Corporate Planning and Performance Lead
About The Position
The Corporate Planning & Performance Lead plays a critical role in translating strategy into results by owning the monthly operating review and preparing executive-level reports and dashboards. This role partners closely with the CEO and the Leadership Team to consolidate financial results, KPIs, and strategic initiatives into clear, executive‑ready insights that directly inform leadership decision‑making. Well‑suited for recent MBA graduates. This position offers high visibility, cross‑functional influence, and the opportunity to shape how the organization measures performance and drives accountability against corporate goals. Open to considering part-time while in school.
Requirements
- Strong analytical and financial modeling skills
- Advance skills in Excel and PowerPoint
- Proficiency in planning tools and data visualization platforms
- Excellent communication and stakeholder management skills
- 1-3 years of business experience
- Proven experience managing executive-level reporting and performance tracking
- 1-3 years of business experience in corporate planning, FP&A, business operations, performance management or strategy roles preferred
- Bachelor’s degree in Business, Finance, Economics, or related field
Nice To Haves
- Master’s degree in Business, Finance, Economics, or related field or MBA
- AFP, Power BI data analyst
Responsibilities
- Manages the end-to-end process for monthly operating reviews, including preparation of executive-level reports and dashboards
- Consolidates financial results, corporate KPIs, and project milestones into a unified performance view
- Facilitates review meetings and provides clear analysis of trends, variances, and risks
- Supports development of annual and multi-year strategic plans
- Aligns financial forecasts with strategic initiatives and operational priorities
- Defines, tracks, and reports KPIs across business units
- Monitors progress on strategic projects and escalates risks or delays
- Tracks progress toward corporate annual and long-term incentive goals, ensuring visibility and accountability
- Partners with Finance, Operations, and Project Management teams to gather data and insights
- Checks for consistency and accuracy in reporting across all functions
- Prepares presentations and reports summarizing performance trends and recommendations for executive leadership
Benefits
- Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
- Telehealthcare – for Medical and Behavioral visits
- Generous PTO with buy/sell options
- 9 Company holidays, a floating day off, and a day off for volunteering
- Employee Assistance Program
- Wellness program - earn insurance discounts or credit towards health-related items
- 401K Plan with employer matching contributions
- Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
- Bonus and Recognition programs
- Tuition Assistance
- Consultation with financial planner
- Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
- Group Discount programs - mobile, technology services, etc., to help you save money
- E-Learning – Comprehensive and current library of e-learning and performance support assets, available on demand and at no cost
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
