Business Planning & Strategy Partner - Corporate Affairs

HP•Houston, TX

4d•$105,050 - $161,800

About The Position

The Business Planning & Strategy Partner serves as the dedicated business and financial partner to a portfolio of three to four executives reporting to the Chief of Corporate Affairs. This senior individual contributor owns budget accuracy, KPI performance, and financial accountability for each leader in the portfolio, ensuring plans, investments, and headcount decisions align with the organization’s financial and business priorities. The role works alongside the team’s Lead and in close partnership with Finance, runs the internal monthly flash process for portfolio executives, drives risk mitigation, and leads Long Term Planning for the portfolio. It also elevates data storytelling and applies continuous improvement and automation to team processes. The role reports to the Director of Strategy, Planning & Operations and Chief of Staff. It mentors and guides the Program Manager, AI & Business Operations, helps oversee team deliverables, and partners with the Lead and Program Manager on the team’s weekly operating rhythm. The position is full-time, with a stated annual pay range of $105,050 to $161,800 USD for U.S. candidates, plus potential bonus and/or equity. Pay varies by work location, job-related knowledge, skills, and experience.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
Typically 8+ years of experience in financial planning and analysis, business planning, business operations, or strategy.
Deep expertise in budgeting, forecasting, headcount planning, and long-range planning within a large, matrixed organization.
Demonstrated experience partnering with senior leaders and holding stakeholders accountable to financial commitments.
Experience defining and tracking KPIs and building risk mitigation plans.
Advanced Excel and PowerPoint skills, with demonstrated ability to design clear, executive-ready reporting and data visualizations.
Strong data storytelling skills and ability to translate complex numbers into simple, persuasive narratives for senior leaders.
Experience mentoring, coaching, or guiding more junior team members; formal people management is not required.
Strong executive communication skills, sound judgment, and high integrity when handling sensitive information.

Nice To Haves

Experience with Power BI, Tableau, SAP, or Anaplan.
MBA, CPA, or a master’s degree in a relevant field such as finance, business analytics, economics, or engineering.
Experience supporting corporate functions such as communications, marketing, or corporate affairs.
Track record of driving process improvement or automation in financial and planning workflows.

Responsibilities

Serve as the primary business planning and financial partner to three to four executives reporting to the Chief of Corporate Affairs.
Own budget accuracy for portfolio leaders and help ensure financial targets are met or exceeded.
Partner with leaders to define meaningful KPIs, track and report performance, and drive progress against them.
Build trusted relationships with portfolio leaders and advise them on business planning, financial questions, and priority tradeoffs.
Host and run the internal monthly flash process for each portfolio executive in collaboration with Finance, reviewing actuals, forecasts, and performance against targets.
Deliver monthly flash and status reporting that clearly shows actuals, forecasts, targets, and open actions.
Hold portfolio leaders accountable to targets, goals, and financial commitments in partnership with Finance and financial planning teams.
Identify risks and opportunities proactively; develop and track risk mitigation plans, owners, and actions with Finance and financial planners.
Lead the Long Term Planning process for the portfolio in partnership with Finance and financial planners.
Ensure headcount, headcount costs, and investment requests are represented appropriately in plans and align with the Chief of Corporate Affairs’ priorities and objectives.
Turn complex financial and performance data into clear, compelling visualizations and data storytelling for leaders.
Standardize reporting templates and slides for internal flash reviews, business reviews, and leadership updates.
Provide content, data, insights, milestones, timelines, priorities, wins, and risks for the quarterly one-page white paper owned by the team’s Lead.
Work with the Program Manager, AI & Business Operations, to shape the narrative and make recommended actions clear in reporting.
Refine reporting materials based on leader feedback and evolving business needs.
Build and maintain dashboards showing budget, KPI, and headcount performance for portfolio leaders and the Chief of Corporate Affairs.
Mentor, guide, and teach the Program Manager, AI & Business Operations through feedback, coaching, and direction on priorities and work quality.
Develop the Program Manager’s financial and business acumen through hands-on involvement in budgeting, monthly flash, and planning cycles.
Oversee selected team deliverables and provide support across the team as needed.
Partner with the team’s Lead and build strategic perspective and leadership capability within the function.
Improve and automate planning, tracking, and reporting processes to reduce manual effort and increase accuracy.
Keep financial files, trackers, and planning materials clean, organized, and usable.
Partner with the team’s Lead and the Program Manager, AI & Business Operations, to run a weekly team update covering status, targets, open items, and risks.