Business & Financial Planning Analyst

Senior Business & Financial Planning Analyst

Location: Onsite (Full-Time)

Duration: 12+ month contract to (hire + multi-extension capability)

Experience Level: 8–10 Years

Rate: 50.00 /hr. W2

We are seeking a high-caliber Senior Business Operations Specialist to act as a critical bridge between Sales, Supply Chain, and Finance teams. In this role, you will lead non-IT project analysis and maintain essential vendor relationships while operating at a strategic, pre-management level. You will be responsible for the integrity of project management processes—including setting goals, tracking metrics, and overseeing budgets—while providing data-driven recommendations to directors and project managers.

• Forecast Leadership:
  Lead short- and medium-term revenue forecasting, collaborating with Sales and SCM to align assumptions, identify risks, and provide actionable recommendations to senior leadership.
• Spend Optimization:
  Partner with stakeholders to plan and monitor promotional spend, ensuring investments align with business objectives and operational KPIs.
• Performance Tracking:
  Monitor weekly revenue performance and coordinate cross-functional mitigation plans to address any gaps in the forecast.
• ROI Analysis:
  Conduct comprehensive pre- and post-event analysis for promotions, including accrual accuracy and ROI assessments to guide future cycles.

• Executive Insights:
  Develop high-level dashboards and KPI reporting to provide actionable insights for senior management and headquarters.
• Process Improvement:
  Drive continuous improvements in forecasting cadence, data accuracy, and cross-functional workflow efficiency.
• Contract & Budget Oversight:
  Review and approve contracts, cost proposals, and work breakdown structures. Monitor transaction controls against budgets to predict and resolve potential overruns.

• Education:
  
  Bachelor’s Degree in Business, Finance, Economics, Supply Chain, or a related field.
• Experience:
  
  8+ years of professional experience in business operations, financial planning (FP&A), demand planning, or commercial finance.
• Technical
  
  Skills:
  
  Advanced Excel and PowerPoint expertise; strong analytical and modeling skills with the ability to translate complex data into insights.
• Collaboration:
  
  Proven ability to navigate and collaborate within large, matrixed organizations and present findings to senior leadership.

• Advanced Tools:
  Proficiency in Data Processing & Analysis, BI Dashboarding, and tools such as Tableau or Python.
• Education:
  
  Master’s Degree or MBA.
• Domain Expertise:
  Background in promotional finance, offer-spend modeling, or trade investment ROI.
• Account Management:
  Experience working with large U.S. carrier or retail accounts is highly preferred.

• Strategic Thinker:
  Strong knowledge of business principles involved in resource allocation and strategic planning.
• Independent & Proactive:
  Demonstrated ability to manage one's time and multitask in a fast-paced, dynamic environment.
• Integrity:
  High attention to detail and the ability to handle confidential financial information with the utmost discretion.