Job Description Template:
Planning & Reporting Manager

Location: [City], [Town]
Position Type: Full-time
Department [department]
Reports to [Role]

About Us

[Company Name] is a leading retail company in the [briefly describe your industry, e.g., fashion, electronics, etc.]. We are dedicated to [mention your company’s mission or vision], and we take pride in offering a wide range of [specific details about your products, services, or unique selling points]. Our team is committed to [describe company culture, values, and goals]. Join us and become a pivotal member of our workforce, where your role as a Planning and Reporting Manager will be instrumental in our ongoing success.

About the Role

As a Planning & Reporting Manager at [Company Name], you will play a crucial role in overseeing and optimising the planning and reporting processes within our retail operations. You will be responsible for [list key responsibilities and tasks], including managing planning, budgeting, and reporting activities, ensuring data accuracy, and supporting informed decision-making within the organisation.

Key Responsibilities:

• Analyse sales data, trends, and market insights to create accurate forecasts and plans.
• Implement effective reporting systems and dashboards to track KPIs and performance metrics.
• Planning and co-coordinating the budget and half-year forecast across the whole of the Iceland Group.
• Interact with other areas of the business to ensure forecasting deadlines are met.
• Regular updates of the rolling, weekly, forecast.
• Production of the Weekly P&L packs for the Group, including the Weekly Investor Pack.
• Production of the quarterly Bond holder’s presentation.
• Production of the Main Board Meeting pack.
• Ad-hoc reporting and analysis as and when the FD or CFO requires.
• Lead ad-hoc projects for the FD/CFO.

Knowledge and Skills Needed

• Proven experience in retail planning, budgeting, and reporting.
• Strong understanding of retail operations and the ability to work with sales and financial data.
• Proficiency in data analysis and reporting tools, including Excel, and financial software.
• Excellent communication, presentation, and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Ability to adapt to changing priorities and work in a dynamic retail environment.

Person Specification

We are seeking a dedicated and results-oriented individual who can effectively manage retail planning, budgeting, and reporting processes, supporting informed decision-making within the organisation. The ideal candidate will possess the following attributes:

• Proactive and goal-oriented with a track record of delivering accurate forecasts and reports.
• Strong organisational skills and the ability to manage complex data.
• Collaborative team player with the ability to communicate insights effectively.
• Analytical mindset to identify areas for process improvement and cost optimization.
• Adaptability to changing priorities and ability to handle high-pressure situations.
• Dedication to maintaining high standards of data accuracy and reporting quality.

What’s in It for You

• Competitive salary and benefits package.
• Opportunities for professional growth and career advancement within a reputable and growing retail company.
• A dynamic and inclusive work environment that encourages innovation, teamwork, and professional development.
• The opportunity to make a significant impact by optimising planning, budgeting, and reporting processes.
• Work with a team that is passionate about [mention company values or mission].
• Access to [mention any specific perks, training, or additional benefits your company provides].

Join our team at [Company Name] and take on a pivotal role as a Retail Planning & Reporting Manager, contributing to the success and growth of our retail operations. If you are a results-driven professional with the skills to manage planning, budgeting, and reporting effectively, we would love to hear from you.