used in the procurement process, in compliance with ISO and QS9000 standards to ensure ongoing re-certification
  • Assist in the local implementation of e-Commerce for worldwide (ie Web Methods) and local (internet) subcontractors/vendors
  • Establishes business cases in support of Airport initiatives and provides forecasted benefits using spreadsheet or simulation modeling
  • Calculate impact of investment decisions on departmental financials and present summary to Airports Leadership
  • Determine the impact of Airport Services contract renewals on departmental financials
  • Minimum of 2 years work experience using excel
  • Excellent I.C.T skills including Excel and PowerPoint
  • 2-3 years relevant work experience in management reporting within a MNC environment
  • Experience in audit and/or controlling, ideally in MNC
  • Experience or background of a pharmaceutical or FMCG background is helpful
  • Being results driven, a strong analytical mind, the ability to be independent and multi-task are key to be successful

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Strategy Job Descriptions

Strategic planning analyst job description, strategic planning analyst.

As a Strategic Planning Analyst at [Company Name], you will play a crucial role in shaping the future of our organization. You will be part of the [Team] and report to the [Reporting To], collaborating closely with teams such as [Teams Collaboration]. Your expertise and insights will contribute to the development and execution of strategic initiatives that drive our company's growth and success.

Responsibilities

  • Conduct thorough analysis of market trends, industry dynamics, and competitor performance to identify strategic opportunities and risks.
  • Collect and analyze data from internal and external sources to support decision-making processes.
  • Collaborate with cross-functional teams to develop strategic plans and initiatives that align with the company's objectives.
  • Monitor the progress and effectiveness of strategic initiatives, providing regular updates and recommendations for adjustments as needed.
  • Assist in the development of business cases and financial models to evaluate the feasibility and potential impact of proposed strategies.
  • Prepare and present reports and presentations to senior leadership, providing clear and concise insights and recommendations.
  • Stay up-to-date with industry trends, best practices, and emerging technologies to ensure the organization remains competitive and innovative.

Requirements

  • Bachelor's degree in a relevant field with strong analytical skills.
  • [X years of experience] years of experience in strategic planning, business analysis, or a related role.
  • Excellent quantitative and qualitative analytical skills, with the ability to draw insights from complex data sets.
  • Strong strategic thinking and problem-solving abilities, with a results-oriented mindset.
  • Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to create compelling visualizations and presentations.
  • Excellent communication and presentation skills, with the ability to effectively convey complex ideas to stakeholders at all levels.
  • Strong organizational skills and the ability to manage multiple projects and deadlines simultaneously.

Success Metrics

  • Successful development and implementation of strategic initiatives that drive company growth and profitability.
  • Timely and accurate analysis of market trends and competitor performance.
  • Effective collaboration with cross-functional teams to achieve strategic objectives.
  • High-quality reports and presentations that provide actionable insights and recommendations.
  • Continuous learning and professional development to stay at the forefront of strategic planning practices.

Your role as a Strategic Planning Analyst at [Company Name] will be instrumental in guiding the company's strategic decision-making process and ensuring alignment with our long-term objectives. You will have the opportunity to make a significant impact on our growth, development, and achievement of strategic objectives.

To apply, please contact Contact Name at Email.

business planning analyst description

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Find your next strategic planning analyst.

Use our tailored job description to find the perfect Strategic Planning Analyst for your organization. Our job description provides detailed responsibilities, requirements, success metrics, and more. It can also be customized to meet the specific needs of your organization. Start finding your next Strategic Planning Analyst today!

About the Strategic Planning Analyst

A Strategic Planning Analyst plays a crucial role in the organization's strategic planning and execution. They are responsible for analyzing market trends, conducting research, and developing strategic initiatives to drive business growth. By collaborating with cross-functional teams, they help identify opportunities for improvement and develop actionable strategies. The Strategic Planning Analyst also monitors key performance indicators and evaluates the success of implemented strategies. They play a vital role in ensuring the organization's long-term success and sustainable growth.

FAQs about the Strategic Planning Analyst

What is the role of the strategic planning analyst about.

The role of the Strategic Planning Analyst is to support the organization's strategic planning and execution efforts. They analyze market trends, conduct research, and develop strategic initiatives to drive business growth. Our tailored job description provides a detailed overview of the responsibilities, requirements, and success metrics for this role. Some examples include conducting competitive analysis, developing business plans, and evaluating strategic partnerships.

Why do you need a Strategic Planning Analyst?

A Strategic Planning Analyst is crucial for effective strategy execution. They ensure that the organization's strategic initiatives align with its long-term goals and objectives. By providing valuable insights and analysis, they help identify opportunities for growth, mitigate risks, and make data-driven decisions. The Strategic Planning Analyst can serve as a supporting or core role in strategy execution, depending on the organization's needs and structure.

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

The average salary for a Strategic Planning Analyst in the United States ranges from $60,000 to $100,000 per year, depending on factors such as experience, location, and the size of the organization. Salary data is based on reputable sources such as Glassdoor.

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

Articles to get your started with strategic planning analyst, your toolkit for strategy success.

business planning analyst description

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Business Analyst Job Description (With Examples)

Christine Organ

Updated: Mar 22, 2024, 1:27am

Business Analyst Job Description (With Examples)

Table of Contents

What does a business analyst do, how to write a business analyst job description, business analyst job description examples, frequently asked questions (faqs) about a business analyst’s job description.

A business analyst commonly reviews and analyzes key business metrics to devise plans for improvement, then communicates these findings and plans to key stakeholders in the organization. “Business analyst” is a large umbrella term with a lot of variability in the specifics, depending on the industry and the experience needed.

When hiring a business analyst, clear expectations are key for success. It is important to craft a thoughtfully designed, focused job description so applicants know what you are looking for. Explore well-written business analyst job description examples and learn how to draft your own job description to attract top candidates.

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As the name implies, a business analyst analyzes businesses. However, there is a lot of nuance and detail in those two general words, and the position’s responsibilities extend beyond merely analyzing data.

While the specific functions of a business analyst vary depending on the size of the business and its industry, a business analyst generally reviews business operations, assesses evolving business ideas, liaises between groups and departments and communicates recommendations for improving business operations.

No matter where you post your job —whether that’s your company website, Indeed , LinkedIn or even Facebook—you’ll want to have a carefully crafted job description to attract the most qualified candidates.

In addition to the prerequisites for a job description, including the equal employment opportunities statement and job benefits, a business analyst job description should include details regarding the job responsibilities, requirements and necessary skills. The job description’s full details are often summarized in a one-page document that can be used in the recruiting process to attract candidates, define the role and establish its level of responsibility within the business.

Business Analyst Objectives

Regardless of the industry, the overall objectives of a business analyst are to review and analyze current and proposed business operations. Oftentimes, these professionals review financial statements, key performance indicators (KPIs) and other key metrics, then consider options for improvement. Business analysts assess the overall effectiveness of a business and its departments to devise solutions to problems.

Business Analyst Responsibilities

In your job description, you should clearly state the business analyst’s key responsibilities, along with any secondary responsibilities. Among the typical key responsibilities for a business analyst are:

  • Identify and communicate with key stakeholders
  • Gather, review and analyze business and industry data, including KPIs, financial reports and other key metrics using data analytics tools
  • Liaise between various business departments and groups
  • Assess options for process improvement, including business process modeling
  • Maintain documentation regarding various projects, processes and operations
  • Collaborate with project managers and cross-functional teams

Business Analyst Skills and Qualifications

Business analysts typically require at least a bachelor’s degree in business administration, business analytics management information systems or a related field. Business analysts specializing in specific industries such as engineering, technology, finance or healthcare may hold degrees related to those fields. Some employers prefer to hire analysts with M.B.A.s.

Some of the key skills for a business analyst include:

  • Ability to effectively communicate and influence key stakeholders to support proposed strategies, process improvements and operational decisions
  • Resourcefulness and creative problem solving skills
  • Experience testing and mapping various business processes and protocols
  • Familiarity with industry technology systems to gather data
  • Excellent communication and leadership skills

Additional Information To Include in Your Job Description

You may also want to include salary information in your business analyst job description. In fact, some states and cities have wage transparency laws that require job posters to list salary rates. If you have employees in these areas or are filling a remote position that may have applicants from a jurisdiction with wage transparency laws, you must include salary information.

