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. •