Strategy & Planning Manager

This is a fully remote position, open to applicants in Florida, +7 more states.

📋 Description

• Assist with annual fiscal year planning, quarterly planning, and readiness for the upcoming quarter.

• Keep track of achievements, inputs, templates, dependencies, and deliverables.

• Organize QBRs, forecasts, performance evaluations, leadership all-hands meetings, offsites, and business planning sessions.

• Prepare materials for meetings and monitor decisions and action items.

• Manage ongoing leadership calendars and action trackers.

• Identify any missed inputs, scheduling conflicts, risks, and necessary follow-ups among collaborators.

• Create and sustain Excel-based financial and operational models for bookings, forecasting scenarios, attainment, pipeline coverage, conversion rates, slippage, and performance relative to plans.

• Carry out variance, trend, and scenario analyses.

• Aggregate inputs from Sales, Finance, and Strategy & Planning into executive summaries, end-of-quarter fact-books, pre-earnings commentary, and recommendations.

• Develop Excel models, trackers, templates, and recurring reports utilizing pivot tables, complex formulas, lookups, sensitivity analysis, data validation, and structured datasets.

• Support pipeline movement, health and hygiene, and reporting for upcoming quarters.

• Create visualizations and dashboards using Excel, Power BI, or comparable tools.

• Ensure data quality and address conflicting inputs.

• Document reporting methodologies and enhance the consistency and timeliness of leadership reporting.

• Leverage approved AI tools to expedite analysis, summarize inputs, draft executive materials, and facilitate planning workflows.

• Design reusable prompts, templates, automations, and documented procedures to minimize manual effort and enhance scalability.

• Collaborate with Run the Business and planning teams, Americas Sales leaders, Finance, and cross-functional Strategy & Planning partners.

• Integrate analysis, planning, and execution across the Americas Sales organization.

⛳️ Requirements

• Experience in financial analysis, FP&A, sales operations analytics, business planning, corporate strategy, or another quantitatively focused business analyst role.

• Advanced proficiency in Microsoft Excel, including financial or operational modeling, pivot tables, complex formulas, lookups, sensitivity/scenario analysis, and analysis of large datasets.

• Experience in variance and performance analysis, developing forecasts or scenarios, and creating decision-ready business reports or executive presentations.

• Strong quantitative reasoning and business insight.

• Ability to question assumptions, resolve discrepancies, interpret financial and sales metrics, and articulate implications.

• Strong organization skills, attention to detail, customer coordination abilities, and the capacity to manage multiple deadlines.

• Practical experience utilizing AI tools for research, synthesis, reporting, or increasing workflow productivity, with proper validation.

• Exceptional written and verbal communication skills.

• Ability to collaborate during U.S. East Coast business hours.

• Preferred: background in corporate finance, FP&A, management consulting, commercial analytics, or enterprise Sales Operations.

• Preferred: familiarity with bookings, forecasting, pipeline coverage, attainment, conversion, deal slippage, and quarter-end financial or operational reporting.

• Preferred: experience with Power BI, Salesforce reporting, PowerPoint, financial planning tools, or other business intelligence platforms.

• Preferred: experience in developing repeatable AI-assisted workflows, process automation, or self-service reporting.

• Preferred: exposure to annual planning, QBRs, leadership offsites, action tracking, or executive factbooks.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with a matching contribution from Cisco.

• Paid parental leave.

• Short- and long-term disability coverage.

• Basic life insurance.

• Cisco restricted stock unit grants may be available.

• 10 paid holidays each calendar year.

• 1 floating holiday for non-exempt employees.

• Paid day off for birthdays.

• Paid year-end holiday shutdown.

• 4 paid personal wellness days.

• 16 days of paid vacation per full calendar year for non-exempt full-time employees.

• Flexible vacation time off program with no defined limit for eligible exempt employees.

• 80 hours of sick time granted at hire and each January 1 thereafter.

• Up to 80 hours of unused sick time can be carried forward annually.

• Additional paid time off for critical or emergency family matters.

• Optional 10 paid volunteer days each calendar year.

• Annual bonuses for non-sales roles, in accordance with Cisco policies.

• Performance-based incentive pay for employees on sales plans.

• Opportunities for professional growth and development.

• Remote work arrangement.