Business Planning and Intelligence Manager

HP; Palo Alto (CA); On-site; USD 105,000 - 162,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Employee assistance program

Flexible spending account

Life insurance

Paid parental leave

Paid holidays

Flexible vacation and sick leave

Job summary

HP in Palo Alto, CA seeks a Business Planning and Intelligence Manager to drive performance through strategic planning, financial analysis, BI, and data-driven decision-making. You will partner with cross-functional teams to develop business plans, KPIs, dashboards, and executive insights shaping priorities.

The role requires a Master’s degree and 5+ years in planning/BI, with strong Power BI and SQL skills, experience with forecasting, budgeting, and financial modeling, and the ability to

Qualifications

• Master’s degree in Business, Finance, Economics, Engineering, Analytics, Information Systems, or a related field.
• 5+ years in business planning, BI, strategy, analytics, or related discipline.
• Strong experience in performance management, forecasting, budgeting, and financial modeling.
• Advanced proficiency in Power BI, including data modeling and dashboards.
• Strong SQL skills with data extraction, integration, and validation.
• Experience developing executive dashboards and self-service BI capabilities.
• Ability to translate business requirements into clear recommendations.

Responsibilities

• Lead planning, forecasting, budgeting, and performance tracking across initiatives.
• Design and maintain executive dashboards and KPI scorecards using Power BI.
• Define and monitor metrics aligned with strategic and financial objectives.
• Translate requirements into data models, reporting frameworks, and scalable BI solutions.
• Analyze financial and operational performance to identify risks and growth drivers.
• Develop business cases, scenario models, and investment analyses.
• Partner with Finance, Product, Sales, Marketing, Operations, and Data Engineering.
• Conduct trend analysis, forecasting, and performance diagnostics for actionable insights.
• Ensure data quality, governance, and consistency across reports.
• Prepare executive-ready presentations for senior leadership.
• Improve reporting processes through automation and data integration.

Skills

Strategic thinking

Cross-functional collaboration

Executive communication

Problem solving

Forecasting

Budgeting

Data-driven decision making

Education

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

Tools

Power BI

SQL

Databricks

Data Warehouses

ETL Pipelines

Job description

Description -

We are seeking a Business Planning and Intelligence Manager to drive business performance through strategic planning, financial analysis, business intelligence, performance management, and data-driven decision-making. This role will partner closely with cross-functional teams to develop business plans, monitor key performance indicators, identify growth opportunities, and deliver executive-level insights that shape strategic priorities.

Description -

We are seeking a Business Planning and Intelligence Manager to drive business performance through strategic planning, financial analysis, business intelligence, performance management, and data-driven decision-making. This role will partner closely with cross-functional teams to develop business plans, monitor key performance indicators, identify growth opportunities, and deliver executive-level insights that shape strategic priorities.

Key Responsibilities

• 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.

Qualifications And Experience

• 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.
• Demonstrated 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.
• Proven ability to influence cross-functional stakeholders and manage competing priorities in a fast-paced environment.

Preferred Qualifications

• Experience supporting executive leadership, annual operating plans, and long-term strategic planning.
• 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.

Benefits

HP offers a comprehensive benefits package for this position, including:

• Health insurance
• Dental insurance
• Vision insurance
• Long term/short term disability insurance
• Employee assistance program
• Flexible spending account
• Life insurance
• Generous time off policies, including;
• 4-12 weeks fully paid parental leave based on tenure
• 11 paid holidays
• Additional flexible paid vacation and sick leave (US benefits overview)

Job -

Business Planning

Schedule -

Full time

Shift -

Shift 1, 0% premium (United States of America)

Travel -

Not Specified

Relocation -

Not Specified

Equal Opportunity Employer (EEO) -

HP, Inc. provides equal employment opportunity to all employees and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, citizenship, sexual orientation, age, disability, or status as a protected veteran, marital status, familial status, physical or mental disability, medical condition, pregnancy, genetic predisposition or carrier status, uniformed service status, political affiliation or any other characteristic protected by applicable national, federal, state, and local law(s). Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence. For more information, review HP’s EEO Policy or read about your rights as an applicant under the law here: “Know Your Rights: Workplace Discrimination is Illegal"

The pay range for this role is $105,050 to $161,800 USD annually with additional opportunities for pay in the form of bonus and/or equity (applies to United States of America candidates only). Pay varies by work location, job-related knowledge, skills, and experience.

The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.