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Phoenix Group

Life insurance group managing heritage books

Demand and Resource Planning Analyst

Supply Chain ManagementConfirmed live in the last 24 hours
Full-timeDublin, Ireland€40k - €50k

About the Job

Requirements

  • Experience in resource planning, demand forecasting, capacity management, management information, or operational planning in a service environment.
  • Strong analytical and numerical skills, attention to detail, and the ability to work confidently with large or imperfect data sets.
  • Ability to build, maintain, and explain planning models, forecasts, and assumptions in a clear, structured way.
  • Ability to communicate data-based practical insight to non-technical stakeholders.
  • Ability to work at pace, manage competing priorities, and adapt plans as operational needs change.
  • Strong stakeholder management skills, including confidence to challenge assumptions constructively and recommend realistic options.
  • Advanced Microsoft Excel skills, including formulas, pivot tables, data cleansing, scenario modeling, and control checks.
  • Power BI skills in dashboard creation, data visualization, trend analysis, and performance reporting.
  • Experience using or supporting simple operational apps or forms in Power Apps to capture planning data, requests, or workflow inputs.
  • Understanding of Power Automate workflow automation opportunities, reminders, approvals, and notifications.
  • SharePoint Online skills, including working with lists, document libraries, controlled versions, and shared operational information.
  • Microsoft Lists and Forms skills for capturing structured data, requests, and feedback consistently.
  • Microsoft Teams, Planner, and Outlook skills for collaboration, communication, task tracking, and stakeholder engagement.
  • OneDrive and Microsoft 365 file management skills for safe document storage, version control, and collaborative working.
  • Ability to use Microsoft Copilot or Microsoft 365 Copilot appropriately to support analysis, summarization, and productivity while maintaining data quality and governance.

Responsibilities

  • Produce short- and medium-term demand forecasts for processing and telephony activity, incorporating business-as-usual trends, seasonal impacts, known change activity, and emerging operational risks.
  • Translate forecast demand into practical capacity plans, identifying resource requirements, availability, constraints, and options to support service-level delivery.
  • Complete regular reforecasts, highlighting forecast movement, capacity gaps, service risks, and recommended mitigation actions.
  • Support recruitment planning, resource movement recommendations, overtime or temporary support decisions, and prioritization across teams and activities.
  • Provide ad hoc peak-demand and service-recovery plans during periods of increased demand, disruption, or reprioritization.
  • Model the people and time impact of change activity, including scenario planning when information is developing, incomplete, or subject to change.
  • Support demand planning for outsourced service providers, including forecast-versus-actual tracking, variance analysis, and escalation of material risks.
  • Produce management information and commentary on demand, capacity, forecast accuracy, and operational performance, maintaining data quality and version control across planning models.
  • Model planning scenarios when faced with ambiguity, limited data, or evolving requirements, and explain assumptions and confidence levels.
  • Work with leaders and stakeholders to turn data into practical recommendations supporting customer outcomes and operational efficiency.

Desired Qualifications

  • Experience supporting change or project activity alongside business-as-usual demand.
  • Exposure to outsourced, third-party, or offshore service delivery models.
  • Experience producing operational dashboards, forecast accuracy reporting, or performance packs for management teams.
  • Awareness of financial services, customer operations, risk, and control requirements.

About the Company

Phoenix Group

Life insurance group managing heritage books

Phoenix Group handles both ongoing and closed life insurance and pensions businesses. Its open brands include SunLife and Standard Life, while its core strength lies in managing heritage (closed) books of business that are no longer open to new customers, providing administration and policy servicing for those portfolios. The company operates offices across the UK and has activities in Dublin and Frankfurt, giving it a broad geographic footprint. Its approach centers on maintaining long-standing policies and ensuring reliable service for customers, with a strong emphasis on being a good employer and community partner. Distinguishing factors include specialized expertise in closed books, scale across multiple markets, and a reputation as a top employer. The main goal is to look after colleagues, customers, and communities while delivering value from both open and heritage life and pension book administration.

Company size
51-200
Company stage
IPO
Headquarters
Abu Dhabi, United Arab Emirates
Founded
1782

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