Senior Business Planning Analyst Jobs

Senior Business Planning Analyst — San Jose, CA. Apply via Workday.

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-turn-id="request-WEB:8051fca6-7b94-45c4-923b-008b22f4240c-0" data-turn-id-container="request-WEB:8051fca6-7b94-45c4-923b-008b22f4240c-0" data-testid="conversation-turn-2" data-scroll-anchor="false" data-turn="assistant"> The Role: We are looking for a Senior Business Operations Analyst to join our growing Collections Center of Excellence (CCoE) team. This role is a key part of the Business Planning & Analytics (BP&A) organization and will focus on developing data-driven insights, reporting, and operational strategies that improve efficiency and performance across the Collections lifecycle while enhancing the member experience. The ideal candidate is highly analytical, collaborative, and strategic, with strong experience in SQL, Tableau, and operational analytics. This person will partner closely with Operations, Technology, Data Engineering, and leadership teams to support decision-making, optimize processes, and drive business outcomes related to loss prevention and collections operations. This role reports directly to the BP&A MIS Manager and will serve as a senior analyst supporting

About the job The database market is massive (the IDC estimates it to be $153B+ by 2027!) and MongoDB is at the head of its disruption. The MongoDB community is transforming industries and empowering developers to build amazing apps that people use every day. We are the leading modern data platform and the first database provider to IPO in over 20 years. Join our team and be at the forefront of innovation and creativity. Our Strategy and Planning team, part of our broader Sales Operations team, strives to help our Sales organization go faster and grow faster. This function acts as business partners to our Senior Sales Leaders. You have an opportunity to embed yourself as the “COO” of the Enterprise business, and your responsibilities will range across a variety of strategic initiatives including analyzing inefficient business rules, piloting new sales roles, optimizing for obstacles in the sales process, and analyzing sales data to come up with meaningful business insights. We are seeking a Senior Sales Strategy & Planning Analyst to run our AMER (South) region. This role will be directly responsible in ensuring our future organization becomes more productive, scalable, and AI-enabled—by defining high-impact use cases, driving cross-functional programs, and ensuring successful adoption of new capabilities. The Opportunity As an Senior Strategy and Planning Analyst, you will: Help drive the analytical rhythm of our business including quarterly business reviews, organizational deep dives Organize and execute on the strategy of our GTM team - building the next wave of MongoDB customers Partner with Senior Sales leadership to drive market + segment specific analyses to uncover insight and provide recommendations Conceptualize and pilot new programs to test the effectiveness of various sales roles / compensation plans Participate in quarterly and annual business planning for the Sales teams The Ideal Candidate Education: Bachelor’s Degree with a quantitative fo

Location - Hybrid This is a hybrid role based out of our San Francisco, Corporate Headquarter office, 3 days in the office, 2 days work from home. About Us Sauce Labs is the world’s largest full-lifecycle, test automation platform, and the company behind Selenium. Trusted by 80% of the world’s top ten largest financial institutions and over 300,000 enterprise users, Sauce Labs provides the only AI platform capable of turning business intent into autonomous testing and quality assurance. With a proprietary dataset of 8.7 billion test runs, Sauce Labs empowers the Fortune 2000 to bridge the gap between AI-driven code generation and enterprise-grade software quality. Learn more at http://saucelabs.com . Release Assurance at the Speed of AI | Meet the new Sauce Labs The Role The Senior GTM Strategy & Planning Analyst will play a key role in supporting go-to-market (GTM) strategy through sales forecasting, churn forecasting, revenue analytics, and capacity planning across the GTM teams. This role will partner closely with Sales, Marketing, Customer Success, and Finance to align GTM initiatives with company growth objectives and contribute to executive-level insights for board presentations. Responsibilities GTM Board Materials: Support preparation of sales forecasting, churn forecasting, and revenue insight materials for executive and board review, ensuring data accuracy and alignment with company strategy. Executive Reporting: Help develop executive-level reporting materials, including presentations that translate complex data into clear, actionable insights. Forecasting: Build and maintain sales forecasting models in partnership with Sales Leadership, modeling pipeline generation, deal velocity, close rates, and other key metrics. Build predictive models to forecast customer churn, leveraging historical data and customer behavior insights to inform retention and renewal strategies. GTM Capacity Planning: Build and maintain capacity models to help ensure GTM t

