Operations Analyst, Capacity Planning
Reserv
full-time
Posted on:
Location Type: Remote
Location: United States
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Tech Stack
About the role
- Be the principal owner of capacity planning and operational volume forecasting to ensure that we are sufficiently staffed for customer programs while meeting internal productivity and efficiency targets
- Maintain and evolve our claim volume and headcount model (currently Excel-based) to reflect changing business requirements, new initiatives, and company growth.
- Gather, coordinate, and consolidate data from multiple sources and internal teams on a regular basis.
- Prepare forecast outputs and scenario analyses to support regular workforce planning discussions.
- Identify and report discrepancies between projected and actual results and provide insights on utilization, capacity constraints, and risk signals.
- Communicate forecasting results and recommendations to stakeholders, including senior leaders and functional directors, to drive actionable insights and support decision-making.
- Partner with finance to align headcount needs with budgeting and planning cycles.
- Troubleshoot complex spreadsheets and resolve breaks or formula issues quickly and with precision.
- Maintain clear documentation, versioning, and training materials for the forecasting process.
- Train other team members on model functionality and ensure shared understanding of assumptions and outputs
Requirements
- 5+ years of experience in claims forecasting, capacity planning, analytics, finance, operations, and/or business intelligence in the insurance and claims space.
- Advanced Excel proficiency with experience in complex formulas (e.g., INDEX/MATCH), pivot tables, and data integrity checks.
- Demonstrated ability to own a complex forecasting model, maintain it, and troubleshoot issues with minimal oversight.
- Strong analytical skills with experience working with large and complex datasets or incomplete datasets and making defensible assumptions.
- Strong attention to detail with a bias toward high-quality, reliable outputs.
- Excellent written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences.
- Strong organizational and project management skills, with the ability to manage deadlines across recurring workflows and coordinate with cross-functional partners.
- Preferred experience using SQL to extract, validate, and analyze operational datasets.
- Preferred exposure to actuarial concepts or actuarial experience, particularly in environments involving claims forecasting, loss trends, or insurance-related operations.
Benefits
- Generous health-insurance package with nationwide coverage, vision, & dental
- 401(k) retirement plan with employer matching
- Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
- Generous family leave policy after 8 months of continuous work
- Work from anywhere to facilitate your work life balance
- Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
capacity planningclaims forecastinganalyticsfinanceoperationsbusiness intelligenceadvanced ExcelSQLdata integrity checksforecasting model maintenance
Soft skills
analytical skillsattention to detailwritten communicationverbal communicationorganizational skillsproject managementstakeholder communicationtrainingproblem-solvingcollaboration