Budget & Forecast Analyst – Operations (on-site)

Summary of Position

The Analyst of Workforce Management and Planning is responsible for assisting in the development of the sales plan, labor allocation, and workforce plan for stores and field leadership

The ideal candidate will have experience in workforce management, data analysis, and project management

Will partner with the Manager Workforce Management & Planning and other teams in the organization to design, develop and implement allocation tools for forecasting workload and financial planning

Will assist with writing SQL queries or scripts as needed for ad hoc reporting and analysis

Independent problem solving is required

They will work closely with cross-functional teams, including HR, Operations, Legal, and Finance, to ensure delivery of optimal sales forecasting, allocation, and staffing needs.

Principal Duties and Responsibilities

• Analyze data and provide insights to optimize sales planning, staffing levels, resource allocation, and scheduling.
• Responsible for compiling, analyzing, and providing detailed and summary reports on a as needed basis (daily, weekly, monthly, and quarterly) giving optics on organizational performance.
• Create analytics led performance management models spanning multi-functions with direct / indirect causality, used to inform strategic and operational planning and decision-making.
• Architect enterprise-wide data and analytics transformations pertaining to enterprise data management, reporting automation / simplification, data science, next generation analytics technology / platform etc.
• Develop and maintain workforce models and forecasting tools to ensure accurate projections of sales, allocation, and staffing needs.
• Monitor and report on workforce performance metrics, including productivity, and schedule quality.
• Collaborate with Finance to develop and manage workforce budgets, including labor cost forecasting and variance analysis.
• Identify, assess, and solve complex business problems for area of responsibility, where analysis of situations or data requires an in- depth evaluation of variable factors.
• Assist in cross-functional projects related to workforce management and planning.
• Implement enhancements to allocation tools to include process and system changes.
• Partner with Operational Engineers to evaluate Labor Standards to include establishing the format / algorithms / attributes / drivers to calculate standards in a way that works with the allocation model or Operations Planner.
• Provide analysis for utilization of labor and ad hoc analysis and reporting to demonstrate what if scenarios or model data for impact analysis.
• Respond to field inquiries regarding allocation and utilization of store labor at store, district, region, and group level.

Minimum Requirements / Qualifications

• Education : Bachelor’s degree in the field of business administration, finance, data analytics, computer science, or accounting.
• 2-4 years related work experience preferred.
• Experience : 1-3 years of analysis and ad hoc reporting experience required; specifically, for retail operations is preferred

Developing and delivering small and mid-scale projects from development to delivery

Technical Skills : Experience with reporting tools, MS Office software, and other applications, including SQL (preferred), Oracle VB and report writing tools

Experience report writing and exposure to technical requirements analysis, business process modeling / mapping, methodology development and data modeling on systems and their data structures

Extensive knowledge in importing data for use in report software, BI tools, spreadsheets, graphs, and flowcharts including Access, Excel, Micro Strategy Analytics and Visio

Exposure to the operation and analysis of Oracle relational database software as well as MS SQL Server, DBMS standards, and data retrieval methodologies.

• Knowledge of workforce management software and tools, such as Compass, Workday, SAP, etc...
• Excellent communication and interpersonal skills, with the ability to work collaboratively with cross-functional teams.
• Strong attention to detail and organizational skills.
• Other Skills : Highly self-motivated and directed, able to exercise independent decision making

Excellent analytical and creative problem-solving skills with keen attention to detail

Excellent listening and interpersonal skills; excellent written and oral communication skills are required

Candidate must be deadline driven with demonstrated project management and organization skills

This is not to be considered a complete list of job duties, as they may be amended or added to as needed.