Senior Director, Planning & Performance

Job Description:

About the Role:

As Senior Director - Planning & Performance, you will lead the analytical and financial backbone of the Research, Consulting, and Community organization. You will own the planning, modeling, and performance infrastructure that underpins global growth, margin management, and capital allocation decisions. You will be a primary connector to the broader Strategy & Operations vertical and key cross-functional partners including Finance, Marketing, Sales, and Product. You will report to the SVP - Head of Research. 

You Will:

• Own the annual operating plan (AOP) and long-range planning (LRP) processes within Research, Consulting & Community

• Develop revenue, cost, and margin models aligned to ambitious growth and expansion objectives

• Drive forecasting rigor and performance transparency

• Lead the standardization of service packaging, pricing architecture, and expansion playbooks within the Research, Consulting & Community organization to support new market entry and repeatable growth

• Ensure constant alignment with Sales and Commercial teams as well as broader business unit and corporate strategy

• Be the portfolio’s primary analytical interface to Strategy & Operations, Finance, Marketing, Sales Operations, and Product leadership

• Build and manage high-quality, highly visual, real-time dashboards spanning revenue mix, profitability, utilization, pricing realization, and ROI

• Implement KPI frameworks in alignment with Sales and Commercial teams

• Develop resource allocation, utilization, and backlog forecasting models to ensure operational readiness in support of growth targets

• Structure rigorous business cases for new service launches, geographic expansion, and capability investments

• Conduct scenario modeling to inform capital allocation decision

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You Have:

• At least 15 years’ experience in strategy, FP&A, consulting, or business operations roles within B2B information services, commodities, or advisory businesses

• Demonstrated experience leading planning, FP&A, strategy, or business operations functions within global, matrixed organizations

• Strong financial acumen including P&L literacy, forecasting, pricing strategy, capacity planning, and margin

• Advanced financial modeling capability and strong commercial acumen

• Proven ability to partner effectively across Finance, Marketing, Sales, and Product to align financial discipline with commercial ambition

• Experience supporting P&L leaders in high-growth, performance-driven environments

• Ability to translate complex market and operational dynamics into decision-grade insight for senior executives

• Readiness, desire, and ability to extend into direct management of enablement teams

• MBA or Graduate degree in another business discipline (preferred) -OR- equivalent work experience

Our Benefits

• Comprehensive Healthcare Plans

• Paid Time Off

• Retirement Plans

• Comprehensive Insurance Plans

• Lifestyle programs & Wellness Resources

• Education Benefits

• Family Care Benefits & Caregiving Support

• Commuter Transit Program

• Subscription Discounts

• Employee Referral Program

Learn more about all our US benefits

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Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets

Reasonable Accommodation

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at talentresourceteam@dowjones.com. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

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Business Area:

Dow Jones - Energy

Job Category:

General Management

Union Status:

Non-Union role

 

 

Base Pay Range: $185,000 - $230,000

We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.

For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.

For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.