Senior Workforce Planning Analyst - Forecasting & Insights

Lloyds Bank plc; City of Edinburgh; Hybrid; GBP 41,000 - 49,000; Full time

Benefits offered by this job

Hybrid working

Flexible working options

Extensive benefits package

Job summary

Lloyds Bank plc in Edinburgh is seeking a Senior Analyst in Workforce Planning to join Wealth & Investments. You will forecast capacity, analyse data and provide strategic recommendations to balance customer service needs with cost controls.

The role requires strong Excel skills, Power BI experience, and the ability to present to senior stakeholders. Hybrid working supports two office days per week.

Qualifications

• 3+ years’ experience forecasting and capacity planning in a large organisation.
• Ability to simplify and translate complex stories for a senior audience, written and verbal.
• Analytical curiosity with ability to interpret data and provide recommendations.
• Strong numeracy and data literacy skills.
• Advanced Excel skills for reporting, modeling and analysis.
• Problem-solving approach and proactive mindset.
• Strong collaboration and professional demeanour.
• Experience with Power BI and Power Query.

Responsibilities

• Lead meetings with colleagues up to Head of Function level.
• Identify trends and analyse data to provide recommendations.
• Engage with partner teams to understand change and ambition for the business.
• Perform what-if assessments to gauge impact on customer-facing teams.
• Monitor movements in operational FTE and impact on cost and budget.
• Support recruitment decisions and multiskilling initiatives.
• Develop skills and knowledge within the team and department.
• Identify process and service improvement opportunities.

Skills

Forecasting

Capacity planning

Data literacy

Analytical thinking

Presentation to senior audience

Collaboration

Problem solving

Tools

Power BI

Power Query

Excel

Job description

Lloyds Bank plc in Edinburgh is seeking a Senior Analyst in Workforce Planning to join Wealth & Investments. You will forecast capacity, analyse data and provide strategic recommendations to balance customer service needs with cost controls.

The role requires strong Excel skills, Power BI experience, and the ability to present to senior stakeholders. Hybrid working supports two office days per week.