Capacity & Forecasting Analyst

Texas Capital•Richardson, TX

About The Position

The Capacity & Forecasting Analyst is responsible for developing and maintaining volume forecasts, workforce capacity models, productivity analyses, and staffing recommendations across Banking Operations. This role serves as a key partner to operational leaders by providing data-driven insights that support workforce planning, resource allocation, budgeting, and service level management. The analyst will monitor business trends, forecast future demand, identify capacity constraints, and recommend solutions that optimize staffing levels while maintaining operational efficiency and customer service standards.

Requirements

Bachelor's degree in: Business, Finance, Economics, Mathematics, Statistics, Data Analytics, or a Related field
3-5 years of experience in: Capacity planning, Workforce management, Forecasting, Business analytics, Financial planning & analysis, Operational analytics
Advanced Excel skills (Pivot Tables, Power Query, Complex formulas, Scenario modeling)
Data visualization tools; Power BI preferred; Tableau acceptable
Strong analytical and quantitative skills

Nice To Haves

Banking or financial services experience preferred.
Experience supporting large operational teams preferred.
SQL
Python
Workforce Management platforms
Capacity planning software
Statistical forecasting tools

Responsibilities

Develop short-, medium-, and long-term forecasts for operational volumes across supported business units.
Analyze historical trends, seasonality, pipeline activity, and business drivers to predict future workload volumes.
Build and maintain forecasting models using statistical and business-based methodologies.
Partner with business leaders to understand upcoming initiatives and incorporate expected impacts into forecasts.
Evaluate forecast accuracy and continuously refine forecasting assumptions and methodologies.
Develop capacity models that determine staffing requirements based on volume forecasts, productivity assumptions, and service level targets.
Assess current workforce capacity and identify potential staffing gaps or excess capacity.
Support annual budgeting, workforce planning, and strategic staffing decisions.
Perform scenario analyses to evaluate the impact of volume changes, productivity improvements, or organizational changes.
Recommend staffing strategies to support business growth and operational efficiency.
Analyze workforce utilization, productivity, and workload distribution.
Monitor key performance indicators including: Capacity utilization, Throughput, Productivity, Service levels, Turnaround times, Staffing ratios.
Identify opportunities for operational improvement through data analysis.
Develop dashboards, scorecards, and recurring management reports.
Present forecast, capacity, and workforce insights to management teams.
Translate complex data into actionable business recommendations.
Support executive presentations with workforce and operational analytics.
Assist in establishing forecasting and capacity planning standards across the organization.
Document forecasting methodologies, assumptions, and business rules.
Partner with Process Excellence and Continuous Improvement teams to measure realized efficiencies.
Support the development of a Capacity Planning and Forecasting Center of Excellence.