It is also helpful to include information about job benefits and some background information on your company. Finally, don’t forget to include the equal employment opportunity information as required by law.

To give you a better idea of the typical job descriptions for business analyst positions, we share the following examples from job postings on Indeed . The first example shows common responsibilities to include in a business analyst job description. The second example shows common skills and education for a business analyst, and the final example is a solid example of both responsibilities and qualifications. Each job description includes a salary estimate as well.

Technical Business Analyst at DriveCentric

The above job description for a technical business analyst relates to software analysis and includes several of the key functions of a business analyst, including the following responsibilities:

  • Producing functional designs for tools used in the applicable group
  • Analyzing the pertinent metrics and data
  • Producing maps and models for proposed systems
  • Communicating with internal and external stakeholders
  • Analyzing information to assess functionality

Business Analyst at CBRE

business planning analyst description

Business Operations Analyst at Security Guard Company

business planning analyst description

Is a business analyst an IT job?

A business analyst isn’t necessarily an IT professional, and business analysts work in a variety of industries. That said, many business analysts do perform some IT functions or have IT backgrounds, as they assess evolving technology and how it can be used to improve the business.

What are the three main roles of a business analyst?

The three key roles of a business analyst are to gather, review and analyze data regarding the business and its operations; prepare models and process maps for improvements; and communicate findings and suggestions to key stakeholders.

What is the average salary of a business analyst?

The U.S. Bureau of Labor Statistics includes business analysts in the broad category of management analysts, reporting a 2022 median annual salary of $95,290 for these professionals. ​​As you can see in the examples shown above, annual salaries can range from about $50,000 to $140,000, depending on the industry and experience level.

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Christine is a non-practicing attorney, freelance writer, and author. She has written legal and marketing content and communications for a wide range of law firms for more than 15 years. She has also written extensively on parenting and current events for the website Scary Mommy. She earned her J.D. and B.A. from University of Wisconsin–Madison, and she lives in the Chicago area with her family.

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Additionally, she is a Columnist at Inc. Magazine.

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Planning Analyst Job Description

Planning analyst duties & responsibilities.

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

Sample responsibilities for this position include:

Planning Analyst Qualifications

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

Licensing or Certifications for Planning Analyst

List any licenses or certifications required by the position: APICS, CPIM, CSCP, ISO, MESH, AICP, CPM, IBF, RILA, COO

Education for Planning Analyst

Typically a job would require a certain level of education.

Employers hiring for the planning analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Engineering, Business/Administration, Public Health, Health Administration, Education, Statistics, Economics, Mathematics

Skills for Planning Analyst

Desired skills for planning analyst include:

Desired experience for planning analyst includes:

Planning Analyst Examples

  • Microsoft Word (.docx) .DOCX
  • PDF Document (.pdf) .PDF
  • Image File (.png) .PNG
  • Check and ensure the quality and accuracy of data reported
  • Drive the creation of unit buys at the sku level that reflect the merchandising assortment strategy to reach sales and inventory plan
  • Discover and address opportunities in businesses and processes to improve the future
  • Manage all on order and receipt flow weekly / monthly
  • Assist Planning Manager in monitoring and addressing all Control Functions Dashboard deliverables (Audit issues, DR, InfoSec, SCM, all trainings (Code of Conduct, Health and Safety )
  • Co-ordinates group events – Town halls, gathering, events
  • Execute demand, source and supply plans for utilizing a state-of- the-art demand and supply planning processes, systems and tools, incorporating statistical forecasting and professional supply planning techniques which drive high levels of planning accuracy thereby enabling inventory reduction, improved resource utilization, product cost savings, and delivery precision
  • Use analysis and data-driven decision making tools for the creation of balanced and executable initial seasonal supply plans
  • Analyze data and make recommendations in order to achieve profitability, customer coverage and inventory goals
  • Gather, analyze and compile data related to demand and inventory plans
  • Prepare ad hoc and industry sales reports develop a Weekly top 45 Title Report
  • In-depth understanding of spreadsheet and data base applications (ex
  • Fluent (spoken and written) in English and in at least one other major European language (German, French, Dutch, Spanish, Italian) - German preferred
  • Self-Motivated, capable of working under pressure (very important capability)
  • Capability to structure and administrate complexity
  • Perseverance required to change status-quo
  • Participate in reporting
  • Create MSI reports to analyze partner selling and inventory positions
  • Maintain weekly PO recaps and availability lists
  • Complete ad hoc analyses as needed
  • Responsible for coordinating and managing the weekly OCR process and the monthly outlook process
  • Responsible for preparing the Annual financial plan with required supporting analysis
  • Required to drive process improvements
  • Actively involved in the sales quota setting process and tracking of actual results against quotas
  • Ensures local accruals are correctly identified and reported at month/quarter end
  • Develops and recommends investment strategies based on analyses of investment styles and processes
  • 1-2 years experience in consulting, finance, audit, or project management
  • Experience creating financial forecasts, total cost of ownership analyses, and capital forecasting and analysis
  • Experience analyzing business operations and targeting areas to improve financial performance (based on return on investment (ROI), CAGR, payback, internal rate of return (IRR), pretax and after tax earnings, targeted profit margins, FCF, present value)
  • Attention to detail and commitment to producing high quality work in a timely manner
  • Ability to successfully manage multiple assignments and changing priorities
  • Bachelor degree (Engineering and Business Degrees preferred)
  • Ensure driver labour adheres to budgeted or planned cost per order targets
  • Manage shift utilisation to maximise driver productivity
  • Maintain customer slot availability to target levels
  • Ensure all sales opportunities are proactively identified and reviewed on a continual basis
  • Work closely with key stakeholders
  • Analyst demand data from country and region for demand planning
  • Ensure portfolio forecasts are based on robust analysis and highlight opportunities for delivering additional value
  • Design new reporting as required
  • Develop methodologies for new metrics and scale them globally educate users as needed
  • Take responsibility for work streams as directed by team leaders
  • Advanced Excel and ideally VBA/SQL experience required
  • Advanced proficiency Microsoft Office, especially Excel
  • Identifies and drives Continuous Improvement Projects
  • College degree with film courses preferred
  • Previous experience in film distribution/exhibition preferred
  • Must be able to troubleshoot and resolve issues and problems
  • Help develop tools for procurement and inventory management as assigned
  • Cross train with Demand Plan Manager and Planning Systems Manager as required
  • Ownership of reporting to support our budgeting and forecasting process, monitoring performance of third party partnerships
  • Conduct on-going analysis of key business drivers, trends and performance indicators in retail markets and our sales channels
  • Manage initial and on-going pricing of our products within our sales channels
  • Responsible for managing inventory levels across multiple store locations and categories and ensure assortment of merchandise is appropriate to meet presentation objectives retail growth initiatives
  • Execute assortment strategy for new store openings based on demographic information and sales
  • Collaborate with cross-functional partners to ensure timely delivery of inventory and consistency of information shared across stores
  • Monitor inventory deactivations in retail stores and provide recommendations to minimize impact to inventory controls
  • Produce shifts for recruitment
  • Strong mathematical abilities (long division, fractions, margins, growth rates, trends, ) and highly detail orientated
  • Professional proficiency in English is required
  • Advanced excel skills necessary
  • Qualified (or working towards) APICS qualification
  • Knowledge of the principles of exemplary customer service demonstrated through actively listening, acknowledging, and responding to every inquiry
  • Skill in developing forecast and tracking models that integrate disparate statistical and financial information
  • Scheduling Meetings & 1-1 for agents
  • Maintaining Team Structures
  • Updating agent schedules after a change of hours request has been authorised
  • Maintaining employee information such as lucent codes
  • Moving agent department assignments as a result of redeployment 
  • Lead the DTC reporting and analysis for all channels of the business
  • Support the Merchandise manager with inseason analysis to aid strategic decisions on floor layouts and product mixes
  • Analyse key KPI’s to aid future planning Sell through, ASP’s, Range architecture, ROS and product mix
  • Work closely with Merchandising and VM to ensure an accurate option assortment plan is produced in accordance with the appropriate timelines and within the direction of the global and regional teams
  • Support the Merchandise Manager in the future budget planning of all the DTC channels bringing together and analysing information from Store Development and the B&M team
  • Solid understanding of Excel, PowerPoint (P/E)
  • Developed working excel skills an absolute must, previous experience of Pivots and lookups
  • Ability to utilize and analyze data and follow a process
  • Four year degree with a concentration in Business, Industrial Engineering, Operations Planning or Logistics, or demonstrated equivalent experience as determined by department management
  • Ability to work and solve problems in a production oriented environment
  • Ability to follow direction, policies, procedures and standard processes

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Business Analyst Job Description: All Key Roles & Duties

7 min read · Updated on May 16, 2024

Ken Chase

A great Business Analyst job description can be a vital tool for tailoring your resume!

