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Operation planning & performance manager

Liverpool (Merseyside)
Alexander Lloyd
Performance manager
Posted: 13h ago
Offer description

Alexander Lloyd are looking for a strategic and analytically driven leader to design and deliver high-quality management information, forecasting, and performance insight. This role plays a critical part in supporting operational delivery and long-term planning, ensuring services are resourced effectively and aligned to a strong member-first vision.


You will develop and embed a robust framework for capacity planning, performance insight, and trend analysis across Member Services, enabling evidence-based decision-making and continuous improvement.

Key Accountabilities


Reporting & Forecasting

* Design and deliver operational reporting and forecasting that provides clear performance insight and informs future planning.
* Establish and maintain a baseline set of planning assumptions, regularly reviewed to support effective capacity management.
* Continuously refine reporting and forecasting frameworks to reflect evolving operational and strategic needs.


Insight & Challenge

* Provide actionable insight and constructive challenge to senior management, embedding a culture of evidence-based decision-making.
* Support change prioritisation through impact analysis and performance forecasting.
* Contribute to client and stakeholder reporting with clear, data-driven insights.


Innovation & Problem Solving

* Develop innovative and pragmatic solutions to management information challenges, including working effectively in data-constrained environments.
* Demonstrate curiosity and rigour in understanding data sources, partnering closely with Member Services teams to improve data integrity and reliability.
* Design and deliver productivity impact assessments to support change initiatives, including business case development and benefit realisation.


Governance & Collaboration

* Establish and lead governance routines and planning forums to ensure insights are reviewed, understood, and embedded in operational decision-making.
* Collaborate with Member Services leadership and MI teams to align forecasting, planning, and resourcing with business priorities.
* Influence recruitment and resourcing decisions to balance capacity and demand, taking account of strategic, industry, and legislative change.


Platform Coverage

* Ensure reporting and forecasting reflect end-to-end operational realities across the full pension administration platform.

Experience Required

* Proven experience designing and delivering operational reporting and forecasting within a complex service environment
* Track record of leading performance insight functions and translating data into strategic and operational decisions
* Experience applying operating models to improve service delivery and resource planning
* Experience supporting change initiatives through impact analysis, productivity modelling, and benefit realisation

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