Firm Resource Manager

Posted 2 Days Ago
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Erie, PA, USA
In-Office
Senior level
Consulting
The Role
Manage firm-wide scheduling, staffing, and resource planning for tax, audit, CAS and advisory teams. Assign staff by skill and availability, monitor utilization, track engagement progress, identify risks, and lead scheduling meetings. Forecast staffing needs, assess hiring, and implement process improvements to optimize efficiency, deliverables, and professional development.
Summary Generated by Built In

Are you a public accounting or project management professional who understands the challenge of balancing deadlines, workloads, and client expectations?  On behalf of our client, McGill, Power, Bell & Associates, LLP (MPB), Decision Associates is seeking a Firm Resource Manager to drive the optimization of staff deployment and scheduling across client service teams. 

MPB is a well-established, regional certified public accounting and professional services firm headquartered in Western Pennsylvania.  The Firm operates with offices in Erie, Franklin, Grove City, Meadville, and Titusville, Pennsylvania. This year, the Firm celebrated being in business for 100 years.

MPB is looking for a Firm Resource Manager to help ensure the right people are working on the right engagements at the right time. This role is ideal for someone who enjoys the operational side of public accounting or project management and strategic initiatives, has exceptional organizational skills, and finds satisfaction in helping others succeed.

Key Responsibilities

As Firm Resource Manager, you will serve as the central coordinator of firm resources by:

  • Managing staff scheduling and workload balancing across audit, tax, and advisory engagements.
  • Working closely with partners and managers to anticipate staffing needs and resolve resource conflicts.
  • Matching assignments based on staff experience, technical strengths, career goals, and development opportunities.
  • Monitoring engagement deadlines and proactively adjusting workloads to meet client expectations.
  • Identifying capacity constraints and recommending staffing solutions.
  • Assisting with onboarding, staff development, and utilization planning.
  • Helping improve workflow processes and resource management systems.
  • Serving as a trusted advisor to firm leadership on staffing, scheduling, and operational efficiency.
  • Supporting a collaborative culture that values teamwork, communication, and continuous improvement.

Requirements
  • Bachelor’s degree in Accounting, Business Administration, Management, or related field preferred
  • Prior experience in resource management, scheduling, or project management required
  • Strong background in public accounting, consulting, or another professional services environment preferred
  • Strong understanding of CPA firm workflows (including billable hours and utilization metrics), busy seasons, and engagement cycles is a plus
  • Proven ability to manage complex schedules, competing priorities, and tight deadlines
  • Advanced analytical capabilities, including transforming data into meaningful insights, identifying trends, and effectively communicating findings clearly to leadership
  • Exceptional organizational and time management skills with the ability to manage competing priorities across multiple departments
  • Experience monitoring and managing utilization and capacity planning
  • Excellent communication and relationship management skills
  • Proficiency in practice management and project tracking tools, with advanced Excel and analytical skills to support capacity planning, utilization tracking, and reporting.

Benefits
  • Health, Dental and Vision Insurance
  • Life Insurance
  • Short- & Long-Term Disability Insurance
  • Paid Time Off and Company Holidays
  • 401k with Employer Match
  • Paid Parental Leave
  • Accident and Critiacal Care Insurance
  • Employee Assistance Program (EAP)
  • Bereavement Leave
  • Work-Life Balance
    • Flexible Schedule & Summer Hours
    • Company Outings
    • Employee Incentives for New Clients and Employee Referrals
  • Professional Development
    • Continuing Professional Education (CPE)
    • Professional Membership Dues

McGill, Power, Bell & Associates, LLP is an Equal Opportunity Employer.

Skills Required

  • Prior experience in resource management, scheduling, or project management
  • Strong background in public accounting, consulting, or another professional services environment
  • Strong understanding of CPA firm workflows, billable hours, utilization metrics, busy seasons, and engagement cycles
  • Proven ability to manage complex schedules, competing priorities, and tight deadlines
  • Advanced analytical capabilities; transform data into insights, identify trends, and communicate findings to leadership
  • Exceptional organizational and time management skills
  • Experience monitoring and managing utilization and capacity planning
  • Excellent communication and relationship management skills
  • Proficiency in practice management and project tracking tools and advanced Excel skills
  • Bachelor's degree in Accounting, Business Administration, Management, or related field
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The Company
HQ: Erie, PA
17 Employees
Year Founded: 1984

What We Do

Based in Erie, Pa., Decision Associates is the region’s preferred business consulting group. Our core services include strategy, succession, marketing, sales, executive recruitment and organizational development. Decision Associates' executive consultants bring decades of front-line experience to every project. Working with both for-profit and nonprofit organizations, we challenge our clients to “best in class” performance in their respective industries.

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