Note: The job is a remote job and is open to candidates in USA. Included Health is a healthcare company delivering integrated virtual care and navigation. The Workforce Analytics Model Standardization Consultant will improve Google Sheets-based workforce planning, forecasting, FP&A, and Care Operations models by standardizing, documenting, validating, and supporting them through recurring production cycles.
Responsibilities
- Bring high-burden Google Sheets models up to team standards for structure, readability, maintainability, and traceability
- Audit interconnected spreadsheets, identify broken or fragile dependencies, clarify inputs and outputs, and reduce unnecessary complexity without changing sound forecasting methodology
- Establish consistent conventions for tabs, formulas, input areas, assumptions, checks, file naming, permissions, and handoff materials
- Review models for data integrity, formula consistency, broken links, stale inputs, hard-coded values, and other issues that could create production risk
- Preserve business logic that is working while making the model understandable and operable by someone other than its original author
- Reverse-engineer undocumented or lightly documented models and write clear, practical documentation explaining how they work
- Document source data, refresh steps, dependencies, assumptions, business rules, key calculations, outputs, known limitations, and common failure modes
- Organize Google Drive folders and model inventories so current working files, reference files, archived versions, and historical sources of truth are clearly distinguished
- Identify and archive stale or redundant versions while preserving the historical files needed for auditability, trend analysis, and retrospective review
- Create handoff materials that enable an analyst to run, troubleshoot, and maintain the work after the engagement ends
- Support the recurring workforce planning and forecasting cycle, which runs roughly from the 20th through the 10th of each month
- Handle routine manual ingestion, file preparation, formatting, reconciliation, and quality-check tasks so senior analysts can focus on interpretation and decision support
- Work carefully within live production processes, escalating issues early and protecting deadlines for FP&A and Operations deliverables
- Help clarify and improve Jira workflow structure where it supports intake, tracking, prioritization, review, and completion of analytics work
- Create lightweight checklists and repeatable procedures for recurring tasks, with clear ownership and escalation paths
- Develop standardized model outputs and reusable templates for FP&A and Operations pre-reads
- Meet with stakeholders to understand what they need to review, decide, and act on—not just what they initially ask to receive
- Draft recurring monthly outputs, gather feedback, and turn useful patterns into consistent templates and operating standards
- Improve traceability from source data and assumptions through model outputs and executive or operational reporting
- Apply practical quality controls, peer-review steps, versioning conventions, and documentation standards appropriate for workforce and financial planning work
- Maintain sufficient hands-on proficiency in advanced Google Sheets, SQL or equivalent data-querying tools, and spreadsheet-based forecasting workflows to independently investigate and resolve issues
- Pull and validate source data rather than relying exclusively on prepared extracts or analyst-provided datasets
- Produce work that is accurate, reproducible, well documented, and usable under deadline pressure
- Use Apps Script, light Python, or other automation selectively when it improves reliability or reduces repetitive work without introducing unnecessary operational risk
- Respect the privacy, sensitivity, and appropriate use of people and workforce data throughout the engagement
Skills
- 6+ years in analytics, workforce planning, FP&A analytics, operations analytics, or a related data-focused field, with experience owning projects end to end
- Demonstrated experience building spreadsheet tools that other people relied on and maintaining them through real operating cycles
- Advanced proficiency in Google Sheets, including complex formulas, interconnected files, data validation, error handling, performance considerations, and cross-file references at scale
- Direct experience reverse-engineering another person's undocumented or poorly documented spreadsheet model and explaining how it works to someone else
- Experience supporting FP&A, workforce planning, demand forecasting, capacity planning, or a similar recurring planning process where traceability and deadline discipline matter
- Ability to pull, inspect, and validate data independently using SQL or an equivalent querying or data-extraction tool
- Strong stakeholder-discovery skills, including the ability to extract requirements from partners who have not yet articulated a clean specification
- Experience documenting and handing off work successfully, with specific examples of teams continuing to operate the tools after the consultant or analyst left
- Ability to work inside a live production cycle, manage competing deadlines, and escalate risks before they affect monthly deliverables
- Strong written and verbal communication skills, with the ability to explain model logic and data issues clearly to both technical and non-technical stakeholders
- Willingness to perform detailed, repetitive, and operationally necessary work, including file organization, version cleanup, archiving, reconciliation, and formatting
- Experience building and leading forecasting or analytics teams, including setting priorities, establishing delivery standards, coaching analysts, and creating repeatable operating practices
- Experience with Apps Script, Python, or another scripting language for lightweight data analysis or workflow automation
- Experience establishing model governance, version-control practices, documentation standards, review checklists, or audit-ready controls
- Experience working in a regulated, audited, SOX-adjacent, healthcare, financial services, or similarly controlled environment
- Experience with Jira workflow design for analytics intake, triage, prioritization, review, or delivery
- Experience producing recurring pre-reads or standardized planning packages for Finance, Operations, or executive stakeholders
- Familiarity with workforce management, contact center, clinical operations, care delivery, or other environments where demand, staffing, capacity, and productivity are closely connected
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