The Sr. Workforce Management Scheduling Analyst analyzes scheduling data, coordinates workforce schedules, and collaborates with team leaders to improve staffing levels and operations.
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Workforce Management (WFM) Scheduling Analyst will report to the Director, Workforce Management in the Aces Operations department. We are seeking a detail-oriented and analytical Scheduling Analyst to join our Workforce Management team. The WFM Scheduling Analyst is responsible for coordinating and managing workforce scheduling to ensure optimal staffing levels. The position analyzes scheduling data to identify trends and areas for improvement and collaborates with team leaders to address scheduling conflicts and ensure coverage. The ideal candidate will have a strong background in workforce scheduling and analysis, with excellent analytical skills and proficiency in scheduling software. Join us and contribute to our mission of maintaining efficient and effective workforce operations.
Preferred Qualifications
Education & Experience:
Skills & Abilities:
Other Requirements:
Compensation & Benefits
$66,000-$80,000 per year
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Workforce Management (WFM) Scheduling Analyst will report to the Director, Workforce Management in the Aces Operations department. We are seeking a detail-oriented and analytical Scheduling Analyst to join our Workforce Management team. The WFM Scheduling Analyst is responsible for coordinating and managing workforce scheduling to ensure optimal staffing levels. The position analyzes scheduling data to identify trends and areas for improvement and collaborates with team leaders to address scheduling conflicts and ensure coverage. The ideal candidate will have a strong background in workforce scheduling and analysis, with excellent analytical skills and proficiency in scheduling software. Join us and contribute to our mission of maintaining efficient and effective workforce operations.
- Coordinate and manage workforce scheduling to ensure optimal staffing levels.
- Manages future call volume and average handle time forecasting based on business trends and seasonality for schedule weeks.
- Coordinates future scheduling and activities including recurring coaching, team meetings, training, and off-phone work.
- Determine annual paid time off budgets by business unit, make necessary adjustments throughout the year, review and process associate time off and waitlist requests based on these budgets and the associates' PTO liability.
- Facilitate department shift bids to meet business needs while incorporating a creative blend of schedules that not only meet business needs but are also an employee satisfier.
- Serves as a subject matter expert and workforce management liaison for the service delivery and leadership teams to ensure consistent business goals are achieved.
- Leverage multiple communication methods including face to face, chat, and emails to engage with associates and leaders to keep them informed of WFO-related activities and initiatives.
- Enter data and information into the workforce management systems.
- Gathers, analyzes, and summarizes data from multiple sources in support of disseminating meaningful workforce data and metrics.
- Generate ad-hoc reports as needed.
- Special projects and duties assigned at the direction of management.
- Other duties as assigned.
Preferred Qualifications
Education & Experience:
- 5-7 years of Workforce Management experience required.
- Microsoft Office (Word, Excel, PowerPoint, and Outlook) product knowledge
- Strong analytical skills and proficiency in scheduling software (i.e., NICE IEX).
- High School diploma/GED
- Bachelor's degree in a related field preferred
Skills & Abilities:
- Good judgment, reasoning, and critical thinking skills
- Detail-oriented with strong organizational skills.
- Analytical and interpretive skills
- Excellent oral and written communication skills, including presentation skills.
- Ability to multi-task and function in high volume area and effectively manage deadlines.
- Ability to work in both a team environment and individually.
- Demonstrates ability to effectively communicate with all levels of management and non-management team members.
- Initiative-taking and able to work with limited direction.
Other Requirements:
- Infrequent travel
- Ability to provide personal transportation from time to time
- Occasionally lifts up to 25 pounds
- Prolonged periods of sitting at a desk and working on a computer
Compensation & Benefits
$66,000-$80,000 per year
Top Skills
MS Office
Nice Iex
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