Senior Associate, Resource Planning and Forecasting

Location Designation: Fully Remote 

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

Role Overview:

As a Senior Associate in Resource Planning and Forecasting, you will be responsible for owning and managing short- and long-term capacity plans to ensure optimal resource allocation and cost efficiency. Your role will involve delivering detailed capacity analyses, generating actionable insights, and collaborating with cross-functional partners to improve forecasting accuracy and operational performance. You will influence business decisions by providing strategic recommendations that balance lean operations with quality and employee morale. This position requires strong analytical skills, strategic thinking, and the ability to work effectively with diverse teams to support business goals and continuous improvement initiatives.

What You'll Do:

• Develop, maintain, and adjust resource and capacity forecasts using scenario analysis to optimize staffing and resource allocation.
• Collaborate with Workforce Management, Operations, Finance, IT, HR, and other partners to align plans, share insights, and drive improvements in productivity and forecasting accuracy.
• Conduct schedule optimization and capacity analysis to identify opportunities for efficiency and improved resource utilization.
• Build and deliver comprehensive reporting and trend analysis on workload drivers, hiring needs, and performance metrics using tools such as Excel, Verint, Tableau, and BI applications.
• Lead training efforts for leaders on forecasting, strategic planning, and analytics processes, and contribute to system configuration and technological enhancements.

What You'll Bring:

• Bachelor’s degree preferred.
• 5+ years of advanced proficiency in MS Excel and financial modeling.
• 5-10 years of experience in resource planning, forecasting, and scheduling within claims or back-office environments.
• Strong analytical skills with the ability to interpret data, identify trends, and communicate insights effectively.
• Excellent interpersonal and written communication skills to engage with all business levels and influence change.
• Proactive, strategic thinker with strong problem-solving abilities and the capacity to work under urgency in dynamic environments.
• Experience with Verint Strategic Planner, Verint WFO, DPA, Speech, and Performance Management tools.
• Familiarity with workforce management optimization and business intelligence platforms such as Tableau and Sage.
• Ability to maintain confidentiality and handle sensitive information responsibly.

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Pay Transparency

Salary range: $70,000-$85,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits 

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise 

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

​Job Requisition ID: 92667 

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