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Workforce Management Analyst

Raymond James Financial

Raymond James Financial

IT
St. Petersburg, FL, USA · Southfield, MI, USA · Memphis, TN, USA
Posted on Jul 27, 2024
Workforce Management Analyst-2402431

Description

Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Job Summary:

Under limited supervision, applies comprehensive knowledge of staffing and workforce management practices to schedule and optimize department resources to meet service levels, update staffing models, create future plans, and report and analyze staffing metrics. Effectively manages schedule changes and time off allocation processes. Proactively identifies trends impacting the department’s overall operations and partners with leadership to implement effective solutions. Seeks out opportunities to improve processes that lead to the optimization of work-related functions.

Essential Duties and Responsibilities:

• Forecast daily phone interval staffing needs and schedule associates to meet volume demands.

• Manage scheduling process and adjustments to ensure adequate daily resource coverage.

• Forecast other daily department work-related functions (processing, emails, etc.) and schedule associates in the most optimized manner possible.

• Process management requests for modifications of scheduling events.

• Monitor schedule adherence and provide real-time and trending information to department management.

• Continuously evaluate vacancy allowance and manage the associate time off bidding process.

• Collaborate with the New Accounts department management team to identify opportunities to further optimize its workforce.

• Observe department processes that lead to inefficiencies and derive improvement suggestions.

• Manage and analyze staffing models to determine mid and long term staffing plans. Update staffing model assumptions as necessary.

• Generate reports related to staffing.

• Evaluate staffing trends and make proactive recommendations to improve service levels and overall workforce operations.

• Perform other duties, special projects and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Workforce management practices and scheduling software.

• Call center operations that include additional work related functions such as processing queues and email workflow (preferably in a financial services environment).

Skill in:

• Forecasting and resource scheduling for a medium-sized operations center (approximately 100 people).

• Demonstrating complex problem solving, judgment, and critical thinking.

• Working with MS desktop applications, Excel (including macros), Word (Access and PowerPoint preferred).

• Making effective decisions when faced with competing priorities from various stakeholders.

Ability to:

• Work in a fast-paced environment with consistently changing priorities.

• Remain highly organized with an emphasis on accuracy and timeliness.

• Organize information, maintain attention to detail and accurately follow procedures.

• Learn new software applications.

• Demonstrate strong analytic skills, with an emphasis on forecasting.

• Work independently under minimal supervision and with others in a team environment, occasionally under pressure and working concurrently on multiple tasks.

• Effectively communicate orally and in writing with co-workers, management teams and other departments.

• Work occasionally on weekends and in the evenings to meet deadlines.

Educational/Previous Experience Requirements

:

• Bachelor’s Degree (B.A.) or equivalent with at least two (2) years of workforce management experience.

~or~

• An equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

• None required.

Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job

Operations

Primary Location

US-FL-St. Petersburg-Saint Petersburg

Other Locations

US-TN-Memphis-Memphis, US-MI-Southfield-Southfield

Organization

Operations & Administration

Schedule

Full-time

Shift

Day Job

Travel

No
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