Revenue Planning Reporting & Analytics Lead
Core
Own and evolve the planning reporting ecosystem, including Power BI dashboards, Excel tools, and executive materials to support budget setting and decision-making.
Role type
Senior IC revenue planning and analytics lead
Builds
Scalable reporting solutions, automated data validation, and consolidated target models connecting growth expectations with budgets
Domain
Technology/Software industry finance
Deliverable
dashboards & analysis
Required skills
Financial analysis, data modeling, executive storytelling, process automation, stakeholder partnership, data validation, complex problem solving, independent execution
Preferred skills
AI/automation tool familiarity, coding (DAX, SQL, Cube functions)
Technologies
Power BI, Excel, SQL, DAX, Cube functions
Responsibilities
Lead budget analytics to identify growth drivers, trends, risks, and opportunities; Translate complex planning data into clear executive insights; Define critical data requirements and validation controls for a reliable planning process; Drive automation and AI-enabled transformation to simplify manual processes; Partner with Finance Data & Engineering to build scalable reporting solutions; Collaborate with planning teams and field Finance organizations to improve the planning cycle
Seniority
Senior, hands-on IC
