Protective

Director, Capacity Planning & Operational Forecasting

Birmingham, AL · Director

Sponsorship not specified$101k-$125kDetected 85 days ago

SQLDatabricksAzureData VisualizationFinancial ModelingForecastingLeadershipCommunicationProblem SolvingMentoringVariance Analysis

About the role

This role will play a critical part in shaping planning strategy, integrating data sources, and delivering insights that guide investment decisions, vendor strategy, and workforce optimization.
The financial health of our employees is just as important as physical and emotional health.
Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com.

Lead the development and maintenance of short, medium, and long range capacity plans incorporating demand drivers, productivity assumptions, intake patterns, backlog levels, and operational constraints.
Build and enhance planning dashboards and forecasting visuals using Power BI
Support operational leaders with scenario modelling (e.g., volume shifts, staffing changes, productivity improvements, vendor allocation decisions).
Document planning methodologies, inputs, and governance processes to ensure consistency and repeatability.
Lead, mentor, and develop forecasting & capacity planning analysts, providing coaching, prioritization guidance, and technical skill development.
Build and enhance planning dashboards and forecasting visuals using Power BI; leverage SQL as an asset for scenario analysis and validation.
Drive continuous improvement in planning methodologies, including adoption of advanced modeling techniques, automation, and tool enhancements.
Partner with senior leaders to support time-sensitive business decisions, providing rapid capacity insights during short planning windows or emerging operational needs.
Demonstrate a willingness to experiment with emerging technologies (e.g., AI-enabled analytics, automation, and planning tools) to enhance forecasting accuracy, speed to insight, and decision support.

7-10 years of experience in capacity planning, forecasting, workforce planning, operational analytics, or strategic planning.
Strong understanding of forecasting methodologies (workload to FTE modeling, regression/driver based forecasting, scenario planning).
Demonstrated ability to interpret operational trends and link impacts to cost, capacity, and service performance.
Experience partnering with Financial Analysts to align operational plans with budgets and forecasts.
Proficiency in Power BI for planning dashboards and analytics
Strong analytical problem solving skills and ability to work across complex datasets.

Experience with NICE, Verint, or other workforce management/workflow tools.
Familiarity with planning in multi day back office environments or vendor supported operations.
Exposure to Databricks, Azure, or cloud analytics platforms.
Knowledge of financial modeling concepts (volume to cost translation, budget alignment, run rate analysis).
Background supporting digital enablement, automation initiatives, or planning system integrations.
This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation.
General employment questions should not be sent through this process.

We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program.
Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life's uncertainties.
Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
The Director, Capacity Planning & Operational Forecasting will lead the development, governance, and continuous improvement of enterprise level capacity planning models that ensure operational scalability, financial alignment, and workforce efficiency across the organization.
This role provides strategic oversight of forecasting, long range planning, and scenario modeling, while acting as a key business partner to Operational Leadership.
The Manager will directly lead and coach associates responsible for forecasting and capacity planning, ensuring rigor, consistency, and professional development within the function.
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We are proud to be an

equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

This listing is sourced directly from Protective's careers page and normalized into a canonical job model.