Overview
This role is part of the Resource Management team in the South-West region, supporting Pacific Time Zone business hours. The position is considered remote, with occasional onsite presence required 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 resource management (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 understanding of employees’ preferences related to skills, interests, and career development opportunities.
- Apply common resource planning methodologies to support 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 both 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, and/or a solid business case.
- Provide oversight of processes and technology as needed.
- Support additional 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 pivot tables, macros, and summarizing analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work accurately and timely.
- Exceptional communication, influencing, and analytical skills, including the ability to communicate effectively, tactfully, and courteously 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
- In California, salary range: $85,000 to $115,000.
- Actual compensation within the range depends on skills, experience, qualifications, and 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.
- Remote role aligned to Pacific Time Zone business hours.
- Most professionals are located within commutable distance to an office; remote employees may be required to be present onsite with scheduled notice for client work, team meetings, or trainings.