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Sun Life

Global financial services for insurance, investments

Manager Forecasting - Workforce Management

Data SciencePosted on Nov 6
Full-time

About the Job

Requirements

  • A minimum of 3 years of experience in data analysis, with an emphasis on forecasting, predictive analysis, or demand planning.
  • A minimum of 5 years of experience in stakeholder management, process optimization, and/or workforce planning.
  • Experience building and managing forecasting models using Python and AWS SageMaker.
  • Proficiency in visualizing model outcomes and complex data using Tableau or Power BI.
  • Strong SQL querying skills and experience working with large databases and complex data relationships.
  • Advanced expertise in time-series data analysis and forecasting methods, including statistical and simulation-based approaches.
  • Experience measuring and interpreting forecast accuracy and assessing model validity and appropriateness.
  • Ability to translate forecast volumes into comprehensive capacity models that account for multiple planning factors.
  • Direct experience building and managing relationships with multiple stakeholders across organizational levels.
  • Project management experience and ability to lead initiatives to completion.
  • Experience managing people and coordinating and prioritizing work across teams.
  • Understanding of Erlang-C and the biases and limitations of workforce management models.
  • Bilingualism in French and English, both orally and in writing, is required for Quebec-based candidates.
  • Reliability Status Clearance is required before the employment start date.
  • Ability to account for activities during any six-consecutive-month period spent living or travelling outside Canada during the prior five years, as part of the Government of Canada reliability screening.

Responsibilities

  • Lead and mentor Forecasting Analysts, providing guidance and professional development opportunities.
  • Design, maintain, and refine forecasting models and resource plans that account for business volume fluctuations, productivity assumptions, attrition, training requirements, and external influences.
  • Investigate business processes and create models of business workflow and demand patterns.
  • Measure and forecast demand across multiple business units using forecasting techniques and statistical approaches.
  • Calculate optimal staffing levels and translate forecast volumes into comprehensive capacity models.
  • Collect, manipulate, and analyze data related to capacity, supply, demand, and business processes.
  • Maintain and measure resourcing forecasts, capacity models, and performance metrics.
  • Provide analysis, insights, and recommendations to senior business leaders and other stakeholders to support evidence-based operational decisions.
  • Assess the impact of initiatives and projects on capacity and workload.
  • Facilitate discussions between Operations and other Workforce Management teams to align forecasting and planning requirements.
  • Lead projects and assignments through completion, including project planning and estimates.
  • Identify and implement continuous improvement opportunities within forecasting and workforce management processes.
  • Apply statistical and scientific rigor to business data analysis.
  • Act as a subject matter expert or technical team lead on forecasting and capacity planning projects.
  • Ensure data accuracy and timeliness, and align outputs with client and business partner needs.
  • Identify when metrics are drifting from target and recommend data-driven action plans.

Desired Qualifications

  • A bachelor's degree in Statistics, Operations Research, Computer Science, Software Engineering, Mathematics, or Econometrics, or equivalent experience.
  • Experience with Workforce Management software, including IEX, Genesys, Amazon Connect, or Pega.
  • Experience building and maintaining forward-looking capacity plans, including hiring recommendations and identifying skilling bottlenecks.
  • Experience working in call center or contact center environments.
  • Experience working in Business Process Outsourcing environments.
  • Knowledge of call center mathematics and queuing theory.
  • Experience with continuous improvement methodologies.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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