Workforce Management: Short-Term Planning Analyst

  • Portland, OR
  • Full-time

Company Description

Cash App is the fastest growing financial brand in the world. Built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic money app with over 15 million active monthly users. Loved by customers and by pop culture, we’ve held the #1 spot in finance on the App Store for almost two years, and our social media posts see more engagement in a day than most financial brands see in a year. With major offices in San Francisco, New York, St. Louis, Portland, Kitchener-Waterloo, and Melbourne, Cash App is bringing a better way to send, spend, and save to anyone who has ever sought an alternative to today’s banking system.

Job Description

The Cash Customer Operations Short-Term Planning (STP) Analyst role combines two essential Workforce Management tasks (Short Term Forecasting and Scheduling). Partnering with the Long Term Planning(LTP) team, Operations team leads, and Workforce Management lead, the STP Analyst will allow Cash Customer Operations visibility into projected staffing and service level expectations along the short term planning time horizon. You will have ownership of the weekly Short-Term Planning Sync strategy session and the creation of the short-term staffing over-under. 

You will: 

  • Develop short-term interval level staffing forecasts using latest incoming volume demand patterns, shrinkage, and schedule efficiency assumptions
  • Partner with Long-Term Forecasting team to incorporate new initiative demand impacts into Short-Term Forecast
  • Administer Advocate (agent) shift bid, Holiday and Time off planning for identified lines of business
  • Maintain Advocate schedule data in Workforce Management Software
  • Analyze schedule gaps, and optimizing staffing resources, scheduling offline activities maintaining service level targets
  • Create Weekly and Monthly schedule efficiency reporting, measuring scheduled occupancy and Schedule quality
  • Creation of the Weekly Staffing over-under, providing PTO, OT, VTO recommendations to maintain schedule efficiency 
  • Partner with Learning & Development team to provide Workforce Management policy and process training to new hire onboarding classes
  • Identify areas of opportunity and concern to the broader operations and leadership team, implementing process improvement and targeted programs to address problem areas immediately


  • Experience: 2+ years working as a Short-Term Forecaster and Scheduling Analyst in a multi-skill, multi-channel contact center 
  • Experience with strategic planning and the ability to balance multiple tasks simultaneously.
  • Experience solving solutions to complex problems
  • Tools: Experience using GSuite products (Docs, Sheets, Calendar, Gmail), Slack, and WFM software (e.g. Teleopti, Avaya, NICE, Aspect) 
  • School: Bachelor's degree with a major in an analytical or technical field or equivalent combination of education and experience
  • Working knowledge or desire to learn SQL, Tableau, Hyperion or other BI and modeling tools


Additional Information

Cash App treats all employees and job applicants equally. Every decision is based on merit, qualifications, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories in a manner consistent with each office’s corresponding state and city guidelines.