If you're searching for a job as a Business Analyst and haven't taken the time to tailor your resume, then you'll likely struggle to gain any attention. To find success, you need to modify your resume to fit the skills, experiences, and other qualifications each employer is seeking. An informative Business Analyst job description can be an important tool to help you identify the keywords needed to help your resume capture an employer's attention.

Our Business Analyst job description guide will help you to better understand the importance of those keywords. We'll also explore the job role and its duties and provide tips to help you effectively use those keywords to tailor your resume.

Why those Business Analyst job description keywords matter

If you've never used keywords before, then you may not realize how important they can be when you want to make the right first impression on employers. Typically, a Business Analyst job description will use specific words to detail all the relevant qualifications for the job. If your resume contains those exact words, it will have a better chance of getting past the ATS and being read by a hiring manager, which will increase your odds of landing an interview.

There are three main ways these keywords can help your resume and boost your job search success:

1.     Highlighting your qualifications

Given that most employers only spend seconds reading your resume , it's important to ensure they can easily identify your qualifications. Most of the time, hiring managers will be skimming your resume in search of specific keywords related to required skills and experience. If you use keywords from the Business Analyst job description throughout your resume, they'll be more likely to find the information they're seeking.

2.     Helping you get past the ATS

Many companies use ATS software to screen resume submissions. These applicant tracking systems search for designated keywords – which are often the same keywords found in job posting and role descriptions. If you fail to include those keywords, it's likely that your resume will be rejected before it's ever reaches a hiring manager.

3.     Connecting with employers

As we noted, you only have seconds to catch an employer's attention and inspire them to continue reading your resume. By including skills and role keywords they're familiar with, you can more effectively connect with their expectations. That will help give them a reason to want to learn more about you.

Business Analyst Job Description

Review, analyze, and evaluate business systems and operational needs. Document requirements, define scope and objectives, and formulate systems to parallel overall business strategies. Coordinate with departmental heads, executives, and other stakeholders to streamline processes, enhance productivity, and improve operational effectiveness.

Minimum educational requirement of a bachelor's degree in a related area and 2-4 years of experience in the field or in a related area. Familiar with relational database concepts and client-server concepts. Rely on experience and judgment to plan and accomplish goals.

Business Analyst responsibilities:

Determine operational objectives by studying business functions, gathering information, and evaluating output requirements and formats

Construct workflow charts and diagrams, studying system capabilities, and writing specifications

Improve systems by studying current practices and designing modifications

Recommend controls by identifying problems and developing improved procedures

Define project requirements by managing project milestones, forming project teams, and establishing project budgets

Monitor project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions

Maintain user confidence and protect operations by keeping information confidential

Prepare technical reports by collecting, analyzing, and summarizing information and trends

Contribute to team effort by accomplishing related results as needed

Validate resource requirements and develop cost estimate models

Conduct and coordinate financial, product, market, operational and related research to support strategic and business planning within the various departments and programs of the client group

Interpret, evaluate, and interrelate research data to develop integrated business analyses and projections for incorporation into strategic decision-making

Plan and coordinate the development of primary and secondary market research studies in support of strategic planning and specific marketing initiatives as required and present findings to client committees

Perform daily, weekly, and monthly reviews and analyses of current processes using operational metrics and reports

Review a variety of areas including operations, purchasing, inventory, distribution, and facilities

Understand and communicate the financial and operational impact of any changes

Suggest changes to senior management using analytics to support your recommendations. Actively participate in the implementation of approved changes

Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement

Conduct insightful, ad hoc analysis to investigate ongoing or one-time operational issues

Business Analyst qualifications:

Bachelor's Degree in appropriate field of study or equivalent work experience

Microsoft Access and/or SQL experience strongly preferred

Ability to impact operations and effect change without being confrontational

Detail oriented, analytical, and inquisitive

Ability to work independently and with others

Extremely organized with strong time-management skills

Business Analyst top skills & proficiencies:

Software design

Software maintenance

Process improvement

Microsoft Access and/or SQL experience

Big picture thinking

Work well under pressure

Communication

Problem solving

Critical thinking

Relationship building

Use the Business Analyst job description to tailor your resume

Now that you've seen a good example of what you might encounter in the average Business Analyst job description, it's important to understand how you can use that information to tailor your own resume. Let's explore the four key sections you should tailor by using those job description keywords.

Craft a resume headline

One way to capture attention is to include a job title line or headline right below your contact details. It should be just a single line of text that includes your desired job title and additional text that highlights your specific expertise. 

For example: “Dynamic Business Analyst and Strategic Insight Specialist.”

Related reading : 27 Great Resume Headline Examples to Stand Out

Create a compelling resume summary

Your resume summary should highlight your experience, a few relevant skills, and key achievements that demonstrate your potential value to employers. This three to five-sentence paragraph should include keywords that align with the Business Analyst job description.

Related reading : Resume Profile Explained (with Examples)

Add skill keywords to your core competencies section

The skills section in your resume needs to include all the key skill requirements you find in the Business Analyst job description. Make sure you use the same words you find in that description, to maximize your ability to beat the ATS – and then add other relevant hard and soft skills to create a list of nine to twelve core competencies.

Related reading : What Are Skills? (With Examples and Tips on How to Improve Them)

Include keyword-rich quantifiable experiences in your work history section

Your work experience section also needs to be tailored to align with the Business Analyst job description. You can include relevant keywords within your work experience achievement bullet points. As you create those accomplishment bullet points, use real numbers to highlight the type of real value you can offer if you're hired.

Related reading : Work Experience for a Resume: How to Add it to Get Hired

Boost your job search odds: align your resume with the Business Analyst job description

To stand out from your competition, you need to have a resume that makes the right impression on hiring managers. By tailoring your resume with keywords from a great Business Analyst job description, you can help ensure that you get past any ATS, effectively highlight your qualifications, and inspire more interest from your reader – ultimately increasing your chances of landing an interview and job offer!

Need help finding and incorporating those Business Analyst job description keywords into your resume? Why not get your free resume review from our team of experts?

Recommended reading:

Seven Key Resume Sections and How to Organize Them

17 Resume Tips to Get Seen and Hired Faster

11 Key Things to Put on Your Resume

Related Articles:

7 Best Problem-Solving Skills for Your Resume + Examples

Guide to Writing a Great Resume with No Work Experience

Higher Order Thinking Explained

See how your resume stacks up.

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Strategic Planning Analyst I

business planning analyst description

United States

business planning analyst description

Strategic Planning Analyst I assists in the development of long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. Being a Strategic Planning Analyst I may be responsible for external corporate communications with industry analysts and the investment community. May also be responsible for recommending strategic alternatives and developing and maintaining operational plans. Additionally, Strategic Planning Analyst I requires a bachelor's degree. Typically reports to project leader or manager. The Strategic Planning Analyst I works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Strategic Planning Analyst I typically requires 0-2 years of related experience.

