Director of Planning and Analysis

Job Title

Director of Planning and Analysis

Job Description

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Director of Planning & Analysis. The ideal teammate will have the demonstrated ability to support executive teams in the development and execution of strategic and annual operating plans.

About the Position

You have an opportunity to join an exciting and rapidly growing organization that seeks to have a lasting, positive impact on the world. You will be an important member of our growing presence in Chicago and will have the opportunity to help this team scale.

What you will do

You will be responsible for the facilitating the development of key strategies and the evaluation of progress against strategic goals. In addition, you will serve as the project management office for the creation of our annual operating plan and budget, and will coordinate performance reporting and variance analysis throughout the year. The Director of Planning & Analysis plays a significant role in helping our Executive Leadership Team translate our ambitious vision into strategies and initiatives that drive the outcomes we seek to achieve. This is a unique and exciting opportunity to be part of a rapidly growing organization that seeks to have a lasting, positive impact on the world.


Strategic Planning and Evaluation
• Works with the COO and other leaders and advisors, helping to facilitate the strategic planning process and ensuring consistency, timeliness and quality of deliverables.
• Partners with key internal stakeholders to develop the outcomes measurement framework for the entire enterprise. Responsible for establishing and maintaining a systematized, progress tracking of key performance/output/outcome metrics in a clear dashboard or performance report.
• Provides timely visibility into progress against targets for each outcome and associated strategy. Identifies areas where existing initiatives may not meet strategic goals or targets, facilitates discussion to drive insights and works with stakeholders to adjust plans accordingly.
Annual Planning, Reporting and Analysis
• Serves as PMO for the annual planning and operating budget development process.
• Manages annual planning and operating budget templates that link current work to long-range strategies and outcomes.
• Communicates timing and provides assistance to department leaders to complete key planning/budgeting deliverables.
• Partners with Staff Accountant to build a comprehensive, rolled-up budget for the office while maintaining distinct department budgets to enable department-level accountability.
• Supports the process of cascading office-wide objectives, targets and priorities to key individuals for the purpose of establishing their individual performance objectives.
• Analyzes operating and financial performance throughout the year and prepares reports to review performance at quarterly board meetings.
External Research and Analysis and Special Projects
• Provides support to key stakeholders by analyzes external trends and insights to determine impact to strategy.
• Proactively identifies and enables opportunities for teams and individuals within the office to share key learnings, generate cross-cutting transformational ideas, and collaborate on new opportunities.
• Conducts ad hoc research and executes special projects, as identified by the CEO or CEO, on an as needed basis.

Who we are looking for

Personal attributes that support your success

Success for the Director of Planning & Analysis will be someone who can think strategically as well as analytically. This person will need to be highly organized with great an appreciation for the benefits of coordinated processes and attention to detail, without being overly rigid. The successful candidate is someone who is collaborative and helpful to other team members. This person must have excellent listening and communication skills, with the ability to influence others and secure their commitment and collaboration without direct authority. This individual should be a key contributor to a positive and highly collaborative family office culture. Success in this role promotes organizational alignment through shared ownership of goals and strategies and can energize the office by fostering a sense of progress in the achievement of bold outcomes.

About Walton Enterprises

Walton Enterprises (WEI) is a family office serving the personal and financial needs of multiple generations of the Walton family. Guided by Sam Walton’s values, WEI’s mission is to enable all family members to reach their personal, philanthropic, and business aspirations.

As the family’s wealth grows and a new generation takes on more meaningful roles, WEI is expanding the scope, depth and sophistication of its services, which include wealth management, legal, accounting, tax, risk management/insurance, technology, HR, construction, facilities management, as well as oversight of external resources and services for family members and their related entities. This is an exciting time to be part of this world class team.

About the Investments Team

We are a multi-asset class private investment firm providing patient capital to impact-oriented opportunities in food and agriculture, fisheries and aquaculture, and renewable energy. We are part of a dedicated, single-family office that also includes an investment management team, a private foundation, a venture capital firm and an operations team. The founding family member serves as the CEO of the overall enterprise.

We are an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

Basic Qualifications

• Bachelor’s degree OR relevant work experience
• 10+ years of increasing responsibility in corporate financial planning and analysis, non-profit outcomes/strategy development and/or strategy consulting.
• Experience facilitating strategic planning, with demonstrated ability to drive clarity of goals and plans.
• Demonstrated ability to translate strategy into operational goals and initiatives and to measure progress against quantified performance targets.
• Experience leading a planning and budgeting process for an organization with multiple departments.
• Proficiency in facilitating and synthesizing the work of teams with diverse perspectives and workstyles.
• Strong track record of building consensus and working collaboratively in a complex, multi-stakeholder environment.
• Ability to successfully communicate technical information to non-technical audiences and gain the confidence of and credibility with others at all levels.
• Strong process improvement experience and problem-solving capabilities.
• High level of analytical skill, including the ability to distill large amounts of information into meaningful insights for key decision makers.
• Ability to prioritize and manage work against critical project timelines.
• Ability to see how decisions and choices affect the long-term and short-term outcomes of projects and programs.
• High level of maturity and ability to work in a team setting and independently.
• Demonstrated use of consistently good judgment in managing and protecting highly confidential information.

Preferred Qualifications
• Advanced degree