Planning & Analysis Manager

External

Roku · New York, NY

$170K–$195K/yrFull-timeOn-siteToday

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About the role

At Roku, we make decisions based on data. Consumer Planning & Optimization (P&O) at Roku works across the business to ensure that investments in customer behavior (including purchase, subscription, viewing habits, etc.) are evaluated based on how they will enhance the customer experience. By presenting our users with a great experience, they will value the platform and Roku experience even more. This role reports to the Senior Manager, Planning & Analysis. The person will be a key member of the planning function within the Consumer P&O team. This role will work across multiple business groups in supporting the analysis, sizing, and prioritization of high-impact business initiatives to drive growth and increase customer lifetime value. Key activities will include developing business performance reporting and models, tracking the impact of business initiatives, coordinating planning with FP&A, and helping the Consumer P&O team collaborate with various teams across Roku to execute new programs. For New York Only - The estimated annual base salary for this position is between $170,000 - $195,000 annually. Compensation packages are based on factors unique to each candidate, including but not limited to skill set, certifications, and specific geographical location. This role is eligible for health insurance, equity awards, life insurance, disability benefits, parental leave, wellness benefits, and paid time off.

Responsibilities

Lead tracking, monitoring, and reporting of ongoing business performance (revenue, profit, retention, customer lifetime value, ROI, and P&O KPIs)

Develop and operate scalable reporting, forecasting templates, and overall business intelligence infrastructure

Partner with Analytics/FP&A teams to streamline processes, improve data infrastructure, and avoid duplication of efforts across the Roku ecosystem

Establish performance baselines for modeling key consumer actions

Support Roku's international expansion strategy

Develop business cases and models for high-impact, company-wide initiatives, exploring new areas for investment that may generate high returns

Partner closely with Customer Intelligence, Analytics, and FP&A to validate assumptions and data inputs

Expand the scope of existing team capabilities to international focus markets (reporting, planning, opportunity sizing)

Support creation of impactful, compelling presentation materials (decks, notes, write-ups, etc.) that effectively communicate financial projections, drivers, performance, risks, and opportunities to support prioritization discussions that will shape roadmap development

Provide frequent, time-sensitive, ad hoc insights to inform executive decision-making

Monitor key industry and economic factors to determine potential impact on customer lifetime models, revenue streams, and long-term planning

Collaborate with FP&A and Analytics teams to ensure trends are incorporated where appropriate to shape overarching company strategy

We're excited if you have

5+ years of experience that includes one or a combination of the following: Consumer Analytics, SP&A, FP&A, or similar planning experience, ideally with D2C SVOD and AVOD experience OR management consulting, investment banking, or equity research within the Media, Technology, or Telecom sector

Experience working with customer lifetime value, including an understanding of methodology, use cases, and implications for forecasting

Ability to understand complex business drivers, produce high-quality analytics, and communicate results effectively

Best-in-class (more than advanced) Microsoft Excel and PowerPoint skills, with a keen eye for presentation design and the ability to distill complex concepts and analyses into clear, easy-to-understand presentations

Understanding of cohort/growth models and discounted cash flow models

Advanced ad-hoc financial modeling skills with a special talent to form and defend model assumptions with limited data

Hands-on with AI tools (ChatGPT, Claude, Copilot, etc.) and motivated to push their use in day-to-day workflows

Highest standards of accuracy and precision; highly organized and deliverabl

Planning & Analysis Manager

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