Analyze historical service-operation data and produce short- and long-term volume forecasts, including interval-level projections. Identify trends and root causes, recommend service-level improvements, collaborate with Marketing, Product, Strategy, and Machine Learning teams, and use generative AI to enhance insights. The role also supports project initiatives, process improvements, leadership recommendations, and workforce-planning activities across UK and international markets.
Planning Forecaster
Are you looking for new exciting opportunity to leverage your analytical skills?
As a forecasting specialist within the planning team of the International Consumer Bank Business, you will be responsible for the analysis and build of a range of short and long term forecasts across our service operations in the UK and international markets. Partnering with various lines of business, you will drive key performance standards through the delivery of accurate forecast projections and service level optimisation.
Job responsibilities
- Perform root cause and trend analysis, using historical business performance data, to identify areas of opportunity and provide strategic recommendations.
- Production accurate volume projections, ranging from long-term planning to interval level scheduling, ensuring high standards of efficiency and performance.
- Partnering with various functions, including, Marketing, Product, Strategy, and Machine Learning, in understanding key data points feeding into future business volumes and performance.
- Leveraging use of Artificial Intelligence in the enhancement of analytical insights.
- Supporting various project workstreams, providing guidance and recommendations to senior leadership.
- Demonstrable leadership and process improvement capabilities.
- Ad hoc duties as required.
Required qualifications, skills, and capabilities
- Forecasting experience is essential
- Knowledge of cross-functional planning practices
- Experience working in a dynamic, fast-paced environment
- Strong business analysis, reporting, and problem-solving skills
- Use of generative Artificial Intelligence in leveraging data insights
- Proven experience leading or supporting project initiatives
- Microsoft Office skills – Excel, PowerPoint, Word, Outlook
- Ability to partner and work collaboratively with others
- Demonstrated ability to influence people at a variety of levels internally and externally
Preferred qualifications, skills, and/or capabilities
- Experience in financial services would be preferable
- Experienced in using business information, and workforce management platforms, and tools, including: Amazon (AWS), NICE WFM, Alvaria WFO, Salesforce, JIRA, Alteryx, Looker
- Working knowledge of telephony/call routing
Preferred, non-essential experience in financial services and/or planning role
#ICBCareers
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
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