Strategic WFM & Capacity Modeling 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

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.