Divisional & Regional Planning Lead

Posted Date: Nov- 3-2021

Job ID: 21797

Job Type: Full Time

Job Function: Travel and Adventure

City: Issaquah

State: Washington

Store: Issaquah HQ

Remote Eligible: Yes

Please visit the Covid-19 Hiring Updates before applying

What's cool about this job

At REI Co-op, we believe that a life outdoors is a life well lived. As an employee of REI, you will have the opportunity to shape what it means to be a Co-op Member. REI is more than an outdoor retailer – our members engage with us in experiences, content and community, advocacy and more. 

This position contributes to REI’s success by coordinating the creation of the divisional and regional three-year revenue budget and forecasts, working to ensure consistency and integrity at all levels of divisional and regional granularity. The Divisional & Regional Planning Lead leverages business intelligence from the Growth Strategy and the Platform and Analytics teams, FP&A, and key operations stakeholders to understand all aspects of Experiences’ operations including financial and operational factors to articulate and translate how Experiences’ revenue manifests at REI. Incorporates strategic plan inputs, performance trends, risks and opportunities, and financial metrics to prepare and update three-year planning for the division, product line and region. Analyzes financial and performance metrics to prepare monthly, quarterly, and ad hoc reports to Experiences management. Coordinates with Experiences divisional leaders to develop and report on OKR (Objectives and Key Results) progress for Experiences. Leverages analytics and strategic data to provide ad-hoc analysis to help craft the performance narrative and makes recommendations for adjustments to Experiences’ current operating plan and long term strategic plans.

The Divisional & Regional Planning Lead provides assistance to Manager, Business Planning for the development and maintenance of the Experiences Division’s three-year planning budget, MBR and MBR and OKR development of philosophical, methodological, and technical budget process and improvements. Consults with divisional operating teams and IT to develop and deploy business and leadership facing reporting and tools Active resource for FP&A colleagues to understand assumptions driving budget/forecast decisions to help ensure a coherent and scaled P&L that supports profit expectations. 

Your Planning & Navigating Requirements 

  • Manage create Monthly Business Reports (MBRs) and Quarterly Business Reports (QBRs).
  • Manage and create OKR planning and reporting methodology and periodic progress reports against the plan.
  • Directs the translation of strategic pro forma budgets and forecasts into an informed revenue output for the three-year plan.
  • Coordinate timelines, deliverables, and methodology with divisional planners towards delivery of enterprise and divisional reports.
  • Coordinate with FP&A to provide relevant budget and forecast context for divisional expense budgets.
  • Presentation preparation and representation of budgets and performance related content in business reviews, bi-weekly planning meetings, team meetings, and other forums as needed.
  • Consults with BI, planners, analytics analysts, and IT partners to architect curated, data governed, and automated enterprise reporting.
  • Central role in aligning, consolidating, and manifesting cross-divisional impact and scenario analysis in budgets/forecasts to support short- and long-term business strategy.
  • Maintain reporting and planning tools, ensuring integrity of data sources and divisional integration where necessary.
  • Provides critical historical and emerging thought leadership of budgeting to both senior to support roles.
  • Ensures financial and performance reports maintain integrity and accuracy.
  • Collaborates with Customer Insights, Strategy, and divisional planners to support Experiences’ Strategic Planning Process.

Bring your passion and expertise

  • 5+ years of experience in Retail Business Planning or financial analysis; multi-channel marketing and geo-targeting planning perspective preferred.
  • Four-year college degree or equivalent experience
  • Demonstrated project management skills with the ability to manage multiple projects and meet timelines required.
  • Thorough understanding of financial analysis concepts and math (Sales, Demand, Revenue, and Margin)
  • Thorough knowledge of operations and management reporting concepts and their application (OKR, KPIs, monthly & quarterly management reporting)
  • Problem solving skills with ability to identify opportunities, provide sound analysis on options and recommend solutions required.
  • Excel, Word, Outlook, Powerpoint, Smartsheets and Tableau.
  • Actively participates and collaborates with others on one’s own team and across REI for the achievement of business goals.
  • Uses business knowledge, innovative thinking, and sound judgment in the solution of problems or the pursuit of business opportunities.

At REI we offer an enviable work environment that Fortune Magazine has recognized on the "100 Best Places to Work" list since the award's inception – 23 years in a row! Sure, we work hard, but it’s balanced with time off to play—a strategy that works for us as we continue to grow and thrive. Want to enjoy a workplace where you can be yourself, be heard and be respected while having a job that challenges you? This is the place.

With more than 160 retail locations (and growing), REI offers unique competitive benefits to its more than 15,000 employees, including healthcare, gear and apparel discounts, free equipment rentals and challenge grants to help employees reach personal outdoor goals, generous retirement plan contributions, public transit subsidy, adoptions assistance, paid sabbaticals, and more.

REI is an Equal Opportunity Employer

ARTICLE 23-A, Section 753

§753. Factors to be considered concerning a previous criminal conviction; presumption.

1. In making a determination pursuant to section seven hundred fifty-two of this chapter, the public agency or private employer shall consider the following factors:

(a) The public policy of this state, as expressed in this act, to encourage the licensure and employment of persons previously convicted of one or more criminal offenses.

(b) The specific duties and responsibilities necessarily related to the license or employment sought or held by the person.

(c) The bearing, if any, the criminal offense or offenses for which the person was previously convicted will have on his fitness or ability to perform one or more such duties or responsibilities.

(d) The time which has elapsed since the occurrence of the criminal offense or offenses.

(e) The age of the person at the time of occurrence of the criminal offense or offenses.

(f) The seriousness of the offense or offenses.

(g) Any information produced by the person, or produced on his behalf, in regard to his rehabilitation and good conduct.

(h) The legitimate interest of the public agency or private employer in protecting property, and the safety and welfare of specific individuals or the general public.

2. In making a determination pursuant to section seven hundred fifty-two of this chapter, the public agency or private employer shall also give consideration to a certificate of relief from disabilities or a certificate of good conduct issued to the applicant, which certificate shall create a presumption of rehabilitation in regard to the offense or offenses specified therein.