Business Planning and Intelligence Manager

HP•Spring, TX

2d•$105,050 - $161,800

About The Position

We are seeking a Business Planning & Intelligence Manager to drive business performance through strategic planning, KPI management, financial analysis, business intelligence, and data-driven decision-making. This role will lead the development of business plans, forecasts, performance-management frameworks, and executive reporting while establishing a consistent approach to measuring business performance. The individual will bring together financial, operational, commercial, and customer data to provide leadership with a clear view of performance, emerging risks and opportunities, and actions required to achieve business objectives. The role will partner closely with Finance, Product, Sales, Marketing, Operations, and Data teams to translate strategic priorities into measurable KPIs, build scalable business intelligence solutions, and deliver actionable insights that support business decisions.

Requirements

5+ years of experience in Business Planning, Business Intelligence, FP&A, Strategy, Business Analytics, Business Operations, or Performance Management.
Strong experience in business performance management, forecasting, budgeting, KPI development, and financial modeling.
Demonstrated experience developing KPI frameworks and translating strategic priorities into measurable business outcomes.
Advanced proficiency in Excel and Power BI, with strong working knowledge of SQL and data analysis.
Experience developing executive dashboards, KPI scorecards, business reviews, and management reporting.
Strong analytical and problem-solving skills with the ability to connect data and financial performance to underlying business drivers. Ability to translate complex analysis into simple, actionable recommendations for leadership.
Excellent communication and executive presentation skills.
Strong cross-functional collaboration and stakeholder-management skills.
Ability to manage multiple priorities in a fast-paced and evolving business environment.

Nice To Haves

Master’s degree in Business, Finance, Economics, Engineering, Analytics, or a related field preferred.
Experience in business planning, executive reviews, ROI/scenario modeling, advanced analytics and forecasting.
Familiarity with Databricks, cloud analytics platforms, and enterprise data ecosystems.
Experience improving and automating business reporting and performance-management processes, with knowledge of Agile methodologies.

Responsibilities

Lead annual business planning, long-range planning, forecasting, budgeting, and performance tracking across key business initiatives.
Develop forecasts and outlooks based on historical performance, business drivers, market trends, and strategic assumptions.
Partner with Finance and business stakeholders to monitor revenue, expenses, budgets, forecasts, and variances.
Build business cases, financial models, scenario analyses, sensitivity analyses, ROI assessments, and investment evaluations to support strategic decisions.
Support leadership in evaluating new initiatives, partnerships, growth opportunities, and investment priorities.
Develop and own the business KPI framework, translating strategic objectives into measurable business outcomes.
Establish standardized KPI definitions, targets, measurement methodologies, data sources, ownership, and reporting cadence
Track performance against business plans, forecasts, targets, and historical performance.
Identify and analyze performance gaps, risks, opportunities, and the underlying drivers of business results.
Lead the analytical preparation for monthly and quarterly business performance reviews, including performance trends, outlook, key risks, opportunities, and recommended actions.
Own the business intelligence and performance-reporting framework, connecting strategic goals, financial plans, operational metrics, and KPIs into a consistent management view.
Develop and maintain Power BI dashboards, executive scorecards, and automated reporting that provide clear visibility into business performance.
Partner with Data and Finance teams to ensure the accuracy, consistency, and scalability of business reporting and underlying data.
Use SQL, Power BI, Excel, and analytical tools to analyze complex datasets and identify trends, business drivers, and opportunities.
Improve business reporting through automation, standardized metrics, data integration, and scalable BI solutions.
Move beyond reporting what happened to explain why performance is changing, what it means for the business, and what actions should be considered.
Translate complex financial, operational, commercial, and customer data into clear business insights and recommendations.
Develop executive presentations and communicate business performance, outlook, risks, opportunities, and recommendations to senior leadership.
Partner across Finance, Product, Sales, Marketing, Operations, and Data to align business priorities, KPIs, forecasts, and reporting.
Provide ad hoc strategic and analytical support for leadership decisions.
Manage multiple planning and analytical workstreams while ensuring timely, accurate, and high-quality deliverables.

Benefits

Health insurance
Dental insurance
Vision insurance
Long term/short term disability insurance
Employee assistance program
Flexible spending account
Life insurance
Generous time off policies, including; 4-12 weeks fully paid parental leave based on tenure
11 paid holidays
Additional flexible paid vacation and sick leave