Senior Manager, Planning & Analytics

Role Overview

• Lead the development, maintenance, and continuous enhancement of sales planning and forecasting models for the Advice Centre, ensuring accuracy, scalability, and alignment with business strategy
• Own end-to-end forecasting processes, including assumptions, scenario analysis, sensitivities, and performance tracking versus plan
• Develop and deliver cost analytics, including cost-to-serve, unit economics, and cost allocation models to support investment decisions and profitability analysis
• Translate complex analytical insights into clear, actionable recommendations for senior executives and business leaders
• Partner with Lines of Business, Mega Journey & COE, Workforce Management, and Marketing to align sales plans, demand forecasts, campaigns, and capacity strategies
• Lead cross-functional initiatives from concept to execution, managing timelines, stakeholders, risks, and outcomes
• Establish consistent planning and performance management routines, including targets, KPIs, and governance forums
• Support strategic initiatives and business cases with robust financial modeling, forecasting, and scenario analysis
• Proactively identify opportunities to optimize sales performance, client experience, and operating efficiency through data-driven insights
• Build strong partnerships across analytics, data, and technology teams to ensure high-quality data, sustainable models, and scalable reporting solutions
• Collaborate cross-functionally with data experts and business partners, effectively managing multiple priorities, ad-hoc requests, and long-term initiatives in a fast-paced environment

Requirements

• Proven experience in sales planning, forecasting, and analytics within a complex, multi-stakeholder environment, with a focus on performance management and delivering strategic business insights
• Demonstrated expertise in building, updating, and governing forecasting and financial models, including scenario and sensitivity analysis, to anticipate business performance and identify opportunities
• Strong experience leading initiatives end to end, from problem definition through execution and executive delivery
• Excellent business acumen with the ability to connect analytics to strategy, financial outcomes, and client impact
• Exceptional communication and storytelling skills, with proven experience presenting insights and recommendations to senior executives
• Advanced proficiency in Excel and PowerPoint, with the ability to simplify complex analysis into executive-ready materials
• Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
• Background in financial planning & analysis (FP&A), cost management, or profitability analytics (nice-to-have)
• Knowledge in channel operation including the Advice Centre, Digital, and/or Physical Network channels (nice-to-have)
• Experience in supporting sales-driven distribution channels, cost-to-serve methodologies, activity-based costing, or allocation frameworks (nice-to-have)
• Knowledge of data management principles, data pipelines, and best practices in handling large datasets (nice-to-have)
• Experience with Tableau for data visualization and dashboard development (nice-to-have)
• Undergraduate degree in business, mathematics, statistics, computer science, engineering, economics, or related quantitative field (nice-to-have)
• MBA, CPA, or equivalent professional designation is an asset (nice-to-have)

Tech Stack

• Tableau

Benefits

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work