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.
• Knowledge: Proven global leadership experience in integrated planning, strategic planning, commercial operations, or cross-enterprise roles.
• Skills: Strong capability to navigate complex, matrixed organizations; experience leading enterprise planning platforms such as Anaplan, Workday Adaptive Planning, Oracle EPM, OneStream, SAP BPC/SAC, or similar; strong understanding of planning system architecture, data models, integrations, and analytics; ability to translate business requirements into functional and technical specifications; deep understanding of the professional services business model, revenue lifecycle, and P&L drivers; strong forecasting, scenario modeling, and performance management capability; ability to connect financial outcomes to operational and market drivers; exceptional communication, facilitation, and storytelling skills; ability to engage, influence, and gain credibility with senior executive stakeholders; strong mentoring and capability-building orientation.

Benefits

At EY, we offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $285,700 to $565,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $342,900 to $642,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.