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  • Strategic Planning Manager
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  • Strategic Planning Analyst I Salaries with a Master's Degree or MBA
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  • Entry Level
  • Financial Services
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  • Edu., Gov't. & Nonprofit
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Table of Contents

What is a business analyst, business analyst job description, roles and responsibilities of a business analyst, skills of a business analyst, salary of a business analyst, career path and growth opportunities, top companies hiring for business analysts, emerging trends in business analysis, get started today, business analyst job description | skills, duties & salary.

Business Analyst Job Description: Salaries and Skills for 2024

A business analyst uses data analytics to evaluate processes, identify requirements, and provide data-driven reports and suggestions to executives and stakeholders. This is crucial to bridging the gap between IT and the business. A thorough understanding of the "business analyst job description" is essential for anyone wishing to work in this exciting industry. An extensive summary of the "business analyst job description" will be given in this article, together with information on compensation expectations, critical skills, and essential tasks and responsibilities. This article will assist you in understanding what it takes to succeed in business analysis and the value a qualified business analyst can offer your company, whether you are a hiring manager seeking to fill this position or an aspiring business analyst.

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Business Analyst

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A business analyst plays a crucial role in an organization by liaising between IT teams and business stakeholders. Their primary responsibility is to use data analytics to comprehend corporate procedures, spot potential for development, and create plans to maximize production and efficiency. Decision-makers receive insights and recommendations from business analysts, who also collect and analyze data and model company processes. They are essential in ensuring technology solutions align with corporate goals, making strategic planning and decision-making easier. A unique blend of analytical aptitude, problem-solving abilities, and the capacity to clearly and practically convey complicated information are required for this role.

Job Title: Business Analyst

Location: [Company Location]

Department: [Department Name]

Reports To: [Manager/Supervisor Name]

Job Summary

We are seeking a skilled and detail-oriented Business Analyst to join our team. The Business Analyst will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance efficiency and productivity. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of business operations and IT systems.

Key Responsibilities

Requirements gathering.

Collaborate with stakeholders to understand their needs and gather detailed business requirements.

Data Analysis

Analyze data to identify trends, patterns, and insights that inform business decisions.

Process Modeling

Develop and document business process models to illustrate current and future states.

Solution Development

Propose and design technical and process solutions that meet business needs and objectives.

Implementation Support

Work with IT and other departments to implement solutions and ensure they align with business goals.

Stakeholder Communication

Communicate findings, recommendations, and project updates to stakeholders and executives.

Documentation

Create detailed documentation of business requirements, processes, and solutions.

Quality Assurance

Participate in testing and validating new systems and processes to meet business requirements.

Continuous Improvement

Identify opportunities for process improvements and contribute to ongoing optimization efforts.

Qualifications

Bachelor's degree in Business Administration, Information Technology, or a related field. MBA or relevant certification (e.g., CBAP) is a plus.

Minimum of [X] years of experience as a Business Analyst or in a related role.

Strong analytical and problem-solving skills.

Proficiency in data analysis tools and techniques.

Excellent communication and interpersonal skills.

Ability to work collaboratively with cross-functional teams.

Experience with business process modeling and documentation tools.

Knowledge of project management methodologies and tools.

Preferred Qualifications

Experience in [specific industry or sector].

Familiarity with [specific software or tools].

Certification in business analysis (e.g., CBAP, PMI-PBA).

Working Conditions

[Description of the work environment, e.g., office setting, remote work options, etc.]

[Any travel requirements, if applicable]

Company Overview

[Brief description of the company, its mission, and its values]

Application Instructions

Interested candidates should submit their resume and cover letter to [contact information] by [application deadline].

Must-Read Article: Who Is a Business Intelligence Analyst and How To Become One?

1. Requirements Collection and Evaluation

Work together with stakeholders.

Communicate with business stakeholders to learn about their needs. Compile specific business requirements, then record them for later examination.

Data Collection and Analysis

Gather and examine information from many sources to spot patterns, trends, and insights that can guide business choices and workflow enhancements.

Draft Requirement Outlines

Provide thorough specifications covering functional and non-functional requirements for brand-new systems and system upgrades.

2. Process Enhancement and Modeling

Business process mapping.

To show current workflows and pinpoint areas for automation or improvement, create thorough models of business processes.

Find Process Improvements

Examine current corporate procedures to find inefficiencies and suggest improvements to boost output and cut expenses.

Create and Execute Solutions

Create and execute solutions that tackle recognized business requirements and process inefficiencies, guaranteeing congruence with overarching company objectives

3. Stakeholder management and communication

Act as a point of contact for IT teams and business stakeholders , facilitating the efficient exchange of technical solutions and business requirements.

Project Documentation 

Keep thorough records of business requirements, process models, project plans , and solution designs to facilitate project implementation and provide future reference.

Lead Conferences and Workshops

Plan and lead workshops, meetings, and presentations to get feedback, confirm specifications, and guarantee alignment and buy-in from stakeholders.

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1. Analytical Proficiency

Data interpretation.

The capacity to gather, handle, and decipher complicated datasets to derive essential insights influencing business choices.

Problem Identification

Identifying the fundamental issues with business procedures and creating reasoned, fact-based fixes.

Trend analysis

Predicting future results and offering proactive business advice by spotting patterns and trends in data.

2. Proficiency in Communication

Verbal communication.

Speaking in meetings, presentations, or casual discussions, clearly and efficiently transmitting information through spoken words.

Written Communication

Produce emails, reports, and other clear and easy paperwork for stakeholders to understand.

Active Listening

Ensure that all points of view are considered by actively listening to grasp stakeholder needs , concerns, and feedback fully.

3. Technical Proficiency

Proficiency with software.

Competent in data analysis and presentation using a variety of software platforms, including Power BI , Tableau , SQL , and Excel.

Analysis of Systems

Recognizing and evaluating business systems' technical features to suggest updates or fresh approaches.

Tools for Gathering Requirements

Competent with Microsoft Visio, JIRA, and Confluence as tools for managing and documenting business needs.

4. Ability to Solve Problems

Analysis of root causes.

Figuring out the underlying causes of business issues and creating calculated plans to deal with them.

Originality

Applying creative thinking to produce novel solutions that enhance business operations and results.

Making Choices

You will make decisions with knowledge after considering stakeholder feedback, data analysis, and corporate goals.

5. Proficiency in Project Management

Arrangement and scheduling.

Creating thorough project planning, establishing deadlines, and allocating resources are all necessary to guarantee a project's successful completion .

Managing Risks

Recognizing possible hazards in projects and creating plans to reduce them.

Flexible Approaches

Gaining knowledge of and experience with Agile approaches can help you manage projects effectively and flexibly while making necessary adjustments.

6. Social Competencies

Cooperation.

Collaborating well with cross-functional teams and creating a cooperative atmosphere to accomplish shared objectives.

Striking a compromise that supports corporate goals by weighing the interests of various stakeholders and engaging in negotiations.

One must comprehend and empathize with their viewpoints to establish enduring bonds with stakeholders and guarantee that their demands are satisfied .

Here is a summary of the average business analyst salary annually across several nations for varying levels of experience, based on data from Payscale.com :

Country

Freshers

Intermediate

USA

$60,000

$80,000

India

₹500,000

₹800,000

Australia

$55,000

$75,000

UK

£30,000

£45,000

UAE

AED 150,000

AED 250,000

Germany

€40,000

€60,000

1. Entry-Level Positions

Junior business analyst.

Focuses on gathering requirements, data analysis, and supporting senior analysts.

IT Business Analyst

Works on IT projects to bridge the gap between technical teams and business stakeholders.

2. Mid-Level Positions

Senior business analyst.

Takes on more complex projects, leads requirement-gathering sessions, and mentors junior analysts.

Product Owner

Manages product development processes, prioritizes tasks, and ensures the product meets business goals .

3. Advanced Positions

Lead business analyst.

Oversees multiple projects, coordinates teams, and ensures the alignment of project outcomes with business objectives.

Business Architect

Focuses on strategic initiatives, designing business processes, and aligning IT and business strategies .

4. Executive Roles

Chief operating officer (coo).

Oversees the organization’s operational processes, ensuring efficiency and alignment with strategic goals.

