At the entry level, the focus is on gathering data, maintaining spreadsheets, and preparing recurring reports for senior colleagues. Juniors validate data accuracy, update KPIs, and support scenario modeling using Excel or Google Sheets. Exposure to SQL queries and basic BI tools such as Power BI or Tableau is common. This role emphasizes building strong analytical foundations, attention to detail, and familiarity with organizational planning cycles.

Semi-senior analysts contribute independently to forecasting and planning projects. They prepare financial or operational models, evaluate trends, and propose adjustments to forecasts based on real-time data. Tools include advanced Excel functions, SQL for database queries, and BI platforms for interactive dashboards. At this stage, responsibilities also include coordinating with finance, operations, or supply chain teams to ensure plans are realistic and aligned. Semi-seniors may also begin drafting executive presentations to support decision-making.

Senior analysts lead complex planning initiatives and ensure projections align with long-term business strategies. They design advanced forecasting models, often leveraging Python or R for predictive analytics, and integrate data from ERP systems (SAP, Oracle). Senior responsibilities include mentoring junior staff, standardizing modeling practices, and presenting insights to executives. They are also accountable for stress-testing assumptions, running sensitivity analyses, and supporting board-level discussions with robust data-driven recommendations.

Impact at this stage comes from driving the organization’s planning strategy. The Planning Analysis Manager oversees teams of analysts, sets methodology standards, and ensures integration of planning with financial, operational, and strategic objectives. They evaluate and implement enterprise planning tools such as Anaplan or IBM Planning Analytics, oversee scenario planning exercises, and report key findings to senior leadership. The role balances leadership with technical oversight, ensuring planning processes are scalable, accurate, and directly support organizational growth.