MongoDB is seeking a Business Operations & Strategy Senior Analyst to join a small, high-impact team working on some of the company’s most important strategic and financial priorities. You will work directly with senior leaders across finance, product, and analytics, including regular exposure to C-suite on high-stakes questions that shape how MongoDB scales. The scope spans strategic planning, business case development for new products, and partnerships with AWS, Google Cloud, etc.. This role is ideal for someone with strong analytical horsepower, structured thinking, and executive presence who wants meaningful ownership and direct visibility into major business decisions. This role is a hybrid / in-office role, with approximately two to three days per week in our New York City Office. Responsibilities Own high-priority strategic and operational initiatives that shape MongoDB’s growth, efficiency, and long-term scale Develop executive-facing business cases and recommendations for key product and infrastructure decisions, including scenario analysis and trade-off evaluation Manage vendor relationships and contract negotiations with hyperscalers (AWS, Google Cloud, Microsoft Azure) Partner with Finance, Product, and other cross-functional teams to evaluate business performance, surface key drivers, and translate ambiguous questions into structured analyses Build and refine gross margin analyses and forecasting frameworks across MongoDB’s core and emerging businesses Requirements 2-5 years of experience in business strategy and operations, preferably at least 2 years as a management consultant or at a data-driven product/technology company Outstanding problem-solving skills and the ability to structure ambiguous business questions into clear analyses and actionable recommendations Strong executive communication skills, with the ability to distill complex findings into concise, compelling narratives Advanced Excel and PowerPoint skills (or Google Suite

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is seeking a Senior Analyst to join our Business Forecast & Planning team within Customer Care Operations. This role sits at the center of forecasting and capacity strategy for our global support organization, translating complex operational and business signals into clear, actionable plans. You'll partner closely with operations leadership to keep resourcing aligned with the business, separating what truly matters from the noise, and helping shape decisions that affect how we staff and scale support. Responsibilities: Support the development and upkeep of the models and frameworks that connect business drivers to staffing and resourcing decisions Translate large, complex, and sometimes ambiguous data into clear, actionable insights that support leadership recommendations Own day-to-day planning execution, from dashboards maintenance and reporting to business reviews, with a sharp focus on accuracy and the details that matter Leverage AI tools to build and maintain dashboards, reports, and analyses that support the team's recommendations and insights Identify and help drive opportunities to improve how the team plans and operates Move quickly on ambiguous, time-sensitive requests, using modern tools to work smarter and faster Experience: 2+ years in planning, forecasting, capacity/resource management, or a related analytical role; consulting, investment banking, FP&A, or ops strategy backgrounds also fit well Sharp analytical mindset with hands-on SQL and Python skills AI fluency, comfortable using AI tools to accelerate analysis and problem-solving Strong business acumen paired with genuine curiosity about how large, complex business systems work; fast learner with a bias towards action, comfortable building context quickly across new systems and stakeholders Self-directed, with a track

About Datadog: Datadog is the essential monitoring and security platform for cloud applications. We bring together end-to-end traces, metrics, and logs to make your applications, infrastructure, and third-party services entirely observable. These capabilities help businesses secure their systems, avoid downtime, and ensure customers are getting the best user experience. The Team: The Financial Planning & Analysis (FP&A) team analyzes company financial data (revenue, customers, headcount, expenses, etc.) in order to support the business’ growth and success. Within FP&A, the R&D Finance team enables the financial strategy behind Datadog’s Engineering and Product organizations. We partner directly with technical leadership to drive decision-making around our most critical investments. Your work will be highly cross-functional and play a pivotal role in connecting the dots across the organization through a financial lens, ensuring operational alignment and informing decision making. The Opportunity: As a part of the R&D Finance team, this person will be key in supporting our product and engineering leadership team. Reporting to the Senior Manager, you will help create our annual budget and financial targets and work with operational leaders to support execution against our goals. Your work will be highly cross-functional and strategic, and you will play a pivotal role in connecting the dots across the organization through a financial lens, in order to help ensure operational alignment and inform decision making. What You’ll Do: Partner with senior business leaders to manage their departmental budgets on a regular basis, including but not limited to the company’s co-founder and CTO Manage financial forecasts and analytics, which include data across revenue, customers, product, company expenses, and headcount / workforce. Help manage significant portions of the company’s spend, including but not limited to AI and GPU spend across the compan

