Overview
This role supports Resource Management planning for a designated service line or geography within the South-West region, operating during Pacific Time Zone business hours.
This is a hybrid firm position. While the role is considered remote (no requirement to perform job duties within proximity of an office location), 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, highlighting adverse variance and potential issues for resolution for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax.
- 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 a solid understanding of employee preferences regarding skills, interests, and career development opportunities.
- Apply common methodologies for resource planning to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and resource activities to improve visibility of unallocated resources and increase 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, promoting procedural best practices using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as assigned.
- Support additional projects and responsibilities 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, with 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 on time.
- 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
- Experience integrating resource planning with employee experience, recruiting, financial planning, and learning development planning.
Compensation & Benefits
- In California, the salary range for this position is $85,000 to $115,000.
- Actual compensation within the range depends on skills, experience, qualifications, location, and applicable employment laws.
- The total rewards package includes 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 (may require in-office presence with scheduled notice for client work, team meetings, or trainings)