Business Performance Planning Manager

Business Performance & Planning Manager — Beacon Health Solutions

Minneapolis, MN | January 2023 – Present

• Coordinated the implementation of a Balanced Scorecard framework across 6 operational divisions, aligning 42 key performance indicators with corporate strategic objectives to improve overall organizational efficiency by 14%.
• Led the annual business planning process for a $8.5M operational budget, optimizing resource allocation across 12 projects and cutting variance from forecast to actuals from 8.4% to under 1.8% over two planning cycles.
• Designed and deployed interactive executive dashboards using Spider Impact and Tableau, reducing weekly corporate performance reporting lead time by 18 hours while improving data integrity and reducing errors by 9%.
• Facilitated quarterly business reviews (QBRs) with 14 department leaders to identify performance bottlenecks, implementing targeted mitigation plans that recovered $320,000 in operational waste.

Business Performance Analyst — Vanguard Logistics Systems

St. Paul, MN | August 2020 – December 2022

• Constructed predictive operational capacity models using SQL and Python, increasing route utilization rates across 3 regional distribution hubs by 11.5% and saving $140,000 in quarterly fuel expenditures.
• Conducted root-cause analysis on warehouse sorting bottlenecks, recommending process modifications that boosted package throughput speed by 16% and lowered sorting error rates from 3.1% to 1.2%.
• Automated data consolidation workflows from 5 legacy inventory databases into a centralized SQL Server repository, reducing daily data prep work by 15 hours per week for the strategic planning team.
• Analyzed monthly cost center variances for a $4.2M departmental budget, identifying cost savings of $95,000 through the elimination of redundant software subscriptions and software licenses.

Strategic planning, Balanced Scorecard, KPI alignment, Corporate Performance Management (CPM), Budget forecasting, Cost variance analysis, Tableau, Spider Impact, Board CPM, SQL, Python, Advanced Excel modeling, Data consolidation, Cross-functional collaboration

Enterprise KPI Centralization

Role: Project Lead

Tools: Spider Impact, Tableau, SQL Server, Excel

Led the migration of performance reporting for 6 divisions to a centralized CPM platform, reducing weekly data latency by 32% and saving 18 hours of manual tracking per week.

Logistics Route Optimization

Role: Performance Analyst

Tools: Python, SQL, Tableau

Developed capacity and route utilization models for 3 regional distribution hubs, increasing throughput by 16% and saving $140,000 in operational costs.

• Balanced Scorecard Professional (BSP) (2024)
• Strategy Planning Professional (SPP) (2022)

• Languages: English (Native), Spanish (Professional working proficiency)
• Professional Memberships: International Association for Strategy Professionals (IASP) Member (2022–Present)
• Availability: 3 weeks notice