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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in resource management and workforce planning within professional services, with a strong focus on optimizing staffing and utilization through data analysis and operational insights.
Highest-signal resume keywords
Resource ManagementWorkforce PlanningAudit Engagement LifecyclesMicrosoft Office SuiteResource Management Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Resource ManagementWorkforce PlanningData AnalysisOperational ProcessesAudit Engagement Lifecycles
Soft Skills
CollaborationCommunicationProblem-SolvingTime Management
Tools & Technologies
WorkdayDayshapeCCH Axcess WorkflowXCM
Industry Keywords
Public AccountingConsultingProfessional Services
About the role
Key responsibilities & impact- Conduct the coordination and execution of staffing for Audit engagements, aligning staff skills, experience, and availability with client and engagement requirements
- Partner with leadership to forecast resource demand, identify capacity gaps, and recommend strategies for optimal staffing and utilization
- Maintain and enhance staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation
- Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery
- Serve as a central point of contact for staffing updates, communicating proactively with leaders, engagement managers, and team members regarding scheduling changes and priorities
- Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives
- Contribute to continuous improvement efforts by identifying trends, streamlining resource management processes, and leveraging data to drive operational decisions
- Balance multiple assignments and priorities with precision in a fast-paced environment
- Analyze data, identify trends, and provide recommendations that improve utilization and business performance
Requirements
What you’ll need- Minimum of 2 years’ experience in resource management, workforce planning, or project operations within public accounting, consulting, or professional services
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline
- Strong understanding of Audit engagement lifecycles, staffing models, and operational processes within a professional services environment
- Competence in Microsoft Office Suite
- Experience with resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)
Benefits
Comp & perks- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
