Senior Forecast Planning Analyst

Healthfirst; Town of Florida (NY); Hybrid; USD 61,000 - 100,000; Full time

Job summary

Healthfirst in New York seeks a Workforce Enablement Senior Forecast Planning Analyst to lead forecasting quality, capacity planning, and performance oversight across a multichannel contact center including BPO partners. The role audits outputs, validates assumptions, and aligns forecasts with business objectives.

You will translate demand into staffing strategies and deliver strategic insights to leadership.

Qualifications

• High School Diploma or GED required.
• Experience in forecasting, workforce management (WFM), capacity planning, or data analytics preferred.
• Experience supporting forecasting processes in contact center or operations environments.
• Familiarity with trend analysis, seasonality, and variance analysis.
• Experience handling large datasets, data validation, and interpretation.
• Proficient in Excel (pivot tables, formulas, data manipulation).
• Experience tracking and reporting KPIs and performance metrics.

Responsibilities

• Support leadership with forecasting quality and performance oversight by auditing outputs and validating assumptions.
• Own end-to-end multichannel forecasting including model development and performance tracking.
• Translate forecasts into capacity plans considering shrinkage and operational constraints.
• Monitor and report on forecasting performance through KPI tracking and deliverables.
• Escalate risks and drive corrective actions as needed.
• Provide data-driven insights to leadership for decision making.
• Develop and refine forecasting models using statistical methods and inputs to improve accuracy.
• Drive continuous improvement of forecasting methodologies and tools.
• Develop, maintain, and enhance SOPs for forecasting and planning processes.
• Own shrinkage assumptions development to improve workforce planning accuracy.
• Create and analyze ad hoc forecasting scenarios and translate impacts into actionable plans.

Skills

Forecasting

Workforce management

Capacity planning

Data analytics

Education

High School Diploma or GED

Tools

Excel

SQL

Tableau/Power BI

Job description

The Workforce Enablement Senior Forecast Planning Analyst is responsible for leading forecasting quality, capacity planning, and performance oversight across a multichannel contact center environment, including internal operations and Business Process Outsourcing (BPO) partners. This role ensures the accuracy, consistency, and strategic alignment of forecasts by auditing outputs, validating assumptions, and driving adherence to performance targets and business objectives Th analyst owns end-to-end forecasting and capacity planning for key business segments, translating demand forecasts into actionable staffing strategies. The analyst monitors forecasting performance, optimizes models and methodologies, and provides visibility into risks, opportunities, and operational impacts. Acting as a strategic partner to leadership, the incumbent delivers data-driven insights, supports decision-making, and drives continuous improvement across forecasting, planning, and workforce management processes.

Duties and Responsibilities

• Support leadership with eforecasting quality and performance oversight by auditing outputs, validating assumptions, and ensuring alignment with accuracy targets and business objectives
• Own end-to-end multichannel forecasting (e.g., calls, chat, digital, outreach) including model development, maintenance, and performance tracking
• Translate forecasts into capacity plans, incorporating shrinkage, staffing requirements, and operational constraints across internal teams and BPO partners
• Monitor and report on team and forecasting performance through KPI tracking, deliverables, and workflow progress
• Assist with operational accountability by maintaining visibility into workload, timelines, and completion status; escalat risks and drive corrective actions as needed
• Act as a strategic partner to leadership by providing clear reporting, surfacing risks, and recommending data-driven actions
• Develop and refine forecasting models using statistical methods and business inputs via Verint to improve accuracy and reduce bias
• Drive continuous improvement by identifying inefficiencies, enhancing forecasting methodologies, and supporting implementation of tools and best practices
• Develop, maintain, and enhance standard operating procedures (SOPs) to ensure consistency and scalability across forecasting and planning processes
• Own the development and optimization of shrinkage assumptions, leveraging data analysis and business insights to improve workforce planning accuracy
• Create and analyze ad hoc forecasting scenarios (e.g., member outreach campaigns, operational changes, BPO shifts), translating impacts into actionable planning recommendations

Minimum Qualifications

• High School Diploma or GED from an accredited institution
• Working experience in forecasting, workforce management (WFM), capacity planning, or data analytics
• Working experience supporting or owning forecasting processes in a contact center or operations environment
• Working experience using core forecasting concepts including trend analysis, seasonality, and variance analysis
• Experience working with large datasets and performing data validation, analysis, and interpretation
• Work experience using Excel (e.g., pivot tables, formulas, data manipulation)
• Experience tracking and reporting on performance metrics and KPIs

Preferred Qualifications

• Proven experience developing, maintaining, and improving forecasting and capacity planning models
• Experience with multichannel contact center environments and/or BPO/vendor forecasting and planning
• Strong proficiency in data analysis tools (e.g., Excel, SQL, and/or BI tools such as Tableau, Power BI)
• Ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment
• Experience developing documentation and SOPs to support scalable processes
• Strong communication skills with the ability to translate data into actionable insights for business stakeholders and meet deadlines in a fast-paced environment

WE ARE AN EQUAL OPPORTUNITY EMPLOYER.

HF Management Services, LLC complies with all applicable laws and regulations. Applicants and employees are considered for positions and are evaluated without regard to race, color, creed, religion, sex, national origin, sexual orientation, pregnancy, age, disability, genetic information, domestic violence victim status, gender and/or gender identity or expression, military status, veteran status, citizenship or immigration status, height and weight, familial status, marital status, or unemployment status, as well as any other legally protected basis.

HF Management Services, LLC shall not discriminate against any disabled employee or applicant in regard to any position for which the employee or applicant is otherwise qualified.

If you have a disability under the Americans with Disability Act or a similar law and want a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to [e-mail] or calling 212-519-1798 . In your email please include a description of the accommodation you are requesting and a description of the position for which you are applying.

Thank you for considering a career with HF Management Services, LLC.

Know Your Rights All hiring and recruitment at Healthfirst is transacted with a valid “@healthfirst.org” email address only or from a recruitment firm representing our Company. Any recruitment firm representing Healthfirst will readily provide you with the name and contact information of the recruiting professional representing the opportunity you are inquiring about. If you receive a communication from a sender whose domain is not @healthfirst.org, or not one of our recruitment partners, please be aware that those communications are not coming from or authorized by Healthfirst. Healthfirst will never ask you for money during the recruitment or onboarding process.

Hiring Range*: Greater New York City Area (NY, NJ, CT residents): $68,900 - $99,620 All Other Locations (within approved locations): $61,300 - $91,120

As a candidate for this position, your salary and related elements of compensation will be contingent upon your work experience, education, licenses and certifications, and any other factors Healthfirst deems pertinent to the hiring decision.

• In addition to your salary, Healthfirst offers employees a full range of benefits such as, medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions (all benefits are subject to eligibility requirements).

Healthfirst believes in providing a competitive compensation and benefits package wherever its employees work and live.

*The hiring range is defined as the lowest and highest salaries that Healthfirst in “good faith” would pay to a new hire, or for a job promotion, or transfer into this role.

Healthfirst is New York’s largest not-for-profit health insurer offering it’s nearly 1.7 million members access to high-quality, affordable healthcare. As part of the community for nearly 30 years, Healthfirst’s unique advantage is rooted in its belief that good health doesn’t start in a doctor’s office. The company’s mission is to put its members first by working closely with care providers and community leaders to address broader issues that can impact health and well-being. This value-based care model is the foundation of the company’s sustained growth in one of the most dynamic markets in the country. So, if you are passionate about what you do and want to work for a company that is focused on the future and dedicated to making a difference in people’s lives, then Healthfirst is for you.