Enterprise Planning Lead

Sanderson; Stirling; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

33 days annual leave including Bank Holidays

Annual discretionary bonus scheme

Career development opportunities

Cycle to Work Scheme

Wellbeing programme

Job summary

A leading financial services provider in Scotland seeks an experienced Enterprise Planning Lead to oversee planning standards across all accounts. This role involves creating strategic plans, managing resources, and collaborating with stakeholders to drive efficiency and achieve business objectives. Ideal candidates will have proven leadership, forecasting expertise, and a background in financial services. Apply now to join this innovative team.

Qualifications

• Proven experience in a Planning Lead position within an enterprise level environment.
• Experience with advanced forecasting models.
• Proven leadership skills with the ability to motivate teams.

Responsibilities

• Ensure accurate demand inflow and resource planning forecasts.
• Responsible for developing departmental plans.
• Control resources and policy formation.
• Analyze data with storytelling for effective communication.

Skills

Forecasting & Planning

Resource Scheduling

Change Management

Stakeholder Management

Presentation Skills

Tools

WFM tools

ERP systems

Planning software

Job description

Base pay range

Direct message the job poster from Sanderson

Summary of the role

Diligenta's vision is to be acknowledged as Best-in-class Platform-based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as ‘home’ by existing employees, we drive a culture that is founded on positive change and development.

Summary of the role:

As the Enterprise Planning Lead, you will be responsible for the creation and embedding of the overall Diligenta standards that will be utilised across all accounts, this will require processes, good governance and client interaction at pan account level to embed; the go forward ‘One Diligenta’ model.

The purpose of the enterprise Planning Lead role is to oversee the development and implementation of the Enterprise planning unit and to optimize efficiency and achieve business objectives across all units at an enterprise level.

Creating strategic plans and forecasting with helpful visualization, across all accounts including details that enable users to make informed decisions at key points.

Benefits

• 33 days including Bank Holidays
• Eligibility for an annual discretionary bonus scheme
• Personal and career development opportunities to progress your aspirations within the company as well as through our global parent company (Tata Consultancy Services)
• Access to Perks at Work (an online discounted shopping platform) saving you money on a wide range of goods and services, including your weekly food shop, holidays and electrical goods.
• Cycle to Work Scheme & Interest-free Season Ticket loans.
• A companywide Wellbeing programme, including an Employee Assistance Programme and other benefits/resources to support your mental/physical and financial wellbeing.
• A comprehensive set of Moments that Matter policies, such as Carer’s Leave, Foster Leave and Retirement Leave
• A contributory company pension scheme where we match your contributions up to 6%, Group Life Assurance ('Death in Service') & Group Income Protection

What you’ll be doing

• Ensure accurate demand inflow and resource planning forecasts for all front office, back office, complaints and all other channels taking into account marketing campaigns, product launches, trends, peaks & drops, seasonal/intraday variations, events, commercials and contingency elements long term plans in alignment with the company’s vision and goals.
• Contingency and Recovery planning.
• Understand business requirements in context to business intelligence.
• Cross – functional collaboration.
• Assess Risks and opportunities associated with strategic initiatives and develop mitigation strategies.
• Ability to analyse data and “tell the story” In an appropriate and effective way to relevant audiences, what If scenario building.
• Has complete accountability for the results and performance of the area.
• Responsible for developing departmental plans, including business, operational and organisational priorities.
• Controls resources and policy formation in area of responsibility.
• Guides others in resolving complex issues in their own specialised area and solves complex problems with implications on cross-functional business processes and outcomes.

What we’re looking for

• Proven experience of working within a similar Planning Lead position within an enterprise level environment.
• Proven experience with Forecasting & Planning, Resource Scheduling and Ream Time Queue Management.
• A good background with ERP systems and planning software.
• Experience with Advance Forecasting Models.
• Experience with WFM tools, Verint, NICE, Active OPS, Alvaria, CISCO or similar.
• Change Management Experience.
• Proven leadership skills – ability to motivate and develop a high performing team.
• Stakeholder management – able to work effectively with key business and client stakeholders.Proven presentation skills- both verbal and written.
• Experience within a Life & Pensions or Financial Services environment (desirable)

If you need any help or adjustments during the recruitment process, please let us know.

Ready to take the next step in your career? Apply today and become part of our innovative team!

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Seniority level

Mid-Senior level

Employment type

Full-time

Job function

General Business, Customer Service, and Strategy/Planning

Industries

Pension Funds, Financial Services, and Insurance