Chief Information Officer (CIO)

Manages the organization’s IT strategy, ensuring technology investments support business objectives.

5. Skills and Certifications for Advancement

Certifications.

Certified Business Analysis Professional (CBAP®), PMI-PBA®, and Agile certifications.

Advanced data analytics, project management, leadership , and strategic planning.

6. Opportunities for Specialization

Domain-specific roles.

Specialize in finance, healthcare, IT, or marketing analysis.

Technical Roles

Focus on data analytics, big data, or systems analysis.

Must-Read Article: CBAP Certification Benefits and Salary

Amazon offers numerous opportunities for business analysts to work on data-driven projects, optimize operations, and support strategic decision-making across various business units.

2. Deloitte

Deloitte seeks business analysts to provide insights and solutions for clients, helping them improve their business processes and technology implementations.

3. Accenture

At Accenture, business analysts are crucial in developing innovative solutions and strategies for clients to enhance their business performance.

IBM hires business analysts to work on complex IT and business challenges, providing data-driven insights and optimizing business processes .

5. J.P. Morgan Chase & Co.

This financial giant requires business analysts to support their financial operations, enhance customer experiences, and drive business efficiency.

6. Microsoft

Microsoft offers roles for business analysts to work on improving business processes, developing solutions, and supporting decision-making across various departments.

PwC seeks business analysts to help clients with business transformation, process improvements, and strategic planning.

8. EY (Ernst & Young)

EY employs business analysts to assist in delivering solutions that enhance business performance and drive strategic initiatives for clients.

Google hires business analysts to analyze data, support product development, and optimize business operations to drive innovation.

10. Cognizant

Cognizant seeks business analysts to support digital transformation projects, analyze business requirements, and deliver effective client solutions.

The future of the field is being shaped by emerging trends in business analysis, which highlight the necessity of flexibility in business analyst jobs and duties. A noteworthy development is the growing dependence of business analysts on big data and data analytics, necessitating their enhanced proficiency in predictive modeling and data interpretation. Furthermore, business analysts' job descriptions are changing due to integrating artificial intelligence (AI) and machine learning into business operations, necessitating proficiency with these technologies. Project management techniques need to change to become more dynamic and iterative due to the increasing prevalence of agile methodology . Business analysts must be current on these trends to be practical and relevant in their professions.

Firms looking to optimize operations and aspiring professionals need to understand the responsibilities of a business analyst. A thorough job description emphasizes the significance of business analysts in connecting IT and business stakeholders, gathering requirements, evaluating data, and suggesting data-driven process improvement solutions. Success requires a variety of critical competencies, including strong analytical ability, excellent communication, technical mastery, problem-solving skills, project management, and interpersonal aptitude. Business analysts' skills and value to organizations are reflected in the high value placed on the Certified Business Analysis Professional (CBAP®) and other Business Analyst . These credentials demonstrate business analysts' vital role in promoting innovation, cutting expenses, and creating a data-driven culture, in addition to the bright income prospects. Organizations can significantly benefit by investing in certified business analysis knowledge, whether thinking about a career change or looking to hire.

1. What is the primary role of a business analyst?

A business analyst's primary responsibility is to close the communication gap between IT and business stakeholders by assessing processes, identifying needs, and making data-driven recommendations utilizing data analytics. To increase efficiency and accomplish strategic goals, business analysts collect and analyze data to comprehend business demands, document procedures, and share results with stakeholders. They also help to ensure that technology solutions are implemented in a way that best meets corporate goals. A combination of communication skills, analytical aptitude, and in-depth knowledge of IT systems and business processes are needed for this position.

2. Is a business analyst an IT job?

Although business analysts' work frequently involves IT, they are not solely responsible for IT. Business analysts bridge the gap between technological solutions and business needs by working across multiple disciplines. Their main objectives are to comprehend and record company procedures, recognize needs, and suggest enhancements that can need IT solutions. They aim to optimize company processes, augment efficiency, and facilitate strategic decision-making. This may entail strong collaboration with IT teams but also encompasses other business domains. As a result, business analysts are helpful in both IT and business domains.

3. What are the skills needed for a business analyst?

Analytical skills.

Capacity to evaluate large, intricate data sets, spot patterns, and come to informed conclusions.

Communication Skills

Excellent written and vocal communication skills to communicate clearly and efficiently with stakeholders.

Technical Skills

Expertise in data visualization systems like Power BI and Tableau and software tools like Excel and SQL.

Problem-Solving

The capacity to recognize problems, comprehend their underlying causes, and create workable solutions.

Project Management

Project management is the ability to organize, carry out, and supervise projects while adhering to schedules and corporate goals.

Interpersonal Skills

Capacity to work well with different groups, compromise on specifications, and cultivate enduring relationships with stakeholders.

4. What will you do as a business analyst?

As a business analyst, your job is to collect and evaluate data to comprehend business requirements and procedures and pinpoint opportunities for enhancement. Working together with stakeholders, you will compile needs, record discoveries, and create solutions to improve corporate operations. This includes drafting project plans, process models, and comprehensive documentation. Furthermore, you will collaborate closely with IT and other departments to implement these solutions, ensuring they support corporate goals. In addition, you will be responsible for informing relevant parties about the results and suggestions you have made and for continuing to support the adoption and successful execution of any new procedures or systems.

5. Is a business analyst a coding job?

A business analyst's work only sometimes involves coding. While having some technical knowledge—such as knowing the fundamentals of coding or being conversant with SQL for database queries—can be helpful, the primary duties are assessing business processes, obtaining information, and creating solutions to boost productivity. Business analysts frequently collaborate with developers who handle the actual coding as they seek to close the gap between business needs and IT solutions. Thus, having a solid foundation in analysis, communication, and problem-solving techniques is more important than having much coding experience.

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Recommended Reads

Business Intelligence Career Guide: Your Complete Guide to Becoming a Business Analyst

Who is a Business Data Analyst, and Why is This Role Important to Businesses Today?

How to Become a Business Analyst

Data Analyst Resume Guide

Research Analyst Job Description: Unlocking Insights [2024]

Top Business Analyst Skills

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What They Do

What does a Planning Analyst do?

What does a Planning Analyst do

As a planning analyst, you will be responsible for designing and implementing a company's business and marketing strategies with the goal of driving profits and reducing costs. You will propose measures to enhance an organization's overall efficiency, and guide managers on ways to strengthen profit margins through risk awareness reduced costs, and increased revenues. Other duties include conducting risk analyses to identify areas of potential failure, maintaining the business continuity program, and handling internal and external corporate communications with the investment community and industry analysts.

  • Responsibilities
  • Skills And Traits
  • Comparisions
  • Types of Planning Analyst

Resume

Planning analyst responsibilities

Planning analysts play a crucial role in ensuring smooth operations and efficient resource allocation. They are responsible for managing inventory levels, scheduling customer orders, and communicating production plans to relevant departments. Their responsibilities also include conducting data analysis to identify trends and make informed recommendations. As Octavian Ionici PhD, Sr. Lecturer in Finance at American University, emphasizes, "Being able to articulate what sparked their interest in the financial field and why they are interested in a chosen role will be an advantage during the hiring process." This highlights the importance of understanding and effectively communicating their role and responsibilities as a planning analyst.

Here are examples of responsibilities from real planning analyst resumes:

  • Manage 160 footwear SKUs across 3700 stores to ensure optimal inventory depths during peak time frames.
  • Reduce work in process inventory by use of KANBAN system which also lead to improve customer service.
  • Manage suppliers (KPI's) to deliver target cost, service and quality levels in each operating center.
  • Manage cross-functional team which successfully create a manual for ISO 9000 certification and develop a training program for new hires.
  • Lead monthly and quarterly EAC forecasting and consolidate forecasts in support of corporate financial reporting.
  • Prepare requests for quotes (RFQ) and requests for improvement (RFI) for distribution to existing and potential suppliers.
  • Create RFI templates for future bid events with FreeMarket.
  • Develop customized KPIs to measure and control the customer contact processes.
  • Administer the transition of manual reporting to automation using VBA and SQL.
  • Monitor and report KPIs of academic and administrative units in the university.
  • Utilize JDA software while performing freight order management task for daily shipping.
  • Track actual budget costs and compare to project budget for all DCs.
  • Create monthly replenishment plans on a bottom-up approach, such as EDI builds and start-ups.
  • Create and test models to determine pricing of circuit boards to be incorporate into the ERP system.
  • Calculate operating accruals of ~ $150K monthly by querying GL for purchases make by seven departments.

