Workforce Planning & Reporting Analyst

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

In this pivotal role, you will play a key part in driving operational excellence and strategic success at HUB24. Your primary responsibility will be to support the Business Operations Teams and Management through innovative, data-driven workforce planning, performance analysis, and comprehensive business reporting. You'll be instrumental in forecasting staffing needs, analysing performance metrics, and providing actionable insights that will optimize workforce efficiency. Working closely with leadership, you’ll ensure that resource allocation is strategically aligned with business goals, ultimately enhancing productivity and achieving exceptional service standards. This is an exciting opportunity to make a significant impact by shaping and supporting our operational strategies and performance outcomes.

What you'll do

• Workforce Planning: Develop accurate forecasts and project supply and demand for customer services and operations, collaborating with leadership to align staffing models with business objectives and advising on scheduling variables.
• Data Analysis & Reporting: Design and generate reports on key metrics, provide actionable insights to enhance performance, and develop dashboards for real-time monitoring.
• Operational Performance Management: Assist in creating and monitoring KPIs, identify trends to improve productivity, and balance workloads to ensure business continuity.
• Resource Allocation & Capacity Management: Conduct capacity planning, optimize workforce scheduling, and ensure compliance with regulations.
• Reporting & Data Visualization: Create and deliver performance reports and dashboards, translating complex data into actionable insights using visualization tools.
• Stakeholder Management: Facilitate workshops, collaborate on forecasting frameworks, and maintain relationships with internal and external stakeholders.

What you'll need

• 3+ years of experience in workforce planning, analytics, or operational reporting.
• Experience with statistical modelling and forecasting technique (e.g., Time Series Forecasting)
• Strong proficiency in reporting software (e.g., Excel, Power Query & Power BI).
• Advanced Excel skills, including pivot tables, VLOOKUP, and complex formulas.
• Strong analytical and problem-solving skills, with the ability to interpret complex data sets.
• Knowledge of financial services operations functions.
• Excellent communication and collaboration skills, with the ability to work cross-functionally.

THE HUB24 STORY

We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

HUB24 Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.

Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Volunteer Day: 1 day Volunteer Day to use on your charity of choice.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

Employee Assistance Program: Well-being Service provided to you plus your family members.

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

“Delivering innovation that creates value for you and your clients”

If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the BOSS Best Places to work list.