Hybrid Resource Manager – M&A

Posted 29 minutes ago

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About the role

  • Resource Manager responsible for resource allocation and workforce planning at a top CPA firm. Collaborating with stakeholders to ensure client satisfaction and project delivery.

Responsibilities

  • Partner with M&A, practice leadership, and HR to support resource planning during diligence and post‑close phases, ensuring incoming professionals are accounted for in staffing models and workflow systems.
  • Build strong working relationships with Practice Leaders, Engagement Managers, and Talent partners to support a team‑based approach to workforce planning.
  • Identify resource needs, capacity gaps, and timing risks prior to deal close to prevent last‑minute staffing disruptions.
  • Support early identification of practice-specific integration requirements (e.g., tax, assurance, advisory) due to differing resource management processes.
  • Support RM team by consistently monitoring open job needs and scheduled assignments for accuracy, checking assisting with staffing solution strategies.
  • Provide coverage as needed for Resource Management team in areas related to staffing requests for client engagements, projects, and initiatives.
  • Ensure consistent RM team practices in forecast planning and process improvements, while minimizing impact on client service operations.
  • Support the strategic movement of work to offshore resources while maintaining quality and efficiency.
  • Partner with offshore RM team members to ensure current pipelines, capacity views, and weekly staffing rosters for offshore teams; surface gaps, risks, and trade‑offs early.
  • Collaborate with industry leaders, pod leaders, engagement managers, and project leaders assessing staffing needs and project requirements.
  • Embrace an Agile mindset to adapt to changing priorities, client demands, and project requirements effectively
  • Implement best practices, policies, and procedures related to workforce management, project delivery, and client satisfaction.
  • Develop and maintain relationships with client service personnel and leverage these relationships to maximize change management partnership opportunities.
  • Support RM team by monitoring project timelines, workloads, and resource utilization to identify potential resource conflicts or capacity constraints.
  • Track and analyze key performance indicators (KPIs) related to resource management, project delivery, and client satisfaction.
  • Proactively address resource allocation challenges by recommending adjustments, realignments, or additional staffing resources as needed.
  • Collaborate effectively with fellow Resource Managers to balance workloads, share resources, and support enterprise staffing priorities.
  • Actively participate in team meetings, planning discussions, and working sessions to align priorities and share insights.
  • Partner with peers to resolve resource conflicts through open communication and solution‑oriented discussion
  • Share best practices, lessons learned, and process improvements with the Resource Management team to promote consistency and efficiency.

Requirements

  • Bachelor’s degree in business administration, Accounting, Human Resources, or a related field preferred. Professional certification (e.g., RMCP, PMP, SHRM-CP) is a plus.
  • Minimum of 5-7 years of work experience in resource management, data management, and workforce planning, preferably within a professional services firm or accounting environment.
  • Strong analytical skills and the ability to interpret data, trends, and workforce metrics.
  • Excellent communication, interpersonal, time-management, and problem-solving skills.
  • Proficiency in Power BI, resource management tools, and Microsoft Office Suite.
  • Strong business acumen and ability to effectively collaborate with diverse personalities and stakeholders across all levels of the organization.
  • Ability to thrive in a fast-paced, deadline-driven environment and effectively prioritize competing demands.

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Job title

Resource Manager – M&A

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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