The Planning & Reporting Lead is responsible for establishing and managing the organization's enterprise planning, performance management, and reporting framework. The role ensures that strategic objectives are translated into actionable plans, tracked through measurable KPIs, and communicated through clear executive reporting.
This role acts as the central coordination point between leadership, PMO, finance, and business units to ensure alignment, visibility, and data-driven decision-making across the organization.
DUTIES & RESPONSIBILITIES
Strategic & Operational Planning
- Lead the annual, quarterly, and rolling planning cycles.
- Translate strategic objectives into operational plans, roadmaps, milestones, and deliverables.
- Ensure alignment between strategy, budgets, portfolios, and initiatives.
- Develop and maintain planning templates, standards, and governance.
- Support prioritization of initiatives based on value, risk, and capacity.
Performance Management
- Design and manage the organization's KPI framework.
- Define performance baselines, targets, and measurement methodologies.
- Track progress of strategic initiatives and portfolio performance.
- Identify risks, delays, and performance gaps and recommend corrective actions.
Executive Reporting & Insights
- Develop executive dashboards and performance scorecards.
- Prepare monthly and quarterly performance reports for leadership.
- Provide data-driven insights and recommendations.
- Ensure accuracy, consistency, and integrity of enterprise reporting.
Governance & Coordination
- Facilitate cross-functional planning workshops and performance reviews.
- Coordinate reporting inputs from departments and project teams.
- Establish reporting calendars and communication cadence.
- Support governance forums, steering committees, and audits.
Continuous Improvement & Data Maturity
- Improve planning and reporting processes and tools.
- Automate reporting and enhance data integration.
- Promote a culture of transparency, accountability, and data-driven decision-making.
SKILLS & ABILITIES
Core Competencies
- Strategic planning and business performance management
- KPIs framework development and tracking
- Portfolio and program reporting
- Data analysis and visualization
- Governance and cross-functional coordination
Leadership & Behavioral Skills
- Strong analytical and structured thinking
- Excellent communication and storytelling skills
- Stakeholder engagement and facilitation
- High attention to detail and organization
- Ability to simplify complex data into clear insights
POTENTIAL BACKGROUND
Education:
- Bachelor's in business administration, Finance, Engineering, Economics, or related field.
- MBA or Master's degree is an advantage.
Experience:
- 812+ years total experience
- 35+ years in planning, PMO, strategy, or performance roles
- Experience in corporate planning, transformation, or PMO environments.
Preferred Certifications:
- PMP / PRINCE2
- Lean Six Sigma (advantage)
Preferred Tools
- Power BI / Tableau
- Advanced Excel & financial modeling
- MS Project / Smartsheet
- Jira / Azure DevOps
- SharePoint / Confluence
Soft Skills
- Data storytelling and executive presentation
- Stakeholder influence and facilitation
- Continuous improvement mindset
- Strong planning and prioritization ability
- Collaboration across multiple departments
