Strategy & Planning Manager

Sales Strategy & Planning Analyst

The Americas Sales Strategy, Planning & Operations (SP&O) team is seeking a highly analytical, organized Sales Strategy & Planning Analyst to support business planning, financial and commercial analysis, and Run the Business operating rhythm for Americas Sales. This hands-on role combines meticulous quantitative work with structured execution, executive reporting, and AI-enabled process improvement.

Annual & Quarterly Planning / Run the Business

• Support annual fiscal year planning, quarterly planning, and next-quarter readiness by maintaining milestones, inputs, templates, dependencies, and deliverables.
• Coordinate operating rhythms including QBRs, forecast and performance reviews, leadership all-hands, offsites, and business planning meetings; prepare materials and track decisions and actions.
• Maintain rolling leadership calendars and action trackers; proactively identify missed inputs, schedule conflicts, risks, and follow-ups across collaborators.

Financial Modeling, Business Analysis & Executive Decision Support

• Build and maintain Excel-based financial and operating models to assess bookings, forecast scenarios, attainment, pipeline coverage, conversion, slippage, and performance against plan.
• Conduct variance, trend, and scenario analysis to explain performance drivers, identify risks and opportunities, and support annual and quarterly planning decisions.
• Consolidate Sales, Finance, and Strategy & Planning inputs into executive summaries, end-of-quarter factbooks, pre-earnings commentary, and clear, data-backed recommendations.

Reporting, Excel & Pipeline Excellence

• Develop sophisticated Excel models, trackers, templates, and recurring reports using pivot tables, complex formulas, lookups, sensitivity analysis, data validation, and structured datasets.
• Support pipeline movement, health and hygiene, and future-quarter build reporting; develop clear visualizations and dashboards using Excel, Power BI, or similar tools.
• Validate data quality, reconcile conflicting inputs, document reporting logic, and improve consistency and timeliness of leadership reporting.

AI-Enabled Execution & Process Improvement

• Use approved AI tools regularly to accelerate analysis, summarize complex inputs, draft executive materials, and support planning workflows while validating outputs and protecting critical data.
• Identify repetitive reporting and coordination work; create reusable prompts, templates, automations, and documented processes that reduce manual effort and improve scalability.

You will be a part of Americas Sales Activation & Acceleration within Americas Sales SP&O, partnering with Run the Business and planning team, Americas Sales leaders, Finance, and cross-functional Strategy & Planning stakeholders. You will help connect analysis, planning, and execution across a complex sales organization.

Your Impact

You will combine the rigor of a strong financial or business analyst with the organization and follow-through of an effective business operator. You enjoy digging into numbers, testing assumptions, spotting inconsistencies, and explaining what the results mean. You can also turn an ambiguous leadership request into a practical plan and deliver it accurately on time.

• Structured Execution: You organize multiple parallel deliverables, handle details, and follow through on commitments.
• Financial & Commercial Foresight: You understand bookings, forecast, attainment, pipeline dynamics, performance against plan, and the drivers behind business results.
• Analytical Communication: You translate financial models and complex datasets into clear findings, scenarios, and executive-ready recommendations.
• Ownership & Precision: You catch inconsistencies, ask clarifying questions, and deliver dependable work under changing priorities.
• AI Mindset: You actively experiment with approved AI tools and automation, then verify accuracy before using results.

Minimum Qualifications

• Experience in financial analysis, FP&A, sales operations analytics, business planning, corporate strategy, or another quantitatively rigorous business analyst role.
• Advanced Microsoft Excel proficiency, including financial or operational modeling, pivot tables, complex formulas, lookups, sensitivity/scenario analysis, and large dataset analysis.
• Experience performing variance and performance analysis, developing forecasts or scenarios, and producing decision-ready business reports or executive presentations.
• Strong quantitative reasoning and business acumen; ability to challenge assumptions, reconcile discrepancies, interpret financial and sales metrics, and explain the implications.
• Demonstrated organization, attention to detail, stakeholder coordination, and ability to manage multiple deadlines.
• Practical experience using AI tools for research, synthesis, reporting, or workflow productivity, with appropriate validation.
• Clear written and verbal communication skills and ability to collaborate during U.S. East Coast business hours.

Preferred Qualifications

• Experience in corporate finance, FP&A, management consulting, commercial analytics, or enterprise Sales Operations.
• Understanding of bookings, forecast, pipeline coverage, attainment, conversion, deal slippage, and quarter-end financial or operating reporting.
• Experience with Power BI, Salesforce reporting, PowerPoint, financial planning tools, or other business intelligence platforms.
• Experience developing repeatable AI-assisted workflows, process automations, or self-service reporting.
• Exposure to annual planning, QBRs, leadership offsites, action tracking, or executive factbooks.