Senior Investment Planning Analyst

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Posted Oct 17, 2026

Remote · US · ask about Worldwide Full Time

$85.2K – $145.2K/yr

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Overview

The organization is seeking a Senior Investment Planning Analyst to support the enterprise process for prioritizing Product and R&D investments. This role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate underlying data and assumptions, and maintain a reliable consolidated planning model.

You will develop scenario analyses, assess business cases, produce executive-ready reporting, and recommend how leadership should weigh investment tradeoffs, allocation patterns, and expected business impact. Success requires expert Excel capability, strong business judgment, analytical rigor, and the ability to drive a complex cross-functional process without direct authority.

Responsibilities

Support the end-to-end investment planning process

Coordinate and track key planning activities, milestones, deliverables, review cycles, and deadlines.
Maintain the investment planning calendar, communicate requirements and timing to Business Units, monitor progress, follow up on outstanding actions, and escalate risks that may affect timely process completion.

Coordinate investment data collection and validation

Manage the recurring collection of investment planning data from Business Units using standardized templates, established definitions, submission requirements, and planning deadlines.
Review Business Unit submissions for completeness, internal consistency, appropriate classification, and supportable assumptions; identify gaps and work with stakeholders to strengthen the quality of the business case.
Reconcile submitted investment data with available capacity, financial information, project records, and other internal sources; research discrepancies and drive timely correction or documented resolution.
Consolidate validated submissions into the enterprise investment planning model while maintaining consistent definitions, assumptions, calculations, and reporting periods.
Evaluate investment cases in coordination with Product Management and Finance teams; analyze and refine business case submissions resulting in incremental R&D requests, including alignment to larger strategic initiatives, revenue and profitability impacts to the business unit, and incremental resourcing needs to assess relative prioritization against other investment requests.

Own planning model integrity and reporting outputs

Own the day-to-day integrity and usability of the Excel-based planning model by auditing formulas, links, references, inputs, duplicate records, and model performance; escalate material issues.
Produce recurring analytics and executive-ready PowerPoint materials, including foundational analyses of investment levels and scenarios across Business Units that compare investment options, illuminate tradeoffs, and support leadership decisions on prioritization and resource allocation.

Prepare reporting and investment profile updates

Develop recurring summaries, schedules, reconciliations, charts, and management-ready materials that communicate investments usage status, outstanding issues, data-quality findings, and investment trends.
Build working relationships with Strategy, Product, Finance, and Business Unit stakeholders; communicate requirements clearly, facilitate issue resolution, and challenge unsupported assumptions.
Strengthen the investment planning process through clear documentation, standardized templates, practical controls, and responsible use of approved automation, AI-enabled tools, and business-intelligence capabilities.

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Requirements

Bachelor’s degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
Five or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role, or 2–3 years in management or strategy consulting.
Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
Experience coordinating cross-functional work with multiple stakeholders, competing priorities, and firm planning deadlines.

Preferred Qualifications

Two or more years of management, strategy, or financial consulting experience.
Experience supporting Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.

Compensation & Benefits

The organization provides a competitive salary package along with a comprehensive benefit plan that includes:

Health, dental, and vision insurance.
Retirement savings plan with company match.
Paid time off and holidays.
Professional development opportunities.
Performance-based bonus based on position.

Compensation may vary depending on location, qualifications including job-related education, training, experience, licensure, and certification, that could result in a level outside of these ranges. Certain roles may be eligible for additional rewards, including annual bonus and sales incentives depending on the terms of the applicable plan and role as well as individual performance.