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Strategy Planning Analyst Jobs in Indiana (NOW HIRING)

Caterpillar

Materials Planning Analyst 1

Lafayette, IN

$81K - $122K/yr

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

Caterpillar

Materials Planning Analyst 1

Lafayette, IN

$81K - $122K/yr

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

Caterpillar

Materials Planning Analyst 1

Lafayette, IN · On-site

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

Caterpillar

Materials Planning Analyst 1

Lafayette, IN · On-site

$81K - $122K/yr

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

Beacon Health System

SR Financial Planning Analyst

Granger, IN · On-site

$76K - $95K/yr

Utilizes Diver, Star SQL and other systems to support TVM teams and Strategy Deployment. FINANCIAL ... BUDGETING, LONG TERM PLANNING AND CASH FLOW MANAGEMENT * Generates and analyzes budget information.

Caterpillar

$81K - $122K/yr

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

Caterpillar

$81K - $122K/yr

... Planning Analyst schedules, plans and oversees material procurement, production and delivery ... Analyzes and synthesizes information and devises alternative resolution strategies. * Develops ...

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Strategy Planning Analyst information

What does a strategy planning analyst do?

A Strategy Planning Analyst is responsible for analyzing market trends, business data, and organizational goals to help develop effective business strategies. They work closely with management and different departments to identify opportunities for growth, efficiency, and competitive advantage. Their duties often include conducting research, creating financial models, preparing reports, and assisting in the formulation of long-term strategic plans. By providing data-driven recommendations, they support decision-making processes that drive the company's success.

What are the key skills and qualifications needed to thrive as a strategy planning analyst?

To thrive as a Strategy Planning Analyst, you need strong analytical skills, business acumen, and a background in finance, economics, or business, often supported by a relevant bachelor’s or master’s degree. Familiarity with data analysis tools like Excel, SQL, and Power BI, as well as experience with strategic planning frameworks, is typically required. Standout candidates excel in critical thinking, effective communication, and collaboration to translate data-driven insights into actionable strategies. These competencies are vital for driving informed decision-making and supporting organizational growth through strategic initiatives.

What are some typical challenges a strategy planning analyst might face when working with cross-functional teams?

As a Strategy Planning Analyst, you'll frequently collaborate with teams from finance, marketing, operations, and other departments to align strategic initiatives. One common challenge is navigating differing priorities and perspectives, which can sometimes lead to conflicting objectives or slow decision-making. Effective communication and strong analytical skills are essential to bridge gaps and ensure all stakeholders are working toward shared goals. Building strong relationships and maintaining flexibility can help you adapt to shifting business needs and drive successful outcomes.

What is the difference between Strategy Planning Analyst vs Business Analyst?

AspectStrategy Planning AnalystBusiness Analyst
Primary FocusDeveloping strategic plans and long-term initiativesAnalyzing business processes and requirements
Skills & CertificationsStrategic thinking, data analysis, project managementProcess modeling, requirements gathering, stakeholder communication
Work EnvironmentCorporate strategy teams, consulting firmsIT departments, business units, consulting
Industry UsageFinance, consulting, corporate sectorsIT, finance, healthcare, various industries

While both roles involve analysis, the Strategy Planning Analyst focuses on creating strategic plans and long-term goals, whereas the Business Analyst concentrates on understanding and improving specific business processes. Both roles require analytical skills, but their scope and objectives differ significantly.

What cities in Indiana are hiring for Strategy Planning Analyst jobs?

