Posted On: 7-11-2022
Position Title: Long Range Resource Planning Advisor
Job Location: Remote—Work at Home- United States
Apply Online:—-Resource-Planning-Lead-Analyst—Work-from-home_22006390
Contact: Natalie Smetanka

22006390 Long Range –  Resource Planning Advisor- Work from home

This position is responsible for designing, delivering and maintaining the Long Term demand forecasting and supply planning needs, enabling the Customer Organization achieve business goals by optimizing operational performance. It will develop a formal outlook process that will aid in identifying, in advance, excess/shortfalls in staff.

Accurate demand forecasts are essential for managing the cost and quality of the service we provide to our customers. As the Resource Planning Lead Analyst, you are responsible for long range forecasting, project analysis, consolidation of actual volume and cost information and ad hoc analytical support.  The Resource Planning Advisor collaborates with finance, operations partners and others to ensure the accuracy of our financial results, variance drivers, and risk mitigation plan.

Responsibilities include identifying, reengineering, and implementing capacity planning and forecasting outlook improvements to optimize business outcomes, operational efficiencies, and improve cost. This position will possess strong project management, interpersonal skills and exhibit initiative and intuitive thinking. Frequently involved in matters that require solutions based on complex, analytical, thought. Improve processes and utilize tools that create the ability to tell the story in an effective way. In working with our matrix partners, this position is also responsible for ensuring that Workforce Management outcomes enable proactive, accurate and timely business decisions, and provides transparency into what levers can be pulled to maximize opportunities with the excess/shortfalls in staff.  As an organization, this will result in better planning models to make sound decisions, which ultimately leads to better operating expense outcomes and better service to our customers.

  • Requires solution-based strategic thinking to enable the business to operate as lean as possible without sacrificing quality or risking metric results
  • Analytical expertise to deliver forecasting models that are both statically sound and easily explained
  • Analyze customer data such as contact volume, communications, and client or internal business changes, maintain and improve inbound member call forecasting models
  • Partner with teams across the broader enterprise to understand operational processes and requirements, and to identify continuous improvement strategies
  • Leverage data and predictive analysis to clearly articulate problems and influence decisions that support the strategic direction
  • Advise senior management of potential budgetary risks and coordinate with appropriate departments to resolve gaps, output issues, or other problems
  • Ability to work with minimal supervision, prioritize work, set goals and complete work by designated deadlines
  • Proven track record of process improvements and delivering measurable results; creative problem solver with ability to think beyond current state
  • Ability to build effective partnerships and alliances across all levels of stakeholders
  • Influence and negotiate to drive decisions; positions oneself to be a partner to drive results within the Business and Finance
  • Lead capacity support meetings – hiring plans, inventory review, and short-term touch points – leveraging capacity knowledge to bring any thoughts, concerns or recommendations to the table; challenge, when appropriate
  • Perform ad-hoc analyses to respond to capacity-related questions from matrix partners
  • Strong team player across all Workforce Management functions
  • Lead and share external best practices with other members of the team


  • BA/BS in Finance, Accounting, Economics or related field preferred; MBA preferred
  • At least 5 years of advanced data analysis with experience developing management processes
  • Experience with financial analytics, resource planning tools and Workforce Management software
  • Demonstrated knowledge of MS Office software, advanced Excel (v-lookups, pivot tables, macros)
  • Exceptional verbal and written communication skills with demonstrated ability to research, problem solve, trouble shoot, lead, influence and partner across a matrix organization
  • Strong relationship building  and leadership skills to collaborate with multiple matrix partners to help the organization understand forecasted and actual work volumes, productivity rates and staffing levels
  • Demonstrates advanced presentation skills to prepare, deliver, and ensure understanding of information and processes across service operation audiences
  • Ability to use data to “tell the story” in a cohesive manner
  • Demonstrated ability to independently lead a multi-functional planning team, supporting complex initiatives and to drive outcomes
  • Experience in creating strategic and detailed operations plans, advanced data management skills and/or project management required


  • 5+ years progressive experience as a business operations analyst with forecasting and budgeting experience
  • Experience  in modeling sequential data, statistical forecasting, and time series models (ARIMA, SARIMA with seasonality and trends)
  • Proficient knowledge of SQL, Hyperion; experience with R, Python and Alteryx
  • Experience in multiple Workforce Management roles is a plus