Planning Analyst

About the Role

Mu Sigma Lambda is seeking a detail-oriented and analytical Planning Analyst to support business planning, forecasting, reporting, and operational decision-making. This role involves analyzing business data, identifying trends, preparing reports, and collaborating with cross-functional teams to support effective planning and resource allocation.

Key Responsibilities

• Support short-term and long-term business planning activities.
• Collect, organize, and analyze operational, financial, and performance data.
• Assist with forecasting, budgeting, and resource planning processes.
• Prepare regular reports, dashboards, and presentations for management.
• Monitor business performance against plans, targets, and key performance indicators (KPIs).
• Identify trends, variances, and potential risks and provide analytical insights.
• Maintain accurate planning models, databases, and reporting tools.
• Collaborate with Finance, Operations, Supply Chain, Sales, and other departments.
• Assist in developing scenarios and analyzing potential business outcomes.
• Support the preparation of management presentations and planning documents.
• Recommend improvements to planning processes based on data analysis.
• Perform other analytical and planning-related duties as assigned.

Requirements & Tech Stack

• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Good written and verbal communication skills.
• Ability to work independently as well as collaboratively in a team environment.
• Familiarity with reporting and data visualization tools is a plus.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Supply Chain, Operations, Data Analytics, Statistics, or a related field.
• 0–3 years of experience in planning, business analysis, operations, finance, or a related analytical role.
• Must be authorized to work in the United States.

Preferred Qualifications

• Experience with forecasting, budgeting, or business planning.
• Knowledge of ERP, CRM, or business intelligence systems.
• Experience with Power BI, Tableau, SQL, or similar analytical tools.
• Understanding of financial and operational performance metrics.
• Previous experience working with cross-functional teams.