Workflow Resource Analyst, SRV
Edward Jones
The Workflow Analyst plays a critical role in ensuring Tailored Branch Support (TBS) teams have the right resources in place to deliver an exceptional client and branch experience. This position is responsible for strategic and tactical workforce planning, forecasting, scheduling analysis, staffing model development, and operational support. The ideal candidate is highly analytical, detail-oriented, and able to translate data into actionable recommendations that improve efficiency, service levels, and business outcomes.
Key Responsibilities
Workforce Planning & Forecasting
Develop and maintain volume forecasts to support departmental staffing and operational planning.
Analyze historical trends, seasonal patterns, and planned business initiatives to predict future workload demands.
Create and maintain staffing models that align workforce capacity with business needs.
Partner with leaders to provide staffing recommendations and influence hiring decisions.
Monitor real-time and future resource requirements to ensure departments meet or exceed performance standards.
Scheduling & Operational Support
Generate, maintain, and analyze scheduling and workforce management reports.
Process scheduling requests, tickets, emails, and voicemails in a timely manner.
Monitor staffing utilization and proactively communicate resource gaps or risks.
Support efforts to maintain optimal staffing coverage and service level performance.
Identify trends and recommend scheduling adjustments based on changing business needs.
Process Improvement & Project Support
Research and recommend best practices that improve workforce management and scheduling efficiency.
Support and participate in initiatives, projects, and process changes across Tailored Branch Support.
Assist in the implementation of new tools, systems, and workflows.
Collaborate with business partners and stakeholders to improve operational effectiveness.
Participate in regular stakeholder meetings and provide workforce insights and recommendations.
Professional Development
Maintain an active development plan focused on growth and continuous improvement.
Lead regular development discussions with leadership.
Complete ongoing learning and development activities to strengthen workforce management, analytics, and business acumen.
Contribute to the evolution of team capabilities through knowledge sharing and continuous learning
Hours for this role will start at 9:00-6:00pm CST