Overview
This role translates strategy into measurable results by owning the monthly operating review process and producing executive-level reports and dashboards. You will partner closely with the CEO and the Leadership Team to consolidate business function KPIs and strategic initiatives into clear, executive-ready insights tied to financial results that support leadership decision-making.
Responsibilities
Monthly Operating Reviews
- Manage the end-to-end monthly operating review process, including preparation of executive-level reports and dashboards
- Consolidate financial results, corporate KPIs, and project milestones into a unified performance view
- Facilitate review meetings and provide clear analysis of trends, variances, and risks
Corporate Planning
- Support the development of annual and multi-year strategic plans
- Align financial forecasts with strategic initiatives and operational priorities
Performance Management
- Define, track, and report KPIs across business units
- Monitor progress on strategic projects and escalate risks or delays
- Track progress toward corporate annual and long-term incentive goals, ensuring visibility and accountability
Cross-Functional Collaboration
- Partner with Finance, Operations, and Project Management teams to gather data and insights
- Ensure consistency and accuracy in reporting across all functions
Executive Communication
- Prepare presentations and reports summarizing performance trends and recommendations for executive leadership
Requirements
- Strong analytical and financial modeling skills
- Advanced skills in Excel and PowerPoint
- Proficiency using frameworks such as OKRs and/or KPIs to set and monitor execution of plans across enterprise, department, and team levels
- 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
Experience
- 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
- Preferred experience using planning or performance management software to refine performance management processes, including integrations with multiple department workflow software applications
Education
- Bachelor’s degree in Business, Finance, Economics, or related field
Preferred Qualifications
- Master’s degree in Business, Finance, Economics, or related field, or MBA
- AFP, Power BI data analyst
Compensation & Benefits
Work Location
Benefits Overview
- Full benefit package designed to support the physical, mental, and financial health of associates, including work/life balance, savings on commuting, work clothing support, and increased time for personal activities
Physical and Mental Health Benefits
- Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
- Telehealthcare for Medical and Behavioral visits
- Generous PTO with buy/sell options
- 9 company holidays, a floating day off, and a day off for volunteering
- Employee Assistance Program
- Wellness program (earn insurance discounts or credit towards health-related items)
Financial Health Benefits
- 401K Plan with employer matching contributions
- Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
- Bonus and Recognition programs
- Tuition Assistance
- Consultation with financial planner
- Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
- Group Discount programs (mobile, technology services, etc.)
Other Benefits
- E-Learning: comprehensive and current library of e-learning and performance support assets, available on demand and at no cost
Working Conditions
- Must be able to use equipment at workstation for up to 8 hours daily
Additional Information
- All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sexual orientation, age, gender identity, protected veteran status, or status as an individual with a disability.
- Must have legal authority to work in the US.
- The employer will not accept applicants that use AI when answering the screening questions. Applicants who use AI to answer any questions or to complete their application will not be considered for employment.