Business Analyst, Capacity Planning

Reserv; Atlanta (GA); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous health-insurance package

401(k) plan with employer matching

Competitive PTO policy

Family leave policy

Work from anywhere

Quality-of-life equipment

Job summary

A cutting-edge insurtech company in Atlanta is looking for an Operations Analyst specializing in Capacity Planning. The successful candidate will oversee forecasting for customer claims, ensuring the organization is well-staffed to meet efficiency goals. This role requires 5+ years of experience in analytics or finance, advanced Excel skills, and a strong analytical background. The company fosters an inclusive culture and offers a range of benefits, including a generous health insurance package and a flexible work environment.

Qualifications

• 5+ years of experience in claims forecasting and capacity planning.
• Advanced Excel proficiency with complex formulas.
• Strong analytical skills with large datasets.
• Excellent written and verbal communication skills.
• Organizational and project management skills.

Responsibilities

• Own capacity planning and operational volume forecasting.
• Maintain and evolve the claim volume and headcount model.
• Prepare forecasts and scenario analyses for workforce planning.
• Communicate forecasting results to stakeholders.
• Train team members on model functionality.
• Communicate forecasting results and recommendations to senior leaders and directors.

Skills

Forecasting

Data analysis

Excel proficiency

Project management

Communication skills

Communication

Tools

Excel

SQL

Job description

About Reserv

Reserv is an insurtech creating and incubating cutting‑edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture‑backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long‑standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike.

Job Description

We have ambitious (but attainable!) goals and need people who can work in an evolving environment. If building a leading TPA and the prospect of tackling the long‑standing challenges of the claims role sounds exciting, we can’t wait to meet you.

About the role

We’re hiring an Operations Analyst, Capacity Planning to be the primary owner of forecasting customer claim volume and corresponding headcount needs across our rapidly scaling organization. In this role, you will steward our workforce capacity planning process, maintain and iterate on our claims forecasting model, and partner cross‑functionally with our finance, operations, and account management teams to inform critical workforce decisions. You will ensure forecast inputs are accurate and auditable, surface meaningful insights, and support leadership decision‑making to directly influence staffing strategy for hundreds of employees. This is a high‑impact role at the center of how we plan, scale, and invest in our operational capacity and rigor.

Responsibilities

• Be the principal owner of capacity planning and operational volume forecasting to ensure that we are sufficiently staffed for customer programs while meeting internal productivity and efficiency targets.
• Maintain and evolve our claim volume and headcount model (currently Excel‑based) to reflect changing business requirements, new initiatives, and company growth.
• Gather, coordinate, and consolidate data from multiple sources and internal teams on a regular basis.
• Prepare forecast outputs and scenario analyses to support regular workforce planning discussions.
• Identify and report discrepancies between projected and actual results and provide insights on utilization, capacity constraints, and risk signals.
• Communicate forecasting results and recommendations to stakeholders, including senior leaders and functional directors, to drive actionable insights and support decision‑making.
• Partner with finance to align headcount needs with budgeting and planning cycles.
• Troubleshoot complex spreadsheets and resolve breaks or formula issues quickly and with precision.
• Maintain clear documentation, versioning, and training materials for the forecasting process.
• Train other team members on model functionality and ensure shared understanding of assumptions and outputs.

Requirements

• 5+ years of experience in claims forecasting, capacity planning, analytics, finance, operations, and/or business intelligence in the insurance and claims space.
• Advanced Excel proficiency with experience in complex formulas (e.g., INDEX/MATCH), pivot tables, and data integrity checks.
• Demonstrated ability to own a complex forecasting model, maintain it, and troubleshoot issues with minimal oversight.
• Strong analytical skills with experience working with large and complex datasets or incomplete datasets and making defensible assumptions.
• Strong attention to detail with a bias toward high‑quality, reliable outputs.
• Excellent written and verbal communication skills, including the ability to explain technical concepts to non‑technical audiences.
• Strong organizational and project management skills, with the ability to manage deadlines across recurring workflows and coordinate with cross‑functional partners.
• Preferred experience using SQL to extract, validate, and analyze operational datasets.
• Preferred exposure to actuarial concepts or actuarial experience, particularly in environments involving claims forecasting, loss trends, or insurance‑related operations.

Benefits

• Generous health‑insurance package with nationwide coverage, vision, & dental.
• 401(k) retirement plan with employer matching.
• Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
• Generous family leave policy after 8 months of continuous work.
• Work from anywhere to facilitate your work life balance.
• Apple laptop, large second monitor, and other quality‑of‑life equipment you may want. Technology is something that should make your life easier, not harder!

Additionally, we will

• Listen to your feedback to enhance and improve upon the long‑standing challenges of an adjuster and the claims role.
• Work toward reducing and eliminating all the administrative work from an adjuster role.
• Foster a culture of empathy, transparency, and empowerment in a remote‑first environment.

At Reserv, we value diversity in backgrounds, perspectives, and life experiences and believe that diversity in viewpoints and critical thinking drives innovation, first‑principles thinking, and success. We welcome applicants from all backgrounds and encourage those from all walks of life to apply. If you believe you are a good fit for this role, we would love to hear from you!