Workforce Analytics Model Standardization Consultant (Contractor)

Model Standardization & Cleanup

• Bring high-burden Google Sheets models up to team standards for structure, readability, maintainability, and traceability.

• Audit interconnected spreadsheets, identify broken or fragile dependencies, clarify inputs and outputs, and reduce unnecessary complexity without changing sound forecasting methodology.

• Establish consistent conventions for tabs, formulas, input areas, assumptions, checks, file naming, permissions, and handoff materials.

• Review models for data integrity, formula consistency, broken links, stale inputs, hard-coded values, and other issues that could create production risk.

• Preserve business logic that is working while making the model understandable and operable by someone other than its original author.

Documentation & Archiving

• Reverse-engineer undocumented or lightly documented models and write clear, practical documentation explaining how they work.

• Document source data, refresh steps, dependencies, assumptions, business rules, key calculations, outputs, known limitations, and common failure modes.

• Organize Google Drive folders and model inventories so current working files, reference files, archived versions, and historical sources of truth are clearly distinguished.

• Identify and archive stale or redundant versions while preserving the historical files needed for auditability, trend analysis, and retrospective review.

• Create handoff materials that enable an analyst to run, troubleshoot, and maintain the work after the engagement ends.

Cycle & Workflow Support

• Support the recurring workforce planning and forecasting cycle, which runs roughly from the 20th through the 10th of each month.

• Handle routine manual ingestion, file preparation, formatting, reconciliation, and quality-check tasks so senior analysts can focus on interpretation and decision support.

• Work carefully within live production processes, escalating issues early and protecting deadlines for FP&A and Operations deliverables.

• Help clarify and improve Jira workflow structure where it supports intake, tracking, prioritization, review, and completion of analytics work.

• Create lightweight checklists and repeatable procedures for recurring tasks, with clear ownership and escalation paths.

Governance Delivery

• Develop standardized model outputs and reusable templates for FP&A and Operations pre-reads.

• Meet with stakeholders to understand what they need to review, decide, and act on—not just what they initially ask to receive.

• Draft recurring monthly outputs, gather feedback, and turn useful patterns into consistent templates and operating standards.

• Improve traceability from source data and assumptions through model outputs and executive or operational reporting.

• Apply practical quality controls, peer-review steps, versioning conventions, and documentation standards appropriate for workforce and financial planning work.

Quality Delivery

• Maintain sufficient hands-on proficiency in advanced Google Sheets, SQL or equivalent data-querying tools, and spreadsheet-based forecasting workflows to independently investigate and resolve issues.

• Pull and validate source data rather than relying exclusively on prepared extracts or analyst-provided datasets.

• Produce work that is accurate, reproducible, well documented, and usable under deadline pressure.

• Use Apps Script, light Python, or other automation selectively when it improves reliability or reduces repetitive work without introducing unnecessary operational risk.

• Respect the privacy, sensitivity, and appropriate use of people and workforce data throughout the engagement.

This is a named-person, scoped project with a hard end date. As a consultant, you will be expected to own defined workstreams and leave behind durable improvements, not simply provide general staff augmentation or recommendations.

Expected deliverables may include:

• Standardized and cleaned Google Sheets models, with documented changes and known limitations.

• A model inventory identifying current working files, dependencies, owners, refresh cadence, and canonical historical sources.

• Archived and organized Google Drive folders with clear naming and version conventions.

• Practical runbooks and handoff documentation for recurring models and workflows.

• Repeatable ingestion, reconciliation, and quality-check procedures for the monthly cycle.

• Standardized FP&A and Operations pre-read templates and supporting model outputs.

• Recommended Jira workflow structures or updates where needed to support analytics intake and delivery.

• 6+ years in analytics, workforce planning, FP&A analytics, operations analytics, or a related data-focused field, with experience owning projects end to end.

• Demonstrated experience building spreadsheet tools that other people relied on and maintaining them through real operating cycles.

• Advanced proficiency in Google Sheets, including complex formulas, interconnected files, data validation, error handling, performance considerations, and cross-file references at scale.

• Direct experience reverse-engineering another person’s undocumented or poorly documented spreadsheet model and explaining how it works to someone else.

• Experience supporting FP&A, workforce planning, demand forecasting, capacity planning, or a similar recurring planning process where traceability and deadline discipline matter.

• Ability to pull, inspect, and validate data independently using SQL or an equivalent querying or data-extraction tool.

• Strong stakeholder-discovery skills, including the ability to extract requirements from partners who have not yet articulated a clean specification.

• Experience documenting and handing off work successfully, with specific examples of teams continuing to operate the tools after the consultant or analyst left.

• Ability to work inside a live production cycle, manage competing deadlines, and escalate risks before they affect monthly deliverables.

• Strong written and verbal communication skills, with the ability to explain model logic and data issues clearly to both technical and non-technical stakeholders.

• Willingness to perform detailed, repetitive, and operationally necessary work, including file organization, version cleanup, archiving, reconciliation, and formatting.

• Experience building and leading forecasting or analytics teams, including setting priorities, establishing delivery standards, coaching analysts, and creating repeatable operating practices.

• Experience with Apps Script, Python, or another scripting language for lightweight data analysis or workflow automation.

• Experience establishing model governance, version-control practices, documentation standards, review checklists, or audit-ready controls.

• Experience working in a regulated, audited, SOX-adjacent, healthcare, financial services, or similarly controlled environment.

• Experience with Jira workflow design for analytics intake, triage, prioritization, review, or delivery.

• Experience producing recurring pre-reads or standardized planning packages for Finance, Operations, or executive stakeholders.

• Familiarity with workforce management, contact center, clinical operations, care delivery, or other environments where demand, staffing, capacity, and productivity are closely connected.