Workforce Management Analyst

Job Purpose

The Workforce Management Analyst is responsible for forecasting workload, building staffing models, and optimizing resource allocation to ensure efficient service delivery. This role analyzes historical trends, monitors real-time performance, and partners with leadership to align staffing with business demand while maintaining service level targets and cost efficiency.

Key Responsibilities

Forecasting & Planning

• Develop short- and long-term forecasts for workload, volume, and staffing needs using historical data and business inputs.
• Build and maintain staffing models to support hiring plans and operational strategy.
• Analyze trends, seasonality, and business drivers to improve forecast accuracy.

Scheduling & Capacity Management

• Create and optimize staff schedules to align with forecasted demand.
• Ensure appropriate coverage across channels including calls, cases, consultations, and internal requests.
• Adjust schedules based on changing business conditions.

Real-Time Monitoring

• Monitor intraday performance against service level goals.
• Identify gaps between forecasted and actual performance and recommend corrective actions.
• Coordinate with operations leaders on real-time staffing adjustments.

Reporting & Analytics

• Produce regular reports on key metrics such as service level, utilization, adherence, occupancy, and backlog.
• Analyze performance data to identify opportunities for efficiency and improvement.
• Build dashboards and visualizations using tools such as Power BI, Tableau, or Salesforce reporting.

Process Improvement

• Identify inefficiencies in workflows and recommend data-driven improvements.
• Support implementation of workforce management tools, processes, and best practices.
• Continuously refine forecasting models and assumptions.

Stakeholder Collaboration

• Partner with operations, leadership, HR, and finance on staffing strategies.
• Communicate insights and recommendations clearly to non-technical stakeholders.
• Support capacity planning for new initiatives, products, or service offerings.

Required Qualifications

• Bachelor’s degree in Business Administration, Finance, Data Analytics, or a related field.
• 2 years of experience in workforce management, operations analytics, or a similar role.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel including pivot tables, modeling, and forecasting techniques.
• Experience with reporting or BI tools such as Power BI or Tableau.
• Strong communication skills with the ability to present insights to non-technical stakeholders.

Preferred Qualifications

• Experience in a service-based environment such as a call center, professional services, legal, or consulting organization.
• Familiarity with workforce management platforms such as NICE CXone, Genesys, or Verint.
• Experience working with CRM systems such as Salesforce.
• Knowledge of forecasting methodologies including time series or regression analysis.
• Experience with SQL or data modeling.

Performance Metrics

Forecast Accuracy

• Measured by accuracy of volume and handle time forecasting.

Service Level Attainment

• Measured by achievement of service level targets and operational KPIs.

Schedule Effectiveness

• Measured by adherence, utilization, and staffing alignment with demand.

Operational Efficiency

• Measured by improvements in productivity, cost efficiency, and staffing variance.

About Anderson

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.