Head Operational MI and Planning and Insights: People's Partnership

Job Description

Posted Wednesday, 5 August 2026 at 01:00

Do you want a rewarding career with a growing organisation where people come first?

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.

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.

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”.

Once you’ve submitted your application, a member of our Talent Team will review it and contact you if your skills and experience match the job profile.

We’re looking for people who share our values, and we want to help bring out the best in you.

Interviews with us are a two-way process. You’ll have the opportunity to show us why you’re right for the role, and we want you to learn more about us too.