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.
