Platform Solutions, Financial and Headcount Planning, Analyst

Goldman Sachs, Inc.; Richardson (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Goldman Sachs Platform Solutions is seeking an Analyst who will serve as a bridge between Credit Card Operations, Workforce Management, and Finance, supporting strategic planning, headcount forecasting, and operational reporting to drive business impact.

You will partner with WFM planners to produce headcount and expense forecasts, assist in budget reviews, deliver operating metrics and dashboards, and help prepare materials for monthly reviews and executive updates.

Qualifications

• Bachelor's degree in Finance, Business Analytics, or related field.
• 1–3 years in financial planning, operations analysis, or workforce management.
• Proficient with Excel, PowerPoint and enterprise reporting tools.
• Strong analytical, communication and organizational skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Financial and headcount planning with forecasts and budgets.
• Develop operational reports and dashboards for leadership reviews.
• Collaborate cross-functionally with Operations and Finance on reviews.
• Contribute to strategic initiatives and communicate across teams.

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in Finance, Business Analytics, or related field

Tools

Excel

PowerPoint

Enterprise reporting tools

Job description

Job Description

PLATFORM SOLUTIONS

In Platform Solutions (PS), we power clients with innovative and customer-centered financial products. We bring the best qualities of a technology player and combine that with the best attributes of a large bank.

Enterprise Partnerships, consumer financial products that companies embed directly within their ecosystems to better serve their end customers.

JOB SUMMARY

This Analyst will serve as a conduit between Credit Card Operations, Workforce Management (WFM), and Finance. The role is designed to support strategic planning, headcount forecasting, and operational reporting, while driving analytical rigor and business impact across the organization.

RESPONSIBILITIES

Financial & Headcount Planning

• Partner with WFM long-term planners to produce headcount and expense forecasts for contact center agents
• Support budget reviews ensuring alignment with budget cycles and operational goals

Operational Reporting & Metrics

• Work with the Chief of Staff team to deliver operating metrics and performance dashboards
• Assist in preparing materials for monthly business reviews and executive updates.

Cross-Functional Collaboration

• Act as a liaison between Operations and Finance supporting contract reviews and implementation oversight

Strategic Support & Ownership

• Contribute to initiatives that challenge assumptions, manage expectations, and communicate effectively across teams.

QUALIFICATIONS

• Bachelor’s degree in Finance, Business Analytics, or related field.
• 1-3 years of experience in financial planning, operations analysis, or workforce management.
• Proficiency in Excel, PowerPoint, and enterprise reporting tools.
• Strong analytical, communication, and organizational skills.
• Ability to work independently and manage multiple priorities.
• Collaborative mindset with a proactive approach to problem-solving.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.