Business Planning Analyst

MGI International, LLC

$95K — $115K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Accounting, or Finance (MBA preferred)
  • 5+ years of relevant experience
  • Consulting or advisory experience is preferred
  • Proficiency in Microsoft Excel, PowerPoint, and Word
  • Experience with Bloomberg, IBIS, and data visualization tools like Power BI and Tableau is essential

Responsibilities

  • Collaborate with assigned divisions and subsidiaries as a strategic liaison
  • Assist in developing and tracking financial and operational KPIs
  • Conduct in-depth industry and economic research for strategic insights
  • Support due diligence processes with a risk-based approach
  • Maintain and update the master Post-Merger Integration (PMI) playbook
  • Enhance board meeting effectiveness and track strategic initiatives
  • Advise divisions on compliance with management authority and responsibilities rules
  • Assist with ad hoc projects assigned by leadership

Benefits

  • Opportunity to work closely with executive teams and board members
  • Involvement in high-impact strategic planning and business initiatives
  • Exposure to diverse industries through extensive research
  • Participation in due diligence and post-merger integration processes
  • Support for professional development through special projects
Full Job Description
Summary:

Fulfill an analyst's role in strategic planning and business administration & analysis functions to the assigned Divisions and III's executive team.

Key Responsibility areas:
  • Strategic Partnership & Liaison
    Collaborate closely with assigned divisions and subsidiaries. Regularly attend board meetings, conduct site visits, and act as a liaison between corporate, divisions, and subsidiaries.
  • Performance Monitoring & Strategy Support
    Assist the Head of BP&A in developing and tracking operational and financial KPIs. Support mission-driven strategies and business initiatives across subsidiaries.
  • Industry & Economic Analysis
    Conduct in-depth industry and economic research. Build institutional knowledge to support the Center of Excellence and deliver timely, relevant insights to internal stakeholders, including the III executive team.
  • Due Diligence Support

Actively cultivate DD consultant networks. Comprehend DD requirements with a risk-based approach. Assist subsidiaries to project manage DD or lend support in DD of specific functions to assigned IC projects. Bridge DD review into preliminary PMI planning.
  • Post-Merger Integration (PMI) Oversight
    Help maintain III's master PMI playbook, ensuring it reflects evolving best practices. Provide on-site support for subsidiary PMI projects, tailoring activities to specific project or industry needs.
  • Board Meeting Effectiveness & Strategic Tracking
    Collaborate with the Head of BP&A to enhance board meeting effectiveness and monitor progress on subsidiaries' strategic and mission-driven initiatives.
  • Governance & Compliance
    Work with Corporate Planning to advise divisions and subsidiaries on III's and subsidiaries' Rules of Management Authority and Responsibility (RMAR), and ensure compliance to the rules.
  • Ad Hoc Projects
    Support special projects as assigned by the Head of BP&A and the III executive team.

Qualifications:
  • Bachelor's degree in Business, Accounting, or Finance required; MBA preferred.
  • Minimum of 5 years of relevant experience.
  • Prior consulting or advisory experience preferred.
  • Proficiency in Microsoft Excel, PowerPoint, and Word.
  • Experience with Bloomberg, IBIS, and data-driven applications such as Power BI, Tableau, Datarail, etc., is essential.

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