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
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