Planning & Analysis Manager

Roku•San Jose, CA

5d•$150,000 - $170,000•Hybrid

About The Position

Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We connect consumers to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers unique capabilities to engage consumers. From your first day at Roku, you'll make a valuable - and valued - contribution. We're a fast-growing public company where no one is a bystander. We offer you the opportunity to delight millions of TV streamers around the world while gaining meaningful experience across a variety of disciplines. About the Team At Roku, we make decisions based on data. Consumer Planning & Optimization (P&O) at Roku works across the business to ensure that investments in customer behavior (including purchase, subscription, viewing habits, etc.) are evaluated based on how they will enhance the customer experience. By presenting our users with a great experience, they will value the platform and Roku experience even more. This role reports to the Senior Manager, Planning & Analysis. About the Role The person will be a key member of the planning function within the Consumer P&O team. This role will work across multiple business groups in supporting the analysis, sizing, and prioritization of high-impact business initiatives to drive growth and increase customer lifetime value. Key activities will include developing business performance reporting and models, tracking the impact of business initiatives, coordinating planning with FP&A, and helping the Consumer P&O team collaborate with various teams across Roku to execute new programs.

Requirements

5+ years of experience that includes one or a combination of the following: Consumer Analytics, SP&A, FP&A, or similar planning experience, ideally with D2C SVOD and AVOD experience OR management consulting, investment banking, or equity research within the Media, Technology, or Telecom sector
Experience working with customer lifetime value, including an understanding of methodology, use cases, and implications for forecasting
Ability to understand complex business drivers, produce high-quality analytics, and communicate results effectively
Best-in-class (more than advanced) Microsoft Excel and PowerPoint skills, with a keen eye for presentation design and the ability to distill complex concepts and analyses into clear, easy-to-understand presentations
Understanding of cohort/growth models and discounted cash flow models
Advanced ad-hoc financial modeling skills with a special talent to form and defend model assumptions with limited data
Hands-on with AI tools (ChatGPT, Claude, Copilot, etc.) and motivated to push their use in day-to-day workflows
Highest standards of accuracy and precision; highly organized and deliverable-focused
Strong communicator and collaborator across multiple departments with a service-oriented business partnering approach
Ability to thrive and take initiative in a fast-paced, high-pressure, and ambiguous environment

Nice To Haves

Familiarity with dashboarding tools, including Tableau and Looker, coding skills are a plus
Familiarity with international markets and growth strategy is a plus

Responsibilities

Lead tracking, monitoring, and reporting of ongoing business performance (revenue, profit, retention, customer lifetime value, ROI, and P&O KPIs)
Develop and operate scalable reporting, forecasting templates, and overall business intelligence infrastructure
Partner with Analytics/FP&A teams to streamline processes, improve data infrastructure, and avoid duplication of efforts across the Roku ecosystem
Establish performance baselines for modeling key consumer actions
Support Roku’s international expansion strategy
Develop business cases and models for high-impact, company-wide initiatives, exploring new areas for investment that may generate high returns
Partner closely with Customer Intelligence, Analytics, and FP&A to validate assumptions and data inputs
Expand the scope of existing team capabilities to international focus markets (reporting, planning, opportunity sizing)
Support creation of impactful, compelling presentation materials (decks, notes, write-ups, etc.) that effectively communicate financial projections, drivers, performance, risks, and opportunities to support prioritization discussions that will shape roadmap development
Provide frequent, time-sensitive, ad hoc insights to inform executive decision-making
Monitor key industry and economic factors to determine potential impact on customer lifetime models, revenue streams, and long-term planning
Collaborate with FP&A and Analytics teams to ensure trends are incorporated where appropriate to shape overarching company strategy