Business Planning Manager

About the role

The Business Planning Manager combines forward-looking business planning (validating assumptions, tracking performance, and driving cost optimization and process improvements) with strong financial governance (internal controls, compliance, reporting integrity, and risk management).

Responsibilities

• Evaluate and continuously validate branch business-model assumptions, including vendor funding processes, operational expenses, revenue projections.
• Develop and maintain scenario models (base, upside, downside) to support leadership decision-making under uncertainty.
• Partner with regional leadership to assess whether forward-looking projections are realistic and achievable.
• Develop and validate expense models across product categories and regions for overall marketing and operational expenses.
• Maintain real-time visibility into actual, committed, and approved spend; proactively flag overruns and budget-lapse risk to leadership.
• Lead the rolling forecast process for the region, improving accuracy and ensuring alignment with corporate planning cycles.
• Design and operate the branch spend-control framework, including budget guardrails, commitment tracking, approval workflows, and reforecast triggers.
• Support decision-making on Sales investments, including advertising, sell-through programs, and inventory management.
• Perform detailed financial analyses of profitability drivers, including services and logistics.
• Apply structured continuous-improvement methodologies to reduce cycle time, error rates, and administrative burden.
• Champion adoption of corporate systems, tools, and process standards within the regional branch.

Requirements

• Able to manage multiple priorities and complex projects while maintaining day-to-day operational rigor.
• Strong understanding of business and management principles.
• Excellent written and verbal communication skills, with the ability to influence stakeholders at all levels.
• Demonstrated strong interpersonal and cross-functional collaboration skills.
• Proven ability to work effectively with diverse stakeholders; tactful, adaptable, and professional.
• Strong organizational, analytical, and problem-solving skills.
• Able to establish credibility, exercise sound judgment, and align actions to company priorities.
• High attention to detail and a strong sense of urgency aligned to business needs.

Qualifications

• Bachelor’s degree in Business Administration (or equivalent) and 7+ years of relevant experience in Finance and/or Business Planning.

Skills

• Able to manage multiple priorities and complex projects while maintaining day-to-day operational rigor.
• Strong understanding of business and management principles.
• Excellent written and verbal communication skills, with the ability to influence stakeholders at all levels.
• Demonstrated strong interpersonal and cross-functional collaboration skills.
• Proven ability to work effectively with diverse stakeholders; tactful, adaptable, and professional.
• Strong organizational, analytical, and problem-solving skills.
• Able to establish credibility, exercise sound judgment, and align actions to company priorities.
• High attention to detail and a strong sense of urgency aligned to business needs.

Pay

$100,000 - $125,000 annually is the estimated pay range for this role working in Fremont, California office. It does not include bonuses, medical, dental, vision, life insurance, AD&D insurance, Paid Time Off, EAP, & 401(k).

Schedule

Office Only: Typically works in an office environment. Requires sitting, operating a computer keyboard, telephone and other office equipment for extended periods of time.