Sr. Forecasting Manager (Remote)

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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.
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
We are looking for a Senior Forecasting Analyst with 7-10 years of experience in workforce management and call center forecasting. The ideal candidate will possess advanced knowledge of call volume forecasting tools, methods, and strategies to ensure the right staffing levels to meet service goals. As a key member of our team, you will work closely with operations, staffing, and leadership teams to develop and refine forecasting models, and help guide our decision-making processes for resource planning and service delivery.

• Lead the development, implementation, and refinement of accurate call volume forecasting models for multiple call center operations.
• Utilize advanced call center forecasting tools and software (e.g., NICE, Verint, IEX, etc.) to predict call volume patterns, agent requirements, and service level targets.
• Collaborate with the operations team to understand historical trends, seasonal variations, marketing campaigns, and other influencing factors to improve forecast accuracy.
• Analyze historical performance data and identify emerging patterns or anomalies that could impact future resource planning and staffing needs.
• Ensure the optimal balance between forecasted demand and available workforce, adjusting forecasts as needed based on operational changes or new data insights.
• Prepare and present detailed forecasting reports and actionable insights to senior leadership, helping them make informed decisions regarding staffing, scheduling, and operational adjustments.
• Mentor and train junior analysts, providing guidance on forecasting methodologies, tools, and best practices.
• Continuously evaluate and improve forecasting methodologies, incorporating industry best practices and emerging technologies to drive accuracy and efficiency.
• Collaborate with cross-functional teams (e.g., workforce management, operations, IT, and HR) to align workforce strategies with business goals and customer service targets.
• Maintain a deep understanding of call center operations and workforce management principles, staying current on industry trends and developments.

The typical schedule for this position is from 8 a.m. to 5 p.m. CT, with up to 15% travel nationwide.
Preferred Qualifications
Required Qualifications:

• 7-10 years of experience in workforce management, call center operations, and/or forecasting analytics.
• Specific expertise in call volume forecasting methods and tools, such as NICE, Verint, IEX, or similar systems.
• Strong analytical skills with the ability to manipulate large data sets and derive actionable insights for resource planning.
• Proven track record of developing accurate and reliable forecasting models, with a strong focus on improving operational efficiency.
• Advanced proficiency with Excel, SQL, and forecasting software tools.
• Ability to work independently and manage multiple projects in a fast-paced, high-pressure environment.
• Excellent communication and presentation skills, with the ability to explain complex forecasting methodologies to non-technical stakeholders.
• A deep understanding of call center metrics (e.g., AHT, FCR, SLA) and how they impact forecasting and staffing.
• Strong problem-solving skills with an ability to identify issues proactively and implement solutions.

Preferred Qualifications:

• Experience with predictive analytics, machine learning, or AI in forecasting models.
• Familiarity with R, Python, or other statistical programming languages.
• A bachelor's degree in a related field such as Business, Economics, or Statistics (or equivalent work experience).
• Knowledge of workforce optimization principles, including scheduling, real-time adherence, and performance management.

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Compensation & Benefits
$91,000 - $107,000 per year plus incentive