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Analyst, Financial Planning & Analysis Overview: Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. The Financial Planning & Analysis function manages all aspects of management reporting encompassing budgeting and forecasting, strategic and customer planning. This includes the management and execution of the corporate reporting and planning requirements This Sr Analyst position is responsible across a broad spectrum of strategic processes and initiatives while managing and executing the corporate reporting and planning requirements for NAM region About Business Finance Center (BFC) BFC provides Financial Planning & Analysis (FP&A) expertise

Who we are About Stripe Stripe, LLC. is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. What you’ll do Responsibilities Support the Regional sales leaders with intelligence and insight to accelerate growth; Support the Sales Strategy and Operations colleagues by standardizing global and regional common process that is currently decentralized; Provide a deep dive into key performance metrics and drive deep understanding of business performance; Problem solve and provide structure analysis outcomes for complex sales operations challenges through data, analytics and insight; Identify new opportunities and areas of productivity efficiency gains for Regional sales leadership; Participate in projects defining go-to-market approaches, as well as in regular business and resource planning. Run analysis on key performance metrics, and provide relevant insights for managing the business; Oversee the implementation of enabling systems and tools, and work closely with internal systems teams; Prepare weekly senior leader forecast materials and provide ongoing updates on key business growth/metrics to leadership teams; and Manage bespoke projects and effectively manage stakeholders. Who you are Minimum requirements Must have a Bachelor's Degree or foreign equivalent degree in Business Administration, Finance, Economics, Management and Systems, or a related field, plus seven (7) years of related experience in Sales, Strategy, and Operations, of which at least five (5) years must be post-bachelor's progressive work experience. In the alternati

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Analyst, Finance Business Partner Overview: Mastercard's Technology (TECH) Business Unit operates the company's integrated global payments processing network. TECH uses its expertise to make payments safe, simple, and smart. The TECH Finance team provides financial guidance, analysis, planning, and governance support that enables business leaders to make informed decisions while ensuring compliance with financial reporting requirements. As part of the Software Capitalization team, this role offers a unique opportunity to support Mastercard's internally developed software portfolio and manage the end-to-end software capitalization lifecycle. This includes partnering with stakeholders across Technology, Finance, and Controllership to evaluate technology initiatives, support capitalization decisions, and ensure compliance with Mastercard policy and applicable accounting guidance, including ASC 350-40. The team is also responsible for forecasting and budgeting capitalization-related costs, analyzing actual results against plan, identifying financial risks and opportunities, and providing insights to leadership. Success in this role requires strong analytical skills, collaboration across diverse teams, and the ability to understand both financial concepts and evolving technology initiatives. This role is design

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary CVS Health has a powerful purpose – “Bringing our heart to every moment of your health.” To enable this purpose, we have several initiatives, existing and new, that are re-inventing pharmacy and enabling better health outcomes. In the Merchandising Organization, we support our company’s purpose and our Pharmacy and Consumer Wellness vision to be America’s most trusted health, wellness, and pharmacy care partner, delivering differentiated omnichannel experiences and meeting consumers where they are. As the Associate Manager of Category Promo & Coupon Planning & Execution, you will use your interpersonal skills to build strong relationships with partners to influence and execute strategies that positively impact the company. As an Associate Manager you will partner with your leader to execute and report on the promotional strategies for our divisional merchandising teams, partnering closely with other leaders in Category Promo & Coupon Planning & Execution and Promotion Optimization. You will impact our business in the following ways: Support your leader in participating in the building and execution of category-level bi-weekly promotional plans deliver on event criteria, themes/claims, or strategically pre-defined category promo KPIs, as established based on the impact promotion has

Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Founded in 2017, the company is headquartered in London, with offices and teams across Europe and the US. As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the center of successful organizations. Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow. About the Role Synthesia is looking for a Senior Sales Operations Analyst to help our sales organization run efficiently, scale smoothly, and make faster, better-informed decisions. You'll own the systems, data, and processes that power our go-to-market motion partnering closely with Sales, Finance, and RevOps to keep the engine running and to surface the insights leadership needs to forecast and plan. This is a hands-on role for someone who's equally comfortable deep in Salesforce configuration as they are building a forecast model or presenting a pipeline analysis to sales leadership. What You'll Do Drive reporting & analytics — Build and maintain dashboards for pipeline, forecast, quota attainment, and funnel conversion; deliver regular reporting to sales leadership Support forecasting — Prepare and validate the data behind weekly/monthly/quarterly forecast calls Design sales processes — Improve territory planning, lead routing, deal desk operations, and quote-to-cash workflows Support compensation & quota planning — Model commission plans, calculate payouts, and assist with quota-setting analysis alongside Finance Partner cross-functionally — Work with Marketing, Customer Success/RevOps, and Finance

