Strategic Planning Lead (Titration)

CLINICAL PARTNERS LIMITED; City of Westminster; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading mental health service provider in the UK is seeking a strategic planner to manage the end-to-end planning processes. This role requires advanced analytical skills, proficiency in Power BI and Excel, and experience in operational planning. The individual will develop planning models and present options to senior management, while ensuring alignment between operational execution and business goals. This role offers opportunities for flexible working and is essential to meet growing demand for mental health services.

Benefits

25 days paid holiday

A day off for your birthday

Healthcare Cash Plan

Life Assurance

Flexible working opportunities

Access to Wellbeing portal

Qualifications

• Strong analytical background comfortable owning complex datasets and building structure to them.
• Advanced skills in Excel, Power BI, Tableau, SQL, Salesforce.
• Experience in operational or workforce planning, ideally in a fast-paced, dynamic environment.

Responsibilities

• Develop and maintain integrated planning models across business needs.
• Translate business goals into actionable resourcing and throughput plans.
• Own and improve forecasts for clinical and internal resourcing.
• Work closely with Clinical Ops, Patient Ops and Service Delivery units.
• Spot risks early and manage reallocations.
• Lead and improve our planning data infrastructure.
• Present options and trade-offs to senior stakeholders.
• Support budget and capacity planning cycles.

Skills

Strong analytical background

Advanced skills in Excel

Proficiency in Power BI

Experience with Tableau

Knowledge of SQL

Experience with Salesforce

Operational or workforce planning experience

Commercial awareness

Strategic thinking

Ability to model and analyze data

Job description

We're looking for a hands-on, sharp-thinking strategic planner who can bring structure and foresight to a complex, people-driven operation. You ll own the end to end planning process that keeps us delivering against contract delivery plans, waitlist expectations and revenue goals. You ll help us deploy the right resources at the right timeacross clinicians and internal teams. This role blends operational and commercial awareness with complex data work. You could be working directly with teams to understand processes and needs, then switching to building a forecasting model in Power BI, and presenting planning options to senior management.

We re one of the UK s leading providers of mental health services, working both privately and in partnership with the NHS to support people and families facing emotional and psychological difficulties. Demand for mental health support has never been higher and we re scaling fast to meet it. As we grow, we re building a brilliant, data driven, passionate team to help us deliver high-quality care to even more patients. Come and join us!

Please note that this position requires a Disclosure and Barring Service (DBS) check as part of our commitment to safeguarding and ensuring the safety of our clients and staff. The successful candidate will be required to undergo a DBS check before commencing employment.

Responsibilities

• Develop and maintain integrated planning models across business needs, contract delivery requirements, clinician availability, and workforce needs
• Translate business goals into actionable resourcing and throughput plans, across our different business units, customers, patient pathways and requirements
• Own and improve forecasts for: -Clinical and internal resourcing, Revenue delivery and contract performance, Clinician and team utilisation
• Work closely with Clinical Ops, Patient Ops and Service Delivery units to align plans with real world execution
• Spot risk early bottlenecks, shortfalls, surplus capacity and escalates or reallocate accordingly
• Lead and continuously improve our planning data infrastructure (Power BI, Salesforce, Excel, Tableau, SQL)
• Present options and trade-offs to senior stakeholders, making clear recommendations
• Support budget and capacity planning cycles with scenario modelling

Qualifications

• Strong analytical background comfortable owning complex datasets and building structure to them
• Advanced skills in Excel, Power BI, Tableau, SQL, Salesforce
• Experience in operational or workforce planning, ideally in a fast-paced and dynamic environment (healthcare or service-based environments are a bonus)
• Confidence working across operational and clinical teams while maintaining a commercial awareness
• A balance of strategic thinking and getting stuff done
• Someone who can model, analyse, and act

Benefits

• 25 days paid holiday (increasing with service to 28 days) plus bank holidays.
• A day off for your birthday.
• Healthcare Cash Plan
• Benefits Platform
• Life Assurance
• Discount Vouchers
• Flexible working opportunities to suit your personal needs
• Opportunities to take part in charitable events
• Access to a Wellbeing portal and Employee Assistance Programme (EAP).