How to hire a business planning analyst

How to hire a business planning analyst, step by step

Here's a step-by-step business planning analyst hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a business planning analyst job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new business planning analyst
• Step 8: Go through the hiring process checklist

What does a business planning analyst do?

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1. Identify your hiring needs

   The business planning analyst hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A business planning analyst's background is also an important factor in determining whether they'll be a good fit for the position. For example, business planning analysts from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of business planning analysts.

   Type of Business Planning Analyst	Description	Hourly rate
   Business Planning Analyst	Management analysts, often called management consultants, propose ways to improve the efficiency of an organization. They advise managers on how to make organizations more profitable through reduced costs and increased revenues.	$27-48
   Analyst	Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes... Show more	$25-47
   Project Analyst	A project analyst is responsible for overseeing the development of new projects upon completion of data gathering. A project analyst must provide plans and design the project to its full potential... Show more	$25-46

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Project Management
   • HR
   • Financial Analysis
   • Process Improvement
   • Financial Performance
   • Help Support
   • SQL
   • Shared Services
   • Provide Management
   • Supply Chain
   • Visualization
   • Data Analysis
   • Business Analysis
   • Strong Analytical

   Check all skills

   Responsibilities:

   • Lead monthly and quarterly EAC forecasting and consolidate forecasts in support of corporate financial reporting.
   • Test ERP layout to ensure the system is meeting corporate needs.
   • Assist in training curriculum to enable users to explore and interact with ERP data.
   • Write SQL query to retrieve processing volume for each revenue/cost items associate with newly approve merchant accounts.
   • Track the budget periodically by generating reports using Hyperion reporting tool.
   • Monitor and maintain various account reconciliations for internal and external audit requirements, compliance controls, and other special analysis requests.

   More business planning analyst duties

3. Make a budget

   Including a salary range in your business planning analyst job description is one of the best ways to attract top talent. A business planning analyst can vary based on:

   • Location. For example, business planning analysts' average salary in utah is 42% less than in new york.
   • Seniority. Entry-level business planning analysts 43% less than senior-level business planning analysts.
   • Certifications. A business planning analyst with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a business planning analyst's salary.

   Average business planning analyst salary

   $75,822yearly

   $36.45 hourly rate

   ---

   Entry-level business planning analyst salary

   $57,000 yearly salary

   Updated December 18, 2025

   Average business planning analyst salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$96,969	$47
   2	Connecticut	$92,395	$44
   3	District of Columbia	$92,380	$44
   4	Washington	$88,520	$43
   5	Massachusetts	$85,690	$41
   6	California	$84,972	$41
   7	Arizona	$77,960	$37
   8	Missouri	$76,586	$37
   9	Illinois	$74,486	$36
   10	North Carolina	$73,392	$35
   11	Michigan	$72,714	$35
   12	Colorado	$72,248	$35
   13	Georgia	$72,180	$35
   14	Texas	$72,149	$35
   15	Delaware	$71,976	$35
   16	Wisconsin	$71,682	$34
   17	Florida	$68,989	$33
   18	Kansas	$64,949	$31
   19	Tennessee	$63,621	$31

   Average business planning analyst salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Meta	$123,487	$59.37	224
   2	Google	$117,359	$56.42	95
   3	Apple	$111,577	$53.64	22
   4	Neiman Marcus Group	$102,102	$49.09
   5	Citi	$99,602	$47.89	54
   6	Nike	$98,300	$47.26	10
   7	Lyft	$97,527	$46.89	6
   8	Oracle	$92,836	$44.63	822
   9	State Street	$92,184	$44.32	19
   10	Amd	$91,066	$43.78	10
   11	HP	$90,978	$43.74
   12	Yahoo	$90,967	$43.73
   13	Altice USA	$89,409	$42.99	4
   14	Sony Interactive Entertainment America	$89,335	$42.95
   15	Ford Motor	$87,649	$42.14	42
   16	Silicon Valley Bank	$87,391	$42.01
   17	Reuters	$86,983	$41.82
   18	Amazon	$86,475	$41.57	145
   19	Tesla	$85,693	$41.20	1
   20	Yale University	$85,026	$40.88	10

4. Writing a business planning analyst job description

   A business planning analyst job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a business planning analyst job description:

   Business planning analyst job description example

   This position is part of the integrated business planning & demand team and will serve as an analyst for the team supporting the IBP process. Primary duties include, but are not limited to data collection, metrics calculations and the consolidation and distillation of data from multiple sources and teams across Ocean Spray. Discovering insights and creating stories from the data to present in visualizations and PowerPoint formats. The ideal candidate should have the ability to work in a fast-paced, deadline driven and collaborative environment. He/she will thrive in a cross-functional team that spans multiple levels of the organization and be able to participate in the integrated business planning process.
   A Day in the Life of Integrated Business Planning/Demand Analyst:
   Data collection Metrics calculations Consolidate and distill data from multiple sources/teams: sales, inventory, etc.Keeping cross-functional projects organized; oversee and own communication with cross-functional teams Support & participate in integrated business planning process Ad hoc analysis Ad hoc requests
   
   What We Are Looking For:
   Highly proficient with Microsoft suite: Excel, PowerPoint, OutlookProven analytical skills that can both address business questions as well as discover issues from data Exceptional communication and organizational skills Solid problem solving skills PowerBI and data visualization experience a plus
   
   Minimum experience:
   Bachelor's degree1-2 yrs business analytics experience
   
   Compensation/Benefits
   Competitive Base SalaryMedical, Dental, and Vision Insurance on day one Performance Bonus 401K with up to 10% in matching contributions Bright Horizons Family Solutions - Back up care, tutoring, etc.Transgender benefits Fertility benefits Tuition Reimbursement ProgramPaid holidays and vacation days Up to $300 Fitness ReimbursementUp to $300 Massage ReimbursementHealth Resources including Free Headspace membership, 1:1 Health Coaching and more.
   
   Who We Are:
   You might have our iconic cranberry juice in your fridge or have gotten into heated holiday debate about what's better - canned or fresh cranberry sauce. But did you know that the hardworking people growing the superfruit in our products are 700 family farmers that own our cooperative? They entrust us with what is most precious to them to create new and innovative products that will delight consumers and grow this beloved brand today and into the future.Team members, farmers, consumers and communities alike--we value what makes us unique and strive to connect our farms to families for a better life by living our values:
   Grower Mindset - We embrace our grower-owners innovative spirit and heritage through confidence, learning and focus on the future.Sustainable Results - Guided by purpose, we are focused on delivering results for our grower-owners.Integrity Above All - We are ethical, doing the right thing for our grower-owners, customers, consumers and each other Inclusive Teamwork - We build diverse and inclusive teams that strengthen our cooperative.
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

   Copy this example

   

5. Post your job

   There are a few common ways to find business planning analysts for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your business planning analyst job on Zippia to find and recruit business planning analyst candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit business planning analysts, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new business planning analyst

   Once you've found the business planning analyst candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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