Position Overview: The Senior Financial Analyst will play a critical role in supporting Diligent’ s financial planning and analysis efforts across assigned regions or business areas. This role provides deep insights and actionable recommendations that inform both strategic and operational decisions. The Senior Financial Analyst leads budgeting, forecasting, variance analysis, and financial modeling activities, while partnering closely with cross-functional teams and business leaders to drive performance and operational efficiency. The successful candidate demonstrates advanced analytical skills, strong business acumen, and the ability to influence stakeholders through clear, data-driven insights. Key Responsibilities Lead the design, maintenance, and enhancement of financial reporting packages, models, and dashboards to support business decision-making Analyze, consolidate, and interpret complex financial and operational data to identify trends, variances, and actionable business insights Drive budgeting, forecasting, and monthly/quarterly management reporting processes, ensuring alignment with company goals and financial statements Prepare and present financial materials for leadership and Board meetings, providing analysis and recommendations Partner with cross-functional teams (Accounting, Sales Operations, HR, Product, etc.) to support financial planning, process improvements, and strategic initiatives Perform advanced ad-hoc financial analyses to guide key operational and strategic decisions Identify opportunities to improve financial systems, tools, and processes for enhanced efficiency and data accuracy Mentor and provide guidance to junior analysts as needed, contributing to team development and knowledge sharing Required Experience/Skills 2-5 years of experience in financial reporting, analysis, or FP&A &nbs

MongoDB is seeking a Senior Financial Analyst to grow our GTM FP&A team. You will be responsible for financial planning, forecasting, reporting, and partnering with the business to drive decision-making and resource planning. The Senior Analyst is expected to make significant contributions to the success of MongoDB by working with executives and team leaders to evaluate, plan, execute, and measure strategic business initiatives. This position requires an adaptable self-starter who is able to work comfortably and communicate clearly with stakeholders across the organization, takes tasks from start to finish and someone who enjoys working in a fast-paced, challenging environment. This will be a hybrid role in our Dublin or Cork office for two days per week, reporting to management in NYC. Responsibilities: Business Partnering: Quickly establish positive relationships and become a key advisor for your GTM partners across the Sales Development, Sales Enablement, Sales Acceleration, and Sales Operations departments allowing you to build a solid understanding of business drivers and ensuring alignment with company objectives Forecasting: Build and maintain detailed financial and operating models to support your stakeholders in all aspects of their budgets and forecasts including headcount planning and resource optimization Analyzing: Conduct ad-hoc analyses and build financial models to guide leaders toward efficient operating strategies, resource allocation, and investments in GTM initiatives Reporting: Support financial month-end close activities, including headcount reconciliations, accrual reviews, and budget vs. actuals analysis and financial reporting Operational Effectiveness: Improve and scale business, operational, and financial processes understood by all key stakeholders, including standardizing and automating reports and improving how we leverage internal systems and tools What You'll Need: Bachelor’s Degree; finance, business or economics preferred 3-5 ye

The Senior Enterprise Applications Analyst, Procurement supports the evolution, implementation, and integrity of TaylorMade's Oracle ERP solutions across global procurement and supply chain operations. This role provides functional expertise and day-to-day operational support for Procure-to-Pay (P2P) processes, while partnering with business stakeholders to drive measurable process improvement and align system capabilities with strategic objectives. The analyst supports enterprise initiatives including system upgrades, automation, and cloud migration planning. Essential Functions and Key Responsibilities: Provide day-to-day functional support for Oracle Procurement, including troubleshooting issues and ensuring uninterrupted requisitioning, purchasing, and supplier management operations. Configure and maintain Oracle Procurement setups, including organizational structures, Approval Management Engine (AME), document types, supplier configurations, item and category hierarchies, iProcurement, and profile options. Gather, analyze, and document business requirements using Oracle AIM methodology, and translate them into detailed functional specifications for development. Evaluate existing business processes, identify gaps and improvement opportunities, and recommend Oracle standard solutions that deliver measurable business value, including cost savings, efficiency improvements, and return on investment (ROI). Develop, coordinate, and execute functional, system integration (SIT), user acceptance (UAT), and regression testing activities; perform root cause analysis and resolution of production issues. Support and troubleshoot integrations between Oracl