Operations

Business Planning Lead

Looking to hire your next Business Planning Lead? Here’s a full job description template to use as a guide.

About Vintti

Vintti stands at the forefront of economically advantageous staffing solutions for US businesses. By facilitating partnerships between American companies and Latin American professionals, we offer a pathway to reduced operational costs without sacrificing quality. Our approach enables businesses to reinvest savings into core areas, fostering growth and enhancing overall market competitiveness.

Description

A Business Planning Lead plays a crucial role in driving the strategic direction and operational planning for a company. This position involves analyzing market trends, competitive landscapes, and internal performance metrics to develop comprehensive business strategies. Responsibilities include overseeing the budgeting process, forecasting future financial performance, and identifying growth opportunities. The individual collaborates with various departments to ensure alignment with corporate goals and to optimize resource allocation. By ensuring business plans are actionable and data-driven, the Business Planning Lead helps the organization navigate complex market dynamics and achieve its objectives.

Requirements

- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 5 years of experience in business planning, strategic planning, or a similar role.
- Proven experience leading cross-functional teams.
- Strong analytical and quantitative skills.
- Proficiency with financial modeling and forecasting tools.
- Excellent proficiency in Microsoft Excel and other data analysis tools.
- Experience with data visualization tools (e.g., Tableau, Power BI).
- Strong understanding of market research and competitive analysis techniques.
- Excellent written and verbal communication skills.
- Proven ability to deliver presentations and reports to executive-level management.
- Strong project management skills.
- Ability to mentor and guide junior team members.
- Familiarity with ERP and financial software systems.
- Strong problem-solving skills and attention to detail.
- Ability to work independently and manage multiple projects simultaneously.
- Strong organizational and time-management skills.

Responsabilities

- Analyze business data to extract trends and actionable insights.
- Develop and update business plans to align with organizational goals.
- Lead cross-functional teams in executing strategic initiatives.
- Create financial models to support decision-making.
- Monitor KPIs and prepare regular stakeholder reports.
- Collaborate with senior management to define objectives and allocate resources.
- Conduct competitive analysis and market research.
- Facilitate strategic planning sessions and workshops.
- Identify growth opportunities and efficiency improvements.
- Prepare presentations and reports for executive meetings.
- Supervise and mentor junior team members.
- Coordinate with various departments for cohesive planning.
- Manage risk assessment and develop mitigation plans.
- Track progress of business plans and make necessary adjustments.
- Prepare and manage budgets according to strategic priorities.

Ideal Candidate

The ideal candidate for the Business Planning Lead role is a seasoned professional with at least a Bachelor's degree in Business Administration, Finance, Economics, or a related field, and a minimum of 5 years of relevant experience in business or strategic planning. They possess a proven track record of leading cross-functional teams and have strong analytical and quantitative skills, complemented by proficiency in financial modeling and forecasting tools. Mastery of Microsoft Excel, data analysis, and visualization tools such as Tableau or Power BI is essential. They have a deep understanding of market research and competitive analysis techniques. With excellent written and verbal communication abilities, they can deliver compelling presentations and reports to executive-level stakeholders. The candidate excels in project management and has a meticulous eye for detail. They are experienced in mentoring junior team members and adept at managing risks and developing mitigation plans. Familiarity with ERP and financial software systems, combined with strong problem-solving capabilities, allows them to navigate complex business environments. As a strategic thinker with a proactive mindset, the candidate demonstrates exceptional leadership and team management skills. They are results-oriented, exhibit high integrity, and show resilience under pressure. Adaptable and collaborative, they thrive in dynamic settings and display strong business acumen and financial literacy. Their innovative and forward-thinking nature, coupled with impeccable organization and time management, enables them to identify and capitalize on business opportunities while continuously striving for excellence and growth.

On a typical day, you will...

- Analyze and interpret business data to identify trends and provide actionable insights.
- Develop, review, and update business plans to align with organizational goals and market conditions.
- Lead cross-functional teams to implement strategic initiatives and optimize operational efficiency.
- Create detailed forecasts and financial models to support business planning and decision-making.
- Monitor key performance indicators (KPIs) and prepare regular reports for stakeholders.
- Collaborate with senior management to define objectives, strategies, and allocate resources.
- Conduct competitive analysis and market research to inform strategic choices.
- Facilitate strategic planning sessions and workshops with various business units.
- Identify opportunities for growth and efficiency improvements within the business.
- Assist in the preparation of presentations and reports for executive-level meetings.
- Supervise and mentor junior team members to ensure alignment with business planning objectives.
- Coordinate with finance, marketing, operations, and other departments to ensure cohesive planning efforts.
- Manage risk assessment and develop mitigation plans to address potential business threats.
- Track progress of business plans and initiatives, making adjustments as necessary.
- Prepare and manage budgets aligned with strategic priorities and operational needs.

What we are looking for

- Strategic thinker with a proactive mindset
- Excellent leadership and team management skills
- Strong analytical and problem-solving abilities
- High attention to detail and accuracy
- Effective communicator with strong presentation skills
- Results-oriented and goal-driven
- Able to work independently and under pressure
- High level of integrity and reliability
- Adaptable and open to change
- Collaborative and team-oriented
- Strong business acumen and financial literacy
- Innovative and forward-thinking
- Highly organized and excellent time management skills
- Skilled in identifying and capitalizing on business opportunities
- Committed to continuous learning and improvement

What you can expect (benefits)

- Competitive salary range: $90,000 - $120,000 per annum
- Comprehensive health insurance (medical, dental, vision)
- 401(k) plan with company match
- Annual performance bonuses
- Paid time off (PTO) and holidays
- Flexible working hours and remote work options
- Professional development and training opportunities
- Tuition reimbursement for continuing education
- Wellness programs and gym membership discounts
- Employee assistance program (EAP)
- Life and disability insurance
- Commuter benefits and transportation reimbursement
- Collaborative and inclusive company culture
- Opportunities for career advancement and leadership roles
- Company-sponsored social events and team-building activities

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