Corporate Planning and Performance Lead

The Corporate Planning & Performance Lead plays a critical role in translating strategy into results by owning the monthly operating review and preparing executive-level reports and dashboards. This role partners closely with the CEO and the Leadership Team to consolidate business function KPIs, and strategic initiatives into clear, executive‑ready insights linked to financial results that directly inform leadership decision‑making.

This position offers high visibility, cross‑functional influence, and the opportunity to shape how the organization measures performance and drives accountability against corporate goals.

• Manages the end-to-end process for monthly operating reviews, including preparation of executive-level reports and dashboards
• Consolidates financial results, corporate KPIs, and project milestones into a unified performance view
• Facilitates review meetings and provides clear analysis of trends, variances, and risks

• Supports development of annual and multi-year strategic plans
• Aligns financial forecasts with strategic initiatives and operational priorities

• Defines, tracks, and reports KPIs across business units
• Monitors progress on strategic projects and escalates risks or delays
• Tracks progress toward corporate annual and long-term incentive goals, ensuring visibility and accountability

• Partners with Finance, Operations, and Project Management teams to gather data and insights
• Checks for consistency and accuracy in reporting across all functions

• Prepares presentations and reports summarizing performance trends and recommendations for executive leadership

• Strong analytical and financial modeling skills
• Advanced skills in Excel and PowerPoint
• Mastery in the use of frameworks such as OKRs and/or KPIs to partner with executive leaders to set from scratch and monitor the execution of plans at all levels – enterprise to department to team
• Proficiency using planning or performance management tools and data visualization platforms
• Excellent communication and stakeholder management skills to translate organizational goals to executives and other senior leaders

• 1-3 years of business experience 
• Proven experience managing executive-level reporting and performance tracking
• 1-3 years of business experience in corporate planning, FP&A, business operations, performance management or strategy roles preferred
• Prefer experience where planning or performance management software was used to refine performance management processes including integrations with multiple department workflow software applications

• Bachelor’s degree in Business, Finance, Economics, or related field

• Master’s degree in Business, Finance, Economics, or related field or MBA
• AFP, Power BI data analyst

• Remote/Home Office
• Must be able to use equipment at workstation for up to 8 hours daily