Planning, Performance and Insights (Manager)

Overview

As a Planning Transformation Manager, you lead a substantial client workstream to translate finance needs into practical processes and technology. You drive diagnostics, design future planning processes, and steer the build, data, integration, testing and adoption activities. You will own delivery quality, client relationships, and the performance of your team. This role sits in the Planning, Performance & Insights group, shaping AI-enabled planning and integrated performance management for complex organisations.

Responsibilities

• Assess current planning, budgeting, forecasting and performance-management processes to identify root causes and priorities
• Lead workshops with finance, business, operational and technology stakeholders to define decision needs and future planning drivers
• Design future-state planning processes, governance, roles, controls and performance routines aligned to business outcomes
• Translate requirements into functional solution designs covering models, dimensions, hierarchies, calculations, scenarios, workflow, security and reporting
• Lead the planning-platform workstream through design, build, data and integration, testing, deployment and stabilisation with traceability
• Connect financial planning with operational and capital drivers and define data, integration, reporting and analytics requirements
• Shape predictive forecasting and AI-enabled planning use cases with validation, controls and transparency
• Manage workstream scope, plan, quality, risks and dependencies, and support readiness, adoption and value tracking
• Contribute to proposals, demonstrations, estimates and reusable Planning, Performance & Insights assets

Key requirements

• Planning and Finance process knowledge with experience in annual planning, budgeting, rolling forecasting, long-range planning, scenario modelling and performance review (6+ years)
• Strong ability to assess current ways of working and design practical future processes across finance and operations
• Experience translating business needs into planning model designs including hierarchies, drivers and calculations
• Functional and/or technical expertise in modern planning platforms (e.g., SAP Analytics Cloud, Anaplan, Pigment, CCH Tagetik, Oracle EPM, OneStream) and leading a workstream through design to stabilisation
• Knowledge of predictive forecasting, machine-learning awareness and applying these to planning contexts
• Experience in capital-intensive or life science/products environments with links between financial and operational drivers
• Ability to facilitate senior workshops, manage scope and risks, and lead onshore/offshore teams
• Ability to work with data, architecture and engineering specialists to realise planning insights

• Stakeholder management
• Leadership and people development
• Clear communication and facilitation of senior stakeholders
• Planning platform implementation (SAP Analytics Cloud, Anaplan, Pigment, CCH Tagetik, Oracle EPM, OneStream)
• Data integration and quality
• Forecasting analytics and scenario modelling

…