OverviewThe Corporate Planning & Performance Lead plays a critical role in translating strategy into results by owning the monthly operating review and preparing executive-level reports and dashboards. This role partners closely with the CEO and the Leadership Team to consolidate business function KPIs, and strategic initiatives into clear, executive‑ready insights linked to financial results that directly inform leadership decision‑making.
This position offers high visibility, cross‑functional influence, and the opportunity to shape how the organization measures performance and drives accountability against corporate goals.
Responsibilities
Monthly Operating Reviews
- Manages the end-to-end process for monthly operating reviews, including preparation of executive-level reports and dashboards
- Consolidates financial results, corporate KPIs, and project milestones into a unified performance view
- Facilitates review meetings and provides clear analysis of trends, variances, and risks
Corporate Planning
- Supports development of annual and multi-year strategic plans
- Aligns financial forecasts with strategic initiatives and operational priorities
Performance Management
- Defines, tracks, and reports KPIs across business units
- Monitors progress on strategic projects and escalates risks or delays
- Tracks progress toward corporate annual and long-term incentive goals, ensuring visibility and accountability
Cross-Functional Collaboration
- Partners with Finance, Operations, and Project Management teams to gather data and insights
- Checks for consistency and accuracy in reporting across all functions
Executive Communication
- Prepares presentations and reports summarizing performance trends and recommendations for executive leadership
Qualifications
Required Knowledge, Skills, and Abilities
- Strong analytical and financial modeling skills
- Advanced skills in Excel and PowerPoint
- Mastery in the use of frameworks such as OKRs and/or KPIs to partner with executive leaders to set from scratch and monitor the execution of plans at all levels – enterprise to department to team
- Proficiency using planning or performance management tools and data visualization platforms
- Excellent communication and stakeholder management skills to translate organizational goals to executives and other senior leaders
Experience
- 1-3 years of business experience
- Proven experience managing executive-level reporting and performance tracking
- 1-3 years of business experience in corporate planning, FP&A, business operations, performance management or strategy roles preferred
- Prefer experience where planning or performance management software was used to refine performance management processes including integrations with multiple department workflow software applications
Required Training, Certification and Education
- Bachelor’s degree in Business, Finance, Economics, or related field
Preferred Training, Certification and Education
- Master’s degree in Business, Finance, Economics, or related field or MBA
- AFP, Power BI data analyst
Working Conditions
- Remote/Home Office
- Must be able to use equipment at workstation for up to 8 hours daily
Benefits Overview
At NASCO, we trust our workforce to be fully remote, working from their home. This benefit offers significant, personalized outcomes for each associate including work/life balance, savings on commuting, work clothing, and increased time to spend on personal activities.
Our full benefit package is designed to support the physical, mental, and financial health of our associates. We offer:
Physical and Mental Health Benefits
- Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
- Telehealthcare – for Medical and Behavioral visits
- Generous PTO with buy/sell options
- 9 Company holidays, a floating day off, and a day off for volunteering
- Employee Assistance Program
- Wellness program - earn insurance discounts or credit towards health-related items
Financial Health Benefits
- 401K Plan with employer matching contributions
- Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
- Bonus and Recognition programs
- Tuition Assistance
- Consultation with financial planner
- Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
- Group Discount programs - mobile, technology services, etc., to help you save money
Other Benefits
- E-Learning – Comprehensive and current library of e-learning and performance support assets, available on demand and at no cost
