Senior Analyst - Forecasting/Capacity Planning

4062 Aetna Resources, LLC; United States; On-site; USD 47,000 - 112,000; Full time

Benefits offered by this job

Bonus program

Comprehensive benefits

Paid time off

Retirement savings

Wellness program

Job summary

CVS Health seeks a Senior Analyst - Forecaster to own workforce forecasts, capacity plans, and staffing recommendations that support operations and budgeting. You will partner with Operations, Finance, and Workforce teams to transform data into actionable insights guiding hiring, overtime, and efficiency initiatives.

You will develop and maintain forecasting models, conduct scenario planning, and communicate risks and opportunities to leadership.

Qualifications

• 3+ years of workforce management, forecasting, capacity planning, analytics, operations planning, or related experience.
• Strong analytical and quantitative problem-solving skills.
• Advanced Microsoft Excel skills.
• Experience with large data sets and workforce analytics tools.
• Experience with NICE, Verint, Aspect, Five9, Cisco; Power BI, SQL, Tableau, or similar platforms.
• Knowledge of forecasting methodologies, capacity planning, Erlang concepts, queueing theory, and workforce optimization.

Responsibilities

• Develop short-, mid-, and long-range workload forecasts.
• Create volume, inventory, productivity, and workload projections.
• Identify trends, seasonality, growth patterns, and drivers impacting staffing.
• Maintain forecasting models and improve forecast accuracy.
• Translate forecasts into staffing requirements and FTE recommendations.
• Develop capacity plans aligned with forecasted demand.
• Support annual budgeting and workforce investment decisions.
• Conduct what-if analyses and scenario planning.
• Provide staffing recommendations and cross-training opportunities.

Skills

Forecasting

Capacity planning

Analytics

Excel

Power BI

SQL

Tableau

Communication

Education

Bachelor's degree

Tools

NICE

Verint

Aspect

Five9

Cisco

Power BI

SQL

Tableau

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary

The Senior Analyst - Forecaster is responsible for developing, maintaining, and continuously enhancing workforce forecasts, capacity plans, and staffing recommendations that enable the organization to meet operational, financial, and COE objectives. This role serves as a strategic business partner to Operations leadership by transforming operational data into actionable workforce intelligence that drives staffing decisions, budget planning, and long-term workforce strategy. The Forecaster owns forecasting methodologies, assumptions, scenario modeling, and forecast accuracy analysis across multiple lines of business. This position collaborates with Operations, Finance, Workforce Management, Reporting, and Business Partners to identify staffing risks, opportunities, and workforce optimization strategies.

Key Responsibilities

Workforce Forecasting

• Develop short-term, mid-range, and long-range workload forecasts.
• Create incoming volume, inventory, productivity, and workload projections using statistical and business-driven forecasting methods.
• Identify trends, seasonality, growth patterns, and operational drivers impacting future staffing demand.
• Maintain forecasting models and continuously improve forecast accuracy.

Capacity Planning

• Translate workload forecasts into staffing requirements and FTE recommendations.
• Develop capacity plans that align workforce supply with forecasted demand.
• Evaluate staffing impacts related to business initiatives, regulatory changes, product launches, and operational improvements.
• Support annual budget planning and workforce investment decisions.

Scenario Modeling & Workforce Strategy

• Conduct what-if analyses and scenario planning.
• Assess the workforce implications of growth, attrition, productivity changes, automation initiatives, and business strategy shifts.
• Provide recommendations to leadership regarding staffing levels, hiring plans, overtime utilization, cross-training opportunities, and workforce optimization strategies.

Forecast Governance & Methodology

• Establish and maintain standard forecasting methodologies, assumptions, and data definitions.
• Monitor forecast-to-actual performance and perform root cause analysis on variances.Document forecasting processes and ensure compliance with enterprise workforce management standards.
• Drive continuous improvement initiatives related to forecasting accuracy and workforce planning processes.

Workforce Intelligence & Analytics

• Analyze operational performance, productivity, workload trends, and workforce utilization metrics.
• Develop executive-level insights and recommendations using workforce data.
• Create reports, dashboards, and presentations that communicate workforce risks, opportunities, and recommendations.
• Partner with Workforce Intelligence, Scheduling, Real-Time Operations, and Business Partners to ensure alignment across workforce management disciplines.

Stakeholder Partnership

• Serve as a trusted advisor to operational leaders.
• Participate in strategic planning discussions to understand demand drivers and future business needs.
• Present forecasts, capacity plans, staffing recommendations, and workforce risks to leadership audiences.
• Collaborate with Finance, Operations, and Workforce Management leaders to support informed decision-making.

Required Qualifications

• 3+ years of workforce management, forecasting, capacity planning, analytics, operations planning, or related experience.
• Strong analytical and quantitative problem-solving skills.
• Advanced Microsoft Excel skills.
• Experience working with large data sets and workforce analytics tools.
• Experience with NICE, Verint, Aspect, Five9, Cisco Experience with Power BI, SQL, Tableau, or similar workforce and analytics platforms.
• Knowledge of forecasting methodologies, capacity planning, Erlang concepts, queueing theory, and workforce optimization principles.
• Ability to communicate complex analytical concepts to business leaders.

Preferred Qualifications

• Workforce Management experience supporting contact center and back-office operations.
• Experience supporting multi-skill, multi-channel, or enterprise workforce environments.

Education

Bachelor's degree in Business, Finance, Mathematics, Statistics, Economics, Operations Management, or related field, or equivalent experience

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $46,988.00 - $112,200.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 11/06/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.