Senior Analyst – Workforce Planning
Core
Senior Analyst supporting workforce planning for operational and customer-facing teams in Wealth & Investments to ensure the right people are in the right place at the right time.
Role type
Senior Analyst (Workforce Planning)
Builds
Data-driven forecasts, insights, and capacity plans for customer service teams
Domain
Financial Services (Wealth & Investments)
Deliverable
dashboards & analysis
Required skills
Forecasting, capacity planning, data analysis, advanced Excel, numeracy, data literacy, problem-solving
Preferred skills
Power BI, Power Query, Wealth and Investment business knowledge
Responsibilities
Leading meetings with senior colleagues, identifying trends and analyzing data to provide recommendations, engaging with partner teams to understand business change, completing 'what if' assessments for changing requirements, tracking operational FTE movements and their impact on cost/budget/service, supporting recruitment and multiskilling decisions, identifying process improvements
Seniority
Senior, hands-on IC
