Strategic WFM Analyst

clipboard; New York (NY); Remote; USD 150,000 - 190,000; Full time

Job summary

Clipboard is seeking a Strategic WFM Analyst to own centralized forecast, capacity planning, and workforce cost optimization across all lines of business. You will translate complex demand forecasts into defensible FTE, BPO, and overtime strategies while modeling capacity risks and aligning with Finance, Product, and Operations.

Strong WFM math and finance analytics are essential, with executive-level communication required.

Qualifications

• Strong quantitative background in WFM fundamentals and forecasting.

Responsibilities

• Translate multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
• Model workforce and financial trade-offs across internal FTEs and BPO.
• Analyze demand-funnel changes and quantify capacity and dollar impact.
• Partner with Finance, Product, and Operations to validate assumptions and staffing commitments.
• Draft executive memos and Weekly Business Reviews for leadership.
• Perform root-cause analyses when actuals deviate from plans and define corrective actions.
• Standardize capacity planning frameworks and templates across LOBs.
• Maintain forecasting competency and audit models across the WFM engine.

Skills

WFM math

Forecasting

Executive memo writing

Tools

SQL

Python

Google Sheets

Job description

About Clipboard

Our mission is to uplift as many communities as possible. We do this through our app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers. This enables hundreds of thousands of people to achieve financial stability for themselves and their families while providing essential care to millions of people across the U.S.

Founded in 2016, we are a remote-first team of over 1,000 people building a top Y-Combinator company and have been profitable since 2022. We’re the leader in Long-Term Care staffing and are rapidly expanding into Home Health, Hospitals, and more, meaning we have more work to do than people to do it, and are growing our team to support millions more people and their communities.

Role Overview

The Strategic WFM Analyst lives in the Core Workforce Management (WFM) Planning & Operations Strategy team and is responsible for owning centralized forecast, capacity planning, workforce cost optimization, and strategic headcount trade-offs across all lines of business (LOBs). Moving beyond traditional scheduling and intraday monitoring, this role acts as a high-judgment governance function, translating complex demand forecasts into defensible FTE, BPO, and overtime spend strategies, modeling capacity risks, and aligning executive stakeholders across Finance, Product, and Operations. You are exceptionally strong in WFM math and financial analytics, exhibit deep strategic curiosity, navigate messy raw data effortlessly, and communicate recommendations with executive-level clarity.

What You’ll Do

• Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.

• Modeling workforce and financial trade-offs across internal FTEs, BPO partners, overtime spend, bonus hours, productivity shifts, and shrinkage.

• Analyzing demand-funnel changes (e.g., product feature rollouts, AI bot deflection shifts) and quantifying their exact capacity and dollar blast radius.

• Partnering directly with Finance, Product, and Operations to validate baseline assumptions, enforce input SLAs, and align on staffing commitments.

• Drafting concise, decision-ready executive memos and Weekly Business Reviews (WBRs) for Directors and leadership.

• Conducting deep-dive root-cause analyses whenever operational actuals deviate from capacity plans and establishing corrective action paths.

• Standardizing capacity planning frameworks, modeling templates, and operating standards across LOBs.

• Maintaining deep forecasting competency to audit models, challenge underlying assumptions, and provide seamless coverage across the broader central WFM engine.

What We’re Looking For

• Strategic WFM Math: Exceptionally strong quantitative background with deep expertise in WFM fundamentals (capacity modeling, Erlang, shrinkage, AHT, SLA/ASA trade-offs) and advanced proficiency in Google Sheets, SQL, or Python.

• Business & Financial Judgment: Demonstrated ability to connect operational queue dynamics directly to dollar exposure, hiring velocity, BPO costs, and SLA risk.

• Executive Communication: Superior strategic writing skills with a natural instinct to distill complex, multi-variable workforce analytics into scannable, 1-2 page decision memos.

• Cross-Functional Influence: Proven ability to establish governance frameworks, challenge bad assumptions with backtested data, and align Finance, Product, and Operations leadership without formal authority.

• Blank-Page Ownership: High comfort operating in ambiguous environments with incomplete data, verifiably isolating what materially matters without requiring step-by-step direction.

• WFM Analyst Profile: Strong core WFM domain expertise with a strategic/Ops spike, not a generalist and not a passive traditional scheduler.

Hiring Process

1. Application

2. Diagnostic Case Study (7-Day Strategic Diagnostic & Modeling Exercise)

3. Technical & Capacity Interview (Francesco Vitone – WFM)

4. Executive Judgment & Strategic Interview (Connor Garrett – Core Operations)

5. Culture Interview (People Ops)

6. Offer