Business Planning Specialist

Responsibilities

• Support annual operating plan, budgeting, and forecasting processes by coordinating inputs across multiple business functions.
• Analyze revenue, cost, gross profit, and operational performance metrics while collaborating with cross-functional teams to ensure accurate tracking and reporting.
• Support monthly financial close activities through variance analysis, trend identification, and performance reporting. Investigate key variances and provide insights regarding risks and opportunities.
• Monitor key business performance indicators and proactively identify trends, operational issues, and improvement opportunities.
• Develop, maintain, and improve financial models, forecasting tools, dashboards, and reporting frameworks to support business decision-making.
• Partner with Sales, Operations, Fulfillment, Finance, and other business teams to improve data quality, reporting consistency, and forecast accuracy.
• Auxiliary in improving data management processes, reporting automation, and analytical capabilities to enhance organizational efficiency.
• Establish and maintain reporting standards, documentation, and analytical frameworks to support scalable business operations.
• Participate in finance and operational initiatives, including process improvements, ad hoc analyses, and preparation of periodic management reporting activities.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, Economics, Statistics, Engineering, Mathematics, Data Analytics, or another quantitative discipline.
• Minimum 5 years of professional experience, including at least 3 years of experience in business planning, financial planning & analysis (FP&A), business analytics, operations planning, consulting, or related fields.
• Strong understanding of finance, accounting, and business performance analysis.
• Advanced Microsoft Office skills, particularly Excel, PowerPoint, Word, and Outlook.
• Experience developing financial models, forecasts, and management reporting.
• Strong analytical and problem-solving skills with the ability to interpret complex datasets and translate findings into actionable business insights.
• Strong understanding of databases, reporting systems, and data management principles.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• Strong communication and interpersonal skills with the ability to collaborate effectively across departments.
• High degree of professionalism, ownership, attention to detail, and continuous improvement mindset.