Workforce Management Analyst - Short Term Forecaster

Posted 15 Days Ago
Easy Apply
Hiring Remotely in United States
Remote
Mid level
Fintech • Financial Services
​​We’re a forward-looking fintech company helping people to escape a vicious cycle of debt and reach financial freedom.
The Role
The Workforce Real Time Analyst manages call optimization across contact centers, prepares and builds reports for staffing and scheduling, and analyzes trend data for forecasting performance. Responsibilities include updating agent profiles, scheduling agents, and recommending staffing adjustments based on real-time events.
Summary Generated by Built In

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a brighter future.

While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

 


About The Role

We are looking for a Workforce Management Analyst, who understands how to create a short-term staffing demand forecast across multiple workstreams of a contact center. The ideal candidate will possess experience in typical workforce management disciplines: forecasting, staff planning, intermediate level reporting skills, and experience optimizing a workforce in contact center environments.

What You’ll Do:

  • Generate rolling two-week short-term demand forecast (Volume & AHT) for multiple workstreams (Phone)
  • Loads and updates monthly/weekly/daily/interval-level forecasts into WFM system
  • Generates staffing requirements based on forecast projections
  • Analyzes and collects historical trend data to determine future performance for various forecasting assumptions (volume, AHT, shrinkage, occupancy, etc.)
  • Assists Long Term forecasting with the maintenance of historical arrival data patterns within WFM software
  • Prepares, updates, and builds reports to present staffing demand and forecast accuracy measures
  • Engage Scheduling and Real Time management teams providing visibility into upcoming staffing demands
  • Documents Standard workflows and best practices
  • Building, maintaining, and automating reporting for executive and front-line leadership


Job Requirements and Qualifications

  • 3+ years in a contact center environment (required)
  • 2+ years in a Workforce Management (WFM) specialty role and hands-on experience with Community WFM and WFO systems (preferred) or alternatives (Calabrio, Aspect eWFM, NICE IEX, impact360)
  • Proficiency with Microsoft Excel to include making charts, data manipulation, and pivot tables
  • Organizes workday proactively with little oversight
  • Communicates effectively and confidently, offering clear and concise explanations to business partners
  • Investigates and problem-solves in advance, with equal focus on current concerns as well as foresight into future issues that may arise
  • Proven effectiveness in decision-making and consultative analysis


Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

  • Considerable employer contributions for health, dental, and vision programs
  • Generous PTO, paid holidays, and paid parental leave
  • 401(k) matching program
  • Merit advancement opportunities
  • Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions.  No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team.  No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

Top Skills

Excel

What the Team is Saying

Kirill
Ashley
Kushal
Abby
Andrea
Shyam
Susan
Andrew
The Company
Chicago, IL
1,400 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer.

But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.

Why Work With Us

Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.

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Beyond Finance Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a choice between hybrid, remote and in-office work models so you can be where you feel you’ll be the most productive and happy! A few times a year, we gather for in-person departmental meetups, allowing us to share progress and collaborate.

Typical time on-site: Not Specified
Chicago, IL
Dedham, MA
Learn more

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