Planning analyst skills and personality traits

We calculated that 8 % of Planning Analysts are proficient in Project Management , Customer Service , and Data Analysis . They’re also known for soft skills such as Time-management skills , Problem-solving skills , and Analytical skills .

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

Project documentation by creating and implementing multiple projects resource and finance plans on a web-based project management system.

Managed the corporate Marketing Department market analysis function including perception and image studies, departmental employee satisfaction and customer service surveys.

Deliver optimal shift and driver recommendations based on data analysis and relational management techniques for 200 associates across three sites.

Coordinated the scheduling of services and materials, procurement and logistics activities and provided seamless integration between office and dock operations.

Demonstrate strong analytical and written skills with the ability to communicate with internal and external customers.

Created SQL scripts for creating tables, views, and stored procedures, loading data into the tables.

Common skills that a planning analyst uses to do their job include "project management," "customer service," and "data analysis." You can find details on the most important planning analyst responsibilities below.

Time-management skills. One of the key soft skills for a planning analyst to have is time-management skills. You can see how this relates to what planning analysts do because "management analysts often work under tight deadlines and must use their time efficiently to complete projects on schedule." Additionally, a planning analyst resume shows how planning analysts use time-management skills: "review historical data including sales trends, research demand drivers, material on time delivery. "

Problem-solving skills. Many planning analyst duties rely on problem-solving skills. "management analysts must be able to think creatively to solve clients’ problems," so a planning analyst will need this skill often in their role. This resume example is just one of many ways planning analyst responsibilities rely on problem-solving skills: "developed training materials for hr shared services to use for quick resolution of routine inquiries. "

Analytical skills. This is an important skill for planning analysts to perform their duties. For an example of how planning analyst responsibilities depend on this skill, consider that "management analysts must be able to interpret information and use their findings to make proposals." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a planning analyst: "assist in analyzing financial data by preparing spreadsheets through erp and edw databases which produce initial reports. ".

Communication skills. A big part of what planning analysts do relies on "communication skills." You can see how essential it is to planning analyst responsibilities because "management analysts must be able to convey information clearly in both writing and speaking." Here's an example of how this skill is used from a resume that represents typical planning analyst tasks: "manage the development, integration, optimization, coordination, communication and driving execution of engineering/production planning schedules. "

See the full list of planning analyst skills

The three companies that hire the most planning analysts are:

  • Meta 53 planning analysts jobs
  • Masco 52 planning analysts jobs
  • Northrop Grumman 47 planning analysts jobs

Choose from 10+ customizable planning analyst resume templates

Planning Analyst Resume

Compare different planning analysts

Planning analyst vs. business operations analyst.

A business operations analyst is an individual who identifies and solves issues related to the performance of the business operations. Together with the management and engineering departments, business operations analysts must analyze and review a vast amount of data to identify business opportunities. They must provide recommendations and updated policies so that they can improve the company's business performance. Business operations analysts are also required to create monthly reports and present them to upper management on their key findings and assessments.

While similarities exist, there are also some differences between planning analysts and business operations analyst. For instance, planning analyst responsibilities require skills such as "logistics," "sql," "management system," and "ims." Whereas a business operations analyst is skilled in "provide management," "analyze data," "shared services," and "business operations." This is part of what separates the two careers.

Planning analyst vs. Administrative analyst

An administrative analyst specializes in analyzing the company's processes and operations to come up with the best practices for the business. Their responsibilities revolve around conducting research and analysis through site inspections, surveys, interviews, and assessments. They must also coordinate with different department personnel to gather and examine data, ensuring that all processes are profitable and efficient. Furthermore, as an administrative analyst, it is essential to present findings and progress reports in adherence to the company's policies and regulations.

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that planning analyst responsibilities requires skills like "logistics," "management system," "visualization," and "earned value management." But an administrative analyst might use other skills in their typical duties, such as, "patients," "powerpoint," "lease management," and "financial reports."

What technology do you think will become more important and prevalent for Analysts in the next 3-5 years?

Professor of Economics , Orfalea College of Business

Planning analyst vs. Logistics analyst

A logistics analyst is responsible for evaluating the company's supply chain, analyzing the cycle of a company's products to create a strategy on minimizing costs and time for each process of production without compromising the quality of output. Logistics analysts design operational techniques to maximize the productivity of the staff, identifying areas of improvement within the process, monitor shipment details, verify causes of delivery delays, and respond to customer's inquiries and concerns. They also review the payment process of the distribution, requiring them to have excellent analytical and critical-thinking skills.

Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from planning analyst resumes include skills like "project management," "logistics," "visualization," and "earned value management," whereas a logistics analyst is more likely to list skills in "supply chain," "continuous improvement," "data entry," and "dod. "

Planning analyst vs. Material analyst

A materials analyst is responsible for managing the assets and materials of an organization, ensuring the adequacy of office inventories to support business operational functions. Materials analysts identify cost-reduction materials by coordinating with trusted suppliers and third-party vendors. They handle the distribution of goods and order processes according to the company's supply chain management. A materials analyst must have excellent organizational and analytical skills , especially in conducting data and statistical analysis to obtain high-quality materials that would meet the customers' demands.

Types of planning analyst

Project analyst.

  • Management Analyst
  • Program Analyst
  • Logistics Analyst

Supply Chain Analyst

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 a Planning Analyst Does FAQs

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Planning Analyst Related Careers

  • Administrative Analyst
  • Business Operations Analyst
  • Control Analyst
  • Cost Analyst
  • Material Analyst
  • Planning Manager
  • Planning Specialist
  • Planning Supervisor
  • Pricing Analyst
  • Process Analyst
  • Procurement Analyst

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8 Business Analytics Jobs That Will Be in Demand in 2024

There is rapid growth in business analytics jobs, with the Bureau of Labor Statistics predicting a 14% faster than average growth from 2020 to 2023. These roles are not contingent on traditional educational paths, but prioritize practical, skills-focused training, like the Business Analyst in Power BI and Tableau programs.

Business Analyst Profile

A business analyst bridges the gap between IT and the business, using data analytics to assess processes, determine requirements, and deliver data-driven recommendations and reports to executives and stakeholders. Over the past five years, their role has evolved from traditional data analysis to a more strategic position that involves critical thinking, problem-solving, and influencing business decisions through data insights. 

Business Analyst Job Descriptions and Salaries

1. entry level business analyst jobs.

Same stats, different graphs

Junior Business Analyst jobs focus on simpler or well-defined tasks and projects. They may assist with data gathering, documentation, and basic analysis. They focus on learning the basics of the role and the specific processes of their organization. They have limited interaction with clients or stakeholders and are often in more of a supportive role.

Salary: $55K–$86K/yr (Glassdoor)

Responsibilities:

  • Involve in gathering and analyzing data for potential business expansion.
  • Participating with stakeholders to support business projects.
  • Coordinating with different departmental teams to produce better business outcomes .
  • Write clear and well-structured business requirements/documents.
  • Creating reports, dashboards, and visualizations to understand business performance.
  • Basic understanding of business analysis methodologies and frameworks.
  • Knowledge on data visualization tools such as Tableau or Power BI.
  • Knowledge of SQL or other database querying languages.

2. Business Analyst

Same stats, different graphs

Business Analysts have a broader scope of responsibilities. They work to understand the overall business needs, identify problems or opportunities, and propose solutions. They often bridge the gap between business stakeholders and technology teams, ensuring that projects align with business objectives.

