Overview
This role is within the Resource Management team for Advisory, Assurance, and Tax, supporting workforce planning to mobilize the right talent at the right place and right time.
The position is located in the South-West region and operates on Pacific Time Zone business hours. This is considered remote and does not require duties to be performed within proximity of a local office; 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 within 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 awareness 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 planned efficiently 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 by promoting procedural best practice, using basic data, logic, 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, 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 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 use creative problem-solving techniques to provide solutions.
- Up to 10% travel may be required as needed.
Compensation & Benefits
- In California, the salary range is $85,000 to $115,000.
- Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
- Salary is one component of total rewards, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- 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)