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Advanced Planning Specialist Jobs (NOW HIRING)

ADP

Sr Workforce Planning Specialist

Norfolk, VA · On-site

The Senior Workforce Planning Specialist (Workforce Planning Coordinator II) is responsible for ... Advanced Excel skills (pivot tables, formulas, data analysis) * Strong attention to detail and ...

ADP

Sr. Workforce Planning Specialist

Alpharetta, GA · Hybrid

The Senior Workforce Planning Specialist (Workforce Planning Coordinator II)is responsible for ... Advanced Excel skills (pivot tables, formulas, data analysis) * Strong attention to detail and ...

Solomon Page

Inventory Planning Specialist

Columbus, OH · On-site

$35/hr

... Inventory Planning Specialist to join their operations team in Columbus, Ohio . This role will ... Advanced Excel skills; SAP experience preferred. * Strong analytical, communication, and project ...

ADP

Sr. Workforce Planning Specialist

Alpharetta, GA · On-site

The Senior Workforce Planning Specialist (Workforce Planning Coordinator II) is responsible for ... Advanced Excel skills (pivot tables, formulas, data analysis) * Strong attention to detail and ...

Tetra Tech

Urban Planning Specialist - Ponce, PR

Ponce, PR · On-site +1

$65K - $85K/yr

Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class ... Position Summary: The Urban Planning Specialist will collaborate with municipal officials ...

MML US Inc

Strategic Planning Specialist

San Diego, CA · On-site

$120K - $170K/yr

The Strategic Planning Specialist is a problem solver based in our San Diego office, where they ... Advanced understanding of AI tools and deployment in a corporate setting to drive efficiency.

PurePower Technologies

$70 - $90/hr

The Production Planning Specialist is responsible for coordinating production planning, material ... Advanced Microsoft Excel skills. * Excellent analytical, organizational, and problem-solving ...

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Advanced Planning Specialist information

See salary details

$31K

$71.1K

$111.5K

How much do advanced planning specialist jobs pay per year?

As of Sep 5, 2026, the average yearly pay for advanced planning specialist in the United States is $71,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $86,000.00 per year, depending on experience, location, and employer.

What is an advanced planning specialist?

Advanced Planning Specialists are professionals who assist clients with comprehensive financial planning, focusing on complex issues such as estate planning, tax strategies, retirement planning, and wealth transfer. They often work with high-net-worth individuals, businesses, or financial institutions to create customized solutions that address long-term financial goals. Their expertise combines knowledge of financial products, tax laws, and legal considerations to optimize clients' financial outcomes. Advanced Planning Specialists may collaborate with attorneys, accountants, and financial advisors to ensure a holistic approach. Their role is critical for clients seeking to preserve and grow wealth for future generations.

What are the key skills and qualifications needed to thrive as an advanced planning specialist, and why are they important?

To thrive as an Advanced Planning Specialist, you need expertise in financial planning, estate planning, and insurance products, often supported by certifications such as CFP or ChFC. Familiarity with financial planning software, CRM systems, and estate documentation tools is typically required. Strong interpersonal communication, analytical thinking, and attention to detail set top performers apart in this role. These skills ensure comprehensive, client-focused plans that address complex financial needs and maintain regulatory compliance.

What are some common challenges faced by advanced planning specialists, and how can they be addressed?

Advanced Planning Specialists often encounter challenges such as managing complex client needs, staying updated with changing regulations, and coordinating across multiple departments like legal, tax, and finance. Addressing these challenges involves strong organizational and communication skills, continuous professional development, and leveraging collaborative planning tools. Building strong relationships with both clients and internal teams can also help ensure the planning process is thorough, compliant, and tailored to client goals.

What is the difference between Advanced Planning Specialist vs Supply Chain Planner?

AspectAdvanced Planning SpecialistSupply Chain Planner
CredentialsTypically requires a degree in supply chain, logistics, or related field; certifications like APICS CPIM or CSCP are commonSimilar credentials; often holds supply chain or logistics certifications
Work EnvironmentWorks in planning departments, using advanced software to optimize supply chain processesOperates within logistics and procurement teams, focusing on scheduling and inventory management
Employer & Industry UsageUsed across manufacturing, retail, and logistics companies for strategic planningCommon in similar industries, focusing on operational planning and execution

While both roles involve supply chain planning, the Advanced Planning Specialist typically focuses on high-level, strategic planning using advanced tools, whereas the Supply Chain Planner handles day-to-day scheduling and inventory management. The roles often overlap but differ in scope and focus.

More about Advanced Planning Specialist jobs

What job categories do people searching Advanced Planning Specialist jobs look for?

The top searched job categories for Advanced Planning Specialist jobs are:

Advanced Planning Specialist jobs near you
Infographic showing various Advanced Planning Specialist job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 2% Part Time, and 10% Contract. Highlights an 96% In-person, 2% Hybrid, and 2% Remote job distribution, with an average salary of $71,119 per year, or $34.2 per hour.

Sr Workforce Planning Specialist

ADP

Norfolk, VA • On-site

Full-time

Re-posted 6 days ago

Job description

This position is hybrid, working in the office 3 days a week, and working from home 2 days a week.
The Senior Workforce Planning Specialist (Workforce Planning Coordinator II) is responsible for developing, maintaining, and optimizing staff schedules to ensure the organization meets service level objectives while maximizing efficiency. This role uses forecasting data, business trends, and workforce management tools to align staffing with demand, minimize costs, and support operational performance.
Key Responsibilities:
  • Updates daily exceptions to the shift schedules in a real time mode into the scheduling system, inclusive of sick and unscheduled time off, tardies and other necessary exceptions during the business day as directed by management.
  • Continuously monitors incoming call volumes, real time adherence and all offline activities (ie. ACW, AUX and time logged off) to determine an associate's availability. Reports the information to the Workforce Manager and/or leadership as necessary.
  • Prepares various reports (ie adherence, daily operating reports, call etc.) for the leadership team according to scheduled timeframes to assist them with the daily and future achievement service level objectives.
  • Create and maintain accurate agent schedules based on forecasted demand and business requirements
  • Optimize schedules to meet service level agreements (SLAs), occupancy, and productivity targets
  • Manage schedule adjustments including shift swaps, time-off requests, and real-time changes
  • Collaborate with forecasting and real-time teams to ensure alignment across WFM functions
  • Analyze scheduling effectiveness and recommend improvements to increase efficiency
  • Ensure compliance with labor laws, company policies, and contractual obligations
  • Monitor schedule adherence trends and provide insights to leadership
  • Support capacity planning by identifying gaps in staffing and proposing solutions
  • Maintain data integrity within workforce management systems
  • Generate reports and dashboards on scheduling performance metrics

Qualifications:
  • 2+ years of experience in Workforce Management, scheduling, or call center operations
  • Strong analytical and problem-solving skills
  • Proficiency in WFM tools (e.g., Genesys Cloud, NICE, Verint, or similar platforms)
  • Advanced Excel skills (pivot tables, formulas, data analysis)
  • Strong attention to detail and organizational skills
  • Ability to work in a fast-paced, dynamic environment

Key Competencies:
  • Analytical thinking and data interpretation
  • Time management and prioritization
  • Communication and cross-functional collaboration
  • Adaptability and decision-making under pressure
  • Continuous improvement mindset

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
  • Bachelor's degree in Business, Finance, Statistics, or related field (or equivalent experience)
  • GenCloud and Salesforce experience

#LI-Hybrid
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About ADP

Sourced by ZipRecruiter

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE® Magazine, and recognized by DiversityInc® as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Roseland, NJ, US

Year founded

1949

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