People's Partnership
Head of Operational Planning, MI and Insights
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Head of Operational Planning, MI and Insights
About People’s Partnership:
At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What you'll be doing:
As Head of Operational Planning, MI and Insights, you will provide strategic leadership across planning, MI and analytics functions, enabling data-driven decision making within a fast-growing financial services business. Reporting to the Director of Operational Assurance and Enablement and sitting on the Operations Leadership Team, you will shape and deliver operational strategy, ensuring the business has the forecasting, capacity planning, performance management and insight capabilities needed to support customer demand and future growth.
The role will lead the development of a market-leading Operational Intelligence function, with responsibility for operational planning, workforce forecasting, business intelligence, reporting and analytics. A key focus will be driving the transformation of MI and planning capabilities through advanced analytics, automation and AI, delivering a roadmap for predictive forecasting, automated reporting and enhanced operational insight.
- Lead and develop the Operational Planning, Forecasting, MI and Insights functions.
- Develop and deliver a multi-year Operational Intelligence transformation strategy.
- Oversee production of all Operational, COO, Executive, Trustee and Board reporting.
- Drive continuous improvements in reporting standards.
- Develop and deliver a strategic roadmap for use of Artificial Intelligence, automation and advanced analytics in operational data space.
- Identify and implement opportunities to automate manual reporting, forecasting and planning processes.
- Champion Microsoft Fabric, Power BI, Copilot and emerging technologies.
- Develop predictive and prescriptive analytical models to support proactive decision making.
- Lead short, medium and long-term operational forecasting and workforce planning.
- Support operational resilience through workforce modelling and resource planning.
- Drive effective utilisation of Verint, Genesys, Power BI and Fabric platforms.
- Lead and develop the operational planning, MI and insights in line with company processes.
- Provide active ongoing insights around our data, to support decision making.
- Implement new ways of working and innovation in the production of MI and business forecasts.
- Engage with other key areas to ensure that the operational impact of activities is accurately assessed and understood and reflected in all plans.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What we’re looking for:
- Leadership experience across Operational Planning, MI, Analytics or Operational Intelligence.
- Proven transformation leadership involving data, automation and AI.
- Advanced Power BI and data visualisation expertise.
- Strong stakeholder management and influencing skills.
- Experience within complex operational environments
- Have a thorough knowledge of Contact centre forecasting & MI reporting metrics including the use of Erlang.
- Experience of working in a similar operational planning role with headcount of circa 400.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What you can expect from us:
- Generous pension contributions with an employer contribution of up to 14%
- Real living wage
- Income protection, critical illness cover & death in service insurance
- Employee healthcare
- Parental and adoption leave
- Learning & development opportunities and study support
- Travel season ticket loans
- Grab & Go Deli Café at our Crawley offices
- Volunteering days and charity payroll giving
- Onsite gym
- Ride-to-Work scheme
- Social clubs and events
You can learn more about how we support our employees on our website.
Disability Statement
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. This role may support hybrid working. To make use of this arrangement, employees must have an appropriate home working environment, including a private workspace and reliable, secure high speed internet that enables them to perform their duties effectively. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location