Global Integrated Planning Leader

About the role

The Global Integrated Planning Leader is responsible for designing, orchestrating, and governing the firm's end-to-end integrated planning model globally. This role unifies strategic planning, revenue and account planning, and financial planning into a single, holistic planning framework that aligns long-term strategy with market-facing execution.

Responsibilities

• Define and maintain the global integrated planning "north star," aligning strategy, markets, sectors, service lines, financial planning, talent, and ecosystem priorities.
• Establish a globally consistent planning methodology, including clear roles, governance, timelines, and decision rights.
• Ensure alignment between long-term strategic ambitions, annual planning cycles, and in-year performance management.
• Cross-enterprise orchestration: coordinate planning across Finance, Clients & Industries, markets, sectors, service lines, Big Bets, and regional leadership teams.
• Incorporate market insights, competitive intelligence, client demand signals, and pipeline progression into forward-looking plans.
• Work closely with Finance, Talent, Operations, and Markets to ensure the planning model is connected, data-driven, and scalable.
• Partner with leadership to translate strategy into execution through go-to-market plans, sales motions, account strategies, GCSP programs, and ecosystem plays.
• Support the development of integrated growth plans tied to measurable pipeline, revenue, and profitability outcomes.
• Establish and govern a unified global planning calendar integrating strategic, financial, talent, and go-to-market planning.
• Ensure leadership has clear visibility into progress, risks, opportunities, and cross-functional dependencies.
• Create a consistent insights backbone to enable fact-based planning and rapid decision-making.
• Provide insights and recommendations on performance and forecast expectations against plan.
• Lead the global transition to a new integrated planning platform, serving as the business owner for the solution.
• Define global requirements for planning systems, including data structures, workflows, integrations, permissions, and reporting.
• Ensure seamless integration with CRM, ERP, financial planning tools, talent systems, pipeline tools, and other enterprise platforms.
• Lead User Acceptance Testing (UAT), global rollout, adoption, and change enablement.
• Establish governance for platform usage, enhancements, and ongoing optimization.
• Champion automation, digital-first processes, and AI-enabled insights where appropriate.
• Design, build, and lead a high-performing global integrated planning team across functions and time zones.
• Establish a global planning network to promote transparency, consistency, and collaboration.
• Provide coaching, mentorship, and development to build deep planning capability across the enterprise.
• Introduce best practices and external benchmarks to continuously improve planning maturity.
• Build trusted relationships with executive leaders across Finance, C&I, Markets, Talent, Operations, Service Lines, and Regions.
• Facilitate leadership alignment sessions, planning workshops, and strategy reviews globally.
• Act as a senior advisor on ambitious yet achievable targets and ownership models.

Qualifications

• Experience: 12–15+ years in finance, strategy, business operations, or transformation roles, including leadership responsibility.
• Education: Bachelor’s degree required; MBA or advanced degree preferred.
• Certifications: CPA or other professional certification beneficial.