Salary: $75K–$115K/yr (Glassdoor)

  • Analyze data from multiple sources to identify trends and process gaps.
  • Improve data quality and enable consolidated reporting using BI tools.
  • Create customized reports and dashboards for operational teams.
  • Develop resources for data-driven insights and efficiency improvements.
  • Quantify opportunities and support strategic planning.
  • Proficiency in Excel, SQL, and data visualization tools.
  • Exposure to Python, R, Git, and DBT is a plus.
  • Strong communication, organizational, and analytical skills.

3. Business Intelligence Analyst Jobs

Same stats, different graphs

BI Analysts primarily focus on analyzing data to provide insights and generate actionable reports and dashboards. They often work with historical data and focus on reporting and dashboard creation. Their main goal is to assist organizations in making data-driven decisions by extracting valuable information from large datasets.

Salary: $80K–$115K/yr (Glassdoor)

  • Manage and optimize a central data warehouse.
  • Create and maintain datasets, pipelines, and relationships.
  • Coordinating with different departmental teams to produce better business outcomes
  • Write clear and well-structured business requirements/documents
  • Creating reports, dashboards, and visualizations to understand business performance

4. Business Data Analyst

Same stats, different graphs

Business Data Analysts specialize in working with data to provide insights and support data-driven decision-making. They may work with a broader range of data sources and focus on analyzing current data to inform real-time or near-real-time decisions.

Salary: $75K–$112K/yr (Glassdoor)

  • Analyze current data to identify actionable insights.
  • Utilize statistical and data analysis techniques.
  • Ensure data quality and accuracy.
  • Collaborate with business stakeholders to define analytical requirements.
  • May work on data engineering tasks, data cleansing, or data transformation.
  • Data cleaning, analysis, and visualization skills.
  • Proficiency in statistical analysis and data management.
  • Knowledge of reporting packages and databases.
  • Strong Excel skills.
  • Critical thinking and attention to detail.
  • Effective communication.

5. IT Business Analyst

Same stats, different graphs

IT Business Analysts are essential intermediaries between the IT department and business units within an organization. They analyze IT systems and processes, translating business needs into technical requirements, and ensuring IT projects align with overall business goals.

Salary: $82K–$127K/yr (Glassdoor)

  • Analyze and improve IT systems and processes.
  • Gather and document business requirements for IT projects.
  • Facilitate communication between technical teams and stakeholders.
  • Ensure IT projects align with business objectives.
  • Evaluate the impact of IT changes on business processes.
  • Perform data analysis to support decision-making.
  • Test and validate IT solutions.
  • Provide training and support to end-users.
  • Proficiency in data analysis, including data cleansing, transformation.
  • Strong understanding of the SDLC.
  • Excellent communication and interpersonal skills.
  • Technical expertise in databases and IT infrastructure.
  • Problem-solving and critical thinking.
  • Familiarity with business analysis methodologies.
  • Experience with SQL for data querying and manipulation.

6. Business System Analyst

Same stats, different graphs

Business Systems Analysts play a crucial role in streamlining business processes and ensuring that technology solutions meet the needs of the organization. They are responsible for analyzing an organization's business processes and identifying technology solutions to improve efficiency and productivity. They bridge the gap between business needs and IT capabilities.

Salary: $88K–$128K/yr (Glassdoor)

  • Collaborate with business stakeholders to understand and document requirements.
  • Analyze existing systems and processes to identify areas for improvement.
  • Translate business requirements into technical specifications.
  • Recommend and implement technology solutions.
  • Ensure that IT projects align with business goals.
  • Test and validate system changes.
  • Stay updated on industry trends and technologies.
  • Proficiency in data analysis and data modeling.
  • Strong understanding of business processes and IT systems.
  • Technical expertise in software and systems.
  • Project management abilities.
  • Knowledge of databases and data querying languages.

7. Financial Business Analyst

Same stats, different graphs

Financial Business Analysts play a critical role in guiding financial decisions and ensuring the financial health of the organization. They examine financial data, assess investment opportunities, and provide insights to guide financial planning.

Salary: $88K–$127K/yr (Glassdoor)

  • Analyze financial data to identify trends and opportunities.
  • Assess the financial impact of business decisions and investments.
  • Create financial models and forecasts.
  • Provide insights to guide financial planning and strategy.
  • Collaborate with finance and business teams to understand requirements.
  • Prepare reports and presentations for senior management.
  • Stay updated on financial regulations and industry trends.
  • Proficiency in financial modeling and analysis.
  • Strong understanding of financial markets and instruments.
  • Excellent quantitative and analytical skills.
  • Knowledge of financial software and tools.
  • Advanced Excel skills.
  • Effective communication and presentation abilities.

8. AI Business Analyst

Same stats, different graphs

AI Business Analysts play a pivotal role in harnessing the power of AI to drive innovation and improve business outcomes. They specialize in leveraging artificial intelligence and machine learning technologies to solve business problems. Tjey work with data scientists and business stakeholders to identify AI opportunities and implement AI solutions.

Salary: $93K–$102K/yr (ZipRecruiter)

  • Collaborate with business stakeholders to identify AI opportunities.
  • Analyze data and assess its suitability for AI applications.
  • Work with data scientists to develop AI models.
  • Evaluate the impact of AI solutions on business processes.
  • Ensure compliance with AI ethics and regulations.
  • Communicate AI insights and benefits to non-technical stakeholders.
  • Stay updated on AI trends and technologies.
  • Understanding of artificial intelligence and machine learning concepts.
  • Proficiency in data analysis and data manipulation.
  • Strong collaboration and communication skills.
  • Business acumen to identify AI opportunities.
  • Knowledge of AI ethics and regulations.

How to Prepare for These Roles?

To break into these roles, aspiring business analysts should focus on developing key data skills. The Dataquest Business Analyst path, offering specialized tracks in "Power BI" and " Tableau" , is an excellent starting point. This curriculum is specifically designed to equip learners with crucial data skills within a 3-4 month timeframe.

Skills covered include:

  • Data Visualization : Understanding how to effectively present data using tools like Power BI and Tableau.
  • Statistical Analysis : Mastering the techniques for interpreting and analyzing data sets.
  • Data Cleaning and Preparation : Learning how to process and organize data for analysis.
  • SQL and Database Knowledge : Gaining proficiency in SQL for querying and managing data.
  • Python for Data Analysis : Leveraging Python's libraries like Pandas and NumPy for data manipulation and analysis.
  • Business Intelligence Tools Proficiency : Developing expertise in using BI tools for data aggregation and reporting.

These skills are not only taught theoretically but also applied in guided projects that simulate real business scenarios. The Dataquest Business Analyst paths include several guided projects that are designed to apply key data skills in realistic scenarios. Here are some of the projects and the skills they focus on:

  • Preparing Data with Excel : This project hones skills in data organization, cleaning, and consolidation, preparing it for further analysis.
  • Visualizing the Answer to Stock Questions Using Spreadsheet Chart : This project applies skills in presenting stock data clearly, helping to answer crucial questions about the underlying data.
  • Identifying Customers Likely to Churn for a Telecommunications Provider : Focusing on Exploratory Data Analysis (EDA), this project creates customer profiles for a telecommunications provider, identifying those at risk of churn.
  • Analyzing Retail Sales: :This involves working with retail sales data to explore trends, relationships, and building basic models to confirm statistical significance of insights.
  • Modeling Data in Power BI : This project applies data cleaning and data model building skills to real-world scenarios.
  • Visualization of Life Expectancy and GDP Variation Over Time : Learners apply their skills to a real-world database, focusing on visualizing complex data sets.

These projects not only enhance practical skills in data analysis and visualization but also help in building a strong, relevant portfolio showcasing real-world application of the skills learned through the course. This hands-on experience is invaluable for those looking to establish themselves in the field of business analysis.

The importance of business analysts in 2024 cannot be overstated. With diverse opportunities across sectors and the potential for significant career growth, it's an exciting time to enter this field. For those aspiring to join this dynamic profession, Dataquest's "Business Analyst with Power BI" and "Business Analyst with Tableau" courses offer a robust foundation to kickstart your journey in business analysis.

