Work Management Planning Analyst

Posted 25 Days Ago
Be an Early Applicant
4 Locations
In-Office
67K-131K Annually
Mid level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
As a Work Management Planning Analyst, you will forecast staffing needs, analyze data for business decisions, and optimize workforce planning while communicating insights effectively to stakeholders.
Summary Generated by Built In

"I can succeed as a Work Management Planning Analyst at Capital Group"

In this role, you’ll not only produce accurate forecasts and staffing assessments for Work Management clients at American Funds Service Group but also monitor and refine forecasting models to improve accuracy over time. You’ll conduct forecasting and staff scenario modeling to evaluate the impact of business changes, communicate results and recommendations to stakeholders, and analyze the operational and financial impact of staffing decisions. You’ll proactively identify risks and opportunities, maintain clear documentation of forecasting processes, and collaborate on strategic initiatives to optimize workforce planning. Adaptability and a commitment to continuous improvement are essential as you respond to evolving business needs.

I am the person Capital Group is looking for

  • I have 3+ years of forecasting and/or staff planning experience

  • I analyze data and build forecasting models to support staffing and business decisions.

  • I demonstrate full knowledge of work management systems, tools, and processes, and apply them effectively to assignments.

  • I have experience with utilizing long-range planning tool(s) 

  • I use data visualization and statistical tools (Alteryx, SQL, Tableau) with intermediate proficiency to present actionable insights.

  • I gather and interpret information from multiple sources to develop effective staffing plans.

  • I have excellent communication skills and can present complex data concepts to leadership in clear, simple, and effective terms, building trusting relationships and influencing strategic decision-making.

  • I identify trends, issues, and inconsistencies in data, ensuring quality and consistency.

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San Antonio Base Salary Range: $67,148-$107,437

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Orange County Base Salary Range: $81,710-$130,736

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Hampton Roads Base Salary Range: $68,906-$110,250

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Indianapolis Base Salary Range: $71,519-$114,430

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Top Skills

Alteryx
SQL
Tableau
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The Company
HQ: Los Angeles,, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

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