Principal, Planning Process

For our client, we are seeking a Principal, Planning Process to join the team of a leader in the Enterprise Technology space.

In this role, you will own the design and execution of a scalable enterprise planning process that connects strategic priorities with operational planning across the business. You will partner closely with Finance, business leaders, and cross-functional stakeholders to build clear governance, improve planning discipline, and ensure leadership has the insights needed to make informed decisions. This position will also play a key role in strengthening planning cadence, surfacing risks and interdependencies, and delivering executive-level materials that translate complex inputs into actionable recommendations.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $129,500 – $186,100 annually

Responsibilities

• Design and manage an end-to-end enterprise planning process and governance framework
• Translate enterprise priorities into planning frameworks and templates
• Analyze functional plans to identify risks, gaps, and inter-dependencies
• Create executive-ready presentations that synthesize planning inputs into coherent narratives
• Facilitate cross-functional planning sessions and drive focused discussions
• Continuously improve planning processes by implementing stakeholder feedback and scalable solutions

Qualifications

• 10 years of experience in enterprise strategy, planning, business operations, or strategic finance in a SaaS environment
• Proven ability to lead complex, enterprise-wide planning cycles across multiple functions
• Experience integrating long-range planning and annual performance management in a technology context
• Strong analytical skills to structure ambiguous problems and develop scenario modeling
• Ability to produce executive-ready materials that summarize complex business inputs into clear recommendations
• Collaboration experience with Corporate FP&A and other cross-functional teams
• Proficient in Excel modeling and planning workflow tools

Benefits

• Performance-based bonus plan
• Restricted stock unit awards
• Comprehensive benefits program

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.