[Hiring] Corporate Planning and Performance Lead @NASCO

Role Description

The 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

• 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.

Requirements

• 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

• At NASCO, we trust our workforce to be fully remote, working from their home.
• 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.