Key Responsibilities:
- Develop and maintain enterprise-wide capacity and demand models to inform prioritization and execution of program and project initiatives.
- Analyze and validate resource forecasts, utilization trends, and allocation scenarios across departments, including IT, Data, Operations, and Business Units.
- Collaborate with Portfolio Managers and Program Sponsors to ensure realistic demand assumptions are used in planning cycles.
- Integrate capacity considerations into the portfolio intake, planning, and prioritization processes, helping to balance initiative timing and resource availability.
- Provide clear, data-driven insights and recommendations through dashboards, visualizations, and executive summaries.
- Support the governance framework by ensuring timely reporting and escalations where demand exceeds capacity.
- Partner with Finance and HR to align resourcing assumptions with FTE availability, role types, skill sets, and budgetary constraints.
- Contribute to the continuous improvement of forecasting tools, capacity models, and reporting processes.
- Act as a subject matter expert on capacity and demand planning in strategic and operational discussions.
- Support scenario modeling for "what-if" planning to inform trade-off decisions in response to organizational shifts or emerging priorities.
Required Experience:
- Minimum 5 years as a Business Analyst, preferably in Portfolio Management, Strategic Planning, or Enterprise PMO environments.
- CBAP Certification
- Direct experience working with capacity planning, resource forecasting, or workforce planning models.
- Proven success in developing and interpreting demand models that balance strategic initiatives and BAU workload across multiple business areas.
- Experience analyzing data across diverse departments and domains, including IT, corporate services, operations, and shared services.
- Strong experience with tools such as Excel (advanced), Power BI, or equivalent data visualization and reporting tools.
Preferred Experience:
- Experience in the insurance, financial services, or regulated industries.
- Exposure to Agile and Waterfall project environments.
- Understanding of organizational design principles and how roles, teams, and skills interact with capacity planning.
- Familiarity with project portfolio management tools