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Life Surge

Senior Strategy & Business Planning Analyst Job at Life Surge in Palmetto

Life Surge, Palmetto, FL, United States

Job Description

Job Description

Job Title: Senior Strategy & Business Planning Analyst 

Employment Type: Full Time, 40 hours/week  

Reports to: CFO 

FLSA Status: Exempt 

Who We Are

LIFE SURGE is a leading company in the industry of faith-based live events and financial education programs. One of the fastest growing organizations in the country, LIFE SURGE exists to inspire, transform and equip people to build their personal impact in ways that glorify God. By annually producing 20+ events and providing financial education to thousands around the nation, we do just that.   

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate one another, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company! 

Opportunity 

We are seeking a highly skilled and motivated Senior Strategy & Business Planning Analyst to lead the development of our company's strategic business planning processes. This role will serve as the linchpin for translating our executive vision into actionable strategy and business plans, ensuring seamless coordination across departments, and driving the ongoing refinement of our strategy based on performance insights. Reporting directly to the CFO, this individual will play a critical role in shaping the company’s long-term success while managing the details of our business planning and execution. 

Responsibilities: 

  • Translate the company’s vision and goals into comprehensive, actionable business plans. 

  • Document the business plan with precision and clarity, ensuring alignment with company objectives. 

  • Update and adjust business plans quarterly and monthly, incorporating performance metrics and feedback. 

  • Develop detailed financial models and projections to guide strategic decision-making for both current brands and products and proforma projections for new brands and products. 

  • Create budgets and forecasts, working closely with the finance team to align with organizational priorities. 

  • Provide insights on capital allocation and resource planning. 

  • Coordinate with the operations team to ensure alignment between strategic goals and project execution. 

  • Act as the primary liaison across departments (HR, marketing, sales, events, etc.) to ensure strategic cohesion. 

  • Lead cross-functional meetings to track progress and resolve any roadblocks in executing the business plan. 

  • Forecast and monitor resource needs, including personnel, budget, and operational requirements. 

  • Identify and address resource gaps proactively to avoid execution delays. 

  • Conduct market research and work closely with marketing to produce recommended competitive positioning for new brands, products and services  

  • Provide ongoing analysis and recommendations to improve business planning processes and outcomes. 

  • Deliver high-impact presentations and reports to leadership, showcasing strategic insights and performance updates. 

Qualifications: 

  • Proven experience in business planning, strategy development, or a related role. 

  • Expertise in financial modeling, budgeting, and capital allocation. 

  • Strong project management skills, with experience in creating project management frameworks. 

  • High-level proficiency in PowerPoint for creating compelling strategy and business plans and presentations.  

  • Exceptional business and financial acumen. 

  • Demonstrated ability to coordinate across multiple departments and functions. 

  • Preferred Skills and Experience: 

  • MBA preferred 

  • Experience in corporate strategy department, management consulting and/or investment banking developing businesses and strategic plans. 

  • Experience with resource planning and forecasting tools. 

  • Strong analytical mindset with attention to detail. 

  • Ability to work independently, prioritize tasks, and meet deadlines. 

  • Excellent written and verbal communication skills. 

  • Experience in a fast-paced, growth-oriented environment. 

Benefits:  

  • Health, Dental, Vision, Life, Holiday and Paid Time Off.  

  • Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.   

  • High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment.  

LIFE SURGE is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs. 

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