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Model Standardization & Cleanup:
- Bring high-burden models up to team standards for structure, readability, maintainability, and traceability.
- Audit interconnected spreadsheets, identify broken dependencies, and reduce complexity without changing forecasting methodology.
- Establish consistent conventions for tabs, formulas, input areas, and handoff materials.
Documentation & Archiving:
- Reverse-engineer undocumented models and write clear documentation explaining source data, dependencies, and business rules.
- Organize Google Drive folders so working files, archives, and historical sources are clearly distinguished.
- Create handoff materials enabling analysts to run and maintain the work after the engagement ends.
Cycle & Workflow Support:
- Support the monthly workforce planning cycle from the 20th through the 10th with manual ingestion and quality checks.
- Work carefully within live production processes, escalating issues early to protect deadlines.
- Create lightweight checklists and repeatable procedures for recurring tasks.
Governance Delivery:
- Develop standardized model outputs and reusable templates for FP&A and Operations pre-reads.
- Meet with stakeholders to understand decision needs and turn useful patterns into consistent templates.
- Apply quality controls, peer-review steps, versioning, and documentation standards for workforce planning.
Included Health
Included Health is a healthcare company delivering integrated virtual care and navigation. The company is on a mission to raise the standard of healthcare for everyone, providing care guidance, advocacy, and personalized care.