Overview
This role supports Resource Management planning for advisory, assurance, and tax teams in the Northeast region. The organization uses a hybrid work model, with many professionals located within commuting distance of an office. This position is considered remote and does not require duties to be performed near an office location; however, remote employees may be asked to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continually monitor utilization levels against business plans for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variance and potential issues for resolution.
- Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
- For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply common resource planning methodology to support planning and prioritization decisions by both cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and resource activities, improving visibility of unallocated resources and increasing cross-sharing staffing activity.
- Ensure the labor workforce is efficiently planned according to operational requirements and resource management service level agreements.
- Communicate effectively internally with team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Use influence skills to encourage acceptance of planning proposals by promoting procedural best practice, using basic data/logic or a solid business case.
- Support oversight of processes and technology.
- Perform other responsibilities and projects as directed by the resource management center of expertise.
Requirements
- 4-year undergrad degree in Business Management/Administration or 4-year undergrad degree in accounting or finance.
- Minimum of 3 years of Tax or Assurance resource management or workforce planning experience.
- Ability to apply resource management procedures and policies and translate them to assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office products, specifically strong Excel skills, including the ability to use pivot tables, macros, and summarize analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work activities accurately and on time.
- Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to use creative problem-solving techniques to provide solutions.
- Up to 10% Travel may be required as needed.
Preferred Qualifications
- Experience delivering monthly staffing and utilization metrics.
- Demonstrated ability to collaborate and influence stakeholders on resource planning decisions.
Compensation & Benefits
Salary is one component of a total rewards package that includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
Northeast region. Remote role (no requirement to perform duties near an office location), with possible scheduled on-site presence for client work, team meetings, or trainings.