Global Planning & Reporting Lead

equiniti; Liverpool; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Pension match 10%

Discounts

Flexible benefits

Holiday allowance 29 days

Job summary

EQ Retirement Solutions is seeking a Planning & Reporting Manager to lead UK and India teams, delivering forecasting, reporting and resource optimisation across Retirement Solutions. You will establish a centralised planning function, providing insights to support performance and growth.

The role focuses on driving automated reporting, data governance, and stakeholder collaboration while maintaining GDPR compliance and governance standards.

Qualifications

• Proven experience within a regulated pensions, financial services or administration environment.
• Experience leading planning, reporting, workforce management or operational insight teams.
• Strong people leadership experience across multi-location teams.
• Advanced Power BI capability.
• Experience of Microsoft Fabric, SQL and data reporting technologies.
• Experience developing forecasting, capacity planning and resource optimisation models.
• Strong stakeholder management and influencing skills.
• Ability to translate complex data into meaningful business insights.
• Strong analytical and problem-solving capability.
• Experience delivering business change and process improvement initiatives.
• Excellent communication and presentation skills.
• Understanding of GDPR and data governance requirements.

Responsibilities

• Leading and developing Planning and Reporting teams across UK and India (10-15 colleagues).
• Establishing a centralised Planning capability across Retirement Solutions.
• Delivering workforce planning, capacity modelling, forecasting and resource optimisation.
• Managing operational, management and client reporting services.
• Developing and maintaining planning and reporting roadmaps and delivery schedules.
• Driving automated reporting and visualisation using Microsoft Fabric and Power BI.
• Collaborating with CTO to maximise enterprise data usage and reporting platforms.
• Producing insights and recommendations to improve performance, productivity and governance.
• Monitoring utilisation, workload demand, capacity constraints and KPIs.
• Identifying resource risks and workforce challenges to support planning.
• Building relationships with senior stakeholders across Retirement Solutions.
• Ensuring GDPR and data governance compliance in reporting activities.

Skills

Pensions industry

Planning leadership

People leadership

Power BI

Microsoft Fabric

SQL

Forecasting

Capacity planning

Resource optimization

Stakeholder management

Data insights

Analytics

Process improvement

Communication

Presentation

GDPR

Data governance

Education

Data analytics qualification

Tools

Jira

Job description

EQ Retirement Solutions is seeking a Planning & Reporting Manager to lead UK and India teams, delivering forecasting, reporting and resource optimisation across Retirement Solutions. You will establish a centralised planning function, providing insights to support performance and growth.

The role focuses on driving automated reporting, data governance, and stakeholder collaboration while maintaining GDPR compliance and governance standards.