- Assign the right client service personnel to engagements by evaluating the specific needs of the engagement, reviewing available options, and recommending individuals who meet the requirements of the office/region and the client.
- When necessary, challenge the proposed schedule to ensure the most efficient use of resources.
- Monitor resources and their utilization, serving as the primary point of contact for local unassigned staff.
- Proactively identify and assign relevant tasks or projects to ensure effective resource deployment.
- Address conflicts within the engagement team by identifying alternative roles that align with both the engagement's needs and the staff's developmental goals.
- Identify personnel who are over- or under-utilized and determine the best resources or solutions to balance the workload effectively.
- Design, generate, and analyze reports on utilization, billable hours variance, chargeability, and any other ad-hoc reports requested by leadership.
- Provides key deployment insights, trends, and recommendations to the appropriate business leader(s).
- Maintains deep knowledge of current business priorities, service offerings, skill profiles, client engagements, and active client pursuits.
- Coaches and mentors junior team members to execute their role on the team
- Lead and support deployment initiatives to improve our overall deployment capabilities, drive more value for the business, and advance our deployment vision
Requirements
- Bachelor’s Degree
- 5+ years of resource management/scheduling experience at a public accounting firm
- 2+ years leading a team in a resource management, recruiting, talent or operational field
- Experience with ProStaff and Workday
Core Competencies
Demonstrates expertise in resource management and scheduling within a public accounting environment, with a strong focus on team leadership, effective task assignment, and utilization analysis. Proven ability to mentor junior staff and drive deployment initiatives that enhance operational efficiency and client service delivery.
Highest-signal resume keywords
- Resource Management
- Team Leadership
- Utilization Analysis
- ProStaff Experience
- Workday Experience
ATS Optimization Keywords
Hard Skills
- Resource Scheduling
- Utilization Reporting
- Task Assignment
- Workload Balancing
- Data Analysis
Soft Skills
- Coaching
- Conflict Resolution
- Communication
Certifications & Qualifications
- Bachelor’s Degree
Industry Keywords
- Public Accounting
- Client Engagements
- Operational Field
- Talent Management