Strategic WFM Analyst

About the role

The Strategic WFM Analyst sits within the Core Workforce Management Planning and Operations Strategy team, responsible for centralized forecasting, capacity planning, and workforce cost optimization. This role acts as a high-judgment governance function, translating complex demand forecasts into strategic headcount and budget plans while aligning executive stakeholders across Finance, Product, and Operations.

Responsibilities

• Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
• Modeling workforce and financial trade-offs across internal FTEs, BPO partners, overtime spend, bonus hours, productivity shifts, and shrinkage.
• Analyzing demand-funnel changes and quantifying their capacity and financial impact.
• Partnering with Finance, Product, and Operations to validate baseline 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 and modeling templates across lines of business.

Required skills

• WFM fundamentals
• Capacity modeling
• Erlang
• Shrinkage
• AHT
• SLA/ASA trade-offs
• Google Sheets
• SQL
• Python
• Financial analytics

About the Company

Clipboard is a remote-first company founded in 2016 that operates an app-based marketplace connecting healthcare professionals with workplaces. They are a Y-Combinator company and a leader in Long-Term Care staffing, currently expanding into Home Health and Hospitals.