Business Planning and Intelligence Manager

Jobtailor; California (MO); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor seeks a senior BI & Analytics leader to drive planning, forecasting, budgeting and performance tracking across strategic initiatives. You will design, develop, and maintain executive dashboards and KPI scorecards using Power BI, translating business requirements into scalable BI solutions.

You will partner with Finance, Product, Sales, Marketing, Operations, and Data Engineering to align priorities, govern data, and deliver executive-ready insights for strategic decisions.

Qualifications

• Master's degree required in a related field with strong analytical training.
• 5+ years of experience in business planning, BI, strategy, or analytics.
• Strong experience in forecasting, budgeting, and financial modeling.
• Advanced Power BI skills: dashboard development, data modeling, DAX, visualization, and reporting.
• Strong SQL skills for data extraction, integration, validation, and analysis.
• Experience creating executive dashboards and self-service BI capabilities.

Responsibilities

• Lead business planning, forecasting, budgeting, and performance tracking across key initiatives.
• Design, develop, and maintain executive dashboards and KPI scorecards using Power BI.
• Translate business requirements into data models, reporting frameworks, and scalable BI solutions.
• Analyze financial and operational performance to identify risks, opportunities, trends, and growth drivers.
• Develop business cases, scenario models, and investment analyses to support strategic decisions.
• Partner with Finance, Product, Sales, Marketing, Operations, and Data Engineering teams to align priorities.
• Improve reporting processes through automation and data integration.

Skills

Business Planning

Forecasting

Budgeting

Financial Modeling

Data Analysis

Performance Management

SQL

DAX

Data Integration

Statistical Analysis

Predictive Modeling

Scenario Planning

Agile

Analytical Thinking

Problem-Solving

Strategic Thinking

Communication Skills

Influencing Stakeholders

Education

Master’s degree in Business, Finance, Economics, Engineering, Analytics, Information Systems, or a related field

Tools

Power BI

Databricks

Cloud Analytics Platforms

Data Warehouses

ETL Processes

Job description

• Lead business planning, forecasting, budgeting, and performance tracking across key strategic initiatives
• Design, develop, and maintain executive dashboards, KPI scorecards, and self-service business intelligence solutions using Power BI
• Define, standardize, and monitor business metrics aligned with strategic and financial objectives
• Translate business requirements into data models, reporting frameworks, and scalable BI solutions
• Analyze financial and operational performance to identify risks, opportunities, trends, and growth drivers
• Develop business cases, scenario models, and investment analyses to support strategic decisions
• Partner with Finance, Product, Sales, Marketing, Operations, and Data Engineering teams to align priorities and execution
• Conduct trend analysis, forecasting, root-cause analysis, and performance diagnostics to generate actionable recommendations
• Validate data quality and ensure consistency, accuracy, and governance across reporting solutions
• Develop executive-ready presentations and communicate complex insights clearly to senior leadership
• Improve reporting processes through automation, data integration, and scalable analytical solutions
• Support annual operating plans, long-term strategic planning, and quarterly business reviews
• Manage multiple strategic initiatives while ensuring timely, high-quality deliverables

Requirements

• Master’s degree in Business, Finance, Economics, Engineering, Analytics, Information Systems, or a related field
• Five or more years of experience in business planning, business intelligence, strategy, business analytics, or a related discipline
• Strong experience in performance management, forecasting, budgeting, and financial modeling
• Advanced proficiency in Power BI, including dashboard development, data modeling, DAX, visualization, and report optimization
• Strong SQL skills, with experience extracting, integrating, validating, and analyzing data from multiple sources
• Experience developing executive dashboards, automated reporting solutions, and self-service BI capabilities
• Ability to translate business requirements and complex data into clear recommendations
• Strong analytical, problem-solving, and strategic-thinking capabilities
• Excellent written, verbal, and executive presentation skills
• Ability to influence cross-functional stakeholders and manage competing priorities in a fast-paced environment
• Familiarity with Databricks, cloud analytics platforms, data warehouses, and enterprise data ecosystems
• Understanding of data architecture, ETL processes, semantic models, and data-governance principles
• Experience with statistical analysis, predictive modeling, or scenario planning
• Knowledge of Agile project-management methodologies

Core Competencies

Demonstrates expertise in business planning, forecasting, and performance management, with advanced proficiency in Power BI and SQL for data analysis and reporting. Capable of translating complex business requirements into actionable insights and executive-ready presentations while managing cross-functional stakeholder relationships.

Highest-signal resume keywords

• Business Planning
• Power BI Dashboard Development
• SQL Data Analysis
• Performance Management
• Financial Modeling

Hard Skills

• Business Planning
• Forecasting
• Budgeting
• Financial Modeling
• Data Analysis
• Performance Management
• DAX
• Data Integration
• Statistical Analysis
• Predictive Modeling

Soft Skills

• Analytical Skills
• Problem-Solving
• Strategic Thinking
• Communication Skills
• Influencing Stakeholders

Industry Keywords

• Business Intelligence
• Data Governance
• Agile Project Management
• Executive Presentations
• KPI Scorecards

Tools & Technologies

• Power BI
• Databricks
• Cloud Analytics Platforms
• Data Warehouses
• ETL Processes