Senior Business & Planning Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Business & Planning Analyst based in the United States.

The Senior Business & Planning Analyst will provide financial analysis, reporting, forecasting, and planning support across a complex publishing environment. Working closely with Finance, IT, business leaders, and department heads, this role turns financial and operational data into actionable insights. You will contribute to monthly reporting, revenue and expense forecasting, annual budgeting, royalty calculations, and strategic analysis. The position also offers the opportunity to support technology initiatives, business cases, Agile projects, and process improvements. Strong analytical judgment will be essential for identifying trends, investigating variances, and communicating the key drivers behind financial performance. The role combines hands-on data analysis with regular interaction with senior stakeholders and cross-functional teams. It is well suited to an experienced analyst who enjoys connecting financial information, business strategy, technology, and operational decision-making.

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Accountabilities:

• Support the preparation of monthly financial reporting packages, including year-to-date revenue comparisons against prior-year results and budgets, while identifying and documenting key takeaways.

• Prepare department-specific monthly financial reports and investigate discrepancies, inaccuracies, and financial variances, making adjustments when appropriate.

• Gather information from multiple systems and develop KPI-based reports that enable senior leaders to evaluate performance and make informed strategic decisions.

• Support semiannual revenue and expense forecasting, ensuring accurate information is provided to Finance and properly reflected in the organization’s planning and budgeting systems.

• Assist with the annual budgeting process, coordinating financial inputs across departments and ensuring data completeness and accuracy.

• Prepare financial reports covering sales, inventory, digital sales, trends, and other relevant business metrics for key stakeholders.

• Calculate, manage, and distribute book and journal royalties in accordance with contractual agreements and established timelines.

• Provide ad hoc financial and business reporting, including analysis by product, region, country, or other relevant dimensions.

• Collect, consolidate, and transform data from multiple sources into clear, decision-ready reporting and insights.

• Manage processes related to contracts, including coordinating approvals and maintaining accurate records within the relevant legal database.

• Support technology and business initiatives using Agile methodologies, including developing business cases, obtaining stakeholder approvals, and coordinating priorities with product owners and development teams.

• Identify and implement emerging technologies, analytical practices, and process improvements that increase productivity, enable self-service, and streamline financial management activities.

• Provide project support, special reporting, and backup assistance to other business and planning team members as needed.

Requirements:

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related discipline is preferred.

• At least 5 years of experience in financial analysis, budgeting, data analysis, business analysis, or a related field.

• Strong analytical and problem-solving skills, with the ability to identify trends, investigate variances, and translate complex data into meaningful business insights.

• Excellent written and verbal communication skills, including the ability to present financial results, metrics, and business drivers clearly to senior management and other stakeholders.

• Advanced proficiency in Microsoft Excel, including the ability to manipulate, analyze, and present complex datasets.

• Intermediate experience with general ledger or financial management systems such as Oracle, Microsoft Dynamics, Navigator, or comparable platforms.

• Intermediate PowerPoint skills and the ability to create clear, executive-ready presentations.

• 1–2 years of experience writing or modifying queries and generating reports using Salesforce.

• 1–2 years of experience working with JIRA or comparable project management software.

• Experience working with budgeting, forecasting, financial reporting, and KPI analysis.

• Ability to gather and reconcile information from multiple systems and transform it into accurate, accessible reporting.

• Strong organizational skills and the ability to manage multiple priorities, deadlines, and cross-functional requests effectively.

• Ability to work collaboratively with Finance, IT, publishing, and other business teams while also operating independently when required.

• Experience supporting technology projects, Agile methodologies, business cases, or process improvement initiatives is an advantage.

• Strong attention to detail, accuracy, accountability, and sound professional judgment.

• A continuous-improvement mindset and willingness to use emerging technologies to optimize reporting and financial management processes.

• Ability to work remotely within eligible U.S. locations. Remote employees may be subject to geographic restrictions based on applicable company policies.

Benefits:

• Remote work opportunities, subject to eligibility and approval.

• Flexible scheduling options.

• 37.5-hour standard work week with one-hour lunch breaks.

• Competitive salary determined based on relevant experience, education, and applicable professional or governance experience.

• 401(k) retirement plan with employer matching of up to 4%.

• Medical, dental, and vision insurance options.

• Outpatient mental health benefits.

• Paid personal and vacation time.

• 12 paid holidays.

• Family and medical leave.

• Tuition assistance.

• Employee Assistance Program (EAP).

• Short-term and long-term disability insurance.

• Additional employee support and well-being benefits.

• Remote work is subject to eligibility requirements and is unavailable from certain U.S. states and territories.

\nHow Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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