Forecasting & Capacity Analytics Lead — AVP

LPL Financial LLC

Tempe (AZ)

On-site

USD 119,000 - 198,000

Full time

5 days ago
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Benefits offered by this job

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Senior Workforce Planning Leader in Tempe, AZ to own demand forecasting, staffing models, and capacity plans for a multi-skill, multi-channel contact center.

You will transform business strategy into actionable staffing decisions, balancing analytical rigor with operational execution. The role emphasizes collaboration with Operations, HR, and Finance, delivering transparent, data-driven insights and leading strategic workforce initiatives to optimize

Qualifications

  • 10+ years of workforce management experience in a contact center environment.
  • Expertise in forecasting, capacity planning, staffing strategy.
  • Experience with multi-skill, multi-channel contact center operations.
  • Proven leadership of teams or large workforce planning initiatives.
  • Experience with NICE IEX, Excel, Power BI or similar solutions.

Responsibilities

  • Create and maintain enterprise contact center demand forecasts and staffing models.
  • Develop long-term and short-term forecasts and capacity plans.
  • Translate complex data into clear and actionable insights and executive reporting.
  • Partner with Operations, HR, and Finance to align workforce plans with business objectives.
  • Influence stakeholders to build alignment and drive decision-making.

Skills

Forecasting
Capacity planning
Staffing strategy
Shrinkage management
Occupancy
Service level
Stakeholder influence

Education

Bachelor’s degree or equivalent experience

Tools

NICE IEX
Excel
Power BI

Job description

LPL Financial Holdings Inc. is seeking a Senior Workforce Planning Leader in Tempe, AZ to own demand forecasting, staffing models, and capacity plans for a multi-skill, multi-channel contact center.

You will transform business strategy into actionable staffing decisions, balancing analytical rigor with operational execution. The role emphasizes collaboration with Operations, HR, and Finance, delivering transparent, data-driven insights and leading strategic workforce initiatives to optimize

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