CO&S Capacity Planning

Executive workforce model · 7,032 FTE · $900M AOP · Client Onboarding & Service
Monthly Business Review
Planning Horizon · Jan – Jun 2026
Portfolio Work Sample
J. Brownstein · VP Quant Analytics
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Governance & Lineage

Did our plan match reality? Historical hiring vs projections · variance by function & region

Did our plan match reality?

Track hiring execution against the ARIMA+OLS plan, decompose variance by function and region, and feed persistent misses back into supply forecasts.

  • YTD execution: 386 actual vs 435 projected hires (-49, -11.3%).
  • Largest miss: Onboarding -38 hires vs plan — primary driver of net variance.
  • Model feedback: Persistent negative variance adjusts supply ARIMA and staffing gap in the capacity module.
Historical Hiring vs Projections

YTD plan vs Workday actuals — where execution missed

Net -49 (-11.3%)
Projected (YTD)
435
Plan from headcount model
Actual (YTD)
386
Workday confirmed starts
Largest Gap
-38
Onboarding
Plan Accuracy
89%
Actual ÷ projected
Variance by Function

Projected vs actual hires · CO&S business lines

FunctionPlanActualVarVar %
Onboarding180142-38-21.1%
KYC / AML9578-17-17.9%
Acct Opening7276+4+5.6%
Client Service8890+2+2.3%
Variance by Region

Geographic execution vs hiring plan

RegionPlanActualVarVar %
Americas165158-7-4.2%
EMEA7858-20-25.6%
APAC4244+2+4.8%
Acct Opening & Client Service ahead of plan · Onboarding largest miss (-38 hires) · EMEA -20 regional · -11.3% net vs plan
Variance Drivers
  • Plan baseline: ARIMA headcount projection + OLS exogenous hire targets by function and region.
  • Execution lag: EMEA KYC funnel conversion 62% vs 78% plan (illustrative) · time-to-fill 42 days vs 35-day target.
  • Model feedback: Persistent negative variance feeds back into supply ARIMA and staffing gap in capacity model.

Supporting charts

Each chart includes a one-line takeaway. Click any visual for full methodology and coefficients.

Variance by function

Which CO&S workstreams over- or under-executed the hiring plan.

Executive

Variance by region

Geographic execution gaps — EMEA typically drives net miss.

Executive

Headcount bridge

Plan vs actual hires over the trailing window.

Technical