Workforce Analytics Model Standardization Consultant (Contractor)

Duration: This is a ~4 month contract opportunity

Included Health is hiring a Workforce Analytics Model Standardization Consultant to improve the reliability, maintainability, and usability of the Google Sheets-based models that support workforce planning, forecasting, FP&A, and Care Operations. This is a hands-on role for someone who has built spreadsheet tools that other teams depended on, can reverse-engineer undocumented models, and can work inside a live monthly production cycle without disrupting it.

The consultant will partner with Workforce Analytics, FP&A, Care Operations, HRIS, Data Engineering, and other stakeholders to standardize high-burden models, document historical sources of truth, support recurring workflows, and create consistent pre-read outputs for operational and financial decision-making.

Responsibilities:

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.

Engagement Scope and Deliverables:

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.

Requirements:

- 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.

Preferred Qualifications:

- 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.