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Operations

Planning Manager

About the Role: Bethlehem Capital is seeking a forward-thinking and highly organized Planning Manager to lead strategic planning, operational forecasting, and project coordination across the firm. T...

Bethlehem, PA
Full-time
Posted Dec 1, 2025

About the Role:

Bethlehem Capital is seeking a forward-thinking and highly organized Planning Manager to lead strategic planning, operational forecasting, and project coordination across the firm. This role is essential to aligning company goals with actionable plans and ensuring that all departments operate efficiently toward long-term growth and excellence.

The ideal candidate is a strategic thinker with a strong analytical mindset, capable of transforming data and insights into clear, executable business plans.

Key Responsibilities:

  • Develop and oversee the execution of strategic and operational plans across departments.
  • Lead long-term business planning, forecasting, and budgeting activities.
  • Analyze market trends, business performance, and internal data to support informed decision-making.
  • Monitor project timelines, deliverables, and resources to ensure alignment with organizational goals.
  • Facilitate cross-department collaboration to improve planning accuracy and operational efficiency.
  • Identify growth opportunities and potential risks, providing timely recommendations to senior leadership.
  • Prepare strategic reports, presentations, and insights for executive leadership and stakeholders.
  • Implement planning frameworks, tools, and processes to enhance organizational performance.

Qualifications & Skills:

  • Bachelor’s degree in Business Administration, Finance, Management, or related field. Master’s degree preferred.
  • Proven experience in strategic planning, business analysis, or project management, ideally within financial or investment sectors.
  • Strong analytical skills with the ability to process data and generate actionable insights.
  • Excellent communication, presentation, and leadership abilities.
  • Proficiency in planning tools, project management software, and data visualization platforms.
  • Exceptional organizational skills with a keen attention to detail.
  • Ability to work in a dynamic environment, manage multiple priorities, and drive results.

Why Join Bethlehem Capital:

As a Planning Manager at Bethlehem Capital, you will be at the heart of driving strategic growth and operational efficiency. You’ll collaborate with experienced teams, influence high-level decisions, and contribute directly to shaping the future of the firm. We offer a supportive environment that values innovation, continuous improvement, and professional development.

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