Planning Forecaster

JPMorgan Chase & Co.; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in Edinburgh seeks a Planning Forecaster to analyse and build short and long-term forecasts for service operations in the UK and international markets.

You will partner across lines of business to drive performance through accurate forecasts and service level optimisation. The role requires strong forecasting experience, cross-functional collaboration, and the use of AI in data insights.

Qualifications

• Forecasting experience essential.
• Knowledge of cross-functional planning practices.
• Strong business analysis, reporting and problem-solving skills.
• Experience using AI to leverage data insights.
• Proven experience leading or supporting projects.
• Proficient in Microsoft Office: Excel, PowerPoint, Word, Outlook.
• Ability to influence and collaborate across teams.

Responsibilities

• Perform root cause and trend analysis using historical data to identify opportunities and provide strategic recommendations.
• Produce accurate volume projections from long-term planning to interval scheduling.
• Partner with Marketing, Product, Strategy and ML teams to understand data inputs for future volumes.
• Leverage AI to enhance analytical insights.
• Support project workstreams, providing guidance to senior leadership.
• Demonstrate leadership and process-improvement capabilities.
• Perform ad hoc duties as required.

Skills

Forecasting

Cross-functional planning

Data analysis

Microsoft Excel

Stakeholder management

AI for data insights

Project leadership

Communication

Tools

Excel

PowerPoint

Word

Outlook

JIRA

Looker

Salesforce

AWS

Job description

Planning Forecaster

Are you looking for new exciting opportunity to leverage your analytical skills?

As a forecasting specialist within the planning team of the International Consumer Bank Business, you will be responsible for the analysis and build of a range of short and long term forecasts across our service operations in the UK and international markets. Partnering with various lines of business, you will drive key performance standards through the delivery of accurate forecast projections and service level optimisation.

Job responsibilities

• Perform root cause and trend analysis, using historical business performance data, to identify areas of opportunity and provide strategic recommendations.
• Production accurate volume projections, ranging from long-term planning to interval level scheduling, ensuring high standards of efficiency and performance.
• Partnering with various functions, including, Marketing, Product, Strategy, and Machine Learning, in understanding key data points feeding into future business volumes and performance.
• Leveraging use of Artificial Intelligence in the enhancement of analytical insights.
• Supporting various project workstreams, providing guidance and recommendations to senior leadership.
• Demonstrable leadership and process improvement capabilities.
• Ad hoc duties as required.

Required qualifications, skills, and capabilities

• Forecasting experience is essential
• Knowledge of cross-functional planning practices
• Experience working in a dynamic, fast-paced environment
• Strong business analysis, reporting, and problem-solving skills
• Use of generative Artificial Intelligence in leveraging data insights
• Proven experience leading or supporting project initiatives
• Microsoft Office skills – Excel, PowerPoint, Word, Outlook
• Ability to partner and work collaboratively with others
• Demonstrated ability to influence people at a variety of levels internally and externally

Preferred qualifications, skills, and/or capabilities

• Experience in financial services would be preferable
• Experienced in using business information, and workforce management platforms, and tools, including: Amazon (AWS), NICE WFM, Alvaria WFO, Salesforce, JIRA, Alteryx, Looker
• Working knowledge of telephony/call routing
• Preferred, non-essential experience in financial services and/or planning role

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