Cities in Indiana with the most Strategy Planning Analyst job openings:

Strategy Planning Analyst jobs near you

Financial Planning Analyst

Notre Dame, IN • On-site

Saint Mary's College
Colleges, Universities, and Professional Schools • 201 - 500 employees
Learn more about Saint Mary's Collegeexternal

Full-time

Re-posted 21 days ago

Job description


Description
The Financial Planning Analyst leads budgeting and forecasting activities for the College. While the position's primary focus is the College's operating budget, the Analyst works closely with managers of grants, capital projects, and restricted funds to support comprehensive financial planning across all College funds.
The Financial Planning Analyst is responsible for maintaining the College's multi-year financial plan and, in collaboration with Institutional Research and Student Engagement, the College's net tuition forecasting model. The position partners closely with Human Resources and the Provost's Office to support staffing planning and ensure personnel costs are accurately reflected in the budget.
As a key member of the Finance and Operations team, the Financial Planning Analyst provides strategic financial analysis, forecasting, and decision support to senior leadership and contributes to presentations and reporting for the Board of Trustees' Financial Stewardship Committee. The successful candidate will possess strong analytical skills, budgeting expertise, financial systems knowledge, and the ability to communicate complex financial information to a variety of audiences.
Job Responsibilities
  • Maintain and update the College's multi-year financial model to reflect changing assumptions, priorities, and institutional needs.
  • Collaborate with the Office of Institutional Research and the Office of Student Engagement to maintain and enhance the College's net tuition forecasting model.
  • Partner with Human Resources to maintain staffing plans and ensure budget projections accurately reflect approved staffing needs.
  • Lead and oversee the College's annual budget development process.
  • Chair the Budget Advisory Committee and participate in other committees and initiatives as assigned by the Vice President for Finance and Operations.
  • Prepare and present major revenue and expense forecasts throughout the fiscal year, including variance analyses and recommendations for revenue enhancement and cost optimization.
  • Support the Vice President and Controller in preparing financial reports, forecasts, and presentations for the Board of Trustees' Financial Stewardship Committee.
  • Provide financial analysis and decision support to the Executive Team, including evaluating the financial viability of new initiatives and strategic investments.
  • Serve as the functional lead for the College's budgeting and planning systems, including Oracle Enterprise Performance Management (EPM), Oracle Workforce Planning, and Oracle SmartView.
  • Ensure data integrity, version control, testing, system enhancements, and ongoing optimization of budgeting and forecasting tools.
  • Develop and maintain management reports, dashboards, and financial analytics to support informed decision-making.
  • Collaborate with stakeholders across the College to promote sound financial planning and budgeting practices.
  • Perform other duties as assigned.

Minimum Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Five to seven years of progressively responsible experience in budgeting, financial planning, accounting, or related financial management functions, including at least three years of direct budgeting and forecasting experience.
  • Higher education budgeting and financial planning experience strongly preferred.
  • Demonstrated expertise in financial analysis, forecasting, budgeting, and quantitative modeling.
  • Excellent written, verbal, and presentation communication skills.
  • Strong interpersonal skills with the ability to build collaborative relationships across all levels of the organization.
  • Ability to communicate financial and technology concepts effectively to both technical and non-technical audiences.
  • Experience presenting financial analyses and recommendations to executive leadership.
  • Strong project management and organizational skills with the ability to work independently and manage multiple priorities.
  • Demonstrated leadership, critical thinking, and problem-solving abilities.
  • Advanced proficiency in Microsoft Office, particularly Excel, and experience leveraging AI-enabled productivity tools such as Microsoft Copilot.
  • Experience implementing, integrating, managing, or supporting ERP and/or budgeting systems.
  • Strong sense of ownership, accountability, and continuous process improvement.

Preferred Qualifications
  • Master of Business Administration (MBA), Master of Public Administration (MPA), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), or related advanced credential.
  • Exceptional time management and organizational skills.
  • Experience with Oracle Cloud ERP.
  • Experience with Oracle Cloud EPM Budgeting and Planning.
  • Experience supporting financial planning and budgeting processes within a higher education environment.

Eligibility to Work
Applicants must be legally authorized to work in the United States at the time of hire and must not require visa sponsorship from the College, either now or in the future.
Schedule
40 Hours per Week / 12 Months / Monday-Friday

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