Resource Management Specialist

Summary

Join BPM, a company prioritizing caring and community, as an Assurance Manager. You will be responsible for reviewing, analyzing, and building strategies to maintain client relationships throughout the audit and accounting process. This role involves driving efficiency in resource deployment, coordinating departmental scheduling, monitoring staff utilization, and building strong relationships. You will leverage scheduling/project management tools, analyze staff schedules, and interact with various teams. BPM offers a total rewards package including flexible work arrangements, well-being resources, and a balance of work and personal life. Professional development opportunities are also provided.

Requirements

• B.A. degree OR equivalent work experience
• A minimum of 2-3 years in a professional services role, project management experience, and/or HR experience OR 1-2 years in a resource planning/coordinating role
• Excellent time management, prioritization and critical thinking skills
• Excellent client service, learning agility, data analytical, and change management skills
• Ability to interact with all levels of employees from entry level to partners
• Strong computer skills – Outlook, Excel, Word
• Ability to train new and existing users on software usage and capabilities
• Flexibility to work with international resources and teams

Responsibilities

• Drive efficiency in resource deployment
• Coordinate and lead departmental scheduling meetings to address resource needs, conflicts, and any other issues
• Monitor staff utilization and determine appropriate resources or solutions to balance workload and monitor progress toward chargeable hour goals
• Coordinate reassignments for terminated/LOA employees
• Use scheduling/project management tools and reports to forecast hours needed, track actual vs scheduled utilization, and monitor total headcount
• Analyze weekly staff schedules and availability reports
• Continuously build strong relationships to drive resourcing initiatives, and develop resources along their desired career and skill paths
• Balancing the needs of staff and clients for the purpose of maximizing utilization and the experience of the staff
• Review staff utilization/headcount report with Resource Leadership and discuss plans to address efficiency
• Interact with Human Resources staff firm-wide to coordinate new hire schedules, training schedules, and other HR related activity including performance evaluations
• Onboard and train new employees on scheduling policies and procedures
• Ad-hoc projects as requested

Preferred Qualifications

• Familiarity with public accounting
• Familiarity with Retain, PowerBI, and CCH Workstream/Workflow

Benefits

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University