Director, Planning & Analysis - Investments, Data, & Experience
Core
Leads strategic portfolio planning, financial and workforce planning, executive reporting, and vendor governance for the Investments, Data, and Experience (IDE) organization, using AI to accelerate forecasting and automate workflows.
Role type
Senior Director-level strategy and portfolio management leader
Builds
Strategic investment plans, consolidated performance reports, and AI-enabled planning workflows
Domain
Technology operations, enterprise strategy, and financial planning
Deliverable
production ML models
Required skills
Strategic portfolio management, financial planning and forecasting, organizational change enablement, AI-driven scenario modeling, risk and opportunity management, executive communication, BI reporting, vendor and contract governance
Preferred skills
Master's degree in Business/Finance/IS, experience in highly matrixed global organizations, building communities of practice, responsible AI practices
Technologies
Power BI, Tableau, Domo, Microsoft Excel, PowerPoint, Teams, SharePoint, Microsoft Copilot, Claude
Responsibilities
Lead recurring strategic planning cycles ensuring alignment with enterprise goals; Drive proactive risk and opportunity assessment across the portfolio; Use AI-driven scenario modeling and portfolio optimization to test trade-offs; Define KPIs, track performance, and maintain consolidated IDE performance reporting; Ensure all AI use aligns with enterprise data privacy, security, and governance standards
Seniority
Director, hands-on strategic leadership