If you are looking to get certified, our Business Analyst with Power will prepare you for the official Microsoft Power BI Data Analyst certification (PL-300)

Learning business analysis and AI doesn't need to be difficult. Completing these courses will not only enhance your resume but also your portfolio, setting you apart in the competitive job market.

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Marketing Analyst Job Description and Templates

Marketing Analyst Job Description and Templates

Interested in marketing analyst roles? You’re in the right place!

In this guide, we’ll explore the ins and outs of marketing analyst roles through detailed job descriptions and handy templates. Whether you’re hiring, job hunting, or simply curious, we’ve got you covered with practical insights and ready-to-use resources.

Let’s dive in!

A marketing analyst is a professional who carries out market research for a product, tracks trends , and identifies growth opportunities for the company.

  • A marketing analyst job description outlines the key responsibilities, must-have skills, and qualifications needed to transform marketing efforts through data-driven insights.
  • It can additionally include a list of preferred skills, experience, and certifications. The specific requirements for this role will vary depending on the company size, industry, and the marketing channels used.
  • For instance, a company heavily focused on social media marketing might require strong social media analytics skills, while a B2B company might prioritize experience with marketing automation tools.
  • Keen eye for details : Having a keen eye for details is essential to being a great marketing analyst as it enables you to draw relevant insights from data. Being detail-oriented means you can spot small trends and make sense of them.
  • Goal setting and KPI monitoring : Marketing analysis involves interfacing with stakeholders, other members of the marketing team, and sometimes users in the process of research. Goal setting helps you prioritize what matters at each point in time. KPI monitoring also helps you keep track of your performance and identify where you are lagging and where to improve.
  • Researching well and choosing the right tools : The right marketing research tools give you valuable insights, while the right operations tools make your work efficient and organized. Before you invest in tools, carry out enough research about them and ensure they are the perfect fit for you.
  • Effective communication : As a marketing analyst, you should be able to present your insights. You can take online courses on communication on platforms like Udemy and Coursera to improve your communication skills.
  • Willingness to Learn : Openness to learn new skills, tools, and research methods makes for a great marketing analyst. Marketing is constantly evolving, and you must be ready to evolve with it to stay relevant.

Looking into tools for marketing analysts? Userpilot is an all-in-one product platform with engagement features and powerful analytics capabilities. Book a demo to see it in action!

What is a marketing analyst?

A marketing analyst helps you discover how best to position your SaaS product in the market to attract the right growth opportunities. After making these findings, the marketing analyst reports them to stakeholders and other members of the marketing team to guide decision-making.

Marketing analyst’s main responsibilities

A marketing analyst is an important individual in the company who provides insights into market conditions for the stakeholders to enable them to make the right decisions.

Here are some of the main responsibilities and duties of a marketing analyst in a SaaS company:

  • Research : Market research is one of the core duties of a marketing analyst. A market analyst researches the market to identify trends and performances the company can take advantage of in its marketing strategy. A marketing analyst carries out user behavior research by identifying user needs and getting feedback from them directly. A marketing analyst also performs research on competitors by analyzing their strategy and gaps to explore.
  • Data analysis and interpretation : After gathering different data from data sources, the marketing analyst analyses and visualizes the data. Data analysis and interpretation is one of the crucial responsibilities of a marketing analyst, there is, therefore, the need for proficiency in tools like Tableau, SQL, R, Google Charts, and Excel.
  • Data Reporting : When a marketing analyst analyses and interprets the data obtained, they visualize it by transforming it into graphs, charts, and PowerPoint presentations and report these findings to stakeholders.
  • Collaboration with other teams: The marketing analyst collaborates with other members of the team, such as the marketing manager, to develop and optimize marketing campaigns for more conversions.
  • Reporting on marketing campaigns : A marketing analyst also measures the impact of marketing campaigns and reports. This includes conversion rate, lead generation, website traffic, social media engagement and shares, customer acquisition cost, click-through rates, and ROI on the marketing campaigns. They monitor the company’s marketing channels and campaigns and report on them.
  • Identification of growth opportunities : Using the data obtained from the research, the marketing analyst finds growth opportunities and presents them to stakeholders.
  • Tools Research : A marketing analyst researches tools that will benefit the marketing processes of the company. This ranges from tools for better attribution to social media marketing tools and product research tools .
  • Trends Monitoring and Forecasting : A marketing analyst also stays on top of the different trends in the market, identifies opportunity gaps early, and helps the company maximize them.

Marketing analyst job description and template

Job Title : Marketing Analyst

Company Description :

[Insert a brief description of your SaaS company, highlighting its mission, values, and key products or services.]

Job Description :

We are seeking a talented and analytical Marketing Analyst to join our dynamic marketing team. The ideal candidate will possess a strong passion for data analysis, a deep understanding of marketing strategies , and a desire to drive business growth through actionable insights.

As a Marketing Analyst, you will play a critical role in optimizing our marketing campaigns, identifying new opportunities, and improving overall marketing performance.

Key Responsibilities :

Data Analysis and Reporting :

  • Collect, analyze, and interpret marketing data from various sources, including web analytics, CRM systems, and marketing automation platforms.
  • Develop comprehensive reports and dashboards to track key performance indicators (KPIs), such as website traffic, conversion rates, customer acquisition cost (CAC), and customer lifetime value (CLV).
  • Provide actionable insights and recommendations to inform marketing strategies and optimize campaign performance.

Campaign Optimization :

  • Collaborate with cross-functional teams to plan, execute, and measure marketing campaigns across multiple channels, including email, social media, paid advertising, and content marketing.
  • Conduct A/B tests and experiments to optimize campaign elements such as ad creatives, messaging, targeting criteria, and landing pages.
  • Continuously monitor campaign performance and make data-driven adjustments to improve ROI and achieve business objectives.

Market Research and Competitive Analysis :

  • Stay abreast of industry trends, market dynamics, and competitor activities to identify growth opportunities and potential threats.
  • Provide insights on market positioning, product differentiation, and pricing strategies to enhance competitive advantage.

Forecasting and Predictive Modelling :

  • Develop forecasting models and predictive analytics to anticipate market trends, customer behavior , and revenue projections.
  • Evaluate the impact of marketing initiatives on revenue growth and customer acquisition, and recommend strategies for future growth.

Data Governance and Quality Assurance :

  • Identify data discrepancies, anomalies, and inconsistencies, and work with relevant teams to resolve data issues and improve data hygiene.

Qualifications :

  • Bachelor’s degree in Marketing, Business Administration, Statistics, Economics, or a related field. Master’s degree preferred.
  • Proven experience (X years) in a marketing analytics or business intelligence role, preferably in the SaaS industry.
  • Proficiency in data analysis tools and platforms such as Google Analytics, Adobe Analytics, SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).
  • Strong analytical skills with the ability to translate complex data into actionable insights and recommendations.
  • Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
  • Detail-oriented with a passion for problem-solving and continuous improvement.

Best practices to be a great marketing analyst

To become a marketing analyst who excels at their tasks and stands out in the marketing team, here are the best practices to follow:

Marketing analyst FAQs

  • What qualifications do you need to become a marketing analyst?

Most companies ask that their marketing analyst have a degree in either computer science, marketing, statistics, or business administration. However, most companies are willing to waive that requirement if you come with enough skills and experience.

  • Is marketing analyst a good career?

Yes, marketing analyst is a good career, and the demand for them is currently on the rise. More companies are leaning toward being data-driven  because of the constantly evolving nature of the market.

  • What does an entry-level marketing analyst do?

An entry-level marketing analyst assists senior marketing analysts in research , data analysis, and monitoring. In the process of doing this, they gain hands-on experience with technical skills. They also gain experience with market research like Userpilot and Supermetrics and data analysis tools like Power BI and Tableau.

  • What is the scope of a marketing analyst?

The scope of a marketing analyst includes carrying out market research and gathering data, analyzing the data, and drawing meaningful insights to guide the company’s marketing decisions. They also monitor the company’s marketing performance.

We hope this guide has provided you with valuable insights into the roles and responsibilities of marketing analysts.

By understanding the key responsibilities and skills required, you can make informed decisions and take meaningful steps in your career or recruitment journey.

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