Overview
This role supports Resource Management workforce planning for the organization’s Advisory, Assurance, and Tax services across the South-West region, working Pacific Time Zone business hours.
This is a hybrid/remote position. While remote, you may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continuously monitor utilization levels against business plans for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax; highlight 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 enable planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/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 help others accept planning proposals and procedural best practices using basic data, logic, or a solid business case.
- Provide oversight of processes and technology when required.
- 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 units 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 accurately and on time.
- Exceptional communication, influencing, and analytical skills, including tactful and courteous communication using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to exercise creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
Compensation & Benefits
- California salary range for this role: $85,000 to $115,000.
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Total rewards include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
- South-West region
- Pacific Time Zone business hours
- Remote work; occasional required presence at an office with scheduled notice for client work, team meetings, or trainings.