Corporate Planning and Performance Lead

NASCO; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully remote

Health benefits

Job summary

The NASCO Corporate Planning & Performance Lead role is fully remote and drives the translation of strategy into measurable results by owning monthly operating reviews and executive dashboards. You will partner with the CEO and Leadership Team to consolidate KPIs and strategic initiatives into executive-ready insights tied to financial outcomes.

This position offers high visibility, cross-functional influence, and the opportunity to shape how NASCO measures performance and drives accountability

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 1–3 years experience in corporate planning, FP&A, or strategy roles.
• Strong analytical and financial modeling skills with executive reporting experience.
• Experience with planning or performance management software and data visualization tools.

Responsibilities

• Own monthly operating reviews and prepare executive-level reports and dashboards.
• Consolidate financial results, KPIs, and project milestones into a single view.
• Facilitate review meetings and analyze trends, variances, and risks.
• Support annual and multi-year strategic planning alignment.
• Collaborate with Finance, Operations, and PM to gather data and ensure reporting accuracy.
• Prepare presentations summarizing performance trends for executives.

Skills

Analytical skills

Financial modeling

Excel

PowerPoint

OKRs / KPIs

Data visualization

Stakeholder management

Communication

Education

Bachelor’s degree in Business/Finance/Economics

Master’s degree / MBA (preferred)

Tools

Power BI

Planning software

Job description

Overview

The Corporate Planning & Performance Lead plays a critical role in translating strategy into results by owning the monthly operating review and preparing executive-level reports and dashboards. This role partners closely with the CEO and the Leadership Team to consolidate business function KPIs, and strategic initiatives into clear, executive‑ready insights linked to financial results that directly inform leadership decision‑making.

This position offers high visibility, cross‑functional influence, and the opportunity to shape how the organization measures performance and drives accountability against corporate goals.

Responsibilities

Monthly Operating Reviews

• Manages the end-to-end process for monthly operating reviews, including preparation of executive-level reports and dashboards
• Consolidates financial results, corporate KPIs, and project milestones into a unified performance view
• Facilitates review meetings and provides clear analysis of trends, variances, and risks

Corporate Planning

• Supports development of annual and multi-year strategic plans
• Aligns financial forecasts with strategic initiatives and operational priorities

Performance Management

• Defines, tracks, and reports KPIs across business units
• Monitors progress on strategic projects and escalates risks or delays
• Tracks progress toward corporate annual and long-term incentive goals, ensuring visibility and accountability

Cross-Functional Collaboration

• Partners with Finance, Operations, and Project Management teams to gather data and insights
• Checks for consistency and accuracy in reporting across all functions

Executive Communication

• Prepares presentations and reports summarizing performance trends and recommendations for executive leadership

Qualifications

Required Knowledge, Skills, and Abilities

• Strong analytical and financial modeling skills
• Advanced skills in Excel and PowerPoint
• Mastery in the use of frameworks such as OKRs and/or KPIs to partner with executive leaders to set from scratch and monitor the execution of plans at all levels – enterprise to department to team
• Proficiency using planning or performance management tools and data visualization platforms
• Excellent communication and stakeholder management skills to translate organizational goals to executives and other senior leaders

Experience

• 1-3 years of business experience
• Proven experience managing executive-level reporting and performance tracking
• 1-3 years of business experience in corporate planning, FP&A, business operations, performance management or strategy roles preferred
• Prefer experience where planning or performance management software was used to refine performance management processes including integrations with multiple department workflow software applications

Required Training, Certification and Education

• Bachelor’s degree in Business, Finance, Economics, or related field

Preferred Training, Certification and Education

• Master’s degree in Business, Finance, Economics, or related field or MBA
• AFP, Power BI data analyst

Working Conditions

• Remote/Home Office
• Must be able to use equipment at workstation for up to 8 hours daily

Benefits Overview

At NASCO, we trust our workforce to be fully remote,working from their home. This benefit offers significant, personalized outcomes for each associate including work/life balance, savings on commuting, work clothing, and increased time to spend on personal activities.

Our full benefit package is designed to support the physical, mental, and financial health of our associates. We offer:

Physical and Mental Health Benefits

• Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
• Telehealthcare – for Medical and Behavioral visits
• Generous PTO with buy/sell options
• 9 Company holidays, a floating day off, and a day off for volunteering
• Employee Assistance Program
• Wellness program - earn insurance discounts or credit towards health-related items

Financial Health Benefits

• 401K Plan with employer matching contributions
• Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
• Bonus and Recognition programs
• Tuition Assistance
• Consultation with financial planner
• Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
• Group Discount programs - mobile, technology services, etc., to help you save money

Other Benefits

• E-Learning – Comprehensive and current library of e-learning and performance support assets, available on demand and at no cost

All qualified applicants will receive consideration for employment without regard to, among other grounds, race, color, religion, national origin, sexual orientation, age, gender identity, protected veteran status or status as an individual with a disability. Must have legal authority to work in the US.

We will not accept applicants that use AI when answering the screening questions.Applicants who use AI to answer any questions or to complete their application will not be considered for employment.