Clipboard

Strategic WFM Analyst

Remote (Canada, UK, EU). Posted a month ago

The role

The Strategic WFM Analyst owns centralized forecast, capacity planning, workforce cost optimization, and strategic headcount trade-offs. This person translates demand forecasts into staffing strategies and aligns stakeholders across Finance, Product, and Operations.

What you will do

  • Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
  • Modelling workforce and financial trade-offs across internal FTEs, BPO partners, overtime spend, bonus hours, productivity shifts, and shrinkage.
  • Analyzing demand-funnel changes and quantifying capacity and dollar blast radius.
  • Partnering with Finance, Product, and Operations to validate assumptions and align on staffing commitments.
  • Drafting executive memos and Weekly Business Reviews for leadership.
  • Conducting root-cause analyses when operational actuals deviate from capacity plans.
  • Standardizing capacity planning frameworks, modeling templates, and operating standards.
  • Maintaining forecasting competency to audit models and provide coverage for the central WFM engine.

Required qualifications

  • Exceptionally strong quantitative background with deep expertise in WFM fundamentals (capacity modelling, Erlang, shrinkage, AHT, SLA/ASA trade-offs).
  • Advanced proficiency in Google Sheets, SQL, or Python.
  • Demonstrated ability to connect operational queue dynamics to dollar exposure, hiring velocity, BPO costs, and SLA risk.
  • Superior strategic writing skills to distil analytics into decision memos.
  • Proven ability to establish governance frameworks and align leadership without formal authority.
  • High comfort operating in ambiguous environments with incomplete data.
  • Strong core WFM domain expertise with a strategic/Ops spike.

Before you apply

  • Diagnostic Case Study
  • Case Study Interview - Technical & Capacity Interview
  • Executive Judgement & Strategic Interview
  • Culture Interview (People Ops)

About the company

Clipboard is a remote-first team of over 1,000 people that connects healthcare professionals with workplaces through an app-based marketplace. Founded in 2016, the company is a leader in Long-Term Care staffing.