Business Analyst (Strategic Planning)

LEE KUM KEE•Industry, CA

About The Position

The Strategic Planning Business Analyst provides day‑to‑day business analytics, insights, and recommendations to support management decision‑making. This role partners closely with cross‑functional teams to support short‑term and long‑term planning, the annual operating plan and budgeting process, and key strategic initiatives. The role is focused on decision support, specifically, delivering clear analysis, thoughtful recommendations, and well‑structured insights. Success in this position requires strong communication skills, professionalism, and the ability to work tactfully and effectively with stakeholders who may have strong or differing viewpoints.

Requirements

Bachelor’s degree in Business, Economics, Statistics, Mathematics, or a related field
5+ years of experience in business analysis, reporting, planning, or similar decision‑support roles (such as People Analytics, BizOps, RevOps, FP&A, etc).
3+ years of experience working cross-functionally with leaders and using data to tell stories
Strong analytical and problem‑solving skills with the ability to translate data into clear, balanced insights and recommendations
Proven ability to partner effectively with senior stakeholders, including those with strong or differing viewpoints
Excellent communication and listening skills, with the ability to navigate discussions with tact, diplomacy, and emotional intelligence
Clear understanding of the advisor role—providing objective analysis and recommendations while recognizing that final decisions rest with management
Ability to remain collaborative, composed, and professional even when recommendations are not adopted
Hands‑on experience building and maintaining dashboards or reports using Power BI or Tableau
Experience working with CRM and/or ERP systems, with the ability to interpret and explain data to non‑technical audiences
Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines

Responsibilities

Provide ongoing business analysis, insights, and recommendations to support leadership in planning, budgeting, and strategic execution.
Analyze sales, marketing, and market research data to identify trends, risks, and opportunities, and translate findings into clear, actionable insights.
Develop and maintain recurring reports and dashboards to track sales performance, category performance, and key business metrics.
Consolidate and manage data from internal systems and external sources (e.g., syndicated or market research data) to support performance monitoring and planning.
Prepare concise, well‑structured presentations for management review and decision support.
Support the annual operating plan and budgeting process by collaborating with stakeholders, monitoring performance versus budget, and highlighting variances and implications.
Manage and support CRM system reporting (SAP HANA C4C), including report generation, basic system support, and user guidance to improve data usability.
Partner closely with Sales, Marketing, Product, Supply Chain, Operations, and Finance teams to ensure analysis and reporting align with business priorities.
Demonstrate professionalism and tact when engaging with senior stakeholders, including those with strong personalities or differing perspectives.
Provide recommendations confidently while respecting leadership decision‑making authority and remaining supportive when decisions differ from analysis provided.
Participate in strategic initiatives and special projects, supporting analysis, execution tracking, and outcome measurement.
Perform ad hoc analysis and other duties as assigned to support overall business needs.