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Reserv · 1 day ago

Operations Analyst, Capacity Planning

United States

Full-time

Remote

Senior Level

5+ years exp

Reserv is an insurtech focused on creating AI and automation technology for claims efficiency. The Operations Analyst, Capacity Planning will be responsible for forecasting customer claim volume and headcount needs, maintaining the claims forecasting model, and supporting decision-making across various teams.

ConsultingFinancial ServicesInsurance

Responsibilities

Be the principal owner of capacity planning and operational volume forecasting to ensure that we are sufficiently staffed for customer programs while meeting internal productivity and efficiency targets

Maintain and evolve our claim volume and headcount model (currently Excel-based) to reflect changing business requirements, new initiatives, and company growth

Gather, coordinate, and consolidate data from multiple sources and internal teams on a regular basis

Prepare forecast outputs and scenario analyses to support regular workforce planning discussions

Identify and report discrepancies between projected and actual results and provide insights on utilization, capacity constraints, and risk signals

Communicate forecasting results and recommendations to stakeholders, including senior leaders and functional directors, to drive actionable insights and support decision-making

Partner with finance to align headcount needs with budgeting and planning cycles

Troubleshoot complex spreadsheets and resolve breaks or formula issues quickly and with precision

Maintain clear documentation, versioning, and training materials for the forecasting process

Train other team members on model functionality and ensure shared understanding of assumptions and outputs

Qualification

Claims forecastingCapacity planningAdvanced ExcelAnalytical skillsSQLProject managementCommunication skillsAttention to detail

Required

5+ years of experience in claims forecasting, capacity planning, analytics, finance, operations, and/or business intelligence in the insurance and claims space

Advanced Excel proficiency with experience in complex formulas (e.g., INDEX/MATCH), pivot tables, and data integrity checks

Demonstrated ability to own a complex forecasting model, maintain it, and troubleshoot issues with minimal oversight

Strong analytical skills with experience working with large and complex datasets or incomplete datasets and making defensible assumptions

Strong attention to detail with a bias toward high-quality, reliable outputs

Excellent written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences

Strong organizational and project management skills, with the ability to manage deadlines across recurring workflows and coordinate with cross-functional partners

Preferred

Preferred experience using SQL to extract, validate, and analyze operational datasets

Preferred exposure to actuarial concepts or actuarial experience, particularly in environments involving claims forecasting, loss trends, or insurance-related operations

Benefits

Generous health-insurance package with nationwide coverage, vision, & dental

401(k) retirement plan with employer matching

Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!

Generous family leave policy after 8 months of continuous work

Work from anywhere to facilitate your work life balance

Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder!