Revenue Planning Reporting & Analytics Lead

If you are excited by the opportunity to shape how Microsoft plans for hundreds of billions of dollars in commercial business this role offers a unique seat at the center of that process.

The Microsoft Customer and Partner Solutions (MCAPS) Finance team is looking for a Senior Finance Manager to lead Reporting & Analytics for the Central Revenue Planning team. Working across Microsofts commercial portfolio our team translates growth ambitions into the targets and budgets that guide business and sales organizations around the world.

Our highly visible team is on a mission to transform revenue planning making it simpler more efficient more insightful and increasingly enabled by technology automation and AI.

As our Reporting & Analytics lead you will shape the data analytics and reporting foundation behind revenue planning and budget setting. You will lead the evolution of our reporting ecosystem including Power BI solutions Excel analytics and executive presentations that enable hundreds of Finance and business stakeholders to make better faster decisions.

Beyond reporting you will be a key analytical thought partner helping uncover budget drivers and identify pockets of risk and opportunity across the business. This is a unique opportunity to reimagine historically complex and manual processes through data technology automation and AI creating solutions that can unlock impact for hundreds of people across the company.

What We Value

We are looking for someone who combines strong financial and analytical capabilities with the curiosity and leadership to challenge how things have traditionally been done.

You will thrive in this role if you bring:

Exceptional analytical and problem-solving skills with the ability to work with complex datasets and translate them into meaningful business insights.

Strong data and reporting capabilities with an understanding of how to design effective analytical experiences and decision-support solutions.

AI automation or technology fluency along with excitement about using emerging capabilities to transform Finance processes.

Strong cross-team partnership with the ability to influence and bring together stakeholders across Finance Engineering Sales and business organizations.

Excellent communication and executive presence with the ability to turn complexity into clear compelling narratives for senior leaders.

A growth mindset and change orientation with a desire to continuously improve processes challenge the status quo and deliver meaningful impact at scale.

Lead Reporting & Analytics for Central Revenue Planning shaping the reporting strategy data foundation analytics and executive views supporting Microsofts commercial revenue planning process.

Own and evolve our planning reporting ecosystem including Power BI dashboards Excel-based analytical tools and views and executive PowerPoint materials used to support budget setting and decision making.

Lead budget analytics identifying key growth drivers trends risks opportunities and areas requiring leadership attention across the commercial portfolio.

Translate complex planning data into clear executive insights and narratives that help corporate field sales and Finance leaders understand our growth ambitions and make informed decisions.

Shape the data foundation for planning defining critical data requirements validation controls and analytical views needed to create a reliable and scalable planning process.

Drive automation and AI-enabled transformation identifying opportunities to simplify manual processes accelerate analysis improve reporting experiences and create new capabilities through AI and technology.

Own consolidated target models and analytical views that connect growth expectations with the budgets and targets established for the field.

Partner with Finance Data & Engineering and other stakeholders to build scalable reporting solutions and embed automated data validation to reduce manual checkpoints.

Partner across planning teams and field Finance organizations to understand their needs and continuously improve the reporting analytics and insights used throughout the planning cycle.

Connect Unit of Accountability growth expectations to product-level targets and field budgets helping ensure alignment between Microsofts growth ambitions and our planning outputs.

Required/minimum qualifications

• Masters Degree in Business Administration Accounting Finance Economics Data Science or related field AND 2 years experience in financial analysis accounting controllership or finance or related field OR Bachelors Degree in Business Administration Accounting Finance Economics Data Science or related field AND 4 years experience in financial analysis accounting controllership or finance or related field OR equivalent experience.

Additional or preferred qualifications

• Masters Degree in Business Administration Accounting Finance Economics Data Science or related field AND 6 years of post-graduate financial analysis accounting controllership or finance work experience OR Bachelors degree in Business Administration Accounting Finance Economics Data Science or related field AND 8 years of post-graduate financial analysis accounting controllership or finance work experience OR equivalent experience.
• 1 year(s) experience in multinationals with multi-product/multi-segment finance roles.
• 1 year(s) work experience in matrix-based organization.
• 1 year(s) work experience in the technology or software industry.
• Proficient written and verbal communication skills
• Proven command of Excel and Powerpoint PBI
• Familiarity with AI and/or Automation tools
• Familiarity with Microsofts revenue reporting tools
• Situational awareness to adapt to and solve complex business problems/challenges and ability to find solutions to unanticipated challenges
• Partnering capabilities collaborative and inclusive when working with others
• Ability to work independently with minimal direction and comfortable working through ambiguity
• Experience with Coding Cube functions DAX queries SQL databases and SQL data tables is a plus
• Experience with the Microsoft planning cycle is a plus

Financial Analysis IC4 - The typical base pay range for this role across the U.S. is USD $97600 - $188400 per year. There is a different range applicable to specific work locations within the San Francisco Bay area and New York City metropolitan area and the base pay range for this role in those locations is USD $125000 - $206400 per year.

Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here:
position will be open for a minimum of 5 days with applications accepted on an ongoing basis until the position is filled.

Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age ancestry citizenship color family or medical care leave gender identity or expression genetic information immigration status marital status medical condition national origin physical or mental disability political affiliation protected veteran or military status race ethnicity religion sex (including pregnancy) sexual orientation or any other characteristic protected by applicable local laws regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process read more about requesting accommodations.

Required Experience:

IC