Workforce Management Forecasting Analyst

What You’ll Do

• Lead the gathering and analysis of data for forecasting purposes, including historical performance data, volume trends, and seasonality patterns.
• Identify and address any deviations from planned staffing levels and service targets.
• Assess forecasting variances and align with business objectives and support strategic decision-making.
• Provide insights and recommendations based on data analysis to drive operational efficiency and improve service delivery.
• Act as a subject matter expert (SME) in advanced forecasting techniques, models, and tools, ensuring forecast accuracy and reliability.
• Conduct regular capacity planning to ensure that staffing levels meet business demands and service level agreements (SLAs).
• Document standard operating procedures (SOPs), guidelines, and best practices related to scheduling, forecasting, and capacity planning.
• Identify opportunities for process improvement within the WFM department and assist in implementing solutions to enhance efficiency and effectiveness.
• Address volume discrepancies and trends, call arrival pattern deviations, and proactive forecasting practices to ensure successful operations.
• Provide insights and recommendations based on data analysis to drive operational efficiency and improve service delivery.

What We Look For

• 5+ years of experience in performing WFM functions (specifically forecasting and capacity planning) in a contact center environment required.
• Strong knowledge and experience with workforce management software (NICE) and telephony systems (e.g., Automatic Call Distributors, IVR systems).
• Excellent working knowledge of Excel or Google Sheets, and the ability to organize/analyze data in a structured manner.
• Focused, self-motivated, and reliable with the ability to stay focused on a task and work independently.
• Ability to build rapport and trust with teams cross-functionally and across all levels.
• Possesses a positive attitude with excellent interpersonal skills and the ability to interact and build solid working relationships with all levels of the organization.
• Ability to work in a team environment and adapt to changing workload and circumstances effectively as well as respond to new information quickly.
• Knowledge of the financial services regulatory environment.
• Ability to maintain and follow Hybrid policy and commutable distance to the office.
• Adhere to all company security policies and data handling procedures.
• Complete mandatory security awareness training within required timeframes.
• Promptly report any suspected security incidents or suspicious activity to the Security team.

Salary

Base Compensation Range: $64,000 - $82,500/yr. 25% annual bonus target, paid quarterly. Company equity in the form of RSUs. This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate’s experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above.

Benefits

• Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans.
• Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits.
• Employer-paid life and disability insurance.
• 11 observed holidays and PTO plan.
• Up to 12 weeks of paid family leave.
• Continuing education reimbursement.